Grunden Financial Advisory, Inc. has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $226 Billion distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $49.1B, Dimensional ETF Tr Core Fxd In with a value of $33.2B, Dimensional ETF Tr Dimensional with a value of $32.9B, Dimensional ETF Tr Short Durat with a value of $23.9B, and Dimensional ETF Tr Us Marketwi with a value of $16B.

Examining the 13F form we can see an increase of $20.6B in the current position value, from $206B to 226B.

Grunden Financial Advisory, Inc. is based out at Denton, TX

Below you can find more details about Grunden Financial Advisory, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $226 Billion
ETFs: $200 Billion
Technology: $9.07 Billion
Healthcare: $535 Million
Industrials: $405 Million
Financial Services: $245 Million
Consumer Defensive: $226 Million
Communication Services: $204 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $226 Billion
  • Prior Value $206 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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