Grantvest Financial Group LLC Portfolio Holdings

Grantvest Financial Group LLC

  • $135 Billion
  • Q2 2025

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.

Portfolio value $135 Billion
ETFs: $45.4 Billion
Technology: $4.43 Billion
Consumer Cyclical: $3.06 Billion
Communication Services: $1.91 Billion
Financial Services: $1.14 Billion
Consumer Defensive: $700 Million
Energy: $401 Million
Basic Materials: $270 Million
Other: $735 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $135 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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