Arkolith/Funds/Grove Street Fiduciary, LLC

Grove Street Fiduciary, LLC

CIK 2054682
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Grove Street Fiduciary, LLC holds a focused book of 75 stocks worth $236.8M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Caterpillar Inc and trimmed Vanguard Small-Cap Value ETF. Their largest long position is Vanguard Small-Cap Value ETF at 14% of the equity book. Cloning the disclosed picks since 2025 would be +16% (+10.5%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Grove Street Fiduciary, LLC's latest
holdings, largest changes, and filing provenance.
Opened
11
new positions
Added to
2
existing
Trimmed
28
reduced
Sold out
5
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+15.9%
+10.5%/yr · since Feb '25
Their reported book
+16.5%
held from quarter-end
S&P 500
+25.4%
same window
$8K$9K$11K$12K$13KFeb '25May '25Sep '25Dec '25Apr '26Jul '26
Grove Street Fiduciary, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Grove Street Fiduciary, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
46%
Top 10 holdings
67%
Top 20 holdings
84%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

8% mapped to company sectors

ETF / fund or unclassified
92%
Information Technology
4%
Industrials
1%
Financials
1%
Health Care
1%
Consumer Discretionary
0%
Energy
0%
Utilities
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Grove Street Fiduciary, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 75$566.5B
UBS Group AG80 / 75$146.1B
ROYAL BANK OF CANADA79 / 75$163.4B
OSAIC HOLDINGS, INC.79 / 75$18.4B
RAYMOND JAMES FINANCIAL INC78 / 75$103.6B
ENVESTNET ASSET MANAGEMENT INC78 / 75$97.5B
LPL Financial LLC78 / 75$81.9B
Cetera Investment Advisers78 / 75$23.8B

Ranked by how many of Grove Street Fiduciary, LLC's top 75 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

75 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
SM CP VAL ETF
$32.8M135.0K
13.8%
−2.0%
Reduced · −3K sh
2Vanguard Index FDS
MCAP VL IDXVIP
$25.1M126.9K
10.6%
−1.7%
Reduced · −2K sh
3Exchange Traded Concepts Tru
EMQQ EME MAR ETF
$22.7M728.6K
9.6%
−0.3%
Reduced · −3K sh
4Vanguard Charlotte FDS
TOTAL INT BD ETF
$15.0M310.5K
6.3%
−0.1%
Reduced · −269 sh
5Schwab Strategic TR
US TIPS ETF
$14.0M526.6K
5.9%
−0.6%
Reduced · −3K sh
6Schwab Strategic TR
US AGGREGATE B
$10.7M461.7K
4.5%
−0.5%
Reduced · −2K sh
7Vanguard Index FDS
TOTAL STK MKT
$10.6M28.5K
4.5%
−2.8%
Reduced · −813 sh
8Exchange Traded Concepts Tru
FMQQ NEX FRO ETF
$10.5M890.2K
4.4%
−0.1%
Reduced · −464 sh
9Vanguard Intl Equity Index F
FTSE SMCAP ETF
$10.4M67.2K
4.4%
−1.2%
Reduced · −834 sh
10Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$7.5M105.7K
3.2%
−1.1%
Reduced · −1K sh
11Schwab Strategic TR
SHT TM US TRES
$7.1M292.5K
3.0%
−0.3%
Reduced · −847 sh
12Vanguard Specialized Funds
DIV APP ETF
$7.0M29.6K
3.0%
−2.6%
Reduced · −787 sh
13Schwab Strategic TR
FUNDAMENTAL INTL
$4.8M98.9K
2.0%
−0.2%
Reduced · −203 sh
14Dimensional ETF Trust
INFLATION PROTE
$3.8M92.9K
1.6%
−0.3%
Reduced · −327 sh
15Wisdomtree TR
INTL SMCAP DIV
$3.6M43.1K
1.5%
−0.3%
Reduced · −127 sh
16Vanguard BD Index FDS
TOTAL BND MRKT
$3.4M46.6K
1.4%
−3.6%
Reduced · −2K sh
17Ishares TR
CORE INTL AGGR
$3.2M62.3K
1.3%
−1.9%
Reduced · −1K sh
18State STR SPDR S&P 500 ETF T
TR UNIT
$2.7M3.7K
1.2%
Held
19Vanguard Intl Equity Index F
ALLWRLD EX US
$2.6M31.3K
1.1%
−0.8%
Reduced · −270 sh
20Vanguard Scottsdale FDS
SHORT TERM TREAS
$2.4M41.7K
1.0%
−2.1%
Reduced · −889 sh
21Dimensional ETF Trust
US TARGETED VLU
$2.4M34.5K
1.0%
−3.6%
Reduced · −1K sh
22Schwab Strategic TR
INTL SCEQT ETF
$2.2M44.9K
0.9%
−1.8%
Reduced · −821 sh
23Exchange Traded Concepts Tru
INQQ IND INT ETF
$1.8M140.9K
0.8%
−0.7%
Reduced · −1K sh
24Apple Inc
COM
$1.8M6.1K
0.7%
−0.8%
Reduced · −51 sh
25Vanguard Index FDS
SMALL CP ETF
$1.6M5.2K
0.7%
Held
26Dimensional ETF Trust
US SMALL CAP ETF
$1.5M39.7K
0.7%
−5.7%
Reduced · −2K sh
27JPMorgan Chase & Co
COM
$1.5M4.7K
0.6%
Held
28Vanguard World FD
INF TECH ETF
$1.4M11.4K
0.6%
+690%
Added · +10K sh
29Microsoft Corp
COM
$1.3M3.6K
0.6%
−0.3%
Reduced · −10 sh
30Symbotic Inc
CLASS A COM
$1.2M26.5K
0.5%
Held
31Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$1.1M18.9K
0.5%
Held
32Nvidia Corporation
COM
$1.1M5.5K
0.5%
−1.2%
Reduced · −66 sh
33Ge Aerospace
COM NEW
$1.0M2.7K
0.4%
Held
34Berkshire Hathaway Inc Del
CL B NEW
$901K1.8K
0.4%
Held
35Vanguard Index FDS
VALUE ETF
$790K3.6K
0.3%
Held
36Ge Vernova Inc
COM
$752K640
0.3%
Held
37Curtiss Wright Corp
COM
$702K926
0.3%
Held
38Ishares TR
CORE S&P500 ETF
$695K928
0.3%
Held
39Automatic Data Processing In
COM
$694K3.1K
0.3%
Held
40International Business Machs
COM
$690K2.5K
0.3%
Held
41Abbvie Inc
COM
$688K2.7K
0.3%
Held
42Vanguard Scottsdale FDS
VNG RUS3000IDX
$660K2.0K
0.3%
Held
43Alphabet Inc
CAP STK CL A
$565K1.6K
0.2%
Held
44Wisdomtree TR
EM EX ST-OWNED
$495K10.1K
0.2%
Held
45Vanguard Index FDS
SML CP GRW ETF
$482K1.3K
0.2%
Held
46Exxon Mobil Corp
COM
$480K3.5K
0.2%
Held
47Alphabet Inc
CAP STK CL C
$459K1.3K
0.2%
−0.8%
Reduced · −10 sh
48Home Depot Inc
COM
$454K1.3K
0.2%
Held
49Select Sector SPDR TR
ST STR TECHN ETF
$441K2.3K
0.2%
Held
50Vanguard Index FDS
MID CAP ETF
$438K5.4K
0.2%
+300%
Added · +4K sh
Showing 50 of 75 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 202675$236.8M13F-HR
Q1 2026Mar 31, 2026Apr 22, 202674$227.0M13F-HR
Q4 2025Dec 31, 2025Feb 3, 202676$239.2M13F-HR
Q3 2025Sep 30, 2025Oct 31, 202573$211.5M13F-HR
Q2 2025Jun 30, 2025Aug 13, 202573$207.4M13F-HR
Q1 2025Mar 31, 2025May 6, 202570$197.3M13F-HR
Q4 2024Dec 31, 2024Feb 3, 202558$190.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.