Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Grantvest Financial Group LLC (CIK 2055216) reported $154.5M across 167 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BINC ($31.0M, 20.08%), CSHI ($8.8M, 5.67%), BUXX ($4.8M, 3.11%), JEPI ($4.1M, 2.69%), AAPL ($2.9M, 1.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BINC | BLACKROCK ETF TRUST II | $31.0M | 20.08% | 597,500 | Added |
| 2 | CSHI | NEOS ETF TRUST | $8.8M | 5.67% | 175,858 | Added |
| 3 | BUXX | EA SERIES TRUST | $4.8M | 3.11% | 237,273 | Added |
| 4 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.1M | 2.69% | 73,191 | Added |
| 5 | AAPL | APPLE INC | $2.9M | 1.87% | 11,407 | Trimmed |
| 6 | VOO | VANGUARD INDEX FDS | $2.7M | 1.77% | 4,583 | Trimmed |
| 7 | MGV | VANGUARD WORLD FD | $2.7M | 1.73% | 18,394 | Added |
| 8 | AMZN | AMAZON COM INC | $2.4M | 1.57% | 11,630 | Trimmed |
| 9 | SMH | VANECK ETF TRUST | $2.0M | 1.30% | 5,249 | Trimmed |
| 10 | SPYI | NEOS ETF TRUST | $2.0M | 1.30% | 40,543 | Added |
| 11 | SMAX | ISHARES TR | $2.0M | 1.29% | 74,381 | Trimmed |
| 12 | CAIE | CALAMOS ETF TR | $2.0M | 1.27% | 77,909 | Added |
| 13 | QQQI | NEOS ETF TRUST | $1.9M | 1.23% | 38,368 | Trimmed |
| 14 | QQQ | INVESCO QQQ TR | $1.8M | 1.15% | 3,081 | Added |
| 15 | SDVY | FIRST TR EXCHANGE TRADED FD | $1.8M | 1.15% | 44,863 | Added |
| 16 | DMAX | ISHARES TR | $1.7M | 1.10% | 64,126 | Trimmed |
| 17 | RDVY | FIRST TR EXCHANGE TRADED FD | $1.6M | 1.03% | 23,318 | Added |
| 18 | CPSJ | CALAMOS ETF TR | $1.4M | 0.91% | 52,302 | Trimmed |
| 19 | JANW | AIM ETF PRODUCTS TRUST | $1.4M | 0.90% | 38,320 | Trimmed |
| 20 | VOOG | VANGUARD ADMIRAL FDS INC | $1.4M | 0.90% | 3,407 | Trimmed |
| 21 | FMAY | FIRST TR EXCHNG TRADED FD VI | $1.3M | 0.86% | 25,267 | Trimmed |
| 22 | XLK | SELECT SECTOR SPDR TR | $1.3M | 0.84% | 9,783 | Trimmed |
| 23 | SNOV | FIRST TR EXCHNG TRADED FD VI | $1.3M | 0.84% | 52,107 | Trimmed |
| 24 | SCHD | SCHWAB STRATEGIC TR | $1.3M | 0.84% | 42,181 | Trimmed |
| 25 | LODI | ETF SER SOLUTIONS | $1.2M | 0.76% | 46,354 | Added |
Source: SEC Form 13F filings · as of 2026-03-31