Fund Universe

Granite Bay Wealth Management, LLC

CIK 0001911472 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.113
AUM ($M)
1,086
Positions
170
Turnover
0.37
Top-10 wt
46%
Herfindahl
0.029
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 174 positions · portfolio value $1,086M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
VUG funds › VANGUARD INDEX FDS ADD 7.6% +7.4% 83.0 964,042 +961,610 4
IJR funds › ISHARES TR ADD 5.8% +1.3% 63.3 426,566 +254,673 5
EEM funds › ISHARES TR ADD 4.8% -0.0% 52.0 759,524 +361,851 5
JHMM funds › JOHN HANCOCK EXCHANGE TRADED TRIM 4.6% -5.0% 50.4 671,903 -5,089 5
AMZN funds › AMAZON COM INC ADD 4.6% +2.4% 50.1 210,270 +160,150 5
AAPL funds › APPLE INC ADD 4.1% +1.9% 44.3 153,136 +112,688 4
WTPI funds › WISDOMTREE TR ADD 3.8% -4.4% 41.3 1,259,604 +55,855 5
JHCB funds › JOHN HANCOCK EXCHANGE TRADED ADD 3.6% -4.4% 39.5 1,862,508 +73,272 5
RSP funds › INVESCO EXCHANGE TRADED FD T ADD 3.6% -3.8% 39.0 183,406 +1,366 5
TLT funds › ISHARES TR ADD 3.6% -0.3% 38.7 448,018 +237,639 5
SNOW funds › SNOWFLAKE INC NEW 3.0% +3.0% 32.1 125,958 +125,958 1
VTV funds › VANGUARD INDEX FDS ADD 2.8% +2.7% 30.9 141,718 +139,118 2
MSFT funds › MICROSOFT CORP ADD 2.0% -0.0% 21.8 58,321 +32,582 5
SPY funds › SPDR S&P 500 ETF TR ADD 1.9% +1.6% 21.0 28,166 +25,400 5
QQEW funds › FIRST TR EXCHANGE-TRADED FD ADD 1.9% +0.2% 20.5 128,492 +65,634 4
EWJ funds › ISHARES INC TRIM 1.9% -2.1% 20.2 217,032 -4,216 5
JHPI funds › JOHN HANCOCK EXCHANGE TRADED ADD 1.8% -2.1% 19.2 845,132 +29,675 5
NVDA funds › NVIDIA CORPORATION ADD 1.7% -0.4% 17.9 89,687 +35,557 5
TMO funds › THERMO FISHER SCIENTIFIC INC ADD 1.6% +0.0% 17.9 35,644 +20,197 5
ACWX funds › ISHARES TR NEW 1.5% +1.5% 15.8 208,191 +208,191 1
IAGG funds › ISHARES TR ADD 1.4% -1.5% 15.1 297,704 +22,329 2
TMUS funds › T-MOBILE US INC ADD 1.3% -0.4% 14.4 85,974 +48,070 5
GOOG funds › ALPHABET INC ADD 1.3% -0.6% 14.0 39,741 +9,372 5
VOO funds › VANGUARD INDEX FDS ADD 1.2% +1.0% 13.2 19,192 +17,789 5
AGG funds › ISHARES TR ADD 1.1% +0.3% 12.3 124,466 +82,872 5
IJH funds › ISHARES TR NEW 1.1% +1.1% 12.3 159,029 +159,029 1
CRWD funds › CROWDSTRIKE HLDGS INC TRIM 1.1% -0.5% 11.8 15,419 -3,522 5
JPM funds › JPMORGAN CHASE & CO. ADD 1.0% -0.8% 11.2 34,101 +5,365 5
GLD funds › SPDR GOLD TR ADD 1.0% -0.7% 11.0 29,899 +11,168 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 1.0% -0.9% 10.9 21,718 +2,716 5
BALI funds › BLACKROCK ETF TRUST ADD 1.0% -1.0% 10.5 310,798 +3,387 4
HD funds › HOME DEPOT INC ADD 0.8% -0.7% 9.2 26,136 +3,798 5
JPST funds › J P MORGAN EXCHANGE TRADED F NEW 0.8% +0.8% 9.0 178,785 +178,785 1
JEPI funds › J P MORGAN EXCHANGE TRADED F NEW 0.8% +0.8% 9.0 158,475 +158,475 1
VIG funds › VANGUARD SPECIALIZED FUNDS NEW 0.8% +0.8% 8.9 37,684 +37,684 1
AMGN funds › AMGEN INC ADD 0.8% -0.8% 8.8 24,371 +2,471 5
EMXC funds › ISHARES INC NEW 0.7% +0.7% 7.9 77,245 +77,245 1
OEF funds › ISHARES TR NEW 0.7% +0.7% 7.7 20,973 +20,973 1
JEPQ funds › J P MORGAN EXCHANGE TRADED F NEW 0.7% +0.7% 7.6 123,253 +123,253 1
SLV funds › ISHARES SILVER TR ADD 0.6% -1.1% 6.5 121,487 +6,078 4
BX funds › BLACKSTONE INC ADD 0.6% -0.5% 6.3 53,868 +8,223 4
GOOGL funds › ALPHABET INC ADD 0.5% +0.4% 5.7 15,926 +14,058 5
LLY funds › ELI LILLY & CO ADD 0.5% +0.5% 5.6 4,690 +4,383 5
ARES funds › ARES MANAGEMENT CORPORATION TRIM 0.5% -0.6% 5.0 44,549 -283 4
IBM funds › INTERNATIONAL BUSINESS MACHS NEW 0.4% +0.4% 4.7 16,778 +16,778 1
XLF funds › SELECT SECTOR SPDR TR NEW 0.4% +0.4% 4.6 85,103 +85,103 1
IDEV funds › ISHARES TR ADD 0.4% -0.4% 4.4 49,110 +1,437 5
VEA funds › VANGUARD TAX-MANAGED FDS ADD 0.4% +0.2% 4.3 60,192 +45,761 3
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.4% +0.2% 4.2 30,865 +26,791 5
AVGO funds › BROADCOM INC ADD 0.4% +0.3% 4.2 11,148 +9,703 5
IEF funds › ISHARES TR NEW 0.4% +0.4% 4.2 44,015 +44,015 1
META funds › META PLATFORMS INC ADD 0.3% +0.1% 3.8 6,720 +4,997 5
ROBT funds › FIRST TR EXCHANGE TRADED FD ADD 0.3% -0.3% 3.6 63,541 +2,011 4
COWZ funds › PACER FDS TR NEW 0.3% +0.3% 3.4 54,833 +54,833 1
FEZ funds › SPDR INDEX SHS FDS NEW 0.3% +0.3% 3.3 48,364 +48,364 1
CIBR funds › FIRST TR EXCHANGE TRADED FD NEW 0.3% +0.3% 3.2 35,836 +35,836 1
JMST funds › J P MORGAN EXCHANGE TRADED F NEW 0.3% +0.3% 3.0 58,090 +58,090 1
V funds › VISA INC ADD 0.2% +0.1% 2.5 7,334 +4,867 5
IVV funds › ISHARES TR ADD 0.2% +0.0% 2.4 3,270 +1,682 4
VT funds › VANGUARD INTL EQUITY INDEX F NEW 0.2% +0.2% 2.4 15,005 +15,005 1
PANW funds › PALO ALTO NETWORKS INC ADD 0.2% +0.1% 2.3 6,730 +2,713 5
IWM funds › ISHARES TR ADD 0.2% +0.1% 2.2 7,488 +4,999 5
GEV funds › GE VERNOVA INC ADD 0.2% +0.1% 2.1 1,779 +1,436 3
CVX funds › CHEVRON CORP NEW ADD 0.2% +0.1% 2.1 12,570 +11,474 2
TPL funds › TEXAS PACIFIC LAND CORPORATI NEW 0.2% +0.2% 2.0 4,554 +4,554 1
QQQJ funds › INVESCO EXCH TRADED FD TR II ADD 0.2% -0.1% 2.0 43,682 +878 4
IVW funds › ISHARES TR NEW 0.2% +0.2% 1.9 13,500 +13,500 1
GE funds › GE AEROSPACE ADD 0.2% +0.1% 1.7 4,652 +3,268 5
XLK funds › SELECT SECTOR SPDR TR ADD 0.2% +0.0% 1.7 9,073 +4,573 5
VWO funds › VANGUARD INTL EQUITY INDEX F ADD 0.1% +0.1% 1.6 26,834 +19,676 2
TSLA funds › TESLA INC ADD 0.1% +0.1% 1.6 3,763 +3,130 4
MDY funds › SPDR S&P MIDCAP 400 ETF TR TRIM 0.1% -0.1% 1.4 2,049 -59 5
BUG funds › GLOBAL X FDS ADD 0.1% -0.1% 1.4 37,091 +1,116 5
ITA funds › ISHARES TR NEW 0.1% +0.1% 1.4 5,632 +5,632 1
VB funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 1.3 4,450 +2,508 3
DCI funds › DONALDSON INC HOLD 0.1% -0.1% 1.3 14,000 +0 5
JNJ funds › JOHNSON & JOHNSON ADD 0.1% +0.0% 1.2 4,696 +3,429 3
COST funds › COSTCO WHSL CORP NEW ADD 0.1% +0.0% 1.2 1,264 +800 5
WMT funds › WALMART INC ADD 0.1% +0.1% 1.1 9,906 +8,270 2
USMV funds › ISHARES TR ADD 0.1% -0.1% 1.1 11,421 +2,472 5
TSM funds › TAIWAN SEMICONDUCTOR MFG LTD NEW 0.1% +0.1% 1.1 2,290 +2,290 1
GRNY funds › TIDAL TRUST I NEW 0.1% +0.1% 1.1 39,095 +39,095 1
BNDX funds › VANGUARD CHARLOTTE FDS ADD 0.1% +0.0% 1.0 20,342 +15,336 2
MA funds › MASTERCARD INCORPORATED NEW 0.1% +0.1% 1.0 1,900 +1,900 1
WRB funds › BERKLEY W R CORP TRIM 0.1% -0.1% 0.9 13,210 -3,000 4
SMH funds › VANECK ETF TRUST NEW 0.1% +0.1% 0.9 1,336 +1,336 1
BA funds › BOEING CO NEW 0.1% +0.1% 0.9 4,025 +4,025 1
IWF funds › ISHARES TR ADD 0.1% +0.0% 0.8 6,650 +6,057 5
SCHG funds › SCHWAB STRATEGIC TR ADD 0.1% -0.0% 0.8 24,015 +8,993 5
VXUS funds › VANGUARD STAR FDS ADD 0.1% +0.0% 0.8 9,370 +5,370 5
BND funds › VANGUARD BD INDEX FDS ADD 0.1% +0.0% 0.8 10,608 +6,364 3
MCD funds › MCDONALDS CORP NEW 0.1% +0.1% 0.8 2,794 +2,794 1
ABBV funds › ABBVIE INC NEW 0.1% +0.1% 0.7 2,929 +2,929 1
MINT funds › PIMCO ETF TR NEW 0.1% +0.1% 0.7 7,274 +7,274 1
EPD funds › ENTERPRISE PRODS PARTNERS L NEW 0.1% +0.1% 0.7 19,626 +19,626 1
PG funds › PROCTER AND GAMBLE CO ADD 0.1% +0.0% 0.7 4,906 +2,951 5
TRFK funds › PACER FDS TR NEW 0.1% +0.1% 0.7 6,495 +6,495 1
CSCO funds › CISCO SYS INC NEW 0.1% +0.1% 0.7 5,883 +5,883 1
VV funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.7 1,920 +1,243 3
MU funds › MICRON TECHNOLOGY INC NEW 0.1% +0.1% 0.7 564 +564 1
PM funds › PHILIP MORRIS INTL INC ADD 0.1% +0.0% 0.6 3,568 +2,045 5
VTI funds › VANGUARD INDEX FDS ADD 0.1% -0.0% 0.6 1,714 +837 5
GMMF funds › BLACKROCK ETF TRUST ADD 0.1% -0.0% 0.6 6,314 +2,360 2
AIRR funds › FIRST TR EXCHANGE TRADED FD NEW 0.1% +0.1% 0.6 4,711 +4,711 1
EFA funds › ISHARES TR NEW 0.1% +0.1% 0.6 5,740 +5,740 1
MRVL funds › MARVELL TECHNOLOGY INC NEW 0.1% +0.1% 0.6 1,976 +1,976 1
XLV funds › SELECT SECTOR SPDR TR TRIM 0.1% -0.1% 0.6 3,647 -5 5
SHOP funds › SHOPIFY INC TRIM 0.1% -0.1% 0.6 5,063 -5 5
VZ funds › VERIZON COMMUNICATIONS INC NEW 0.1% +0.1% 0.6 13,539 +13,539 1
O funds › REALTY INCOME CORP NEW 0.1% +0.1% 0.6 9,086 +9,086 1
NFLX funds › NETFLIX INC ADD 0.1% +0.0% 0.6 7,849 +5,484 5
BOTZ funds › GLOBAL X FDS ADD 0.0% -0.0% 0.5 13,970 +886 5
VONV funds › VANGUARD SCOTTSDALE FDS NEW 0.0% +0.0% 0.5 4,892 +4,892 1
SCHM funds › SCHWAB STRATEGIC TR NEW 0.0% +0.0% 0.5 14,046 +14,046 1
QAI funds › NEW YORK LIFE INVESTMENTS ET NEW 0.0% +0.0% 0.5 14,124 +14,124 1
IWD funds › ISHARES TR ADD 0.0% -0.0% 0.5 2,042 +678 5
IWP funds › ISHARES TR NEW 0.0% +0.0% 0.5 3,356 +3,356 1
NEE funds › NEXTERA ENERGY INC NEW 0.0% +0.0% 0.5 5,524 +5,524 1
BNY funds › BANK NEW YORK MELLON CORP NEW 0.0% +0.0% 0.5 3,279 +3,279 1
IWR funds › ISHARES TR NEW 0.0% +0.0% 0.5 4,286 +4,286 1
UNH funds › UNITEDHEALTH GROUP INC ADD 0.0% -0.0% 0.5 1,127 +20 3
VRTX funds › VERTEX PHARMACEUTICALS INC ADD 0.0% -0.0% 0.5 915 +5 5
IYW funds › ISHARES TR HOLD 0.0% -0.0% 0.5 1,800 +0 5
VYM funds › VANGUARD WHITEHALL FDS NEW 0.0% +0.0% 0.4 2,784 +2,784 1
CAT funds › CATERPILLAR INC NEW 0.0% +0.0% 0.4 400 +400 1
BIV funds › VANGUARD BD INDEX FDS ADD 0.0% -0.0% 0.4 5,426 +2,781 2
IGV funds › ISHARES TR NEW 0.0% +0.0% 0.4 4,548 +4,548 1
SOXL funds › DIREXION SHS ETF TR NEW 0.0% +0.0% 0.4 1,500 +1,500 1
EFV funds › ISHARES TR NEW 0.0% +0.0% 0.4 5,176 +5,176 1
DUK funds › DUKE ENERGY CORP NEW NEW 0.0% +0.0% 0.4 3,116 +3,116 1
SCHX funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.0% 0.4 13,323 -1,247 5
ANET funds › ARISTA NETWORKS INC NEW 0.0% +0.0% 0.4 2,273 +2,273 1
PLTR funds › PALANTIR TECHNOLOGIES INC NEW 0.0% +0.0% 0.4 3,263 +3,263 1
SOXX funds › ISHARES TR NEW 0.0% +0.0% 0.4 585 +585 1
IBIT funds › ISHARES BITCOIN TRUST ETF NEW 0.0% +0.0% 0.4 11,136 +11,136 1
AMAT funds › APPLIED MATLS INC NEW 0.0% +0.0% 0.4 513 +513 1
ACM funds › AECOM NEW 0.0% +0.0% 0.4 5,253 +5,253 1
SCHD funds › SCHWAB STRATEGIC TR NEW 0.0% +0.0% 0.4 11,525 +11,525 1
VTEB funds › VANGUARD MUN BD FDS NEW 0.0% +0.0% 0.4 7,224 +7,224 1
AMD funds › ADVANCED MICRO DEVICES INC NEW 0.0% +0.0% 0.4 605 +605 1
LMT funds › LOCKHEED MARTIN CORP NEW 0.0% +0.0% 0.3 672 +672 1
GILD funds › GILEAD SCIENCES INC NEW 0.0% +0.0% 0.3 2,621 +2,621 1
SPYD funds › SPDR SERIES TRUST NEW 0.0% +0.0% 0.3 6,747 +6,747 1
DFIV funds › DIMENSIONAL ETF TRUST HOLD 0.0% -0.0% 0.3 5,073 +0 4
SCHV funds › SCHWAB STRATEGIC TR ADD 0.0% -0.0% 0.3 7,792 +35 5
SDG funds › ISHARES TR HOLD 0.0% -0.0% 0.3 3,000 +0 5
MPB funds › MID PENN BANCORP INC NEW 0.0% +0.0% 0.3 7,698 +7,698 1
IJK funds › ISHARES TR HOLD 0.0% -0.0% 0.3 2,247 +0 5
IGM funds › ISHARES TR NEW 0.0% +0.0% 0.3 1,611 +1,611 1
DFAT funds › DIMENSIONAL ETF TRUST HOLD 0.0% -0.0% 0.3 3,717 +0 4
ASML funds › ASML HOLDING N V NEW 0.0% +0.0% 0.3 127 +127 1
D funds › DOMINION ENERGY INC NEW 0.0% +0.0% 0.3 3,674 +3,674 1
VO funds › VANGUARD INDEX FDS NEW 0.0% +0.0% 0.3 3,111 +3,111 1
MLPX funds › GLOBAL X FDS NEW 0.0% +0.0% 0.2 3,278 +3,278 1
BSV funds › VANGUARD BD INDEX FDS ADD 0.0% -0.0% 0.2 3,041 +134 2
TOPC funds › ISHARES TR HOLD 0.0% -0.0% 0.2 6,846 +0 4
GLP funds › GLOBAL PARTNERS LP HOLD 0.0% -0.0% 0.2 5,000 +0 5
IWB funds › ISHARES TR NEW 0.0% +0.0% 0.2 561 +561 1
BAC funds › BANK AMERICA CORP NEW 0.0% +0.0% 0.2 3,990 +3,990 1
SCHF funds › SCHWAB STRATEGIC TR NEW 0.0% +0.0% 0.2 8,089 +8,089 1
STX funds › SEAGATE TECHNOLOGY HLDNGS PL NEW 0.0% +0.0% 0.2 227 +227 1
ARKK funds › ARK ETF TR NEW 0.0% +0.0% 0.2 2,671 +2,671 1
ETN funds › EATON CORP PLC NEW 0.0% +0.0% 0.2 477 +477 1
MOAT funds › VANECK ETF TRUST NEW 0.0% +0.0% 0.2 1,932 +1,932 1
GBTC funds › GRAYSCALE BITCOIN TRUST ETF NEW 0.0% +0.0% 0.2 4,405 +4,405 1
COIN funds › COINBASE GLOBAL INC NEW 0.0% +0.0% 0.2 1,369 +1,369 1
BTCL funds › WORLD FDS TR NEW 0.0% +0.0% 0.1 10,255 +10,255 1
IAUX funds › I-80 GOLD CORP NEW 0.0% +0.0% 0.1 40,000 +40,000 1
BTG funds › B2GOLD CORP NEW 0.0% +0.0% 0.1 14,639 +14,639 1
PACB funds › PACIFIC BIOSCIENCES CALIF IN NEW 0.0% +0.0% 0.0 27,517 +27,517 1
DIA funds › STATE STR SPDR DOW JONES IND EXIT 0.0% -0.1% 0.0 0 -876 0
QQQ funds › INVESCO QQQ TR EXIT 0.0% -0.5% 0.0 0 -4,472 0
FTNT funds › FORTINET INC EXIT 0.0% -0.1% 0.0 0 -4,276 0
RTX funds › RTX CORPORATION EXIT 0.0% -1.8% 0.0 0 -44,028 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 1,086 170 0.37 46% 0.029 0.113 in
2026Q1 470 93 0.10 57% 0.044 0.561 in
2025Q4 413 88 0.02 55% 0.044 0.628 in
2025Q3 384 80 0.24 55% 0.044 0.214 in
2025Q2 311 69 0.09 61% 0.049 0.552 entered
2025Q1 288 72 0.00 58% 0.046 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status