Grove Street Fiduciary
Grove Street Fiduciary reported 77 stocks worth $221M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VBR (12.7%), VOE (10.4%) and EMQQ (9.9%). Compared with Q2 2026, the fund opened new positions in IEMG, XOM and VXUS, added to AAPL, MSFT and ADP, trimmed VBR, VOE and EMQQ and sold out of XOM, CMI and XSD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VBR Vanguard Index Fds | $28M | 12.7% | 121K | −14K (−10%) | 4 of 8 | |
| 2 |  VOE Vanguard Index Fds | $22.9M | 10.4% | 117K | −9,525 (−8%) | 8 of 8 | |
| 3 |  EMQQ Emqq the Emerging Markets Internet ETF | $21.9M | 9.9% | 710K | −18K (−3%) | 8 of 8 | |
| 4 |  BNDX Vanguard Total | $13.8M | 6.3% | 295K | −15K (−5%) | 8 of 8 | |
| 5 |  SCHP Schwab US Tips ETF | $12.8M | 5.8% | 510K | −17K (−3%) | 8 of 8 | |
| 6 |  VSS Vanguard Intl Equity Index F | $10.1M | 4.6% | 65K | −1,939 (−3%) | 8 of 8 | |
| 7 |  VTI Vanguard Total Stock Market ETF | $10.1M | 4.6% | 27K | −1,565 (−5%) | 4 of 8 | |
| 8 |  SCHZ Schwab US Aggregate Bond | $10M | 4.5% | 451K | −10K (−2%) | 8 of 8 | |
| 9 |  VEA Vanguard Tax-Managed Fds | $7.2M | 3.3% | 102K | −3,613 (−3%) | 8 of 8 | |
| 10 |  SCHO Schwab Short-Term US Treasury ETF | $6.9M | 3.1% | 289K | −3,703 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Grove Street Fiduciary 13F FAQ
What does Grove Street Fiduciary own?
Grove Street Fiduciary reported 77 stocks worth $221M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VBR (12.7%), VOE (10.4%) and EMQQ (9.9%). The table above lists every position in the filing (the top 10 without an account).
What did Grove Street Fiduciary buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 6 added to, 25 trimmed and 4 sold out. New positions include IEMG, XOM and VXUS. It sold all of XOM, CMI and XSD.
When will Grove Street Fiduciary file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Grove Street Fiduciary's portfolio worth?
The Q3 2026 filing reports $221M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.