Fund HoldingsGrantvest Financial Group LLC

Total Portfolio Value
$172.59M
Total Bought
$68.88M
Total Sold
$57.96M
Net Transaction
+$10.92M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
BLACKROCK ETF TRUST II0574,765+574,765030,08317.43%+30,083
CALAMOS ETF TR
AUTOC INCOM ETF
091,768+91,76802,4971.45%+2,497
ISHARES TR
LARG CAP SEP ETF
073,199+73,19902,0401.18%+2,040
SELECT SECTOR SPDR TR
ST STR TECHN ETF
09,739+9,73901,8551.08%+1,855
ISHARES TR
LARG CAP DEC ETF
062,521+62,52101,7090.99%+1,709
VANECK ETF TRUST
SEMICONDUCTR ETF
5,2495,119-1302,0123,3571.95%+1,345
AIM ETF PRODUCTS TRUST
ALLIA US JAN ETF
034,428+34,42801,3310.77%+1,331
CALAMOS ETF TR
S P 500 STRUCTUR
041,820+41,82001,2240.71%+1,224
SPDR SERIES TRUST
ST PORT HIGH ETF
046,040+46,04001,0790.63%+1,079
CALAMOS ETF TR
S&P 500 STR JULY
034,244+34,24409470.55%+947
SCHWAB STRATEGIC TR033,022+33,02208650.50%+865
ISHARES TR07,886+7,88607940.46%+794
SELECT SECTOR SPDR TR
ST STR INDL ETF
04,230+4,23007840.45%+784
ISHARES TR
LARG CAP JUN ETF
026,201+26,20107630.44%+763
FIRST TR EXCHNG TRADED FD VI
FT VE NA 100 CO
028,614+28,61406690.39%+669
ISHARES TR2,2094,042+1,8335481,2140.70%+667
AIM ETF PRODUCTS TRUST
ALLIA US JUN ETF
018,759+18,75906450.37%+645
SELECT SECTOR SPDR TR
ST STR FINL ETF
011,600+11,60006220.36%+622
VANECK ETF TRUST
IG FLOA RATE ETF
023,749+23,74906080.35%+608
INVESCO QQQ TR3,0813,203+1221,7782,3591.37%+580
PGIM ETF TR
PGIM ULTRA SH BD
12,82424,005+11,1816351,1890.69%+555
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
02,787+2,78705340.31%+534
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
5,6237,560+1,9371,0791,6090.93%+529
INNOVATOR ETFS TRUST
INNOVATOR GW 100
015,195+15,19504990.29%+499
INNOVATOR ETFS TRUST
EQUI DU DI OCTO
020,283+20,28304570.26%+457
VANGUARD INDEX FDS04,625+4,62503,1761.84%+3,176
ISHARES TR0652+65204180.24%+418
APPLE INC(AAPL)011,366+11,36603,2891.91%+3,289
VANGUARD ADMIRAL FDS INC021,457+21,45701,7731.03%+1,773
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
09,944+9,94403630.21%+363
SELECT SECTOR SPDR TR
ST STR STAPL ETF
04,283+4,28303560.21%+356
PGIM ROCK ETF TR
S&P 500 BUFFER
010,717+10,71703490.20%+349
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
23,31823,741+4231,5921,9241.12%+332
CALAMOS ETF TR
S&P 500 STR OCTO
011,888+11,88803310.19%+331
VANGUARD WORLD FD18,39418,316-782,6662,9941.73%+327
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
06,985+6,98503260.19%+326
SPDR SERIES TRUST
ST STR P500GRW
02,703+2,70303220.19%+322
VANGUARD WORLD FD
INF TECH ETF
06,525+6,52507800.45%+780
NEOS ETF TRUST
NASDAQ 100 HIGH
039,155+39,15502,2241.29%+2,224
SELECT SECTOR SPDR TR
ST STR UTIL ETF
06,893+6,89303130.18%+313
INTEL CORP(INTC)02,232+2,23203120.18%+312
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,911+1,91103030.18%+303
SPACE EXPLORATION TECHN CORP01,733+1,73302960.17%+296
AMAZON COM INC(AMZN)011,390+11,39002,7151.57%+2,715
ISHARES TR
LARG CAP MAR ETF
010,674+10,67402890.17%+289
SELECT SECTOR SPDR TR
ST STR ENERG ETF
05,389+5,38902860.17%+286
ISHARES TR0379+37902830.16%+283
GUINNESS ATKINSON FDS04,331+4,33102810.16%+281
SCHWAB STRATEGIC TR39,09939,112+131,1371,4130.82%+276
AIM ETF PRODUCTS TRUST
ALLIA US OCT ETF
06,667+6,66702730.16%+273
MICRON TECHNOLOGY INC(MU)0234+23402700.16%+270
SPDR SERIES TRUST
ST STR P500VAL
04,436+4,43602700.16%+270
CALAMOS ETF TR
S&P 500 STR SEPT
09,295+9,29502580.15%+258
CORNING INC(GLW)0981+98102510.15%+251
PGIM ROCK ETF TR
S&P 500 BUFFER
07,661+7,66102490.14%+249
CITIGROUP INC(C)01,759+1,75902460.14%+246
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
028,112+28,11201,5800.92%+1,580
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
7,0817,643+5624446870.40%+243
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
021,563+21,56307290.42%+729
INNOVATOR ETFS TRUST
US EQTY PWR BUF
04,947+4,94702360.14%+236
TEMA ETF TRUST05,626+5,62602360.14%+236
INNOVATOR ETFS TRUST011,600+11,60002350.14%+235
CALAMOS ETF TR
CONVERTIBLE EQTY
8,25111,206+2,9553435760.33%+233
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
44,86346,415+1,5521,7692,0021.16%+233
GE AEROSPACE(GE)0620+62002320.13%+232
CATERPILLAR INC(CAT)64864804596900.40%+231
AIM ETF PRODUCTS TRUST
ALLIA US AUG ETF
06,768+6,76802300.13%+230
SCHWAB STRATEGIC TR06,243+6,24302250.13%+225
GOLDMAN SACHS GROUP INC(GS)0214+21402160.13%+216
INNOVATOR ETFS TRUST
EQUI DEFI 1 DECE
08,137+8,13702150.12%+215
AIM ETF PRODUCTS TRUST
US LRGCP B10 DEC
05,395+5,39502120.12%+212
VANGUARD INTL EQUITY INDEX F01,349+1,34902120.12%+212
ALPHABET INC(GOOG)0590+59002110.12%+211
EA SERIES TRUST
STRIVE 500 ETF
022,206+22,20601,0730.62%+1,073
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
04,372+4,37202070.12%+207
NEOS ETF TRUST
NEOS S&P 500 HI
041,569+41,56902,2071.28%+2,207
STATE STR SPDR S&P 500 ETF T(SPY)1,1921,308+1167759770.57%+202
FIRST TR EXCHNG TRADED FD VI
FT VEST MAX DECE
05,965+5,96502010.12%+201
FIRST TR EXCHANGE-TRADED FD
SHS
04,156+4,15602000.12%+200
CALAMOS ETF TR
NASDAQ AUTOCALLL
11,33617,369+6,0332704660.27%+196
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
7,1677,366+1997949820.57%+188
SCHWAB STRATEGIC TR33,12332,823-3001,0251,2100.70%+185
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
6,6239,992+3,3692814470.26%+166
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
08,139+8,13904250.25%+425
NEOS ETF TRUST
NEOS ENH INC 1-3
175,858178,981+3,1238,7548,9155.17%+161
GLOBAL X FDS
ARTIFICIAL ETF
6,8417,224+3833194740.27%+155
SCHWAB STRATEGIC TR42,18145,620+3,4391,2941,4470.84%+152
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
034,550+34,55001,2300.71%+1,230
VANGUARD INDEX FDS01,939+1,93907180.42%+718
FIRST TR EXCHANGE-TRADED FD
TECH ALPHADEX
02,176+2,17604730.27%+473
FIRST TR EXCHNG TRADED FD VI
VEST NASDAQ 100
18,22721,107+2,8804535590.32%+106
INNOVATOR ETFS TRUST
US EQTY PWR BUF
5,2557,633+2,3782103150.18%+105
ISHARES TR
LARGE CAP 10 PER
037,837+37,83701,0420.60%+1,042
FIRST TR EXCHNG TRADED FD VI
FT VEST US SMALL
31,99132,842+8517608620.50%+102
TESLA INC(TSLA)01,688+1,68807100.41%+710
INNOVATOR ETFS TRUST
US EQTY PWR BUF
10,77012,110+1,3404325210.30%+90
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQ
21,41121,41109411,0230.59%+82
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
10,44211,533+1,0913514290.25%+78
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
22,76123,824+1,0635996760.39%+77
ISHARES TR2,3082,395+875055810.34%+76
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