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Ashleigh Swayze

Granite Bay Wealth Management, Llc

Assets Managed
$469.933M
Holdings
94
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
13.07%(2Q avg: 10.65%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Granite Bay Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 94 positions.

Assets under management

The assets under management (AUM) of Granite Bay Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 469.933M in assets, with a quarterly growth rate of 13.07% and a 2-quarter average growth rate of 10.65%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JHMM
John Hancock Multi Fact Mid
Recent Activity
Increased 3.55%
9.67%
$45.413M
676,992 shares@ $67.09 avg price
PUTW
Wisdomtree Putwrite Strategy
Recent Activity
Increased 353.4%
8.18%
$38.411M
1.204M shares@ $31.91 avg price
JHCB
John Hancock Corporate Bond
Recent Activity
Increased 8.55%
8.06%
$37.835M
1.789M shares@ $21.15 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 3.65%
7.44%
$34.925M
182,040 shares@ $191.86 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
Increased 0.29%
4.81%
$22.584M
397,673 shares@ $56.8 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 2.73%
4.55%
$21.353M
171,893 shares@ $124.23 avg price
EWJ
Ishares Msci Japan Etf
Recent Activity
Increased 3.05%
3.98%
$18.686M
221,248 shares@ $84.46 avg price
JHPI
John Hancock Preferred Incom
Recent Activity
Increased 6.03%
3.92%
$18.398M
815,457 shares@ $22.57 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
Increased 9.32%
3.88%
$18.228M
210,379 shares@ $86.65 avg price
IAGG
Ishares Intl Aggregate Bond
Recent Activity
New Position
2.93%
$13.749M
275,375 shares@ $49.93 avg price

1-10 of 94