Founders Grove Wealth Partners

Founders Grove Wealth Partners as of Sept. 30, 2025

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 561k 59.92
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 5.1 $22M 237k 91.75
Vanguard Index Fds Growth Etf (VUG) 5.0 $22M 45k 479.61
Vanguard World Inf Tech Etf (VGT) 4.8 $20M 27k 746.63
Eli Lilly & Co. (LLY) 3.8 $16M 21k 763.01
Vanguard Index Fds Large Cap Etf (VV) 3.4 $14M 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 222k 49.99
Select Sector Spdr Tr Technology (XLK) 2.4 $10M 37k 281.86
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.3 $9.7M 162k 60.03
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.2 $9.4M 15k 612.38
Ishares Tr Core Us Aggbd Et (AGG) 2.1 $9.0M 90k 100.25
Blackrock Etf Trust Ii Flexible Income (BINC) 2.1 $8.7M 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 21k 396.15
Microsoft Corporation (MSFT) 1.9 $8.1M 16k 517.95
Vanguard Index Fds Value Etf (VTV) 1.9 $8.1M 43k 186.49
Apple (AAPL) 1.9 $8.1M 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 57k 131.24
Vanguard World Industrial Etf (VIS) 1.7 $7.1M 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 90k 65.26
Ishares Tr S&p 500 Val Etf (IVE) 1.3 $5.6M 27k 206.51
Vanguard Index Fds Mid Cap Etf (VO) 1.3 $5.4M 18k 293.73
Vanguard World Comm Srvc Etf (VOX) 1.2 $5.2M 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 49k 93.37
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 1.0 $4.1M 196k 21.07
NVIDIA Corporation (NVDA) 0.9 $3.9M 21k 186.58
Ishares Tr Shrt Nat Mun Etf (SUB) 0.8 $3.6M 34k 106.78
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.8 $3.4M 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 58k 53.03
Vanguard Index Fds Small Cp Etf (VB) 0.7 $2.9M 12k 254.28
Vanguard World Consum Stp Etf (VDC) 0.7 $2.9M 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 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 3.6k 666.09
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $2.3M 19k 118.83
Tesla Motors (TSLA) 0.5 $2.2M 5.0k 444.72
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.5 $2.1M 17k 129.72
Wisdomtree Tr Us Smallcap Divd (DES) 0.5 $2.1M 63k 33.68
Ishares Tr Russell 2000 Etf (IWM) 0.5 $2.0M 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 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 20k 82.96
Amazon (AMZN) 0.4 $1.6M 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 4.7k 297.62
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.4M 5.6k 243.10
Johnson & Johnson (JNJ) 0.3 $1.3M 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 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 8.9k 139.17
Procter & Gamble Company (PG) 0.3 $1.2M 7.9k 153.66
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $1.2M 9.7k 119.51
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.1M 4.6k 243.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.1M 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 7.8k 141.50
Visa Com Cl A (V) 0.2 $1.0M 3.0k 341.38
Home Depot (HD) 0.2 $1.0M 2.5k 405.26
Exxon Mobil Corporation (XOM) 0.2 $947k 8.4k 112.74
JPMorgan Chase & Co. (JPM) 0.2 $945k 3.0k 315.43
Ishares Tr National Mun Etf (MUB) 0.2 $944k 8.9k 106.49
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $917k 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 18k 50.57
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $884k 17k 51.04
Ishares Tr Short Treas Bd (SHV) 0.2 $880k 8.0k 110.49
Broadcom (AVGO) 0.2 $852k 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 9.2k 78.37
Meta Platforms Cl A (META) 0.2 $718k 977.00 734.38
Automatic Data Processing (ADP) 0.2 $699k 2.4k 293.50
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $646k 5.8k 110.59
Philip Morris International (PM) 0.1 $626k 3.9k 162.20
Abbott Laboratories (ABT) 0.1 $624k 4.7k 133.94
Bank of America Corporation (BAC) 0.1 $623k 12k 51.59
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $592k 5.3k 111.47
Abbvie (ABBV) 0.1 $573k 2.5k 231.54
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $551k 2.0k 279.29
Anthem (ELV) 0.1 $540k 1.7k 323.12
Oracle Corporation (ORCL) 0.1 $540k 1.9k 281.24
Coca-Cola Company (KO) 0.1 $537k 8.1k 66.32
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $482k 15k 31.91
Global X Fds S&p 500 Catholic (CATH) 0.1 $468k 5.8k 81.06
Timothy Plan Us Lrgmd Cp Core (TPLC) 0.1 $446k 9.6k 46.30
Cisco Systems (CSCO) 0.1 $444k 6.5k 68.42
Netflix (NFLX) 0.1 $438k 365.00 1198.92
Mastercard Incorporated Cl A (MA) 0.1 $429k 754.00 568.81
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $420k 704.00 596.03
American Express Company (AXP) 0.1 $419k 1.3k 332.16
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $417k 695.00 600.37
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $415k 1.9k 215.79
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $414k 950.00 435.46
AFLAC Incorporated (AFL) 0.1 $389k 3.5k 111.70
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $388k 4.0k 96.46
Altria (MO) 0.1 $382k 5.8k 66.06
Markel Corporation (MKL) 0.1 $369k 193.00 1911.36
Truist Financial Corp equities (TFC) 0.1 $344k 7.5k 45.72
Honeywell International (HON) 0.1 $339k 1.6k 210.50
Spdr Series Trust Portfli Intrmdit (SPTI) 0.1 $314k 11k 28.90
Capital One Financial (COF) 0.1 $307k 1.4k 212.58
Merck & Co (MRK) 0.1 $300k 3.6k 83.93
Northrop Grumman Corporation (NOC) 0.1 $295k 484.00 609.32
Ferguson Enterprises Common Stock New (FERG) 0.1 $292k 1.3k 224.58
Caterpillar (CAT) 0.1 $262k 550.00 477.15
Johnson Ctls Intl SHS (JCI) 0.1 $250k 2.3k 109.95
First National Corporation (FXNC) 0.1 $248k 11k 22.68
Duke Energy Corp Com New (DUK) 0.1 $247k 2.0k 123.75
Cyberark Software SHS (CYBR) 0.1 $246k 510.00 483.15
Costco Wholesale Corporation (COST) 0.1 $243k 263.00 925.63
At&t (T) 0.1 $240k 8.5k 28.24
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.1 $234k 1.4k 165.45
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $225k 2.2k 100.70
Ishares Tr Select Divid Etf (DVY) 0.1 $224k 1.6k 142.10
SYSCO Corporation (SYY) 0.1 $222k 2.7k 82.34
Ecolab (ECL) 0.1 $220k 803.00 273.86
Texas Instruments Incorporated (TXN) 0.1 $217k 1.2k 183.73
Raytheon Technologies Corp (RTX) 0.1 $213k 1.3k 167.33
McKesson Corporation (MCK) 0.0 $208k 270.00 771.14
McDonald's Corporation (MCD) 0.0 $206k 679.00 303.89
AmerisourceBergen (COR) 0.0 $201k 642.00 312.53
Palantir Technologies Cl A (PLTR) 0.0 $201k 1.1k 182.42