CIK 2055216
Grantvest Financial Group LLC
Institutional 13F holdings & portfolio
Holdings
164
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 164
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BINC | BLACKROCK ETF TRUST II | 583K | $1M+ | SH |
| CSHI | NEOS ETF TRUST | 167K | $1M+ | SH |
| BUXX | EA SERIES TRUST | 220K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 59K | $1M+ | SH |
| AAPL | APPLE INC | 12K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| AMZN | AMAZON COM INC | 12K | $1M+ | SH |
| MGV | VANGUARD WORLD FD | 18K | $1M+ | SH |
| QQQI | NEOS ETF TRUST | 46K | $1M+ | SH |
| SMAX | ISHARES TR | 81K | $1M+ | SH |
| SPYI | NEOS ETF TRUST | 39K | $1M+ | SH |
| CPSJ | CALAMOS ETF TR | 75K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 5K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 3K | $1M+ | SH |
| DMAX | ISHARES TR | 63K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 3K | $1M+ | SH |
| JANW | AIM ETF PRODUCTS TRUST | 41K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 22K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 39K | $1M+ | SH |
| CAIE | CALAMOS ETF TR | 54K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 10K | $1M+ | SH |
| CPSA | CALAMOS ETF TR | 51K | $1M+ | SH |
| FMAY | FIRST TR EXCHNG TRADED FD VI | 26K | $1M+ | SH |
| SNOV | FIRST TR EXCHNG TRADED FD VI | 52K | $1M+ | SH |
| SPHY | SPDR SERIES TRUST | 53K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 7K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 45K | $1M+ | SH |
| DAUG | FIRST TR EXCHNG TRADED FD VI | 26K | $1M+ | SH |
| QDEC | FIRST TR EXCHNG TRADED FD VI | 35K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 39K | $1M+ | SH |
| FDEC | FIRST TR EXCHNG TRADED FD VI | 21K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 6K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 34K | $1M+ | SH |
| SAUG | FIRST TR EXCHNG TRADED FD VI | 39K | $500K+ | SH |
| JULT | AIM ETF PRODUCTS TRUST | 22K | $500K+ | SH |
| STEN | ISHARES TR | 38K | $500K+ | SH |
| SGOV | ISHARES TR | 9K | $500K+ | SH |
| MAXJ | ISHARES TR | 33K | $500K+ | SH |
| QSPT | FIRST TR EXCHNG TRADED FD VI | 30K | $500K+ | SH |
| STRV | EA SERIES TRUST | 21K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 16K | $500K+ | SH |
| DMAY | FIRST TR EXCHNG TRADED FD VI | 20K | $500K+ | SH |
| IWF | ISHARES TR | 2K | $500K+ | SH |
| FFEB | FIRST TR EXCHNG TRADED FD VI | 14K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| SFEB | FIRST TR EXCHNG TRADED FD VI | 32K | $500K+ | SH |
| FJUN | FIRST TR EXCHNG TRADED FD VI | 13K | $500K+ | SH |
| NVBT | AIM ETF PRODUCTS TRUST | 20K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |