account_balance
Investment manager · 13F filer · SEC CIK 2055216
Grantvest Financial Group LLC
Reported value$174Mas of Sep 30, 2026
Positions190 11 new, 10 sold out
Top 10 weight36.8%BINC alone is 16%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BINCBlackRock ETF Trust II
15.9%Trimmed −5%
CSHINeos ETF Trust
5.2%
BUXXEa Series Trust
2.7%Trimmed −2%
JEPIJ P Morgan Exchange Traded F
2.2%Trimmed −6%
AAPLApple Inc.
2.2%
CAIECalamos ETF Tr
1.9%Added +35%
VOOVanguard Index FDS
1.9%
MGVVanguard World Fd
1.7%
SMHVaneck ETF Trust
1.7%Trimmed −8%
AMZNAmazon.com Inc
1.6%−3%
SPYINeos ETF Trust
1.4%
QQQI1.4%
BINCBlackRock ETF Trust II
15.9%Trimmed −5%
CSHINeos ETF Trust
5.2%
BUXXEa Series Trust
2.7%
JEPI2.2%
AAPL2.2%CAIE1.9%
VOO1.9%
MGV1.7%
SMH1.7%
AMZN1.6%SPYI1.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BINC BlackRock ETF Trust II 15.9% Trimmed −5%
CSHI Neos ETF Trust 5.2% Held
BUXX Ea Series Trust 2.7% Trimmed −2%
JEPI J P Morgan Exchange Traded F 2.2% Trimmed −6%
AAPL Apple Inc. 2.2% HeldCAIE Calamos ETF Tr 1.9% Added +35%
VOO Vanguard Index FDS 1.9% Held
MGV Vanguard World Fd 1.7% Held
SMH Vaneck ETF Trust 1.7% Trimmed −8%
AMZN Amazon.com Inc 1.6% Trimmed −3%SPYI Neos ETF Trust 1.4% Added +12%
QQQI Neos ETF Trust 1.4% Added +9%
What changed
Biggest moves since Jun 30, 2026
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