Grantvest Financial Group LLC: 13F holdings
CIK 20552162026Q2
| Positions | 189 |
|---|
| Reported value | $172.6m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 189 (+22 vs prior quarter) |
|---|
| Reported value | $172.6m (+11.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BINC BLACKROCK ETF TRUST II | 574,765 | $30.1m | 17.4% |
| CSHI NEOS ETF TRUST | 178,981 | $8.9m | 5.2% |
| EA SERIES TRUST | 237,766 | $4.8m | 2.8% |
| JEPI J P MORGAN EXCHANGE TRADED F | 72,285 | $4.1m | 2.4% |
| SMH VANECK ETF TRUST | 5,119 | $3.4m | 1.9% |
| AAPL APPLE INC | 11,366 | $3.3m | 1.9% |
| VOO VANGUARD INDEX FDS | 4,625 | $3.2m | 1.8% |
| MGV VANGUARD WORLD FD | 18,316 | $3.0m | 1.7% |
| AMZN AMAZON COM INC | 11,390 | $2.7m | 1.6% |
| CALAMOS ETF TR | 91,768 | $2.5m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2055216")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples