Grantvest Financial Group LLC
All 13F Filings
- Location
- Matawan, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 154,489
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 167 | 154,489 | 13F-HR | Grantvest Financial Group LLC |
| Q4 2025 | 2/2/2026 | 164 | 156,062 | 13F-HR | Grantvest Financial Group LLC |
| Q3 2025 | 11/4/2025 | 153 | 144,862 | 13F-HR | Grantvest Financial Group LLC |
| Q2 2025 | 8/13/2025 | 138 | 134,725 | 13F-HR | Grantvest Financial Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 45.52 K | 29.5% | 0 | 61.32 K | -61.32 K |
| ETFs | 109 K | 70.5% | 59.74 K | 0 | 59.74 K |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
154,489
Holdings
167
QoQ value change ($000)
-1,573
(-1.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.