Long-term investor

Grantvest Financial Group LLC @grantvestfinancialgroupl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002055216).

Record

• Tracked since 2024-12-31 (611 days), 192 trades recorded
• Returns: week — · month — · 90 days +6.6% · 6 months +5.6% · 1 year +10.1% · all +11.8%
• Max drawdown -3.3% · Sharpe 0.35 · win rate 40% · data quality High
• Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

• 092528603 · 17.4% · long · since 2025-03-31
• 78433H501 · 5.2% · long · since 2024-12-31
• 02072L441 · 2.8% · long · since 2024-12-31
• 46641Q332 · 2.4% · long · since 2024-12-31
• 92189F676 · 1.9% · long · since 2024-12-31
• AAPL · 1.9% · long · since 2024-12-31
• 922908363 · 1.8% · long · since 2024-12-31
• 921910840 · 1.7% · long · since 2024-12-31
• AMZN · 1.6% · long · since 2024-12-31
• 12811T571 · 1.4% · long · since 2025-09-30
• QQQ · 1.4% · long · since 2024-12-31
• 78433H675 · 1.3% · long · since 2024-12-31

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