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Portfolio (Quarterly) Guide ↗

Grunden Financial Advisory, Inc.

· CIK 0002010014
13F Portfolio $256M AUM 35 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 4 New 14 Added 7 Reduced
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PCAR PACCAR INC Industrials 4,268.0 $467K 0.18% $109.52 -0.2%
22 VO VANGUARD INDEX FDS 1,200.0 $348K 0.14% $290.22 -73.3%
23 GOOGL ALPHABET INC Communication Services 1,112.0 $348K 0.14% -45.0 -3.9% $313.00 +23.9%
24 IDXX IDEXX LABS INC Healthcare 475.0 $321K 0.13% $676.53 -18.2%
25 MS MORGAN STANLEY Financial Services 1,740.0 $309K 0.12% $177.53 +12.9%
26 DFGR DIMENSIONAL ETF TRUST 11,535.0 $305K 0.12% +339.0 +3.0% $26.42 +9.8%
27 TSLA TESLA INC Consumer Cyclical 625.0 $281K 0.11% $449.72 -7.2%
28 WMT WALMART INC Consumer Defensive 2,266.0 $252K 0.10% -50.0 -2.2% $111.41 +17.4%
29 CI THE CIGNA GROUP Healthcare 856.0 $236K 0.09% +5.0 +0.6% $275.13 +2.5%
30 COF CAPITAL ONE FINL CORP Financial Services 886.0 $215K 0.08% NEW $242.36 -23.0%
31 MSFT MICROSOFT CORP Technology 442.0 $213K 0.08% -169.0 -27.7% $482.98 -13.2%
32 THOMSON REUTERS CORP 1,582.0 $209K 0.08% $131.89
33 VTI VANGUARD INDEX FDS 610.0 $204K 0.08% NEW $335.04 +9.0%
34 INTU INTUIT Technology 308.0 $204K 0.08% NEW $662.42 -53.6%
35 NVDA NVIDIA CORPORATION Technology 1,075.0 $200K 0.08% -341.0 -24.1% $186.50 +17.7%
Page 2 of 2  ·  35 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 70.0%
Financial Services 12.1%
Healthcare 5.2%
Industrials 4.4%
Communication Services 3.3%
Consumer Cyclical 2.6%
Consumer Defensive 2.4%