Grantvest Financial Group LLC

13F Filings History

Latest 13F report: Q2 2025 - Aug 13, 2025
Value $: $135M
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 138 stock holdings with total value $135M as of Q2 2025. Top holdings included BINC, CSHI, SGOV, BUXX, and AAPL.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2025	138	$135M	+$10.3M	-$4.88M	+$5.41M	BINC, CSHI, SGOV, BUXX, AAPL	13F-HR	8/13/2025, 03:37 PM
Q1 2025	128	$123M	+$41.3M	-$4.72M	+$36.6M	BINC, CSHI, SGOV, BUXX, DMAX	13F-HR	5/8/2025, 02:28 PM
Q4 2024	121	$89.5M	$0	$0		SGOV, CSHI, AAPL, BUXX, AMZN	13F-HR	2/11/2025, 04:08 PM