# EDGAR Filing Document

**Accession Number:** 0001911472
**File Stem:** 0001911472-25-000005
**Filing Date:** 2025-10
**Character Count:** 12643
**Document Hash:** f735635a310605e3f2cecfa5e0d5a95b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001911472-25-000005.hdr.sgml**: 20251015

**ACCESSION NUMBER**: 0001911472-25-000005

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251015

**DATE AS OF CHANGE**: 20251015

**EFFECTIVENESS DATE**: 20251015

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Granite Bay Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001911472

**ORGANIZATION NAME:**
- **EIN:** 203910264
- **STATE OF INCORPORATION:** NH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22245
- **FILM NUMBER:** 251394808

**BUSINESS ADDRESS:**
- **STREET 1:** 767 ISLINGTON STREET
- **STREET 2:** SUITE 1-D
- **CITY:** PORTSMOUTH
- **STATE:** NH
- **ZIP:** 03801
- **BUSINESS PHONE:** 603-610-8881

**MAIL ADDRESS:**
- **STREET 1:** 767 ISLINGTON STREET
- **STREET 2:** SUITE 1-D
- **CITY:** PORTSMOUTH
- **STATE:** NH
- **ZIP:** 03801

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Granite Bay Wealth Management LLC<br>**Address:** 767 ISLINGTON STREET<br>SUITE 1-D<br>PORTSMOUTH, NH 03801

**Form 13F File Number:** 028-22245

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Ashleigh Swayze<br>**Title:** Counsel<br>**Phone:** 6463953900

**Signature, Place, and Date of Signing:**

/s/Ashleigh Swayze  Princeton, NJ  10-15-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 80

**Form 13F Information Table Value Total:** $384023433

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | BBG006G2JWB1 | 209114 | 1170 | SH |  | SOLE |  | 0 | 0 | 1170 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 329887 | 1357 | SH |  | SOLE |  | 0 | 0 | 1357 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 8609177 | 35349 | SH |  | SOLE |  | 0 | 0 | 35349 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 9432947 | 42961 | SH |  | SOLE |  | 0 | 0 | 42961 |
| AMGEN INC | COM | 031162100 | BBG001S5NNL6 | 6569334 | 23279 | SH |  | SOLE |  | 0 | 0 | 23279 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 9930047 | 38998 | SH |  | SOLE |  | 0 | 0 | 38998 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 | BBG0068KVVC7 | 4034344 | 25232 | SH |  | SOLE |  | 0 | 0 | 25232 |
| ARK ETF TR | INNOVATION ETF | 00214Q104 | BBG007FJMV49 | 291780 | 3381 | SH |  | SOLE |  | 0 | 0 | 3381 |
| BERKLEY W R CORP | COM | 084423102 | BBG001S5P463 | 1625087 | 21210 | SH |  | SOLE |  | 0 | 0 | 21210 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 8454579 | 16817 | SH |  | SOLE |  | 0 | 0 | 16817 |
| BLACKROCK ETF TRUST | ISHARES ADVANTAG | 09290C863 | BBG01JJ8XMV0 | 8857110 | 279052 | SH |  | SOLE |  | 0 | 0 | 279052 |
| BLACKSTONE INC | COM | 09260D107 | BBG001S7H949 | 4810623 | 28157 | SH |  | SOLE |  | 0 | 0 | 28157 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 306156 | 928 | SH |  | SOLE |  | 0 | 0 | 928 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | BBG001S9KRQ7 | 390374 | 422 | SH |  | SOLE |  | 0 | 0 | 422 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | BBG00BLYKRZ7 | 7689649 | 15681 | SH |  | SOLE |  | 0 | 0 | 15681 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | BBG012G21Y06 | 233967 | 5073 | SH |  | SOLE |  | 0 | 0 | 5073 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | BBG011DXY0L8 | 216367 | 3717 | SH |  | SOLE |  | 0 | 0 | 3717 |
| DONALDSON INC | COM | 257651109 | BBG001S5QDV4 | 1145900 | 14000 | SH |  | SOLE |  | 0 | 0 | 14000 |
| ELI LILLY  CO | COM | 532457108 | BBG001S5STL8 | 248808 | 326 | SH |  | SOLE |  | 0 | 0 | 326 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 434764 | 3856 | SH |  | SOLE |  | 0 | 0 | 3856 |
| FIRST TR EXCHANGE TRADED FD | NASDQ ARTFCIAL | 33738R720 | BBG00K4Y0TD8 | 2943381 | 55651 | SH |  | SOLE |  | 0 | 0 | 55651 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 337344105 | BBG001SNH6H6 | 7850937 | 55637 | SH |  | SOLE |  | 0 | 0 | 55637 |
| GE AEROSPACE | COM NEW | 369604301 | BBG001S5PVD5 | 347561 | 1155 | SH |  | SOLE |  | 0 | 0 | 1155 |
| GLOBAL PARTNERS LP | COM UNITS | 37946R109 | BBG001SH3WJ5 | 240000 | 5000 | SH |  | SOLE |  | 0 | 0 | 5000 |
| GLOBAL X FDS | CYBRSCURTY ETF | 37954Y384 | BBG00QNKPTM7 | 819153 | 23278 | SH |  | SOLE |  | 0 | 0 | 23278 |
| GLOBAL X FDS | RBTCS ARTFL INTE | 37954Y715 | BBG00DSB42H9 | 554515 | 15651 | SH |  | SOLE |  | 0 | 0 | 15651 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 7074298 | 17459 | SH |  | SOLE |  | 0 | 0 | 17459 |
| INVESCO EXCH TRADED FD TR II | NASDAQNXTGEN100 | 46138G631 | BBG00XS1BWX5 | 1138015 | 31797 | SH |  | SOLE |  | 0 | 0 | 31797 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 | BBG00KJR2NN7 | 31255541 | 164763 | SH |  | SOLE |  | 0 | 0 | 164763 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 2621817 | 4367 | SH |  | SOLE |  | 0 | 0 | 4367 |
| ISHARES INC | MSCI JPN ETF NEW | 46434G822 | BBG001S8SYN9 | 16558873 | 206444 | SH |  | SOLE |  | 0 | 0 | 206444 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | BBG001SQLN69 | 7667360 | 180962 | SH |  | SOLE |  | 0 | 0 | 180962 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 | BBG001S8MLN3 | 15792483 | 176709 | SH |  | SOLE |  | 0 | 0 | 176709 |
| ISHARES TR | CORE MSCI INTL | 46435G326 | BBG00G9DM0M7 | 3432318 | 42813 | SH |  | SOLE |  | 0 | 0 | 42813 |
| ISHARES TR | CORE S SCP ETF | 464287804 | BBG001SFC7W9 | 19135098 | 161029 | SH |  | SOLE |  | 0 | 0 | 161029 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 1062848 | 1588 | SH |  | SOLE |  | 0 | 0 | 1588 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | BBG001SM1QT8 | 3202641 | 31947 | SH |  | SOLE |  | 0 | 0 | 31947 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | BBG001SK77D5 | 20901828 | 391420 | SH |  | SOLE |  | 0 | 0 | 391420 |
| ISHARES TR | MSCI GBL SUS DEV | 46435G532 | BBG00CRHS639 | 249600 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 | BBG0025X2G81 | 648855 | 6820 | SH |  | SOLE |  | 0 | 0 | 6820 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | BBG001S56320 | 288008 | 615 | SH |  | SOLE |  | 0 | 0 | 615 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | BBG001S562P7 | 278712 | 1369 | SH |  | SOLE |  | 0 | 0 | 1369 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 | BBG001S561Z8 | 213615 | 1500 | SH |  | SOLE |  | 0 | 0 | 1500 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | BBG001SFC7Y7 | 627160 | 2592 | SH |  | SOLE |  | 0 | 0 | 2592 |
| ISHARES TR | S 500 3 CAPPED | 46438G349 | BBG01TG2KNW5 | 207960 | 6846 | SH |  | SOLE |  | 0 | 0 | 6846 |
| ISHARES TR | S MC 400GR ETF | 464287606 | BBG001SFQL08 | 215499 | 2247 | SH |  | SOLE |  | 0 | 0 | 2247 |
| ISHARES TR | U.S. TECH ETF | 464287721 | BBG001SFB7Z7 | 352548 | 1800 | SH |  | SOLE |  | 0 | 0 | 1800 |
| JOHN HANCOCK EXCHANGE TRADED | CORPORATE BD | 47804J818 | BBG00ZSD8353 | 32853498 | 1512592 | SH |  | SOLE |  | 0 | 0 | 1512592 |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 47804J206 | BBG00B2MF4T8 | 40315390 | 623209 | SH |  | SOLE |  | 0 | 0 | 623209 |
| JOHN HANCOCK EXCHANGE TRADED | PREFERRED INCOME | 47804J776 | BBG014248304 | 16372796 | 706638 | SH |  | SOLE |  | 0 | 0 | 706638 |
| JPMORGAN CHASE  CO. | COM | 46625H100 | BBG001S8CRC3 | 7946809 | 25194 | SH |  | SOLE |  | 0 | 0 | 25194 |
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 1175733 | 1601 | SH |  | SOLE |  | 0 | 0 | 1601 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 9676984 | 18683 | SH |  | SOLE |  | 0 | 0 | 18683 |
| NETFLIX INC | COM | 64110L106 | BBG001SF6L46 | 262563 | 219 | SH |  | SOLE |  | 0 | 0 | 219 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 8992406 | 48196 | SH |  | SOLE |  | 0 | 0 | 48196 |
| PALO ALTO NETWORKS INC | COM | 697435105 | BBG001T9NWN5 | 785973 | 3860 | SH |  | SOLE |  | 0 | 0 | 3860 |
| PHILIP MORRIS INTL INC | COM | 718172109 | BBG001STP9N1 | 243300 | 1500 | SH |  | SOLE |  | 0 | 0 | 1500 |
| PROCTER AND GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 293732 | 1912 | SH |  | SOLE |  | 0 | 0 | 1912 |
| RTX CORPORATION | COM | 75513E101 | BBG001S5X5Q9 | 7847058 | 46896 | SH |  | SOLE |  | 0 | 0 | 46896 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | BBG0025RWLM4 | 219368 | 8035 | SH |  | SOLE |  | 0 | 0 | 8035 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | BBG001T66WN0 | 486204 | 15237 | SH |  | SOLE |  | 0 | 0 | 15237 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | BBG001T66WQ7 | 223516 | 7678 | SH |  | SOLE |  | 0 | 0 | 7678 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | BBG001T5XQV6 | 488220 | 18535 | SH |  | SOLE |  | 0 | 0 | 18535 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | BBG001S7SCQ6 | 577834 | 4152 | SH |  | SOLE |  | 0 | 0 | 4152 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | BBG001S7TCZ5 | 634236 | 2250 | SH |  | SOLE |  | 0 | 0 | 2250 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | BBG004DW5NC7 | 785998 | 5289 | SH |  | SOLE |  | 0 | 0 | 5289 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | BBG001S8LH99 | 406236 | 876 | SH |  | SOLE |  | 0 | 0 | 876 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | BBG001SCPX28 | 6458534 | 18169 | SH |  | SOLE |  | 0 | 0 | 18169 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 2045530 | 3071 | SH |  | SOLE |  | 0 | 0 | 3071 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 | BBG001S63NQ1 | 1258219 | 2111 | SH |  | SOLE |  | 0 | 0 | 2111 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 249933 | 562 | SH |  | SOLE |  | 0 | 0 | 562 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | BBG001S5WS08 | 6864488 | 14153 | SH |  | SOLE |  | 0 | 0 | 14153 |
| T-MOBILE US INC | COM | 872590104 | BBG001SKR9Y6 | 6762094 | 28248 | SH |  | SOLE |  | 0 | 0 | 28248 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | BBG001SHTTS4 | 437884 | 913 | SH |  | SOLE |  | 0 | 0 | 913 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 401721 | 656 | SH |  | SOLE |  | 0 | 0 | 656 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 282884 | 862 | SH |  | SOLE |  | 0 | 0 | 862 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | BBG001TJR1D8 | 220380 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | BBG001S68LJ8 | 352476 | 900 | SH |  | SOLE |  | 0 | 0 | 900 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 807310 | 2365 | SH |  | SOLE |  | 0 | 0 | 2365 |
| WISDOMTREE TR | EQUITY PREMIUM | 97717X560 | BBG00C839794 | 7793488 | 234250 | SH |  | SOLE |  | 0 | 0 | 234250 |

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