Universe · entity
Grove Bank & Trust
Institutional manager (13F) · CIK 1662212
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $677M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $74M | 124,191 |
| 2 | APPLE INC | $41M | 161,553 |
| 3 | ISHARES TR | $41M | 602,577 |
| 4 | ISHARES TR | $34M | 276,664 |
| 5 | ISHARES TR | $30M | 333,756 |
| 6 | ISHARES TR | $29M | 44,565 |
| 7 | ISHARES INC | $26M | 371,688 |
| 8 | NVIDIA CORPORATION | $20M | 112,103 |
| 9 | VANGUARD SCOTTSDALE FDS | $18M | 308,180 |
| 10 | SELECT SECTOR SPDR TR | $15M | 247,145 |
| 11 | VANGUARD MUN BD FDS | $14M | 289,606 |
| 12 | ISHARES TR | $14M | 33,458 |
| 13 | STATE STR SPDR S&P 500 ETF T | $14M | 21,751 |
| 14 | VANGUARD SCOTTSDALE FDS | $13M | 169,347 |
| 15 | VANGUARD WORLD FD | $13M | 76,790 |
| 16 | ISHARES GOLD TR | $13M | 146,468 |
| 17 | MICROSOFT CORP | $13M | 34,834 |
| 18 | ALPHABET INC | $12M | 42,814 |
| 19 | ISHARES TR | $12M | 115,406 |
| 20 | ISHARES TR | $12M | 331,294 |
| 21 | AMAZON COM INC | $12M | 58,036 |
| 22 | VANGUARD INDEX FDS | $11M | 56,676 |
| 23 | VANGUARD TAX-MANAGED FDS | $11M | 170,028 |
| 24 | VANGUARD INTL EQUITY INDEX F | $10M | 193,659 |
| 25 | FIRST TR EXCHANGE-TRADED FD | $10M | 208,437 |
| 26 | EXXON MOBIL CORP | $10M | 61,037 |
| 27 | SPDR GOLD TR | $10M | 23,930 |
| 28 | ISHARES TR | $10M | 101,183 |
| 29 | ISHARES TR | $9M | 65,565 |
| 30 | JPMORGAN CHASE & CO | $9M | 30,384 |
| 31 | VANGUARD BD INDEX FDS | $8M | 106,278 |
| 32 | ALPHABET INC | $8M | 26,996 |
| 33 | STATE STR SPDR S&P MIDCAP 40 | $8M | 12,190 |
| 34 | VANGUARD INDEX FDS | $7M | 24,509 |
| 35 | ELI LILLY & CO | $7M | 7,619 |
| 36 | COSTCO WHOLESALE CORPORATION | $7M | 6,905 |
| 37 | ISHARES TR | $6M | 111,416 |
| 38 | ISHARES TR | $6M | 63,453 |
| 39 | META PLATFORMS INC | $6M | 10,948 |
| 40 | AMERICAN CENTY ETF TR | $6M | 77,182 |
| 41 | VANGUARD INDEX FDS | $6M | 23,665 |
| 42 | VISA INC | $5M | 16,492 |
| 43 | BROADCOM INC | $5M | 15,155 |
| 44 | AMERICAN CENTY ETF TR | $5M | 55,028 |
| 45 | TESLA INC | $4M | 11,445 |
| 46 | CHEVRON CORPORATION | $4M | 19,702 |
| 47 | AUTONATION INC | $4M | 20,000 |
| 48 | BANK AMERICA CORP | $4M | 76,541 |
| 49 | VANGUARD INDEX FDS | $4M | 41,013 |
| 50 | INDEPENDENCE RLTY TR INC | $4M | 236,740 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.