StockDriftsStockDriftsTop 50 Grantvest Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BINC | BLACKROCK ETF TRUST II | 15.9% | 543.9K | $27.6M | -5.36%(-30.83K) | $52.33(-3.10%) | 2026-09-30 | |
| CSHI | NEOS ETF TRUST | 5.2% | 181.6K | $9.0M | +1.49%(+2.66K) | $49.75(-0.26%) | 2026-09-30 | |
| BUXX | EA SERIES TRUST | 2.7% | 232.6K | $4.7M | -2.18%(-5.17K) | $20.30(-0.48%) | 2026-09-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.19% | 67.8K | $3.8M | -6.27%(-4.53K) | $57.63(-0.58%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.16% | 11.3K | $3.8M | -0.74%(-84) | $232.35(+49.87%) | 2026-09-30 | |
| CAIE | CALAMOS ETF TR | 1.89% | 123.5K | $3.3M | +34.63%(+31.78K) | $26.60(-0.61%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 1.85% | 4.6K | $3.2M | -0.80%(-37) | $564.21(+25.70%) | 2026-09-30 | |
| MGV | VANGUARD WORLD FD | 1.68% | 18.1K | $2.9M | -1.21%(-222) | $126.94(+32.27%) | 2026-09-30 | |
| SMH | VANECK ETF TRUST | 1.66% | 4.7K | $2.9M | -7.66%(-392) | $400.65(+30.63%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 1.59% | 11.1K | $2.8M | -2.55%(-291) | $203.15(+23.25%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.74% |
| Top 20 Holdings Unweighted | — | — | — | — | +17.39% |
Grantvest Financial Group LLC reports $173.76M in US-listed equity holdings across 190 positions in its most recent 13F filing. Its largest disclosed positions are BINC (15.9%), CSHI (5.2%) and BUXX (2.7%). The top 20 holdings account for 48.4% of reported assets. Its disclosed equity book has returned +5.74% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Grantvest Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055216). View Grantvest Financial Group LLC’s 13F filings on SEC