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CIK: 0002054682
Total reported value
$236.8M
$236.8M
76 檔
47.5%
During the Q4 2025 filing period, Grove Street Fiduciary, LLC (CIK: 0002054682) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $236.8M across 76 reported positions.
In Q4 2025, Grove Street Fiduciary, LLC adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EMQQ | Emg Mkt Internet Etf-usa Inc | ETF-Other | 12.58% | -1.05% | -8.45% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 12.53% | +0.67% | — | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 9.71% | +0.11% | -0.86% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 6.30% | -0.23% | -0.49% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 5.91% | -0.32% | -0.17% | |
| 6 | FMQQ | Fmqq THE Next Fron Int-usd I | ETF-Other | 5.21% | +0.01% | -6.22% | |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 4.56% | -0.24% | -0.36% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.27% | +0.31% | — | |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 4.16% | +0.01% | -4.18% | |
| 10 | SCHO | Schwab Short-term US Treas | ETF-Other | 3.01% | -0.16% | -0.10% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.90% | +0.08% | -3.28% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.86% | +0.16% | -6.01% | |
| 13 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 1.87% | +0.01% | -6.81% | |
| 14 | DFIP | Dimensional Inflation-protec | ETF-Other | 1.65% | -0.09% | -0.17% | |
| 15 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 1.50% | -0.02% | -9.44% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 1.50% | -0.13% | -0.47% | |
| 17 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.33% | -0.07% | +2.39% | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.05% | -0.08% | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.04% | +0.10% | — | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.97% | +0.06% | -0.08% | |
| 21 | DFAT | Dimensional US Target Value | ETF-Other | 0.90% | +0.04% | -5.06% | |
| 22 | INQQ | Inqq THE India Internet ETF | ETF-Other | 0.87% | +0.04% | -4.20% | |
| 23 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.87% | -0.03% | -1.35% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | -0.02% | -6.31% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.69% | +0.06% | — | |
| 26 | SYM | Symbotic Inc | Stock-Industrials | 0.66% | -0.12% | -24.29% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | +0.04% | — | |
| 28 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.58% | — | -1.82% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.56% | +0.07% | — | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.46% | +0.03% | -26.42% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.45% | +0.14% | — | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.44% | +0.03% | — | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | +0.04% | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | — | — | |
| 35 | GE | General Electric | Stock-Industrials | 0.34% | +0.08% | +0.04% | |
| 36 | ADP | Automatic Data Processing | Stock-Tech | 0.33% | +0.01% | — | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.32% | +0.02% | +0.03% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | +0.02% | +11.67% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.26% | +0.03% | — | |
| 40 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.25% | +0.03% | — | |
| 41 | CW | Curtiss-wright CORP | Stock-Industrials | 0.21% | +0.02% | — | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | +0.04% | — | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.19% | — | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.06% | — | |
| 45 | GEV | GE Vernova Inc | Stock-Industrials | 0.17% | +0.07% | — | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | +0.02% | — | |
| 47 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.17% | +0.02% | — | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.16% | +0.01% | — | |
| 49 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.16% | +0.03% | -25.39% | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.15% | — | — |
According to official SEC Form 13F filings, Grove Street Fiduciary, LLC reported a total U.S. public equity portfolio value of $236.8M across 76 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including EMQQ, VBR, VOE) accounted for 47.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
VBR
市值: $30.0M
Top Position Liquidated / Trimmed
EMQQ
前期市值: $37.8M
During Q4 2025, Grove Street Fiduciary, LLC's top holdings by market value included EMQQ (12.6%)、VBR (12.5%)、VOE (9.7%). The largest single position, EMQQ, represented 12.6% of total portfolio value.
In Q4 2025, Grove Street Fiduciary, LLC made 29 total portfolio adjustments, initiating 3 new buys, adding to 3 positions, trimming 23 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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