Fund HoldingsGranite Bay Wealth Management, LLC

Total Portfolio Value
$1.09M
Total Bought
$374.27M
Total Sold
$92.01M
Net Transaction
+$282.26M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SNOWFLAKE INC(SNOW)0125,958+125,9580322.95%+32
ISHARES TR0208,191+208,1910161.46%+16
ISHARES TR0159,029+159,0290121.13%+12
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
0178,785+178,785090.83%+9
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
0158,475+158,475090.82%+9
VANGUARD SPECIALIZED FUNDS037,684+37,684090.82%+9
ISHARES INC
MSCI EMRG CHN
077,245+77,245080.73%+8
ISHARES TR020,973+20,973080.71%+8
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
0123,253+123,253080.70%+8
INTERNATIONAL BUSINESS MACHS(IBM)016,778+16,778050.43%+5
SELECT SECTOR SPDR TR
ST STR FINL ETF
085,103+85,103050.42%+5
ISHARES TR044,015+44,015040.38%+4
PACER FDS TR
US CASH COWS 100
054,833+54,833030.31%+3
SPDR INDEX SHS FDS
ST STR EU 50 ETF
048,364+48,364030.31%+3
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
035,836+35,836030.30%+3
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
058,090+58,090030.27%+3
VANGUARD INTL EQUITY INDEX F015,005+15,005020.22%+2
TEXAS PACIFIC LAND CORPORATI(TPL)04,554+4,554020.18%+2
ISHARES TR013,500+13,500020.17%+2
ISHARES TR05,632+5,632010.13%+1
TAIWAN SEMICONDUCTOR MFG LTD(TSM)02,290+2,290010.10%+1
TIDAL TRUST I039,095+39,095010.10%+1
MASTERCARD INCORPORATED(MA)01,900+1,900010.09%+1
VANECK ETF TRUST
SEMICONDUCTR ETF
01,336+1,336010.08%+1
BOEING CO(BA)04,025+4,025010.08%+1
MCDONALDS CORP(MCD)02,794+2,794010.07%+1
ABBVIE INC(ABBV)02,929+2,929010.07%+1
PIMCO ETF TR
ENHAN SHRT MA AC
07,274+7,274010.07%+1
ENTERPRISE PRODS PARTNERS L(EPD)019,626+19,626010.07%+1
PACER FDS TR
DATA & DIGI REVO
06,495+6,495010.06%+1
CISCO SYS INC(CSCO)05,883+5,883010.06%+1
MICRON TECHNOLOGY INC(MU)0564+564010.06%+1
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
04,711+4,711010.06%+1
ISHARES TR05,740+5,740010.05%+1
MARVELL TECHNOLOGY INC(MRVL)01,976+1,976010.05%+1
VERIZON COMMUNICATIONS INC(VZ)013,539+13,539010.05%+1
REALTY INCOME CORP(O)09,086+9,086010.05%+1
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
04,892+4,892010.05%+1
SCHWAB STRATEGIC TR014,046+14,046010.05%+1
NEW YORK LIFE INVESTMENTS ET
HEDGE MULTI STRA
014,124+14,124010.05%+1
ISHARES TR03,356+3,356000.05%0
NEXTERA ENERGY INC(NEE)05,524+5,524000.04%0
BANK NEW YORK MELLON CORP03,279+3,279000.04%0
ISHARES TR04,286+4,286000.04%0
VANGUARD WHITEHALL FDS02,784+2,784000.04%0
CATERPILLAR INC(CAT)0400+400000.04%0
ISHARES TR04,548+4,548000.04%0
DIREXION SHS ETF TR
DAI SEM BUL ETF
01,500+1,500000.04%0
ISHARES TR05,176+5,176000.04%0
DUKE ENERGY CORP NEW(DUK)03,116+3,116000.04%0
ARISTA NETWORKS INC(ANET)02,273+2,273000.04%0
PALANTIR TECHNOLOGIES INC(PLTR)03,263+3,263000.04%0
ISHARES TR0585+585000.03%0
APPLIED MATLS INC0513+513000.03%0
ISHARES BITCOIN TRUST ETF(IBIT)011,136+11,136000.03%0
AECOM(ACM)05,253+5,253000.03%0
SCHWAB STRATEGIC TR011,525+11,525000.03%0
VANGUARD MUN BD FDS07,224+7,224000.03%0
ADVANCED MICRO DEVICES INC(AMD)0605+605000.03%0
LOCKHEED MARTIN CORP(LMT)0672+672000.03%0
GILEAD SCIENCES INC(GILD)02,621+2,621000.03%0
SPDR SERIES TRUST
ST STR SP500DIV
06,747+6,747000.03%0
MID PENN BANCORP INC(MPB)07,698+7,698000.02%0
ISHARES TR01,611+1,611000.02%0
ASML HOLDING N V
N Y REGISTRY SHS
0127+127000.02%0
DOMINION ENERGY INC(D)03,674+3,674000.02%0
VANGUARD INDEX FDS03,111+3,111000.02%0
GLOBAL X FDS
GLB X MLP ENRG I
03,278+3,278000.02%0
ISHARES TR0561+561000.02%0
BANK AMERICA CORP03,990+3,990000.02%0
SCHWAB STRATEGIC TR08,089+8,089000.02%0
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0227+227000.02%0
ARK ETF TR
INNOVATION ETF
02,671+2,671000.02%0
EATON CORP PLC(ETN)0477+477000.02%0
GRAYSCALE BITCOIN TRUST ETF(GBTC)04,405+4,405000.02%0
VANECK ETF TRUST
MRNGSTR WDE MOAT
01,932+1,932000.02%0
COINBASE GLOBAL INC(COIN)01,369+1,369000.02%0
WORLD FDS TR
T REX TARGET ETF
010,255+10,255000.01%0
I-80 GOLD CORP(IAUX)040,000+40,000000.01%0
B2GOLD CORP(BTG)014,639+14,639000.01%0
PACIFIC BIOSCIENCES CALIF IN(PACB)027,517+27,517000.00%0
WALMART INC(WMT)1,6369,906+8,27020210.10%-201
VANGUARD INDEX FDS6771,920+1,24320210.06%-202
VANGUARD BD INDEX FDS2,6455,426+2,78120400.04%-204
ISHARES TR
S&P 500 3 CAPPED
6,8466,846020500.02%-205
GLOBAL PARTNERS LP(GLP)5,0005,000021100.02%-210
CHEVRON CORP NEW(CVX)1,09612,570+11,47422720.19%-225
ISHARES TR2,2472,247022600.02%-226
NETFLIX INC(NFLX)2,3657,849+5,48422710.05%-227
VANGUARD BD INDEX FDS2,9073,041+13422800.02%-228
DIMENSIONAL ETF TRUST
US TARGETED VLU
3,7173,717023200.02%-232
TESLA INC(TSLA)6333,763+3,13023520.15%-234
SCHWAB STRATEGIC TR7,7577,792+3523700.02%-236
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
5,00620,342+15,33624110.09%-240
PHILIP MORRIS INTL INC(PM)1,5233,568+2,04525210.06%-251
ISHARES TR
MSCI GBL SUS DEV
3,0003,000025200.02%-252
ISHARES TR5936,650+6,05725310.08%-252
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
5,0735,073026800.03%-267
ELI LILLY & CO(LLY)3074,690+4,38328260.52%-277
VANGUARD INDEX FDS8771,714+83728110.06%-281
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