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Grove Street Fiduciary - Q4 2025 13F Filings

GR

Grove Street Fiduciary, LLC

CIK: 0002054682
Address: New Hampshire Peterborough Po Box 396
$239.24 M
Portfolio Value
76
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 10/13/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. VBR Vanguard Small Cap Value Etf
+$29.97 M
2. VTI Vanguard Total Stock Market Etf
+$10.21 M
3. XSOE Wisdomtree Emerging Markets Ex-State-Owned Enterprises Fund
+$393,048
4. AMGN Amgen
+$219,625
5. XLK Technology Select Sector Spdr Fund
+$166,573.5

Top Sells

Q4 2025
1. EMQQ Emqq The Emerging Markets Internet Etf
−$2.78 M
2. FMQQ Fmqq The Next Frontier Internet Etf
−$825,730.7
3. SYM Symbotic
−$505,750
4. VEA Vanguard Ftse Developed Markets Etf
−$437,915.78
5. VSS Vanguard Ftse All-World Ex-Us Small-Cap Etf
−$433,859.98

Asset Allocation

Stocks/ETFs
+13.38%
$239.24 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Grove Street Fiduciary Q4 2025 Filing Summary

Grove Street Fiduciary, LLC filed its 13F report for Q4 2025 on February 03, 2026. The portfolio totaled 239.24 M reflecting a +13.10% change from the prior quarter, spanning 76 assets. The top 10 holdings comprised 68.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 0 complete exits.

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Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Grove Street Fiduciary’s Q4 2025 Filing

Grove Street Fiduciary submitted their Form 13F-HR for the Q4 2025 period on 02/03/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Grove Street Fiduciary reported a managed portfolio value of 239.24 M, consisting of 76 individual positions.

This page displays the raw filing documents. To see which stocks Grove Street Fiduciary bought or sold during Q4 2025, please visit Grove Street Fiduciary's Portfolio Analysis page.