13F Filings History of Grantvest Financial Group LLC

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$156,062,424
Signature - Title
Alan Gilmore - Attorney
Location
Matawan, NJ
Summary
This page shows a list of all the recent 13F filings made by Grantvest Financial Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Grantvest Financial Group LLC reported 164 stock holdings with total value $156,062,424 as of Q4 2025. Top holdings included BINC, CSHI, BUXX, JEPI, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 164 $156,062,424 +$17,536,217 -$7,306,584 +$10,229,633 BINC, CSHI, BUXX, JEPI, AAPL 13F-HR 02 Feb 2026, 11:27
Q3 2025 153 $144,862,213 +$14,236,251 -$9,763,708 +$4,472,543 BINC, CSHI, BUXX, SGOV, AAPL 13F-HR 04 Nov 2025, 13:00
Q2 2025 138 $134,724,748 +$10,290,612 -$4,878,674 +$5,411,938 BINC, CSHI, SGOV, BUXX, AAPL 13F-HR 13 Aug 2025, 15:37
Q1 2025 128 $123,288,307 +$41,323,620 -$4,718,119 +$36,605,501 BINC, CSHI, SGOV, BUXX, DMAX 13F-HR 08 May 2025, 14:28
Q4 2024 121 $89,533,840 $0 $0 $0 SGOV, CSHI, AAPL, BUXX, AMZN 13F-HR 11 Feb 2025, 16:08