Grove Bank & Trust 13F Holdings · Q3 2026
Grove Bank & Trust reported 932 securities worth $1.01B in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: VOO (9.34%), AAPL (5.48%), IJH (4.27%). Among its top 25 positions this quarter: 10 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $93.9M | 9.34% | 134,037 | Trimmed |
| 2 | AAPL | APPLE INC | $55.1M | 5.48% | 165,507 | Trimmed |
| 3 | IJH | ISHARES TR | $42.9M | 4.27% | 596,153 | Trimmed |
| 4 | IJR | ISHARES TR | $37.2M | 3.70% | 273,769 | Trimmed |
| 5 | IEFA | ISHARES TR | $37.0M | 3.68% | 381,551 | Added |
| 6 | IVV | ISHARES TR | $32.4M | 3.22% | 42,281 | Trimmed |
| 7 | IEMG | ISHARES INC | $31.2M | 3.10% | 383,999 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $27.0M | 2.68% | 118,102 | Added |
| 9 | VGSH | VANGUARD SCOTTSDALE FDS | $26.1M | 2.60% | 453,648 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $20.3M | 2.02% | 39,661 | Added |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $17.3M | 1.72% | 22,695 | Trimmed |
| 12 | IWF | ISHARES TR | $16.9M | 1.68% | 134,831 | Trimmed |
| 13 | XLE | SELECT SECTOR SPDR TR | $16.1M | 1.60% | 261,706 | Added |
| 14 | AMZN | AMAZON COM INC | $15.0M | 1.49% | 60,036 | Trimmed |
| 15 | GOOGL | ALPHABET INC | $14.7M | 1.46% | 42,790 | Trimmed |
| 16 | IAU | ISHARES GOLD TR | $14.2M | 1.42% | 182,412 | Added |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $13.6M | 1.35% | 229,334 | Added |
| 18 | VDE | VANGUARD WORLD FD | $13.5M | 1.34% | 78,536 | Added |
| 19 | VTEB | VANGUARD MUN BD FDS | $13.5M | 1.34% | 285,370 | Trimmed |
| 20 | VCSH | VANGUARD SCOTTSDALE FDS | $13.2M | 1.31% | 170,927 | Trimmed |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $13.0M | 1.29% | 184,403 | Added |
| 22 | VTV | VANGUARD INDEX FDS | $12.9M | 1.29% | 59,833 | Added |
| 23 | SUB | ISHARES TR | $12.1M | 1.21% | 116,091 | Trimmed |
| 24 | USHY | ISHARES TR | $12.0M | 1.19% | 335,076 | Trimmed |
| 25 | GLD | SPDR GOLD TR | $11.5M | 1.15% | 30,267 | Added |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR