Grantvest Financial Group LLC - Portfolio overview

Grantvest Financial Group LLC has 180 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Communication Services.

Largest reported holdings by portfolio allocation

1. BINC - BLACKROCK ETF TRUST II, 23.36%
2. BUXX - EA SERIES TRUST, 3.40%
3. JEPI - J P MORGAN EXCHANGE TRADED F, 3.03%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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