Grantvest Financial Group LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $135 Billion distributed in 156 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Blackrock ETF Trust Ii with a value of $26.4B, Shp ETF Tr Neos Enhanced Incom with a value of $8.07B, Ishares Trishares 0 3 Mnth Tre with a value of $5.12B, Ea Series Trust with a value of $5B, and Apple Inc. with a value of $2.78B.
Examining the 13F form we can see an increase of $11.4B in the current position value, from $123B to 135B.
Grantvest Financial Group LLC is based out at Matawan, NJ
Below you can find more details about Grantvest Financial Group LLC portfolio as well as his latest detailed transactions.