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Trustees of Dartmouth College
RIA/Wealth
Trustees of Dartmouth College is a RIA/Wealth led by Gregory Mark Melvin, managing $389.3M across 8 long positions as of Q3 2025 with 89% ETF concentration, with only 8 positions, and 57% allocation to SPY.
PresidentGregory Mark Melvin
- Portfolio Value
- $389.3M
- Positions
- 8
- Top Holding
- SPY at 57.18%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Trustees of Dartmouth College's portfolio (100% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $222.6M | 57.18% | -$26.0M Sold | — 334.2K shares | |
Financial - Credit Services Financial Services | $42.5M | 10.91% | — | 0.65% 3.3M shares | |
ETF ETF | $39.7M | 10.19% | +$39.7M New | — 1.1M shares | |
ETF ETF | $34.0M | 8.73% | — | — 182.3K shares | |
ETF ETF | $27.5M | 7.07% | — | — 417.7K shares | |
ETF ETF | $20.7M | 5.33% | — | — 174.6K shares | |
Oil & Gas Integrated Energy | $2.0M | 0.51% | — | 0.00% 17.6K shares | |
ETF ETF | $291.7K | 0.07% | — | — 1.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Trustees of Dartmouth College's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-10.45% |
Analytics
Portfolio insights and performance metrics for Trustees of Dartmouth College
GthenA