Founders Grove Wealth Partners
Latest statistics and disclosures from Founders Grove Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, BIL, VUG, VGT, LLY, and represent 26.44% of Founders Grove Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: XLK (+$5.3M), AGG, BIL, XLY, VUSB, IGSB, NVDA, BINC, SMMU, CEF.
- Started 19 new stock positions in CEF, AMD, D, ALB, ASML, SHYG, INTC, SO, SAN, C. WMT, BKNG, IBM, GS, AstraZeneca, GLD, GILD, WPM, FDX.
- Reduced shares in these 10 stocks: LLY, SUB, VGSH, VGT, VEA, VUG, VTEB, VYM, , VOO.
- Sold out of its positions in GLTR, ECL, SGOV, SPTI, SYY, TXN.
- Founders Grove Wealth Partners was a net buyer of stock by $14M.
- Founders Grove Wealth Partners has $445M in assets under management (AUM), dropping by 4.48%.
- Central Index Key (CIK): 0002046157
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Portfolio Holdings for Founders Grove Wealth Partners
Founders Grove Wealth Partners holds 151 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 7.7 | $34M | -2% | 549k | 62.47 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 5.3 | $24M | +9% | 259k | 91.38 |
|
| Vanguard Index Fds Growth Etf (VUG) | 4.8 | $21M | -2% | 44k | 487.86 |
|
| Vanguard World Inf Tech Etf (VGT) | 4.4 | $20M | -4% | 26k | 753.78 |
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| Eli Lilly & Co. (LLY) | 4.2 | $19M | -18% | 17k | 1074.71 |
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| Vanguard Index Fds Large Cap Etf (VV) | 3.3 | $15M | 47k | 314.80 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 3.1 | $14M | 113k | 123.26 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 2.8 | $12M | +10% | 246k | 49.84 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.6 | $12M | +30% | 117k | 99.88 |
|
| Select Sector Spdr Tr Technology (XLK) | 2.4 | $11M | +99% | 73k | 143.97 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.2 | $9.7M | 162k | 59.93 |
|
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| Blackrock Etf Trust Ii Flexible Income (BINC) | 2.1 | $9.5M | +9% | 180k | 52.77 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.1 | $9.3M | -3% | 15k | 627.14 |
|
| Apple (AAPL) | 2.1 | $9.2M | +7% | 34k | 271.86 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.9 | $8.3M | 44k | 190.99 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.8 | $8.2M | 152k | 53.76 |
|
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| Vanguard World Consum Dis Etf (VCR) | 1.8 | $8.1M | 21k | 393.92 |
|
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| Microsoft Corporation (MSFT) | 1.7 | $7.7M | +2% | 16k | 483.62 |
|
| Vanguard World Financials Etf (VFH) | 1.7 | $7.5M | 57k | 133.49 |
|
|
| Vanguard World Health Car Etf (VHT) | 1.7 | $7.4M | 26k | 287.85 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.6 | $7.3M | -5% | 51k | 143.52 |
|
| Vanguard World Industrial Etf (VIS) | 1.6 | $7.1M | 24k | 298.38 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.3 | $5.8M | 89k | 66.00 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.3 | $5.7M | 27k | 212.07 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.2 | $5.4M | +2% | 19k | 290.23 |
|
| Vanguard World Comm Srvc Etf (VOX) | 1.2 | $5.3M | 27k | 193.63 |
|
|
| NVIDIA Corporation (NVDA) | 1.1 | $4.8M | +23% | 26k | 186.50 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.0 | $4.6M | -2% | 48k | 96.03 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 1.0 | $4.5M | 33k | 139.16 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.9 | $4.2M | +34% | 79k | 52.88 |
|
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.9 | $3.9M | -3% | 189k | 20.39 |
|
| First Tr Exchange-traded SHS (FDL) | 0.7 | $3.3M | 75k | 44.34 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.7 | $3.3M | +2% | 18k | 177.37 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.7 | $3.2M | 12k | 279.14 |
|
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.7 | $3.1M | 60k | 51.60 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $3.0M | 12k | 257.95 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.6 | $2.8M | 14k | 211.24 |
|
|
| Wisdomtree Tr Us Ai Enhanced (AIVL) | 0.6 | $2.8M | 25k | 114.98 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.6 | $2.8M | 29k | 96.88 |
|
|
| Vanguard World Energy Etf (VDE) | 0.6 | $2.6M | 21k | 125.92 |
|
|
| Tesla Motors (TSLA) | 0.5 | $2.4M | +8% | 5.4k | 449.72 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.5 | $2.4M | +99% | 21k | 119.41 |
|
| Ishares Core Msci Emkt (IEMG) | 0.5 | $2.4M | 36k | 67.22 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $2.3M | -4% | 3.4k | 681.93 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.3M | +32% | 7.4k | 313.00 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $2.1M | -6% | 18k | 120.18 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.5 | $2.1M | -2% | 16k | 131.59 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.5 | $2.1M | 63k | 33.45 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.5 | $2.1M | -42% | 19k | 106.70 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $2.1M | +25% | 25k | 82.82 |
|
| Amazon (AMZN) | 0.5 | $2.0M | +22% | 8.8k | 230.82 |
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| Ishares Tr Global Finls Etf (IXG) | 0.4 | $2.0M | 16k | 120.79 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $1.9M | -8% | 7.7k | 246.16 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.4 | $1.9M | 35k | 54.77 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $1.9M | 2.7k | 684.94 |
|
|
| Johnson & Johnson (JNJ) | 0.4 | $1.7M | +13% | 8.2k | 206.95 |
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.4 | $1.6M | +80% | 32k | 50.43 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.4 | $1.6M | +34% | 13k | 119.35 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.6M | +6% | 4.9k | 313.80 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.3 | $1.5M | +65% | 29k | 50.94 |
|
| Vanguard World Utilities Etf (VPU) | 0.3 | $1.4M | 7.7k | 185.04 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $1.4M | 4.7k | 302.11 |
|
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| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.3 | $1.4M | 15k | 90.97 |
|
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $1.4M | 6.4k | 211.79 |
|
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| Vanguard World Materials Etf (VAW) | 0.3 | $1.3M | 6.5k | 207.55 |
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| Select Sector Spdr Tr Indl (XLI) | 0.3 | $1.3M | 8.6k | 155.12 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $1.3M | -8% | 24k | 54.71 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $1.3M | 15k | 88.49 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $1.3M | -6% | 8.3k | 154.80 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.3M | +13% | 2.5k | 502.65 |
|
| Broadcom (AVGO) | 0.3 | $1.3M | +40% | 3.6k | 346.10 |
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| Norfolk Southern (NSC) | 0.3 | $1.3M | 4.3k | 288.72 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $1.2M | +19% | 10k | 120.33 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.3 | $1.2M | +35% | 11k | 110.15 |
|
| Procter & Gamble Company (PG) | 0.3 | $1.1M | 7.8k | 143.32 |
|
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $1.1M | +13% | 10k | 107.11 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.1M | +11% | 3.3k | 322.22 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $1.1M | -2% | 7.6k | 141.16 |
|
| Visa Com Cl A (V) | 0.2 | $1.1M | +2% | 3.1k | 350.71 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $934k | 5.7k | 162.63 |
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| Select Sector Spdr Tr Communication (XLC) | 0.2 | $894k | 7.6k | 117.73 |
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| Home Depot (HD) | 0.2 | $844k | 2.5k | 344.05 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $842k | +40% | 2.8k | 303.89 |
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| Bank of America Corporation (BAC) | 0.2 | $803k | +20% | 15k | 55.00 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $778k | +32% | 7.1k | 110.19 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $755k | 1.00 | 754800.00 |
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| Sprott Asset Management Physical Gold An (CEF) | 0.2 | $703k | NEW | 15k | 45.80 |
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| Philip Morris International (PM) | 0.1 | $664k | +7% | 4.1k | 160.40 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $634k | -4% | 5.6k | 113.72 |
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| Abbott Laboratories (ABT) | 0.1 | $622k | +6% | 5.0k | 125.29 |
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| Automatic Data Processing (ADP) | 0.1 | $609k | 2.4k | 257.23 |
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| Abbvie (ABBV) | 0.1 | $606k | +7% | 2.7k | 228.49 |
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| Anthem (ELV) | 0.1 | $602k | +2% | 1.7k | 350.55 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $599k | -67% | 10k | 58.73 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $593k | -17% | 7.6k | 77.68 |
|
| Coca-Cola Company (KO) | 0.1 | $572k | 8.2k | 69.91 |
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| Cisco Systems (CSCO) | 0.1 | $558k | +11% | 7.2k | 77.03 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.1 | $545k | +14% | 6.6k | 82.23 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $517k | +33% | 5.4k | 96.16 |
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| Timothy Plan Us Lrgmd Cp Core (TPLC) | 0.1 | $509k | +16% | 11k | 45.45 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $496k | +15% | 869.00 | 570.88 |
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| American Express Company (AXP) | 0.1 | $495k | +6% | 1.3k | 369.95 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $495k | 15k | 32.62 |
|
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| Meta Platforms Cl A (META) | 0.1 | $489k | -24% | 741.00 | 660.09 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $489k | -46% | 9.7k | 50.29 |
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| Merck & Co (MRK) | 0.1 | $433k | +14% | 4.1k | 105.26 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $427k | 695.00 | 614.31 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $425k | 704.00 | 603.28 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $423k | 1.9k | 219.78 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $422k | 950.00 | 444.59 |
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| Markel Corporation (MKL) | 0.1 | $417k | 194.00 | 2149.65 |
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| AFLAC Incorporated (AFL) | 0.1 | $386k | 3.5k | 110.27 |
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| Oracle Corporation (ORCL) | 0.1 | $383k | +2% | 2.0k | 194.91 |
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| Caterpillar (CAT) | 0.1 | $367k | +16% | 640.00 | 572.87 |
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| Altria (MO) | 0.1 | $355k | +6% | 6.2k | 57.66 |
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| Honeywell International (HON) | 0.1 | $340k | +8% | 1.7k | 195.09 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $334k | NEW | 2.8k | 117.52 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $307k | NEW | 287.00 | 1069.86 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $301k | +4% | 1.4k | 222.63 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $301k | +10% | 2.5k | 119.75 |
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| Netflix (NFLX) | 0.1 | $298k | +770% | 3.2k | 93.76 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $292k | +49% | 1.6k | 177.75 |
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| Truist Financial Corp equities (TFC) | 0.1 | $290k | -21% | 5.9k | 49.21 |
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| First National Corporation (FXNC) | 0.1 | $276k | 11k | 25.24 |
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| Wal-Mart Stores (WMT) | 0.1 | $275k | NEW | 2.5k | 111.41 |
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| McKesson Corporation (MCK) | 0.1 | $275k | +24% | 335.00 | 819.49 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $267k | -3% | 469.00 | 570.21 |
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| Costco Wholesale Corporation (COST) | 0.1 | $267k | +17% | 310.00 | 862.34 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $260k | +11% | 1.4k | 183.40 |
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| McDonald's Corporation (MCD) | 0.1 | $258k | +24% | 844.00 | 305.63 |
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| FedEx Corporation (FDX) | 0.1 | $257k | NEW | 888.00 | 288.86 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $254k | NEW | 5.9k | 42.87 |
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| Astrazeneca Sponsored Adr | 0.1 | $250k | NEW | 2.7k | 91.93 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $245k | +4% | 2.1k | 117.21 |
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| At&t (T) | 0.1 | $240k | +13% | 9.7k | 24.84 |
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| Gilead Sciences (GILD) | 0.1 | $239k | NEW | 1.9k | 122.74 |
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| AmerisourceBergen (COR) | 0.1 | $231k | +6% | 684.00 | 337.75 |
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| Capital One Financial (COF) | 0.1 | $230k | -34% | 947.00 | 242.36 |
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| Cyberark Software SHS (CYBR) | 0.1 | $228k | 510.00 | 446.06 |
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| International Business Machines (IBM) | 0.1 | $225k | NEW | 758.00 | 296.21 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $222k | 1.6k | 141.14 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $222k | NEW | 561.00 | 396.31 |
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| Intel Corporation (INTC) | 0.0 | $221k | NEW | 6.0k | 36.90 |
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| Booking Holdings (BKNG) | 0.0 | $220k | NEW | 41.00 | 5355.34 |
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| Citigroup Com New (C) | 0.0 | $219k | NEW | 1.9k | 116.69 |
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| Southern Company (SO) | 0.0 | $217k | NEW | 2.5k | 87.20 |
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| Goldman Sachs (GS) | 0.0 | $215k | NEW | 244.00 | 879.00 |
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| Albemarle Corporation (ALB) | 0.0 | $214k | NEW | 1.5k | 141.44 |
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| Advanced Micro Devices (AMD) | 0.0 | $213k | NEW | 996.00 | 214.16 |
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| Dominion Resources (D) | 0.0 | $209k | NEW | 3.6k | 58.59 |
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| Banco Santander Sa Adr (SAN) | 0.0 | $131k | NEW | 11k | 11.73 |
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Past Filings by Founders Grove Wealth Partners
SEC 13F filings are viewable for Founders Grove Wealth Partners going back to 2024
- Founders Grove Wealth Partners 2025 Q4 filed Jan. 12, 2026
- Founders Grove Wealth Partners 2025 Q3 filed Oct. 17, 2025
- Founders Grove Wealth Partners 2025 Q2 filed July 28, 2025
- Founders Grove Wealth Partners 2025 Q1 filed April 16, 2025
- Founders Grove Wealth Partners 2024 Q4 filed Jan. 14, 2025