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 51–100 of 164
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DJUN | FIRST TR EXCHNG TRADED FD VI | 15K | $500K+ | SH |
| DECU | AIM ETF PRODUCTS TRUST | 26K | $500K+ | SH |
| JUNW | AIM ETF PRODUCTS TRUST | 21K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| BBBS | BONDBLOXX ETF TRUST | 13K | $500K+ | SH |
| QCJA | FIRST TR EXCHNG TRADED FD VI | 30K | $500K+ | SH |
| JULU | AIM ETF PRODUCTS TRUST | 22K | $500K+ | SH |
| PULS | PGIM ETF TR | 13K | $500K+ | SH |
| JULW | AIM ETF PRODUCTS TRUST | 16K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| QMAG | FIRST TR EXCHNG TRADED FD VI | 26K | $500K+ | SH |
| AUGM | FIRST TR EXCHNG TRADED FD VI | 17K | $500K+ | SH |
| QCJL | FIRST TR EXCHNG TRADED FD VI | 25K | $500K+ | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 6K | $500K+ | SH |
| XLI | SELECT SECTOR SPDR TR | 4K | $500K+ | SH |
| SMAY | FIRST TR EXCHNG TRADED FD VI | 22K | $500K+ | SH |
| FJUL | FIRST TR EXCHNG TRADED FD VI | 10K | $500K+ | SH |
| IWM | ISHARES TR | 2K | $500K+ | SH |
| QJUN | FIRST TR EXCHNG TRADED FD VI | 17K | $500K+ | SH |
| VOE | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| BOCT | INNOVATOR ETFS TRUST | 11K | $500K+ | SH |
| DIS | DISNEY WALT CO | 5K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 691 | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| FJAN | FIRST TR EXCHNG TRADED FD VI | 10K | $500K+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 1K | $100K–$500K | SH |
| GSEP | FIRST TR EXCHNG TRADED FD VI | 12K | $100K–$500K | SH |
| MSFT | MICROSOFT CORP | 992 | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| FNOV | FIRST TR EXCHNG TRADED FD VI | 9K | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR | 17K | $100K–$500K | SH |
| QMMY | FIRST TR EXCHNG TRADED FD VI | 18K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 4K | $100K–$500K | SH |
| DDFO | INNOVATOR ETFS TRUST | 20K | $100K–$500K | SH |
| DNOV | FIRST TR EXCHNG TRADED FD VI | 9K | $100K–$500K | SH |
| PBDE | PGIM ROCK ETF TR | 15K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 822 | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 1K | $100K–$500K | SH |
| GAUG | FIRST TR EXCHNG TRADED FD VI | 10K | $100K–$500K | SH |
| KDEC | INNOVATOR ETFS TRUST | 15K | $100K–$500K | SH |
| PFEB | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| GJAN | FIRST TR EXCHNG TRADED FD VI | 9K | $100K–$500K | SH |
| STXM | EA SERIES TRUST | 13K | $100K–$500K | SH |
| FXL | FIRST TR EXCHANGE TRADED FD | 2K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 640 | $100K–$500K | SH |
| NNOV | INNOVATOR ETFS TRUST | 13K | $100K–$500K | SH |
| OEF | ISHARES TR | 1K | $100K–$500K | SH |
| DJAN | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| GDX | VANECK ETF TRUST | 4K | $100K–$500K | SH |
| WMT | WALMART INC | 3K | $100K–$500K | SH |