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Grantvest Financial Group LLC

All holdings · as of Jun 30, 2026

189 positions

CompanyClassValueShares% of portfolio
First Trust Exchange-Traded Fund VIII—$752.6K12,5530.4%
First Trust Exchange-Traded Fund VIII—$728.5K21,5630.4%
VANGUARD INDEX FDS—$717.7K1,9390.4%
CALAMOS ETF TR—$716.5K27,3420.4%
Tesla Inc—$710.0K1,6880.4%
CATERPILLAR INC—$690.1K6480.4%
FIRST TR EXCHANGE-TRADED FD—$686.7K7,6430.4%
First Trust Exchange-Traded Fund VIII—$686.5K13,9300.4%
FIRST TR EXCHNG TRADED FD VI—$676.3K11,0910.4%
First Trust Exchange-Traded Fund VIII—$676.1K23,8240.4%
FIRST TR EXCHNG TRADED FD VI—$668.6K28,6140.4%
BONDBLOXX ETF TRUST—$661.8K12,9650.4%
INNOVATOR ETFS TRUST—$661.2K21,7920.4%
AIM ETF PRODUCTS TRUST—$645.1K18,7590.4%
AIM ETF PRODUCTS TRUST—$643.2K22,0050.4%
Meta Platforms Inc—$629.0K1,1170.4%
AIM ETF PRODUCTS TRUST—$623.8K15,2820.4%
SELECT SECTOR SPDR TR—$621.9K11,6000.4%
VANECK ETF TRUST—$608.2K23,7490.4%
FIRST TR EXCHNG TRADED FD VI—$597.6K17,1520.3%
CALAMOS ETF TR—$595.1K21,4360.3%
VANGUARD INDEX FDS—$592.9K3,0000.3%
ISHARES TR—$580.6K2,3950.3%
CALAMOS ETF TR—$576.3K11,2060.3%
FIRST TR EXCHNG TRADED FD VI—$564.7K22,5380.3%
FIRST TR EXCHNG TRADED FD VI—$559.1K21,1070.3%
FIRST TR EXCHANGE-TRADED FD—$534.5K2,7870.3%
FIRST TR EXCHNG TRADED FD VI—$530.1K15,1240.3%
First Trust Exchange-Traded Fund VIII—$527.5K8,8600.3%
FIRST TR EXCHNG TRADED FD VI—$523.3K9,4990.3%
INNOVATOR ETFS TRUST—$521.5K12,1100.3%
First Trust Exchange-Traded Fund VIII—$520.5K20,5320.3%
SPDR GOLD TR—$519.4K1,4100.3%
VANGUARD INDEX FDS—$518.0K6,4300.3%
SCHWAB STRATEGIC TR—$509.6K17,3160.3%
INNOVATOR ETFS TRUST—$499.3K15,1950.3%
EXXON MOBIL CORP—$498.2K3,6440.3%
First Trust Exchange-Traded Fund VIII—$488.3K8,3480.3%
INNOVATOR ETFS TRUST—$479.8K9,0490.3%
ISHARES TR—$474.5K3,8210.3%
Global X Artificial Intelligence & Technology ETF—$474.0K7,2240.3%
FIRST TR EXCHANGE-TRADED FD—$472.7K2,1760.3%
CALAMOS ETF TR—$466.4K17,3690.3%
INNOVATOR ETFS TRUST—$456.6K20,2830.3%
FIRST TR EXCHNG TRADED FD VI—$452.6K9,9410.3%
First Trust Exchange-Traded Fund VIII—$449.5K10,9750.3%
First Trust Exchange-Traded Fund VIII—$447.0K9,9920.3%
AIM ETF PRODUCTS TRUST—$444.7K13,8600.3%
INNOVATOR ETFS TRUST—$436.3K13,8730.3%
First Trust Exchange-Traded Fund VIII—$436.1K8,4920.3%
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