DOSSIER · 13F-HR · Q4 2025
Grunden Financial Advisory, Inc.
$256M in tracked AUM across 35 positions as of Q4 2025.
GF
CIK 0002010014 · last filed Dec 31, 2025
AI Analysis · Q4 2025
Comprehensive SEC 13F Analysis: Grunden Financial Advisory, Inc.
1. Portfolio Overview
Grunden Financial Advisory, Inc. manages a highly concentrated portfolio totaling approximately $236.33 million as of September 30, 2025. The portfolio experienced modest growth of 4.3% (an increase of $9.84 million) compared to the previous quarter's value of $226.49 million.
The portfolio is characterized by an extreme reliance on a single fund family, Dimensional ETF Trust, which dominat...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q4 2025. Methodology
Quarter at a glance — Q4 2025
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q4 2025.