Grove Street Fiduciary, LLC Top Holdings and 13F Report (2026) About Grove Street Fiduciary, LLCInvestment ActivityGrove Street Fiduciary, LLC has $227.01 million in total holdings as of March 31, 2026.Grove Street Fiduciary, LLC owns shares of 74 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 0.31% of the portfolio was purchased this quarter.About 2.23% of the portfolio was sold this quarter.This quarter, Grove Street Fiduciary, LLC has purchased 76 new stocks and bought additional shares in 7 stocks.Grove Street Fiduciary, LLC sold shares of 25 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Small-Cap Value ETF $29,911,419Emerging Markets Internet ETF $24,184,595Vanguard Mid-Cap Value ETF $23,794,012Vanguard Total International Bond ETF $14,932,418Schwab U.S. TIPS ETF $14,100,887 Largest New Holdings this Quarter 166764100 - Chevron $224,487 Holding22160K105 - Costco Wholesale $215,229 Holding231021106 - Cummins $202,296 Holding Largest Purchases this Quarter Chevron 1,085 shares (about $224.49K)Costco Wholesale 216 shares (about $215.23K)Cummins 376 shares (about $202.30K)Vanguard Information Technology ETF 18 shares (about $12.56K)NVIDIA 62 shares (about $10.81K) Largest Sales this Quarter Vanguard Small-Cap Value ETF 3,817 shares (about $829.24K)Emerging Markets Internet ETF 14,597 shares (about $482.87K)Vanguard Total Stock Market ETF 1,106 shares (about $354.82K)Vanguard Mid-Cap Value ETF 1,899 shares (about $349.95K)International Business Machines 1,100 shares (about $266.63K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGrove Street Fiduciary, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVBRVanguard Small-Cap Value ETF$29,911,419$829,243 ▼-2.7%137,68213.2%ETFEMQQEmerging Markets Internet ETF$24,184,595$482,869 ▼-2.0%731,09410.7%ETFVOEVanguard Mid-Cap Value ETF$23,794,012$349,947 ▼-1.4%129,11910.5%ETFBNDXVanguard Total International Bond ETF$14,932,418$51,029 ▼-0.3%310,7686.6%ETFSCHPSchwab U.S. TIPS ETF$14,100,887$108,835 ▼-0.8%529,9096.2%ETFSCHZSchwab U.S. Aggregate Bond ETF$10,778,545$51,966 ▼-0.5%464,1924.7%ETFFMQQNext Frontier Internet ETF$10,033,668$115,117 ▼-1.1%890,6944.4%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$9,919,431$197,254 ▼-1.9%68,0394.4%ETFVTIVanguard Total Stock Market ETF$9,411,603$354,816 ▼-3.6%29,3374.1%ETFSCHOSchwab Short-Term U.S. Treasury ETF$7,119,866$43,152 ▼-0.6%293,3613.1%ETFVEAVanguard FTSE Developed Markets ETF$6,844,594$177,118 ▼-2.5%106,8133.0%ETFVIGVanguard Dividend Appreciation ETF$6,535,160$250,112 ▼-3.7%30,3882.9%ETFFNDCSchwab Fundamental International Small Equity ETF$4,593,581$51,321 ▼-1.1%99,0852.0%ETFDFIPDimensional Inflation-Protected Securities ETF$3,887,803$68,337 ▼-1.7%93,1881.7%ETFBNDVanguard Total Bond Market ETF$3,559,527$1,988 ▼-0.1%48,3371.6%ETFDLSWisdomTree International SmallCap Dividend Fund$3,526,312$94,865 ▼-2.6%43,2681.6%FinanceIAGGiShares Core International Aggregate Bond ETF$3,178,6910.0%63,5231.4%ETFVGSHVanguard Short-Term Treasury ETF$2,493,687$5,971 ▼-0.2%42,5981.1%ETFSPYSPDR S&P 500 ETF Trust$2,374,3910.0%3,6511.0%FinanceVEUVanguard FTSE All-World ex-US ETF$2,373,240$4,055 ▲0.2%31,6011.0%ETFDFATDimensional U.S. Targeted Value ETF$2,235,772$11,116 ▼-0.5%35,8011.0%ETFSCHCSchwab International Small-Cap Equity ETF$2,137,6540.0%45,7350.9%ETFINQQIndia Internet ETF$1,652,4140.0%141,9600.7%ETFAAPLApple$1,550,911$6,852 ▲0.4%6,1110.7%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$1,476,5860.0%42,1400.7%ETFSYMSymbotic$1,409,8000.0%26,5000.6%Business ServicesJPMJPMorgan Chase & Co.$1,374,6100.0%4,6730.6%FinanceVBVanguard Small-Cap ETF$1,364,6030.0%5,2100.6%ETFMSFTMicrosoft$1,334,463$110,311 ▼-7.6%3,6050.6%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$1,022,140$83,345 ▼-7.5%18,9110.5%ETFVGTVanguard Information Technology ETF$1,008,903$12,559 ▲1.3%1,4460.4%ETFNVDANVIDIA$964,680$10,814 ▲1.1%5,5310.4%Computer and TechnologyBRK.BBerkshire Hathaway$862,5600.0%1,8000.4%FinanceGEGE Aerospace$762,264$5,676 ▲0.8%2,6860.3%AerospaceVTVVanguard Value ETF$711,412$67,296 ▼-8.6%3,6260.3%ETFCWCurtiss-Wright$630,7170.0%9260.3%AerospaceADPAutomatic Data Processing$629,8580.0%3,1000.3%Computer and TechnologyIVViShares Core S&P 500 ETF$606,1790.0%9280.3%ETFXOMExxonMobil$595,8460.0%3,5120.3%EnergyIBMInternational Business Machines$594,825$266,629 ▼-31.0%2,4540.3%Computer and TechnologyABBVAbbVie$594,4000.0%2,7330.3%MedicalVTHRVanguard Russell 3000 ETF$572,8490.0%1,9920.3%ETFGE VERNOVA INC$558,6560.0%6400.2%COMGOOGLAlphabet$454,3450.0%1,5800.2%Computer and TechnologyHDHome Depot$423,2810.0%1,2870.2%Retail/WholesaleXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$403,9270.0%10,0730.2%FinanceVBKVanguard Small-Cap Growth ETF$398,6680.0%1,3190.2%ETFVOVanguard Mid-Cap ETF$390,1090.0%1,3580.2%ETFGOOGAlphabet$375,787$9,753 ▲2.7%1,3100.2%Computer and TechnologyWMWaste Management$342,1570.0%1,4890.2%Business ServicesDFUVDimensional US Marketwide Value ETF$317,1220.0%6,5440.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$314,2010.0%2,2060.1%ETFXLKTechnology Select Sector SPDR Fund$307,5310.0%2,3140.1%ETFJNJJohnson & Johnson$303,8390.0%1,2430.1%MedicalMMM3M$300,6260.0%2,0700.1%Multi-Sector ConglomeratesWFCWells Fargo & Company$299,8110.0%3,7660.1%FinanceAMZNAmazon.com$297,8260.0%1,4300.1%Retail/WholesaleDDSDillard's$294,0650.0%5140.1%Retail/WholesaleABTAbbott Laboratories$281,9320.0%2,7460.1%MedicalAVGOBroadcom$270,202$2,167 ▲0.8%8730.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$251,009$18,233 ▼-6.8%3,7170.1%ETFTIPiShares TIPS Bond ETF$250,5170.0%2,2700.1%ETFVIGIVanguard International Dividend Appreciation ETF$248,9260.0%2,8140.1%ETFVCEBVanguard ESG U.S. Corporate Bond ETF$242,5870.0%3,8610.1%ETFAMGNAmgen$236,0910.0%6710.1%MedicalPMPhilip Morris International$233,9560.0%1,4150.1%Consumer StaplesVOOVanguard S&P 500 ETF$228,056$77,014 ▼-25.2%3820.1%ETFCVXChevron$224,487$224,487 ▲New Holding1,0850.1%EnergyMETAMeta Platforms$216,837$22,885 ▼-9.5%3790.1%Computer and TechnologyCOSTCostco Wholesale$215,229$215,229 ▲New Holding2160.1%Retail/WholesaleCMICummins$202,296$202,296 ▲New Holding3760.1%Auto/Tires/TrucksVNQVanguard Real Estate ETF$201,6150.0%2,2730.1%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$201,4080.0%8,0850.1%ETFSABA CAPITAL INCOME & OPRNT$77,7260.0%11,5320.0%SHS NEWBXBlackstone$0$278,069 ▼-100.0%00.0%FinanceBRBroadridge Financial Solutions$0$267,581 ▼-100.0%00.0%Computer and TechnologyZBRAZebra Technologies$0$217,810 ▼-100.0%00.0%IndustrialsPGProcter & Gamble$0$206,796 ▼-100.0%00.0%Consumer StaplesAONAON$0$202,200 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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