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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, LLY, VUG, VGT, and represent 27.45% of Founders Grove Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: BIL, VEA, BINC, VUSB, VV, VGIT, VOO, VUG, IVW, VGT.
Started 7 new stock positions in TPLC, D, UNH, NEE, VIOO, COF, CATH.
Reduced shares in these 10 stocks: LLY, SPTI, VGSH, , SHY, SPY, SDY, NVDA, PG, AAPL.
Sold out of its position in FDX.
Founders Grove Wealth Partners was a net buyer of stock by $20M.
Founders Grove Wealth Partners has $359M in assets under management (AUM), dropping by 3.92%.
Central Index Key (CIK): 0002046157

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Portfolio Holdings for Founders Grove Wealth Partners

Founders Grove Wealth Partners holds 122 positions in its portfolio as reported in the March 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)	8.1	$29M	+7%	572k	50.83	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	6.1	$22M	+14%	238k	91.73	View chart
Eli Lilly & Co. (LLY)	4.9	$18M	-4%	21k	825.90	View chart
Vanguard Index Fds Growth Etf (VUG)	4.6	$17M	+4%	45k	370.82	View chart
Vanguard World Inf Tech Etf (VGT)	3.7	$13M	+3%	24k	542.38	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.1	$11M	+7%	118k	92.83	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.0	$11M	+9%	42k	257.03	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	2.9	$11M	+8%	178k	59.40	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	2.9	$10M	+14%	206k	49.85	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	2.4	$8.8M	+17%	167k	52.38	View chart
Select Sector Spdr Tr Technology (XLK)	2.3	$8.2M	+3%	40k	206.48	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.0	$7.1M		55k	128.96	View chart
Vanguard Index Fds Value Etf (VTV)	2.0	$7.1M	+7%	41k	172.74	View chart
Vanguard World Financials Etf (VFH)	2.0	$7.0M	+2%	59k	119.47	View chart
Vanguard World Consum Dis Etf (VCR)	1.9	$6.8M	+4%	21k	325.51	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$6.8M	+7%	149k	45.26	View chart
Vanguard World Health Car Etf (VHT)	1.8	$6.5M	+7%	25k	264.73	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$6.1M	+15%	12k	513.92	View chart
Apple (AAPL)	1.7	$6.1M		27k	222.13	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.7	$5.9M	+6%	56k	105.60	View chart
Vanguard World Industrial Etf (VIS)	1.6	$5.9M	+3%	24k	247.55	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$5.4M	+8%	28k	190.58	View chart
Microsoft Corporation (MSFT)	1.4	$5.1M		14k	375.39	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.4	$5.1M	+4%	87k	58.35	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	1.4	$4.9M		228k	21.47	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	1.3	$4.6M	-3%	34k	135.68	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.2	$4.5M	+9%	17k	258.62	View chart
Vanguard World Comm Srvc Etf (VOX)	1.2	$4.2M		28k	148.39	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.1	$3.9M	+13%	48k	81.73	View chart
First Tr Morningstar Divid L SHS (FDL)	0.9	$3.4M		77k	43.44	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.9	$3.1M		62k	49.52	View chart
Vanguard World Consum Stp Etf (VDC)	0.8	$3.0M	+8%	14k	218.82	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.8	$2.7M	+8%	17k	160.54	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.8	$2.7M		25k	109.80	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.8	$2.7M	+7%	11k	244.64	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.7	$2.6M	+6%	32k	83.28	View chart
Vanguard World Energy Etf (VDE)	0.7	$2.6M	+3%	20k	129.71	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.7	$2.6M	-15%	44k	58.69	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$2.3M		22k	104.57	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$2.3M	+7%	11k	199.49	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$2.2M	-7%	3.9k	559.32	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.6	$2.2M		68k	31.96	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$2.2M	+19%	20k	105.44	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.6	$2.1M	+28%	41k	50.85	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.6	$2.1M	+9%	14k	146.01	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.6	$2.0M	+2%	10k	197.46	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$2.0M	+2%	36k	53.97	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.5	$1.9M	+8%	16k	119.73	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$1.9M	+10%	8.6k	221.74	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$1.8M	+11%	36k	49.62	View chart
Select Sector Spdr Tr Financial (XLF)	0.5	$1.8M	+13%	36k	49.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.6M	+39%	2.8k	561.90	View chart
Ishares Tr Global Finls Etf (IXG)	0.4	$1.5M		15k	103.02	View chart
Procter & Gamble Company (PG)	0.4	$1.4M	-5%	8.3k	170.41	View chart
Vanguard World Utilities Etf (VPU)	0.4	$1.3M	+8%	7.9k	170.81	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$1.3M	+11%	15k	90.54	View chart
Select Sector Spdr Tr Indl (XLI)	0.4	$1.3M	+11%	9.7k	131.07	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$1.2M	+4%	29k	43.70	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.3	$1.2M	+9%	16k	78.40	View chart
Vanguard World Materials Etf (VAW)	0.3	$1.2M	+8%	6.4k	188.81	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$1.2M	+5%	9.4k	124.50	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.2M		9.7k	118.92	View chart
Visa Com Cl A (V)	0.3	$1.1M	-2%	3.3k	350.46	View chart
Johnson & Johnson (JNJ)	0.3	$1.1M	+2%	6.9k	165.84	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.3	$1.1M	-32%	39k	28.58	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$1.1M	+7%	4.4k	251.77	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$1.1M	+12%	5.8k	186.29	View chart
Norfolk Southern (NSC)	0.3	$1.1M		4.4k	236.85	View chart
Tesla Motors (TSLA)	0.3	$1.0M		4.0k	259.16	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.3	$1.0M	+33%	20k	50.02	View chart
NVIDIA Corporation (NVDA)	0.3	$931k	-13%	8.6k	108.38	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$843k		10k	81.67	View chart
Amazon (AMZN)	0.2	$837k	+2%	4.4k	190.26	View chart
Home Depot (HD)	0.2	$835k	-3%	2.3k	366.51	View chart
Marathon Petroleum Corp (MPC)	0.2	$830k		5.7k	145.68	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$798k		1.00	798442.00	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$797k	-20%	9.6k	82.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$794k	+5%	1.5k	532.58	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$784k		7.8k	100.67	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$780k	+38%	8.1k	96.45	View chart
Anthem (ELV)	0.2	$745k		1.7k	434.96	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$627k		4.1k	154.64	View chart
JPMorgan Chase & Co. (JPM)	0.2	$589k		2.4k	245.30	View chart
Automatic Data Processing (ADP)	0.2	$585k		1.9k	305.53	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$557k		3.6k	156.23	View chart
Abbott Laboratories (ABT)	0.2	$554k		4.2k	132.65	View chart
Coca-Cola Company (KO)	0.2	$541k		7.6k	71.62	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$527k	+6%	5.6k	93.45	View chart
Philip Morris International (PM)	0.1	$507k		3.2k	158.73	View chart
Abbvie (ABBV)	0.1	$499k		2.4k	209.52	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$436k	+5%	4.5k	97.48	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$415k		778.00	533.48	View chart
Cisco Systems (CSCO)	0.1	$390k		6.3k	61.71	View chart
AFLAC Incorporated (AFL)	0.1	$375k		3.4k	111.19	View chart
Markel Corporation (MKL)	0.1	$361k		193.00	1869.61	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$344k	-8%	1.8k	193.99	View chart
Altria (MO)	0.1	$339k	+2%	5.7k	60.02	View chart
Truist Financial Corp equities (TFC)	0.1	$337k		8.2k	41.15	View chart
Global X Fds S&p 500 Catholic (CATH)	0.1	$320k	NEW	4.7k	67.54	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.1	$317k	NEW	7.5k	42.44	View chart
Merck & Co (MRK)	0.1	$302k	+2%	3.4k	89.76	View chart
American Express Company (AXP)	0.1	$270k		1.0k	269.05	View chart
Canadian Pacific Kansas City (CP)	0.1	$249k		3.5k	70.21	View chart
Duke Energy Corp Com New (DUK)	0.1	$249k		2.0k	121.97	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$248k		529.00	468.92	View chart
First National Corporation (FXNC)	0.1	$246k		11k	22.45	View chart
Honeywell International (HON)	0.1	$238k		1.1k	211.75	View chart
Oracle Corporation (ORCL)	0.1	$238k	-4%	1.7k	139.81	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$228k	NEW	2.4k	96.51	View chart
Northrop Grumman Corporation (NOC)	0.1	$227k		443.00	512.01	View chart
Nextera Energy (NEE)	0.1	$224k	NEW	3.2k	70.89	View chart
Broadcom (AVGO)	0.1	$223k		1.3k	167.43	View chart
Capital One Financial (COF)	0.1	$220k	NEW	1.2k	179.30	View chart
Costco Wholesale Corporation (COST)	0.1	$218k		230.00	945.78	View chart
Texas Instruments Incorporated (TXN)	0.1	$217k		1.2k	179.70	View chart
Netflix (NFLX)	0.1	$216k	+2%	232.00	932.53	View chart
Ferguson Enterprises Common Stock New (FERG)	0.1	$212k		1.3k	160.23	View chart
Bank of America Corporation (BAC)	0.1	$202k	-2%	4.8k	41.73	View chart
Dominion Resources (D)	0.1	$201k	NEW	3.6k	56.07	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$201k	-9%	1.5k	134.29	View chart
SYSCO Corporation (SYY)	0.1	$201k		2.7k	75.04	View chart
UnitedHealth (UNH)	0.1	$200k	NEW	382.00	523.75	View chart

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 Q1 filed April 16, 2025
Founders Grove Wealth Partners 2024 Q4 filed Jan. 14, 2025

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