StockDriftsStockDriftsTop 50 Grantvest Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BINC | BLACKROCK ETF TRUST II | 17.43% | 574.8K | $30.1M | -3.81%(-22.73K) | $52.33(-0.64%) | 2026-06-30 | |
| CSHI | NEOS ETF TRUST | 5.17% | 179.0K | $8.9M | +1.78%(+3.12K) | $49.75(+0.21%) | 2026-06-30 | |
| BUXX | EA SERIES TRUST | 2.79% | 237.8K | $4.8M | +0.21%(+493) | $20.30(-0.33%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.37% | 72.3K | $4.1M | -1.24%(-906) | $57.63(+0.29%) | 2026-06-30 | |
| SMH | VANECK ETF TRUST | 1.95% | 5.1K | $3.4M | -2.48%(-130) | $394.85(+46.05%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.91% | 11.4K | $3.3M | -0.36%(-41) | $232.35(+31.98%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.84% | 4.6K | $3.2M | +0.92%(+42) | $564.21(+26.02%) | 2026-06-30 | |
| MGV | VANGUARD WORLD FD | 1.73% | 18.3K | $3.0M | -0.42%(-78) | $126.94(+32.26%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.57% | 11.4K | $2.7M | -2.06%(-240) | $203.15(+35.34%) | 2026-06-30 | |
| CAIE | CALAMOS ETF TR | 1.45% | 91.8K | $2.5M | +17.79%(+13.86K) | $26.50(+3.19%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.57% |
| Top 20 Holdings Unweighted | — | — | — | — | +17.16% |
Grantvest Financial Group LLC reports $172.59M in US-listed equity holdings across 189 positions in its most recent 13F filing. Its largest disclosed positions are BINC (17.4%), CSHI (5.2%) and BUXX (2.8%). The top 20 holdings account for 49.64% of reported assets. Its disclosed equity book has returned +6.57% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Grantvest Financial Group LLC, compare funds side by side, and get alerts the moment positions change.
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