Founders Grove Wealth Partners

Founders Grove Wealth Partners as of March 31, 2025

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