account_balance
Investment manager · 13F filer · SEC CIK 1662212
Grove Bank & Trust
Reported value$1.01Bas of Sep 30, 2026
Positions932 73 new, 27 sold out
Top 10 weight40.1%VOO alone is 9%
FiledOct 88 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
9.3%Trimmed −3%
AAPLApple Inc.
5.5%
IJHiShares Tr
4.3%
IJRiShares Tr
3.7%Trimmed −3%
IEFAiShares Tr
3.7%
IVViShares Tr
3.2%Trimmed −4%
IEMGiShares Inc
3.1%Trimmed −2%
NVDANVIDIA Corp
2.7%Added +3%
VGSHVanguard Scottsdale FDS
2.6%Trimmed −23%
MSFTMicrosoft Corp
2.0%Added +7%
SPYSPDR S&P 500 ETF Trust
1.7%
IWFiShares Tr
1.7%
VOOVanguard Index FDS
9.3%Trimmed −3%
AAPLApple Inc.
5.5%
IJHiShares Tr
4.3%
IJRiShares Tr
3.7%−3%
IEFAiShares Tr
3.7%
IVViShares Tr
3.2%
IEMGiShares Inc
3.1%
NVDANVIDIA Corp
2.7%
VGSHVanguard Scottsdale FDS
2.6%
IWF1.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 9.3% Trimmed −3%
AAPL Apple Inc. 5.5% HeldIJH iShares Tr 4.3% Held
IJR iShares Tr 3.7% Trimmed −3%
IEFA iShares Tr 3.7% Held
IVV iShares Tr 3.2% Trimmed −4%
IEMG iShares Inc 3.1% Trimmed −2%
NVDA NVIDIA Corp 2.7% Added +3%VGSH Vanguard Scottsdale FDS 2.6% Trimmed −23%
MSFT Microsoft Corp 2.0% Added +7%SPY SPDR S&P 500 ETF Trust 1.7% HeldIWF iShares Tr 1.7% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.