13F Filings History of Grunden Financial Advisory, Inc.

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$255,943,002
Signature - Title
David Ragan - VP/Chief Compliance Officer
Location
Denton, TX
Summary
This page shows a list of all the recent 13F filings made by Grunden Financial Advisory, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Grunden Financial Advisory, Inc. reported 35 stock holdings with total value $255,943,002 as of Q4 2025. Top holdings included DFAC, DUHP, DFCF, DFSD, and DFUV.

Notify me when Grunden Financial Advisory, Inc. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 35 $255,943,002 +$7,345,743 -$1,937,890 +$5,407,853 DFAC, DUHP, DFCF, DFSD, DFUV 13F-HR 27 Jan 2026, 16:32
Q3 2025 31 $245,973,161 +$9,346,643 -$448,271 +$8,898,372 DFAC, DUHP, DFCF, DFSD, DFUV 13F-HR 03 Nov 2025, 20:01
Q2 2025 31 $226,492,352 +$10,123,020 -$2,202,725 +$7,920,295 DFAC, DFCF, DUHP, DFSD, DFUV 13F-HR 29 Jul 2025, 16:51
Q1 2025 25 $205,868,621 +$5,270,768 -$4,560,295 +$710,473 DFAC, DFCF, DUHP, DFSD, DFUV 13F-HR 24 Apr 2025, 19:09
Q4 2024 27 $207,091,263 +$9,040,451 -$639,788 +$8,400,663 DFAC, DFCF, DUHP, DFSD, DFUV 13F-HR 24 Jan 2025, 17:14
Q3 2024 24 $203,682,536 +$2,328,638 -$569,721 +$1,758,917 DFAC, DFCF, DUHP, DFSD, DFUV 13F-HR 08 Oct 2024, 18:04
Q2 2024 26 $191,530,230 +$4,034,122 -$299,297 +$3,734,825 DFAC, DFCF, DUHP, DFSD, DFUV 13F-HR 09 Aug 2024, 16:57
Q1 2024 24 $188,034,894 +$1,798,688 -$1,164,543 +$634,145 DFAC, DFCF, DUHP, DFSD, DFUV 13F-HR 29 Apr 2024, 20:44
Q4 2023 25 $177,962,646 $0 $0 $0 DFAC, DFCF, DUHP, DFSD, DFUV 13F-HR 31 Jan 2024, 15:53