Grove Bank & Trust

Est. AUM

$806.3M

13F long equity, this entity only

Positions

854

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$69.5M	116375	8.62%	SOLE
2	ISHARES TR	CORE S&P MCP ETF	$39.8M	588959	4.93%	SOLE
3	ISHARES TR	CORE S&P SCP ETF	$33.3M	267621	4.13%	SOLE
4	ISHARES TR	CORE MSCI EAFE	$28.0M	309597	3.48%	SOLE
5	ISHARES TR	CORE S&P500 ETF	$27.9M	42784	3.47%	SOLE
6	APPLE INC	COM	$25.1M	98803	3.11%	SOLE
7	ISHARES INC	CORE MSCI EMKT	$23.9M	342951	2.97%	SOLE
8	NVIDIA CORPORATION	COM	$18.2M	104103	2.25%	SOLE
9	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$16.2M	277241	2.01%	SOLE
10	ISHARES TR	RUS 1000 GRW ETF	$14.2M	33353	1.76%	SOLE
11	VANGUARD MUN BD FDS	TAX EXEMPT BD	$14.2M	283991	1.76%	SOLE
12	SELECT SECTOR SPDR TR	STATE STREET ENE	$13.4M	218622	1.66%	SOLE
13	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$13.2M	166892	1.64%	SOLE
14	STATE STR SPDR S&P 500 ETF T	TR UNIT	$12.3M	18973	1.53%	SOLE
15	MICROSOFT CORP	COM	$12.3M	33209	1.52%	SOLE
16	ALPHABET INC	CAP STK CL A	$12.2M	42507	1.52%	SOLE
17	ISHARES TR	SHRT NAT MUN ETF	$12.0M	112731	1.49%	SOLE
18	AMAZON COM INC	COM	$12.0M	57425	1.48%	SOLE
19	VANGUARD WORLD FD	ENERGY ETF	$11.9M	68866	1.48%	SOLE
20	ISHARES TR	BROAD USD HIGH	$11.8M	321521	1.47%	SOLE
21	ISHARES GOLD TR	ISHARES NEW	$11.8M	133457	1.46%	SOLE
22	VANGUARD INDEX FDS	VALUE ETF	$10.5M	53397	1.30%	SOLE
23	FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$10.2M	205301	1.27%	SOLE
24	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$9.8M	153218	1.22%	SOLE
25	ISHARES TR	MSCI EAFE ETF	$9.7M	99408	1.20%	SOLE
26	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$9.4M	174393	1.17%	SOLE
27	ISHARES TR	CORE S&P TTL STK	$9.3M	65565	1.16%	SOLE
28	SPDR GOLD TR	GOLD SHS	$9.2M	21358	1.14%	SOLE
29	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$7.7M	104946	0.96%	SOLE
30	ALPHABET INC	CAP STK CL C	$7.5M	26296	0.94%	SOLE
31	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$7.5M	12190	0.93%	SOLE
32	JPMORGAN CHASE & CO	COM	$6.9M	23527	0.86%	SOLE
33	VANGUARD INDEX FDS	MID CAP ETF	$6.8M	23506	0.84%	SOLE
34	META PLATFORMS INC	CL A	$6.3M	10948	0.78%	SOLE
35	ISHARES TR	CORE US AGGBD ET	$6.2M	62463	0.77%	SOLE
36	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$6.2M	76382	0.76%	SOLE
37	ISHARES TR	MSCI EMG MKT ETF	$6.1M	106708	0.75%	SOLE
38	VANGUARD INDEX FDS	SMALL CP ETF	$5.9M	22714	0.74%	SOLE
39	ELI LILLY & CO	COM	$5.4M	5819	0.66%	SOLE
40	VISA INC	COM CL A	$5.0M	16492	0.62%	SOLE
41	BROADCOM INC	COM	$4.7M	15155	0.58%	SOLE
42	AMERICAN CENTY ETF TR	INTL EQT ETF	$4.6M	54119	0.57%	SOLE
43	TESLA INC	COM	$4.3M	11445	0.53%	SOLE
44	AUTONATION INC	COM	$3.9M	20000	0.48%	SOLE
45	BANK AMERICA CORP	COM	$3.7M	76541	0.46%	SOLE
46	EXXON MOBIL CORP	COM	$3.6M	21237	0.45%	SOLE
47	INDEPENDENCE RLTY TR INC	COM	$3.5M	236740	0.44%	SOLE
48	ISHARES TR	RUS 1000 VAL ETF	$3.4M	15968	0.42%	SOLE
49	MASTERCARD INCORPORATED	CL A	$3.3M	6675	0.41%	SOLE
50	COSTCO WHOLESALE CORPORATION	COM	$3.3M	3320	0.41%	SOLE

1–50 of 854

1 / 18

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.