Founders Grove Wealth Partners

Founders Grove Wealth Partners as of June 30, 2025

Portfolio Holdings for Founders Grove Wealth Partners

Founders Grove Wealth Partners holds 129 positions in its portfolio as reported in the June 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) 8.2 $33M 574k 57.01
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 5.7 $23M 247k 91.73
Vanguard Index Fds Growth Etf (VUG) 5.2 $21M 47k 438.40
Vanguard World Inf Tech Etf (VGT) 4.9 $19M 29k 663.28
Eli Lilly & Co. (LLY) 4.2 $17M 22k 779.53
Vanguard Index Fds Large Cap Etf (VV) 3.5 $14M 48k 285.30
Ishares Tr S&p 500 Grwt Etf (IVW) 3.2 $13M 116k 110.10
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.7 $11M 216k 49.87
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.6 $10M 173k 59.81
Select Sector Spdr Tr Technology (XLK) 2.4 $9.6M 38k 253.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.3 $9.3M 16k 568.03
Blackrock Etf Trust Ii Ishares Flexible (BINC) 2.3 $9.1M 172k 52.84
Vanguard World Consum Dis Etf (VCR) 2.0 $7.8M 22k 362.32
Vanguard Index Fds Value Etf (VTV) 1.9 $7.8M 44k 176.74
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $7.7M 155k 49.46
Vanguard World Financials Etf (VFH) 1.9 $7.5M 59k 127.30
Vanguard Whitehall Fds High Div Yld (VYM) 1.8 $7.3M 55k 133.31
Microsoft Corporation (MSFT) 1.8 $7.3M 15k 497.41
Vanguard World Industrial Etf (VIS) 1.7 $6.9M 25k 280.07
Vanguard World Health Car Etf (VHT) 1.6 $6.4M 26k 248.34
Apple (AAPL) 1.5 $6.0M 29k 205.17
Ishares Tr Core S&p Mcp Etf (IJH) 1.4 $5.4M 88k 62.02
Vanguard Index Fds Mid Cap Etf (VO) 1.3 $5.2M 19k 279.83
Ishares Tr S&p 500 Val Etf (IVE) 1.3 $5.1M 26k 195.42
Ishares Tr Msci Eafe Etf (EFA) 1.2 $5.0M 56k 89.39
Vanguard World Comm Srvc Etf (VOX) 1.2 $4.9M 29k 171.03
Ishares Tr Shrt Nat Mun Etf (SUB) 1.2 $4.9M 46k 106.34
Spdr Ser Tr S&p Divid Etf (SDY) 1.1 $4.6M 34k 135.73
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 1.1 $4.5M 223k 20.41
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.9 $3.4M 12k 284.39
First Tr Morningstar Divid L SHS (FDL) 0.8 $3.2M 76k 41.87
Vanguard World Consum Stp Etf (VDC) 0.8 $3.0M 14k 219.00
Wisdomtree Tr Us Midcap Divid (DON) 0.8 $3.0M 60k 50.12
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.7 $3.0M 18k 164.46
Ishares Tr S&p Mc 400gr Etf (IJK) 0.7 $2.8M 31k 90.98
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.7 $2.8M 25k 113.06
Vanguard Index Fds Small Cp Etf (VB) 0.7 $2.8M 12k 236.97
Vanguard World Energy Etf (VDE) 0.6 $2.5M 21k 119.12
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $2.4M 4.0k 617.77
Ishares Tr Russell 2000 Etf (IWM) 0.6 $2.3M 11k 215.79
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $2.3M 21k 109.29
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.6 $2.2M 10k 217.33
NVIDIA Corporation (NVDA) 0.5 $2.2M 14k 157.99
Ishares Core Msci Emkt (IEMG) 0.5 $2.2M 36k 60.03
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $2.2M 37k 58.78
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $2.1M 21k 99.20
Wisdomtree Tr Us Smallcap Divd (DES) 0.5 $2.0M 65k 31.76
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.5 $1.9M 16k 123.58
Ishares Tr Global Finls Etf (IXG) 0.5 $1.8M 17k 110.82
Select Sector Spdr Tr Financial (XLF) 0.5 $1.8M 35k 52.37
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $1.7M 13k 134.79
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.7M 2.7k 620.90
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.4 $1.7M 33k 50.92
Tesla Motors (TSLA) 0.4 $1.5M 4.6k 317.66
Ishares Tr National Mun Etf (MUB) 0.4 $1.4M 14k 104.48
Vanguard World Utilities Etf (VPU) 0.4 $1.4M 7.9k 176.51
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $1.3M 4.8k 276.94
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $1.3M 15k 89.06
Select Sector Spdr Tr Indl (XLI) 0.3 $1.3M 8.8k 147.52
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $1.3M 26k 48.24
Vanguard World Materials Etf (VAW) 0.3 $1.3M 6.5k 194.83
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $1.3M 6.5k 195.01
Amazon (AMZN) 0.3 $1.3M 5.7k 219.39
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.3 $1.2M 15k 79.76
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $1.2M 8.9k 133.04
Procter & Gamble Company (PG) 0.3 $1.1M 7.1k 159.33
Norfolk Southern (NSC) 0.3 $1.1M 4.4k 255.97
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.0M 21k 49.03
Visa Com Cl A (V) 0.3 $1.0M 2.9k 355.05
Johnson & Johnson (JNJ) 0.3 $1.0M 6.6k 152.75
Exxon Mobil Corporation (XOM) 0.3 $1.0M 9.3k 107.79
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.3 $1.0M 20k 50.17
Marathon Petroleum Corp (MPC) 0.2 $949k 5.7k 166.12
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $890k 11k 82.86
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $886k 11k 80.97
Alphabet Cap Stk Cl A (GOOGL) 0.2 $837k 4.8k 176.23
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $836k 16k 52.76
Select Sector Spdr Tr Communication (XLC) 0.2 $831k 7.7k 108.53
Home Depot (HD) 0.2 $828k 2.3k 366.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $791k 1.6k 485.77
JPMorgan Chase & Co. (JPM) 0.2 $786k 2.7k 289.91
Alphabet Cap Stk Cl C (GOOG) 0.2 $734k 4.1k 177.39
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $729k 1.00 728800.00
Philip Morris International (PM) 0.2 $707k 3.9k 182.13
Anthem (ELV) 0.2 $666k 1.7k 388.96
Automatic Data Processing (ADP) 0.1 $592k 1.9k 308.40
Abbott Laboratories (ABT) 0.1 $590k 4.3k 136.01
Broadcom (AVGO) 0.1 $552k 2.0k 275.65
Coca-Cola Company (KO) 0.1 $527k 7.5k 70.75
Bank of America Corporation (BAC) 0.1 $518k 11k 47.32
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $514k 5.1k 100.69
Global X Fds S&p 500 Catholic (CATH) 0.1 $484k 6.4k 75.45
Timothy Plan Us Lrgmd Cp Core (TPLC) 0.1 $472k 11k 44.90
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.1 $462k 16k 28.77
Cisco Systems (CSCO) 0.1 $450k 6.5k 69.38
Abbvie (ABBV) 0.1 $443k 2.4k 185.62
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $441k 779.00 566.48
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $441k 15k 29.21
Netflix (NFLX) 0.1 $435k 325.00 1339.13
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $403k 1.0k 396.72
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $394k 1.9k 204.67
Oracle Corporation (ORCL) 0.1 $393k 1.8k 218.63
Markel Corporation (MKL) 0.1 $386k 193.00 1997.36
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $383k 695.00 551.64
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $374k 3.8k 99.49
Meta Platforms Cl A (META) 0.1 $374k 506.00 738.09
AFLAC Incorporated (AFL) 0.1 $363k 3.4k 105.46
Truist Financial Corp equities (TFC) 0.1 $354k 8.2k 42.99
American Express Company (AXP) 0.1 $344k 1.1k 318.98
Altria (MO) 0.1 $329k 5.6k 58.63
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $313k 2.6k 119.09
Ferguson Enterprises Common Stock New (FERG) 0.1 $297k 1.4k 217.75
Capital One Financial (COF) 0.1 $287k 1.3k 212.76
Texas Instruments Incorporated (TXN) 0.1 $281k 1.4k 207.62
Honeywell International (HON) 0.1 $276k 1.2k 232.88
Merck & Co (MRK) 0.1 $253k 3.2k 79.16
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $234k 1.0k 226.49
Costco Wholesale Corporation (COST) 0.1 $230k 232.00 989.94
Johnson Ctls Intl SHS (JCI) 0.1 $228k 2.2k 105.62
Northrop Grumman Corporation (NOC) 0.1 $228k 455.00 499.98
Ishares Tr Short Treas Bd (SHV) 0.1 $222k 2.0k 110.42
Duke Energy Corp Com New (DUK) 0.1 $220k 1.9k 118.00
Ecolab (ECL) 0.1 $217k 805.00 269.44
First National Corporation (FXNC) 0.1 $213k 11k 19.47
International Business Machines (IBM) 0.1 $211k 714.00 294.78
Cyberark Software SHS (CYBR) 0.1 $208k 510.00 406.88
SYSCO Corporation (SYY) 0.1 $206k 2.7k 75.74
Stryker Corporation (SYK) 0.1 $201k 508.00 395.63
Canadian Pacific Kansas City (CP) 0.1 $201k 2.5k 79.27