Grove Street Fiduciary, LLC Portfolio Holdings

Grove Street Fiduciary, LLC

  • $207 Billion
  • Q2 2025

Grove Street Fiduciary, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $207 Billion distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Emqq Emerging Markets Internet with a value of $36B, Vanguard Mid Cap Value Index F with a value of $22.5B, Vanguard Total International B with a value of $15.6B, Exchange Traded Concpts Tr Fmq with a value of $15.3B, and Schwab Strategic Us Tips ETF with a value of $14.4B.

Examining the 13F form we can see an increase of $10.1B in the current position value, from $197B to 207B.

Grove Street Fiduciary, LLC is based out at Peterborough, NH

Below you can find more details about Grove Street Fiduciary, LLC portfolio as well as his latest detailed transactions.

Portfolio value $207 Billion
ETFs: $176 Billion
Technology: $6.04 Billion
Financial Services: $3.44 Billion
Industrials: $2.76 Billion
Consumer Cyclical: $1.01 Billion
Healthcare: $881 Million
Communication Services: $814 Million
Consumer Defensive: $695 Million
Other: $379 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$92.9 Million 0.04% of portfolio
11,532
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $207 Billion
  • Prior Value $197 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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