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 26.66% of Founders Grove Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: AGG (+$6.9M), IGSB, NVDA, IEI, SHY, AAPL, SHV, LQD, MSFT, MA.
- Started 12 new stock positions in PLTR, GLTR, MCK, IEF, MA, T, LQD, RTX, COR, DVY. MCD, CAT.
- Reduced shares in these 10 stocks: VGT, SUB, VUG, BIL, JMST, VEA, VGIT, VOO, EFA, IWM.
- Sold out of its positions in CP, IBM, SYK.
- Founders Grove Wealth Partners was a net buyer of stock by $3.7M.
- Founders Grove Wealth Partners has $426M in assets under management (AUM), dropping by 6.78%.
- Central Index Key (CIK): 0002046157
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Portfolio Holdings for Founders Grove Wealth Partners
Founders Grove Wealth Partners holds 138 positions in its portfolio as reported in the September 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) | 7.9 | $34M | -2% | 561k | 59.92 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 5.1 | $22M | -4% | 237k | 91.75 |
|
| Vanguard Index Fds Growth Etf (VUG) | 5.0 | $22M | -5% | 45k | 479.61 |
|
| Vanguard World Inf Tech Etf (VGT) | 4.8 | $20M | -6% | 27k | 746.63 |
|
| Eli Lilly & Co. (LLY) | 3.8 | $16M | 21k | 763.01 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 3.4 | $14M | -3% | 47k | 307.86 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 3.2 | $14M | 114k | 120.72 |
|
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 2.6 | $11M | +2% | 222k | 49.99 |
|
| Select Sector Spdr Tr Technology (XLK) | 2.4 | $10M | -3% | 37k | 281.86 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.3 | $9.7M | -6% | 162k | 60.03 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.2 | $9.4M | -6% | 15k | 612.38 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.1 | $9.0M | +324% | 90k | 100.25 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 2.1 | $8.7M | -4% | 164k | 53.24 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.0 | $8.3M | 154k | 54.18 |
|
|
| Vanguard World Consum Dis Etf (VCR) | 1.9 | $8.2M | -3% | 21k | 396.15 |
|
| Microsoft Corporation (MSFT) | 1.9 | $8.1M | +6% | 16k | 517.95 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.9 | $8.1M | 43k | 186.49 |
|
|
| Apple (AAPL) | 1.9 | $8.1M | +8% | 32k | 254.63 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.8 | $7.6M | 54k | 140.95 |
|
|
| Vanguard World Financials Etf (VFH) | 1.8 | $7.5M | -3% | 57k | 131.24 |
|
| Vanguard World Industrial Etf (VIS) | 1.7 | $7.1M | -2% | 24k | 296.29 |
|
| Vanguard World Health Car Etf (VHT) | 1.6 | $6.7M | 26k | 259.60 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.4 | $5.8M | +2% | 90k | 65.26 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.3 | $5.6M | +3% | 27k | 206.51 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.3 | $5.4M | -2% | 18k | 293.73 |
|
| Vanguard World Comm Srvc Etf (VOX) | 1.2 | $5.2M | -4% | 28k | 187.73 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 1.1 | $4.6M | 33k | 140.05 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.1 | $4.6M | -11% | 49k | 93.37 |
|
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 1.0 | $4.1M | -11% | 196k | 21.07 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $3.9M | +50% | 21k | 186.58 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.8 | $3.6M | -27% | 34k | 106.78 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.8 | $3.4M | -4% | 12k | 293.79 |
|
| First Tr Exchange-traded SHS (FDL) | 0.8 | $3.3M | 75k | 43.41 |
|
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.7 | $3.1M | 60k | 52.30 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.7 | $3.1M | 18k | 174.58 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.7 | $3.1M | +268% | 58k | 53.03 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $2.9M | -2% | 12k | 254.28 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.7 | $2.9M | -2% | 14k | 213.73 |
|
| Wisdomtree Tr Us Ai Enhanced (AIVL) | 0.7 | $2.8M | 25k | 114.28 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.7 | $2.8M | -7% | 29k | 95.89 |
|
| Vanguard World Energy Etf (VDE) | 0.6 | $2.6M | 21k | 125.86 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.6 | $2.5M | 10k | 239.65 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.6 | $2.4M | 36k | 65.92 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $2.4M | -9% | 3.6k | 666.09 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $2.3M | -10% | 19k | 118.83 |
|
| Tesla Motors (TSLA) | 0.5 | $2.2M | +9% | 5.0k | 444.72 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.5 | $2.1M | +6% | 17k | 129.72 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.5 | $2.1M | -2% | 63k | 33.68 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $2.0M | -21% | 8.4k | 241.96 |
|
| Ishares Tr Global Finls Etf (IXG) | 0.4 | $1.9M | 16k | 116.67 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $1.9M | -14% | 32k | 58.85 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.4 | $1.9M | 35k | 53.87 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $1.8M | 2.7k | 669.30 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $1.6M | +83% | 20k | 82.96 |
|
| Amazon (AMZN) | 0.4 | $1.6M | +25% | 7.2k | 219.57 |
|
| Vanguard World Utilities Etf (VPU) | 0.3 | $1.5M | 7.8k | 189.41 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $1.4M | 26k | 53.40 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $1.4M | -3% | 4.7k | 297.62 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.4M | +17% | 5.6k | 243.10 |
|
| Johnson & Johnson (JNJ) | 0.3 | $1.3M | +10% | 7.3k | 185.42 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $1.3M | 15k | 91.42 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.3 | $1.3M | 8.6k | 154.22 |
|
|
| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.3 | $1.3M | 15k | 88.65 |
|
|
| Vanguard World Materials Etf (VAW) | 0.3 | $1.3M | 6.4k | 204.86 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $1.3M | -2% | 6.3k | 208.71 |
|
| Norfolk Southern (NSC) | 0.3 | $1.3M | 4.3k | 300.41 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $1.2M | -30% | 8.9k | 139.17 |
|
| Procter & Gamble Company (PG) | 0.3 | $1.2M | +11% | 7.9k | 153.66 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.3 | $1.2M | +268% | 9.7k | 119.51 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.1M | +11% | 4.6k | 243.55 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.1M | +37% | 2.2k | 502.74 |
|
| Marathon Petroleum Corp (MPC) | 0.3 | $1.1M | 5.7k | 192.73 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.3 | $1.1M | -12% | 7.8k | 141.50 |
|
| Visa Com Cl A (V) | 0.2 | $1.0M | 3.0k | 341.38 |
|
|
| Home Depot (HD) | 0.2 | $1.0M | +9% | 2.5k | 405.26 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $947k | -9% | 8.4k | 112.74 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $945k | +10% | 3.0k | 315.43 |
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $944k | -34% | 8.9k | 106.49 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $917k | -13% | 18k | 50.07 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.2 | $898k | 7.6k | 118.37 |
|
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.2 | $886k | -12% | 18k | 50.57 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $884k | -46% | 17k | 51.04 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.2 | $880k | +295% | 8.0k | 110.49 |
|
| Broadcom (AVGO) | 0.2 | $852k | +28% | 2.6k | 329.91 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $754k | 1.00 | 754200.00 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $721k | -15% | 9.2k | 78.37 |
|
| Meta Platforms Cl A (META) | 0.2 | $718k | +93% | 977.00 | 734.38 |
|
| Automatic Data Processing (ADP) | 0.2 | $699k | +23% | 2.4k | 293.50 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $646k | +55% | 5.8k | 110.59 |
|
| Philip Morris International (PM) | 0.1 | $626k | 3.9k | 162.20 |
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| Abbott Laboratories (ABT) | 0.1 | $624k | +7% | 4.7k | 133.94 |
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| Bank of America Corporation (BAC) | 0.1 | $623k | +10% | 12k | 51.59 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $592k | NEW | 5.3k | 111.47 |
|
| Abbvie (ABBV) | 0.1 | $573k | +3% | 2.5k | 231.54 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $551k | +90% | 2.0k | 279.29 |
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| Anthem (ELV) | 0.1 | $540k | -2% | 1.7k | 323.12 |
|
| Oracle Corporation (ORCL) | 0.1 | $540k | +6% | 1.9k | 281.24 |
|
| Coca-Cola Company (KO) | 0.1 | $537k | +8% | 8.1k | 66.32 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $482k | 15k | 31.91 |
|
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| Global X Fds S&p 500 Catholic (CATH) | 0.1 | $468k | -9% | 5.8k | 81.06 |
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| Timothy Plan Us Lrgmd Cp Core (TPLC) | 0.1 | $446k | -8% | 9.6k | 46.30 |
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| Cisco Systems (CSCO) | 0.1 | $444k | 6.5k | 68.42 |
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| Netflix (NFLX) | 0.1 | $438k | +12% | 365.00 | 1198.92 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $429k | NEW | 754.00 | 568.81 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $420k | -9% | 704.00 | 596.03 |
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| American Express Company (AXP) | 0.1 | $419k | +17% | 1.3k | 332.16 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $417k | 695.00 | 600.37 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $415k | 1.9k | 215.79 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $414k | -6% | 950.00 | 435.46 |
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| AFLAC Incorporated (AFL) | 0.1 | $389k | 3.5k | 111.70 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $388k | NEW | 4.0k | 96.46 |
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| Altria (MO) | 0.1 | $382k | +2% | 5.8k | 66.06 |
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| Markel Corporation (MKL) | 0.1 | $369k | 193.00 | 1911.36 |
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| Truist Financial Corp equities (TFC) | 0.1 | $344k | -8% | 7.5k | 45.72 |
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| Honeywell International (HON) | 0.1 | $339k | +35% | 1.6k | 210.50 |
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| Spdr Series Trust Portfli Intrmdit (SPTI) | 0.1 | $314k | -32% | 11k | 28.90 |
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| Capital One Financial (COF) | 0.1 | $307k | +7% | 1.4k | 212.58 |
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| Merck & Co (MRK) | 0.1 | $300k | +12% | 3.6k | 83.93 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $295k | +6% | 484.00 | 609.32 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $292k | -4% | 1.3k | 224.58 |
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| Caterpillar (CAT) | 0.1 | $262k | NEW | 550.00 | 477.15 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $250k | +5% | 2.3k | 109.95 |
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| First National Corporation (FXNC) | 0.1 | $248k | 11k | 22.68 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $247k | +7% | 2.0k | 123.75 |
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| Cyberark Software SHS (CYBR) | 0.1 | $246k | 510.00 | 483.15 |
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| Costco Wholesale Corporation (COST) | 0.1 | $243k | +13% | 263.00 | 925.63 |
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| At&t (T) | 0.1 | $240k | NEW | 8.5k | 28.24 |
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| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.1 | $234k | NEW | 1.4k | 165.45 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $225k | -56% | 2.2k | 100.70 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $224k | NEW | 1.6k | 142.10 |
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| SYSCO Corporation (SYY) | 0.1 | $222k | 2.7k | 82.34 |
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| Ecolab (ECL) | 0.1 | $220k | 803.00 | 273.86 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $217k | -12% | 1.2k | 183.73 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $213k | NEW | 1.3k | 167.33 |
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| McKesson Corporation (MCK) | 0.0 | $208k | NEW | 270.00 | 771.14 |
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| McDonald's Corporation (MCD) | 0.0 | $206k | NEW | 679.00 | 303.89 |
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| AmerisourceBergen (COR) | 0.0 | $201k | NEW | 642.00 | 312.53 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $201k | NEW | 1.1k | 182.42 |
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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 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