Grantvest Financial Group LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's principal address as 106 Main Street, Suite D, Matawan, NJ 07747.
The report details a total of 253 equity positions held by the firm. The filing was signed by Alan Gilmore, an attorney representing the firm, and lists a phone number for contact purposes.
The holdings table includes a wide array of exchange-traded funds (ETFs) and individual stocks. Notable individual stock holdings include shares of Alphabet Inc. Class A and Class C, Amazon.com Inc., Apple Inc., Berkshire Hathaway Inc. Class B, Caterpillar Inc., The Coca-Cola Company, The Walt Disney Company, and ExxonMobil Holdings Corp.
The portfolio also features various ETFs managed by issuers such as BlackRock, Calamos, First Trust, Innovator ETFs, Invesco, and iShares. These funds cover a range of strategies, including S&P 500 and Nasdaq indices, artificial intelligence, small-cap growth, and convertible equity.
