Granite Bay Wealth Management, LLC

Granite Bay Wealth Management, LLC reported 207 holdings worth US$1.09M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Granite Bay Wealth Management, LLC reported 207 holdings worth US$1.09M as of Jun 30, 2026. Largest: Amazon.com, Inc., Apple Inc and Snowflake Inc. Filed Aug 14, 2026 (Form 13F).

Holdings
207
Value as reported
US$1.09M

The filing in full

CompanySharesValue as reported% of portfolio
Amazon.com, Inc.210KUS$50.1M4615.9%
Apple Inc153KUS$44.3M4081.2%
Snowflake Inc.126KUS$32.1M2952.5%
Microsoft Corp.58,321US$21.8M2003.7%
Alphabet Inc (google) Class C55,218US$19.7M1817.5%
Nvidia Corporation89,687US$17.9M1652.8%
Thermo Fisher Scientific Inc35,644US$17.9M1645.9%
T-mobile Us, Inc.85,974US$14.4M1328.1%
Crowdstrike Holdings, Inc.15,419US$11.8M1083.8%
Jp Morgan Chase & Co.34,101US$11.2M1028.1%
Berkshire Hathaway Inc.21,718US$10.9M1001.0%
Home Depot, Inc. (the)26,136US$9.22M849.0%
Amgen Inc.24,371US$8.82M812.8%
Blackstone Inc.53,868US$6.34M583.8%
Eli Lilly And Company4,690US$5.63M518.2%
Ares Management Corporation44,549US$4.96M456.7%
International Business Machines Corporation16,778US$4.72M434.5%
Exxon Mobil Corporation30,865US$4.22M388.7%
Broadcom Inc.11,148US$4.21M387.8%
Meta Platforms, Inc.6,720US$3.79M348.7%
Visa Inc.7,334US$2.52M231.7%
Palo Alto Networks, Inc.6,730US$2.29M211.3%
Ge Vernova Inc.1,779US$2.09M192.5%
Chevron Corporation12,570US$2.08M191.9%
Texas Pacific Land Corporation4,554US$1.99M183.6%
Ge Aerospace4,652US$1.74M160.1%
Tesla, Inc.3,763US$1.58M145.8%
Donaldson Company, Inc.14,000US$1.26M115.8%
Johnson & Johnson4,696US$1.19M109.8%
Costco Wholesale Corporation1,264US$1.18M108.9%
Walmart Inc.9,906US$1.12M103.3%
Taiwan Semiconductor Manufacturing Co., Ltd.2,290US$1.09M100.8%
Mastercard Incorporated1,900US$976K89.9%
W.r. Berkley Corporation13,210US$932K85.8%
Boeing Company (the)4,025US$871K80.2%
Mcdonald's Corporation2,794US$756K69.6%
Abbvie Inc.2,929US$737K67.9%
Enterprise Products Partners L.p.19,626US$722K66.5%
Procter & Gamble Company (the)4,906US$720K66.3%
Cisco Systems, Inc.5,883US$691K63.6%
Micron Technology, Inc.564US$650K59.9%
Philip Morris International Inc3,568US$646K59.5%
Marvell Technology, Inc.1,976US$588K54.2%
Shopify Inc.5,063US$578K53.2%
Verizon Communications Inc.13,539US$573K52.8%
Realty Income Corporation9,086US$562K51.8%
Netflix, Inc.7,849US$560K51.6%
Nextera Energy, Inc.5,524US$485K44.7%
The Bank Of New York Mellon Corporation3,279US$474K43.7%
Unitedhealth Group Incorporated1,127US$468K43.1%
Vertex Pharmaceuticals Incorporated915US$454K41.8%
Caterpillar, Inc.400US$426K39.2%
Duke Energy Corporation (holding Company)3,116US$394K36.3%
Arista Networks, Inc.2,273US$386K35.6%
Palantir Technologies Inc.3,263US$381K35.1%
Applied Materials, Inc.513US$371K34.2%
Aecom5,253US$367K33.8%
Advanced Micro Devices Inc605US$351K32.3%
Lockheed Martin Corporation672US$343K31.6%
Gilead Sciences, Inc.2,621US$331K30.5%
Mid Penn Bancorp7,698US$268K24.7%
Asml Holding Nv127US$252K23.2%
Dominion Energy, Inc.3,674US$251K23.1%
Global Partners Lp5,000US$233K21.5%
Bank Of America Corporation3,990US$227K20.9%
Coinbase Global, Inc.1,369US$200K18.4%
I-80 Gold Corp40,000US$58,0005.3%
B2gold Corp.14,639US$55,0005.1%
Pacific Biosciences Of California, Inc.27,517US$46,0004.2%

Source

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