Grantvest Financial Group LLC
Grantvest Financial Group LLC reported 189 positions worth $172.6M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: BINC (17.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BINC | SH | $30.1M | 17.43% | 574,765 | — | — | |
| ▸ 2 | CSHI | SH | $8.9M | 5.17% | 178,981 | — | — | |
| ▸ 3 | BUXX | SH | $4.8M | 2.79% | 237,766 | — | — | |
| ▸ 4 | JEPI | SH | $4.1M | 2.37% | 72,285 | — | — | |
| ▸ 5 | SMH | SH | $3.4M | 1.95% | 5,119 | — | — | |
| ▸ 6 | AAPL | SH | $3.3M | 1.91% | 11,366 | — | — | |
| ▸ 7 | VOO | SH | $3.2M | 1.84% | 4,625 | — | — | |
| ▸ 8 | MGV | SH | $3.0M | 1.73% | 18,316 | — | — | |
| ▸ 9 | AMZN | SH | $2.7M | 1.57% | 11,390 | — | — | |
| ▸ 10 | CAIE | SH | $2.5M | 1.45% | 91,768 | — | — |
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Frequently Asked Questions
What stocks does Grantvest Financial Group LLC hold as of Q2 2026?
Grantvest Financial Group LLC reported 189 positions worth $172.6M in its Q2 2026 13F filing. Largest positions: BINC (17.4%), CSHI (5.2%), BUXX (2.8%), JEPI (2.4%) and SMH (1.9%).
What did Grantvest Financial Group LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Grantvest Financial Group LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.