Grantvest Financial Group LLC
Annual return '25
+12.4%
SPY '25
+17.7%
Alpha
-5.3ptsvs SPY
Invested
$154.5M
Holdings
169
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 83%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BINC
BLACKROCK ETF TRUST II
Held since at least Q1 2024
20.1%
02
$CSHI
NEOS ETF TRUST
Held since at least Q1 2024
5.7%
03
$BUXX
EA SERIES TRUST
Held since at least Q1 2024
3.1%
04
$JEPI
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
2.7%
05
$AAPL
APPLE INC
Q4 2025: New position (48 shares)
1.9%
06
$VOO
VANGUARD INDEX FDS
Q4 2025: New position (13 shares)
1.8%
07
$MGV
VANGUARD WORLD FD
Held since at least Q1 2024
1.7%
08
$AMZN
AMAZON COM INC
Q4 2025: New position (98 shares)
1.6%
09
$SMH
VANECK ETF TRUST
Held since at least Q1 2024
1.3%
10
$SPYI
NEOS ETF TRUST
Held since at least Q1 2024
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:23 UTC.