13F filer

Grove Bank & Trust

As of Sep 30, 2026 Filed Oct 8, 2026 CIK 1662212 SEC filings ↗

13F Value

$1.01B

Positions

932

Top Position

VOO9.3%

Top 5

26.5%

Latest filing changes

vs Jun 30, 2026

1 XLE State Street(R) Energy Select Sector SPDR(R) ETF +102.2%+$8.1M

2 VDE Vanguard Energy Index Fund — ETF Shares +113.3%+$7.2M

3 IAU iShares Gold Trust +16.5%+$2.0M

4 GLD SPDR Gold Tr +15.7%+$1.6M

5 ALAI Alger AI Enablers & Adopters ETF >999%+$1.5M

Holdings932

#
1	VOO Vanguard 500 Index Fund — ETF Shares	9.3%	$93.9M	-3.2%	134.0K	9.4%	ETF
2	AAPL Apple	5.5%	$55.1M	-0.2%	165.5K	4.8%	Common Stock
3	IJH iShares Core S&P Mid-Cap ETF	4.3%	$42.9M	-1.8%	596.2K	4.6%	ETF
4	IJR iShares Core S&P Small-Cap ETF	3.7%	$37.2M	-3.2%	273.8K	4.2%	ETF
5	IEFA iShares Core MSCI EAFE ETF	3.7%	$37.0M	+1.4%	381.6K	3.6%	ETF
6	IVV iShares Core S&P 500 ETF	3.2%	$32.4M	-4.1%	42.3K	3.3%	ETF
7	IEMG iShares Core MSCI Emerging Markets ETF	3.1%	$31.2M	-2.1%	384.0K	3.2%	ETF
8	NVDA NVIDIA	2.7%	$27.0M	+3.4%	118.1K	2.3%	Common Stock
9	VGSH Vanguard Short-Term Treasury Index Fund — ETF Shares	2.6%	$26.1M	-22.7%	453.6K	3.4%	ETF
10	MSFT Microsoft	2.0%	$20.3M	+6.6%	39.7K	1.4%	Common Stock
11	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.7%	$17.3M	-0.3%	22.7K	1.7%	ETF
12	IWF iShares Russell 1000 Growth ETF	1.7%	$16.9M	-0.2%	134.8K	1.7%	ETF
13	XLE State Street(R) Energy Select Sector SPDR(R) ETF	1.6%	$16.1M	+102.2%	261.7K	0.7%	ETF
14	AMZN Amazon	1.5%	$15.0M	-1.6%	60.0K	1.4%	Common Stock
15	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 42,790 reported quantity $14,723,184 reported value	1.5%	$14.7M	-3.3%	42.8K	1.6%	Common Stock
16	IAU iShares Gold Trust Filing details 464285204 Sep 30, 2026 182,412 reported quantity $14,246,377 reported value	1.4%	$14.2M	+16.5%	182.4K	1.2%	ETF
17	VWO Vanguard Emerging Markets Stock Index Fund — ETF Shares	1.4%	$13.6M	+0.8%	229.3K	1.3%	ETF
18	VDE Vanguard Energy Index Fund — ETF Shares	1.3%	$13.5M	+113.3%	78.5K	0.5%	ETF
19	VTEB Vanguard Tax-Exempt Bond Index Fund — ETF Shares	1.3%	$13.5M	-1.8%	285.4K	1.5%	ETF
20	VCSH Vanguard Short-Term Corporate Bond Index Fund — ETF Shares	1.3%	$13.2M	-3.7%	170.9K	1.4%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing27

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.