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Manager record

Grunden Financial Advisory, Inc.

CIK 2010014 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$255.94MReported 13F valueQ4 2025 · as filed
35Holdings listed
+4.1%vs prior quartervalue change includes market moves
3Quarters on record
Jan 27Latest filed
Reported 13F value by quarter, Q2 2025 to Q4 2025Q2 2025: $226.5M$226.5MQ2 202531 holdingsQ3 2025: $246.0M$246.0MQ3 202531 holdingsQ4 2025: $255.9M$255.9MQ4 202535 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jan 27 2026 13F-HR · period Q4 2025

$255.94M · 35 holdings listed · View original SEC filing ↗
Nov 04 2025 13F-HR · period Q3 2025

$245.97M · 31 holdings listed · View original SEC filing ↗
Jul 29 2025 13F-HR · period Q2 2025

$226.49M · 31 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q4 2025 · latest filing Jan 27, 2026 · Change methodology