Grantvest Financial Group LLC Portfolio Holdings

Grantvest Financial Group LLC

  • $145 Billion
  • Q3 2025

Grantvest Financial Group LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $145 Billion distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Blackrock ETF Trust Ii with a value of $27B, Shp ETF Tr Neos Enhanced Incom with a value of $8.43B, Ea Series Trust with a value of $4.86B, Ishares Trishares 0 3 Mnth Tre with a value of $3.2B, and Apple Inc. with a value of $3.15B.

Examining the 13F form we can see an increase of $10.1B in the current position value, from $135B to 145B.

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 $145 Billion
ETFs: $47 Billion
Technology: $4.97 Billion
Consumer Cyclical: $3.3 Billion
Communication Services: $1.88 Billion
Financial Services: $1.18 Billion
Industrials: $535 Million
Energy: $418 Million
Consumer Defensive: $328 Million
Other: $730 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$336B
$206 Million 0.14% of portfolio
684
Q3 2025 New
Ea Series Trust
-
$194 Million 0.13% of portfolio
-
Q3 2025 New
$0
$175 Million 0.12% of portfolio
6,972
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $145 Billion
  • Prior Value $135 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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