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Grantvest Financial Group

Latest statistics and disclosures from Grantvest Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are BINC, CSHI, BUXX, JEPI, AAPL, and represent 28.15% of Grantvest Financial Group's stock portfolio.
Added to shares of these 10 stocks: SPCX, CAIE, UAUG, XOM, JULP, SOXX, CAT, PULS, KJUL, TENJ.
Started 12 new stock positions in TENJ, XOM, UAUG, JULP, PLTR, XBI, DJUL, SPBW, NJUL, KJUL. ACYN, YJUN.
Reduced shares in these 10 stocks: BINC, , CPSF, INTC, JEPI, GLW, C, IWF, SMH, VOLT.
Sold out of its positions in AUGW, C, GLW, Exxon Mobil Corporation, FVD, GE, GS, INTC, PEG, CXM. VOLT.
Grantvest Financial Group was a net buyer of stock by $1.5M.
Grantvest Financial Group has $174M in assets under management (AUM), dropping by 0.68%.
Central Index Key (CIK): 0002055216

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Portfolio Holdings for Grantvest Financial Group

Grantvest Financial Group holds 190 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	15.9	$28M	-5%	544k	50.79	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	5.2	$9.0M		182k	49.71	View chart
Ea Series Trust Strive Enhanced (BUXX)	2.7	$4.7M	-2%	233k	20.16	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.2	$3.8M	-6%	68k	56.22	View chart
Apple (AAPL)	2.2	$3.8M		11k	333.01	View chart
Calamos Etf Tr Autoc Incom Etf (CAIE)	1.9	$3.3M	+34%	124k	26.62	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.9	$3.2M		4.6k	700.90	View chart
Vanguard World Mrngstr Val Etf (MGV)	1.7	$2.9M		18k	161.09	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.7	$2.9M	-7%	4.7k	608.95	View chart
Amazon (AMZN)	1.6	$2.8M	-2%	11k	249.15	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	1.4	$2.5M	+11%	46k	53.17	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	1.4	$2.4M	+8%	43k	55.55	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$2.2M	-7%	3.0k	739.86	View chart
Ishares Tr Larg Cap Sep Etf (SMAX)	1.2	$2.1M		72k	28.48	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.1	$2.0M	+5%	25k	78.29	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	1.1	$1.9M		47k	40.58	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.1	$1.9M		9.6k	195.74	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	1.0	$1.8M		21k	85.48	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.0	$1.8M	+11%	8.4k	208.03	View chart
Ishares Tr Larg Cap Dec Etf (DMAX)	1.0	$1.7M		62k	27.82	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$1.6M	+5%	48k	32.53	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.9	$1.5M	+29%	31k	49.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.8	$1.5M	-9%	26k	57.37	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$1.3M	+17%	4.8k	277.90	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.7	$1.2M	+374%	8.2k	150.85	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.7	$1.2M	-3%	38k	32.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.7	$1.2M	-3%	33k	36.90	View chart
Aim Etf Products Trust Allia Us Jan Etf (JANW)	0.7	$1.2M	-11%	31k	39.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SNOV)	0.7	$1.2M	-9%	44k	27.23	View chart
Etf Ser Solutions Aam Slc Low Dur (LODI)	0.7	$1.2M	+2%	48k	24.88	View chart
Calamos Etf Tr S P 500 Structur (CPSM)	0.7	$1.1M	-8%	38k	29.60	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$1.1M		33k	34.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.6	$1.1M	-5%	23k	47.55	View chart
Ishares Tr Large Cap 10 Per (STEN)	0.6	$1.1M		38k	28.41	View chart
Aim Etf Products Trust Allianzim Us Eq (JULT)	0.6	$1.0M		21k	48.80	View chart
Ea Series Trust Strive 500 Etf (STXF)	0.6	$1.0M	-5%	21k	49.30	View chart
NVIDIA Corporation (NVDA)	0.6	$1.0M	-6%	4.4k	228.37	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$987k		1.3k	762.79	View chart
Calamos Etf Tr S&p 500 Str July (CPSJ)	0.6	$958k		34k	27.96	View chart
Caterpillar (CAT)	0.5	$916k	+74%	1.1k	810.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG)	0.5	$905k		33k	27.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.5	$891k	-18%	16k	56.03	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.5	$876k	+136%	1.5k	568.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	0.5	$874k	-6%	18k	47.95	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.5	$869k	-16%	38k	22.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)	0.5	$838k		33k	25.71	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.5	$827k	+4%	8.2k	100.68	View chart
Ishares Tr Larg Cap Jun Etf (MAXJ)	0.5	$824k	+6%	28k	29.48	View chart
Meta Platforms Cl A (META)	0.5	$810k		1.1k	725.33	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$807k		6.4k	125.68	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.5	$799k	+5%	7.7k	103.24	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.5	$799k		7.8k	103.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.4	$755k	+8%	15k	50.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.4	$749k	-2%	12k	61.19	View chart
Schwab Strategic Tr High Yiel Bd Etf (SCYB)	0.4	$747k	-10%	30k	25.24	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.4	$736k	NEW	17k	42.97	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.4	$729k		1.9k	374.26	View chart
Aim Etf Products Trust Us Lrgcp B10 Nov (NVBT)	0.4	$721k	-8%	18k	40.66	View chart
Calamos Etf Tr S&p 500 Structrd (CPSA)	0.4	$709k	+17%	25k	28.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.4	$707k	-4%	21k	34.29	View chart
Aim Etf Products Trust Allianzim Us Eqt (JULW)	0.4	$705k	+11%	17k	41.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.4	$691k		11k	62.60	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.4	$691k	-2%	4.1k	166.98	View chart
Calamos Etf Tr Nasdaq Autocalll (CAIQ)	0.4	$689k	+51%	26k	26.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SMAY)	0.4	$671k		24k	27.67	View chart
First Tr Exchng Traded Fd Vi Ft Ve Na 100 Co (QCJA)	0.4	$666k	-2%	28k	23.98	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.4	$664k	+34%	3.8k	177.11	View chart
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS)	0.4	$657k		13k	49.86	View chart
Aim Etf Products Trust Allianzim Us Equ (DECU)	0.4	$650k		22k	29.54	View chart
Innovator Etfs Trust Innovator Gw 100 (NFEB)	0.4	$649k	-4%	21k	31.23	View chart
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)	0.4	$639k	+5%	25k	25.59	View chart
Aim Etf Products Trust Allia Us Jun Etf (JUNW)	0.4	$620k	-5%	18k	34.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJL)	0.4	$615k	+4%	24k	26.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.4	$613k	+13%	10k	61.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.3	$607k	-3%	17k	36.55	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.3	$589k		3.0k	195.51	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.3	$588k	NEW	3.6k	162.74	View chart
Microsoft Corporation (MSFT)	0.3	$583k	+2%	1.1k	513.03	View chart
Calamos Etf Tr Convertible Eqty (CVRT)	0.3	$555k	+6%	12k	46.37	View chart
Tesla Motors (TSLA)	0.3	$554k	-7%	1.6k	354.81	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.3	$550k	-3%	20k	27.00	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$546k	+5%	18k	30.00	View chart
Pgim Rock Etf Tr S&p 500 Buffer (JULP)	0.3	$529k	NEW	16k	33.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.3	$526k	-2%	9.3k	56.57	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (AUGM)	0.3	$524k	-2%	15k	35.40	View chart
Aim Etf Products Trust Allianzim Eq Buf (JULU)	0.3	$524k	+16%	16k	32.40	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.3	$517k	-3%	12k	44.05	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.3	$511k	+73%	11k	48.46	View chart
Innovator Etfs Trust Innovator Gw 100 (NJUN)	0.3	$508k		15k	33.40	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$505k	-6%	1.3k	380.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.3	$502k		8.3k	60.16	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.3	$500k		6.4k	78.42	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.3	$498k		9.0k	55.03	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.3	$481k		2.2k	221.00	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.3	$467k	-24%	8.7k	53.40	View chart
Innovator Etfs Trust Equi Du Di Octo (DDFO)	0.3	$466k		20k	22.97	View chart
Global X Fds Artificial Etf (AIQ)	0.3	$465k		7.1k	65.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.3	$462k		11k	42.12	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$462k	-6%	2.2k	207.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.3	$457k		10k	45.72	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.3	$451k	+20%	12k	37.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$448k	+54%	585.00	765.35	View chart
Innovator Etfs Trust Growth 100 Pwr B (NNOV)	0.3	$447k		14k	32.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.3	$447k		8.5k	52.69	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq-100 (QMAG)	0.3	$445k	-17%	17k	26.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.3	$443k		12k	38.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.3	$436k		8.1k	53.58	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$421k	+13%	845.00	497.95	View chart
Walt Disney Company (DIS)	0.2	$416k		4.0k	104.90	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBDE)	0.2	$415k		13k	31.71	View chart
Ea Series Trust Strive Natural (FTWO)	0.2	$410k		9.3k	44.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.2	$390k		9.3k	42.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.2	$389k		7.5k	51.61	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$388k	+28%	3.9k	100.54	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$383k	-8%	753.00	508.52	View chart
JPMorgan Chase & Co. (JPM)	0.2	$377k		1.1k	330.76	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$368k		4.2k	87.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.2	$366k	-21%	7.8k	46.67	View chart
Johnson & Johnson (JNJ)	0.2	$366k	-10%	1.4k	264.77	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.2	$363k		13k	28.11	View chart
Calamos Etf Tr S&p 500 Stru Feb (CPSF)	0.2	$361k	-50%	14k	26.62	View chart
Calamos Etf Tr S&p 500 Str Sept (CPST)	0.2	$361k	+38%	13k	28.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.2	$360k	-2%	7.8k	46.10	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$359k	-8%	10k	35.72	View chart
Pgim Rock Etf Tr S&p 500 Buffer (APRP)	0.2	$358k		11k	33.38	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.2	$354k	+2%	4.4k	80.59	View chart
Aim Etf Products Trust Allianzim Us Equ (JNEU)	0.2	$352k	-8%	11k	33.49	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.2	$351k	NEW	11k	32.90	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$347k		1.5k	233.31	View chart
Visa Com Cl A (V)	0.2	$343k		955.00	359.41	View chart
Calamos Etf Tr S&p 500 Str Octo (CPSO)	0.2	$337k		12k	28.32	View chart
Freeport Mcmoran CL B (FCX)	0.2	$332k		4.7k	70.00	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.2	$331k		7.3k	45.55	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.2	$328k		6.0k	54.64	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.2	$323k		7.6k	42.26	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$320k	-3%	5.2k	61.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.2	$320k	-3%	6.6k	48.59	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$320k		2.8k	112.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.2	$317k		11k	29.03	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$313k	-2%	1.9k	168.42	View chart
Wal-Mart Stores (WMT)	0.2	$304k		2.9k	103.93	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	0.2	$301k	-12%	8.2k	36.52	View chart
Aim Etf Products Trust Allianzim Us Eqt (APRW)	0.2	$299k	-4%	7.9k	37.86	View chart
Ishares Tr Larg Cap Mar Etf (MMAX)	0.2	$292k		11k	27.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.2	$292k	-6%	5.1k	57.61	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.2	$288k		6.1k	47.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QMNV)	0.2	$286k	-5%	11k	25.84	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$280k		3.0k	93.85	View chart
Aim Etf Products Trust Allia Us Oct Etf (OCTW)	0.2	$280k		6.7k	42.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.2	$276k		6.4k	42.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.2	$275k	-17%	5.7k	47.85	View chart
Spdr Series Trust St Str P500val (SPYV)	0.2	$272k		4.5k	61.13	View chart
Pgim Rock Etf Tr S&p 500 Buffer (JANP)	0.2	$272k		7.6k	35.70	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.2	$271k		6.9k	39.44	View chart
Aim Etf Products Trust Allianzim Us Eqt (NVBW)	0.2	$270k		7.4k	36.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP)	0.2	$269k	-5%	9.5k	28.33	View chart
Ishares Tr Large Cap 10 (TENJ)	0.2	$269k	NEW	9.5k	28.29	View chart
Aim Etf Products Trust Allianzim Us Equ (NVBU)	0.2	$265k		8.5k	31.17	View chart
Guinness Atkinson Fds Smart Transn Etf (MOTO)	0.2	$264k		4.3k	60.97	View chart
Aim Etf Products Trust Allianzim Us Eqt (SEPW)	0.2	$262k	+11%	7.7k	33.88	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$261k		766.00	340.82	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$258k	-22%	2.1k	123.07	View chart
Aim Etf Products Trust Allianzim Us Equ (JANU)	0.1	$257k		8.4k	30.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$257k		5.8k	44.56	View chart
Pgim Rock Etf Tr S&p 500 Buffer (MAYP)	0.1	$251k		7.5k	33.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.1	$247k	-6%	6.1k	40.80	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$244k	-2%	2.4k	103.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.1	$243k	NEW	4.7k	51.19	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$242k		4.9k	48.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.1	$241k		5.3k	45.24	View chart
Palantir Technologies Cl A (PLTR)	0.1	$240k	NEW	1.3k	187.05	View chart
Calamos Etf Tr S&p 500 Structu (CPSD)	0.1	$239k		8.8k	27.14	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$237k	-50%	1.9k	125.25	View chart
Coca-Cola Company (KO)	0.1	$230k		2.7k	86.09	View chart
Micron Technology (MU)	0.1	$230k	-7%	216.00	1065.16	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.1	$229k		6.2k	36.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.1	$225k	NEW	8.4k	26.86	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.1	$224k	NEW	11k	20.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inte (YDEC)	0.1	$224k		8.0k	27.85	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$221k	+8%	642.00	344.14	View chart
Innovator Etfs Trust Equi Dual 10 May (DDTY)	0.1	$220k	-8%	11k	20.73	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$219k	NEW	2.8k	78.63	View chart
Innovator Etfs Trust Equi Defi 1 Dece (ZDEK)	0.1	$219k		8.1k	26.85	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.1	$218k	NEW	1.4k	157.66	View chart
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)	0.1	$217k		5.4k	40.30	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$213k		1.3k	157.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Max Dece (DECM)	0.1	$205k		6.0k	34.28	View chart
Aim Etf Products Trust Allianzim Us Equ (AUGU)	0.1	$203k	-29%	6.3k	32.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.1	$201k	-5%	4.1k	48.87	View chart
Aim Etf Products Trust All B20 All Etf (SPBW)	0.1	$200k	NEW	6.8k	29.30	View chart

Past Filings by Grantvest Financial Group

SEC 13F filings are viewable for Grantvest Financial Group going back to 2024

Grantvest Financial Group 2026 Q3 filed Oct. 21, 2026
Grantvest Financial Group 2026 Q2 filed Aug. 7, 2026
Grantvest Financial Group 2026 Q1 filed May 11, 2026
Grantvest Financial Group 2025 Q4 filed Feb. 2, 2026
Grantvest Financial Group 2025 Q3 filed Nov. 4, 2025
Grantvest Financial Group 2025 Q2 filed Aug. 13, 2025
Grantvest Financial Group 2025 Q1 filed May 8, 2025
Grantvest Financial Group 2024 Q4 filed Feb. 11, 2025

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