Granite Bay Wealth Management, LLC

RIA/Wealth

Granite Bay Wealth Management, LLC is a RIA/Wealth based in Portsmouth, NH led by Joseph Robert Skees, reporting $444.6M in AUM as of Q3 2025 with 64% ETF concentration and 55% concentrated in top 10 holdings.

MemberJoseph Robert Skees

Portfolio Value: $383.8M
Positions: 79
Top Holding: JHMM at 10.5%
Last Reported: Q3 2025

Address22 Deer Street, Suite 200, Portsmouth, NH, 03801, United States

Top Holdings

Largest long holdings in Granite Bay Wealth Management, LLC's portfolio (55.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 John Hancock Multifactor Mid Cap ETF JHMM	ETF ETF	$40.3M	10.50%	+$40.3M New	— 623.2K shares	Q3 2025 Held for 2 months
2 John Hancock Corporate Bond JHCB	ETF ETF	$32.9M	8.56%	+$3.7M Bought	— 1.5M shares	Q1 2022 Held for 3y 8m
3 Invesco S&P 500 Equal Weight ETF RSP	ETF ETF	$31.3M	8.14%	+$3.4M Bought	— 164.8K shares	Q1 2025 Held for 8 months
4 iShares MSCI Emerging Markets EEM	ETF ETF	$20.9M	5.45%	+$767.9K Bought	— 391.4K shares	Q4 2021 Held for 3y 11m
5 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$19.1M	4.99%	-$7.6M Sold	— 161.0K shares	Q3 2023 Held for 2y 2m
6 iShares MSCI Japan EWJ	ETF ETF	$16.6M	4.31%	+$870.0K Bought	— 206.4K shares	Q1 2024 Held for 1y 8m
7 JHPI John Hancock Preferred Income JHPI	ETF ETF	$16.4M	4.27%	+$1.4M Bought	— 706.6K shares	Q4 2022 Held for 2y 11m
8 iShares 20+ Year Treasury Bond TLT	ETF ETF	$15.8M	4.11%	+$1.9M Bought	— 176.7K shares	Q4 2024 Held for 11 months
9 Apple AAPL	Consumer Electronics Technology	$9.9M	2.59%	+$9.9M Bought	0.00% 39.0K shares	Q4 2021 Held for 3y 11m
10 Microsoft MSFT	Software - Infrastructure Technology	$9.7M	2.52%	-$125.3K Sold	0.00% 18.7K shares	Q4 2021 Held for 3y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Granite Bay Wealth Management, LLC's latest filing

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Market Value

$383.8M

Prior: $285.5M

Q/Q Change

+34.43%

+$98.3M

Net Flows % of MV

+13.62%

Turnover Ratio

24.48%

New Purchases

12 stocks

$83.1M

Added To

26 stocks

+$57.5M

Sold Out Of

6 stocks

$3.6M

Reduced Holdings

29 stocks

-$53.9M

Increased Positions

Position	Shares Δ	Change
1 John Hancock Multifactor Mid Cap ETF JHMM	New	0 → 623.2K +$40.3M
2 BlackRock Advantage Large Cap Income BALI	New	0 → 279.1K +$8.9M
3 First Trust NASDAQ-100 Equal Weighted Index Fund QQEW	New	0 → 55.6K +$7.9M
4 WisdomTree PutWrite Strategy Fund PUTW	New	0 → 234.3K +$7.8M
5 GLD SPDR Gold Trust GLD	New	0 → 18.2K +$6.5M

Decreased Positions

Position	Shares Δ	Change
1 IVVW iShares S&P 500 BuyWrite ETF IVVW	Sold	42.8K → 0 −$2.0M
2 Mastercard MA	Sold	895.0 → 0 −$502.9K
3 iShares iBonds Dec 2025 Term Corporate IBDQ	Sold	12.8K → 0 −$322.3K
4 ARK Autonomous Technology & Robotics ARKQ	Sold	3.3K → 0 −$294.3K
5 McDonald's MCD	Sold	883.0 → 0 −$258.0K