Founders Grove Wealth Partners

Founders Grove Wealth Partners as of Dec. 31, 2025

Portfolio Holdings for Founders Grove Wealth Partners

Founders Grove Wealth Partners holds 151 positions in its portfolio as reported in the December 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) 7.7 $34M 549k 62.47
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 5.3 $24M 259k 91.38
Vanguard Index Fds Growth Etf (VUG) 4.8 $21M 44k 487.86
Vanguard World Inf Tech Etf (VGT) 4.4 $20M 26k 753.78
Eli Lilly & Co. (LLY) 4.2 $19M 17k 1074.71
Vanguard Index Fds Large Cap Etf (VV) 3.3 $15M 47k 314.80
Ishares Tr S&p 500 Grwt Etf (IVW) 3.1 $14M 113k 123.26
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.8 $12M 246k 49.84
Ishares Tr Core Us Aggbd Et (AGG) 2.6 $12M 117k 99.88
Select Sector Spdr Tr Technology (XLK) 2.4 $11M 73k 143.97
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.2 $9.7M 162k 59.93
Blackrock Etf Trust Ii Flexible Income (BINC) 2.1 $9.5M 180k 52.77
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.1 $9.3M 15k 627.14
Apple (AAPL) 2.1 $9.2M 34k 271.86
Vanguard Index Fds Value Etf (VTV) 1.9 $8.3M 44k 190.99
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $8.2M 152k 53.76
Vanguard World Consum Dis Etf (VCR) 1.8 $8.1M 21k 393.92
Microsoft Corporation (MSFT) 1.7 $7.7M 16k 483.62
Vanguard World Financials Etf (VFH) 1.7 $7.5M 57k 133.49
Vanguard World Health Car Etf (VHT) 1.7 $7.4M 26k 287.85
Vanguard Whitehall Fds High Div Yld (VYM) 1.6 $7.3M 51k 143.52
Vanguard World Industrial Etf (VIS) 1.6 $7.1M 24k 298.38
Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $5.8M 89k 66.00
Ishares Tr S&p 500 Val Etf (IVE) 1.3 $5.7M 27k 212.07
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $5.4M 19k 290.23
Vanguard World Comm Srvc Etf (VOX) 1.2 $5.3M 27k 193.63
NVIDIA Corporation (NVDA) 1.1 $4.8M 26k 186.50
Ishares Tr Msci Eafe Etf (EFA) 1.0 $4.6M 48k 96.03
Spdr Series Trust S&p Divid Etf (SDY) 1.0 $4.5M 33k 139.16
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.9 $4.2M 79k 52.88
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.9 $3.9M 189k 20.39
First Tr Exchange-traded SHS (FDL) 0.7 $3.3M 75k 44.34
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.7 $3.3M 18k 177.37
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.7 $3.2M 12k 279.14
Wisdomtree Tr Us Midcap Divid (DON) 0.7 $3.1M 60k 51.60
Vanguard Index Fds Small Cp Etf (VB) 0.7 $3.0M 12k 257.95
Vanguard World Consum Stp Etf (VDC) 0.6 $2.8M 14k 211.24
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.6 $2.8M 25k 114.98
Ishares Tr S&p Mc 400gr Etf (IJK) 0.6 $2.8M 29k 96.88
Vanguard World Energy Etf (VDE) 0.6 $2.6M 21k 125.92
Tesla Motors (TSLA) 0.5 $2.4M 5.4k 449.72
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.5 $2.4M 21k 119.41
Ishares Core Msci Emkt (IEMG) 0.5 $2.4M 36k 67.22
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $2.3M 3.4k 681.93
Alphabet Cap Stk Cl A (GOOGL) 0.5 $2.3M 7.4k 313.00
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $2.1M 18k 120.18
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.5 $2.1M 16k 131.59
Wisdomtree Tr Us Smallcap Divd (DES) 0.5 $2.1M 63k 33.45
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $2.1M 19k 106.70
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $2.1M 25k 82.82
Amazon (AMZN) 0.5 $2.0M 8.8k 230.82
Ishares Tr Global Finls Etf (IXG) 0.4 $2.0M 16k 120.79
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.9M 7.7k 246.16
Select Sector Spdr Tr Financial (XLF) 0.4 $1.9M 35k 54.77
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.9M 2.7k 684.94
Johnson & Johnson (JNJ) 0.4 $1.7M 8.2k 206.95
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.4 $1.6M 32k 50.43
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $1.6M 13k 119.35
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.6M 4.9k 313.80
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.3 $1.5M 29k 50.94
Vanguard World Utilities Etf (VPU) 0.3 $1.4M 7.7k 185.04
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $1.4M 4.7k 302.11
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.3 $1.4M 15k 90.97
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $1.4M 6.4k 211.79
Vanguard World Materials Etf (VAW) 0.3 $1.3M 6.5k 207.55
Select Sector Spdr Tr Indl (XLI) 0.3 $1.3M 8.6k 155.12
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $1.3M 24k 54.71
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $1.3M 15k 88.49
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $1.3M 8.3k 154.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.3M 2.5k 502.65
Broadcom (AVGO) 0.3 $1.3M 3.6k 346.10
Norfolk Southern (NSC) 0.3 $1.3M 4.3k 288.72
Exxon Mobil Corporation (XOM) 0.3 $1.2M 10k 120.33
Ishares Tr Short Treas Bd (SHV) 0.3 $1.2M 11k 110.15
Procter & Gamble Company (PG) 0.3 $1.1M 7.8k 143.32
Ishares Tr National Mun Etf (MUB) 0.2 $1.1M 10k 107.11
JPMorgan Chase & Co. (JPM) 0.2 $1.1M 3.3k 322.22
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $1.1M 7.6k 141.16
Visa Com Cl A (V) 0.2 $1.1M 3.1k 350.71
Marathon Petroleum Corp (MPC) 0.2 $934k 5.7k 162.63
Select Sector Spdr Tr Communication (XLC) 0.2 $894k 7.6k 117.73
Home Depot (HD) 0.2 $844k 2.5k 344.05
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $842k 2.8k 303.89
Bank of America Corporation (BAC) 0.2 $803k 15k 55.00
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $778k 7.1k 110.19
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $755k 1.00 754800.00
Sprott Asset Management Physical Gold An (CEF) 0.2 $703k 15k 45.80
Philip Morris International (PM) 0.1 $664k 4.1k 160.40
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $634k 5.6k 113.72
Abbott Laboratories (ABT) 0.1 $622k 5.0k 125.29
Automatic Data Processing (ADP) 0.1 $609k 2.4k 257.23
Abbvie (ABBV) 0.1 $606k 2.7k 228.49
Anthem (ELV) 0.1 $602k 1.7k 350.55
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $599k 10k 58.73
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $593k 7.6k 77.68
Coca-Cola Company (KO) 0.1 $572k 8.2k 69.91
Cisco Systems (CSCO) 0.1 $558k 7.2k 77.03
Global X Fds S&p 500 Catholic (CATH) 0.1 $545k 6.6k 82.23
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $517k 5.4k 96.16
Timothy Plan Us Lrgmd Cp Core (TPLC) 0.1 $509k 11k 45.45
Mastercard Incorporated Cl A (MA) 0.1 $496k 869.00 570.88
American Express Company (AXP) 0.1 $495k 1.3k 369.95
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $495k 15k 32.62
Meta Platforms Cl A (META) 0.1 $489k 741.00 660.09
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $489k 9.7k 50.29
Merck & Co (MRK) 0.1 $433k 4.1k 105.26
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $427k 695.00 614.31
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $425k 704.00 603.28
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $423k 1.9k 219.78
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $422k 950.00 444.59
Markel Corporation (MKL) 0.1 $417k 194.00 2149.65
AFLAC Incorporated (AFL) 0.1 $386k 3.5k 110.27
Oracle Corporation (ORCL) 0.1 $383k 2.0k 194.91
Caterpillar (CAT) 0.1 $367k 640.00 572.87
Altria (MO) 0.1 $355k 6.2k 57.66
Honeywell International (HON) 0.1 $340k 1.7k 195.09
Wheaton Precious Metals Corp (WPM) 0.1 $334k 2.8k 117.52
Asml Holding N V N Y Registry Shs (ASML) 0.1 $307k 287.00 1069.86
Ferguson Enterprises Common Stock New (FERG) 0.1 $301k 1.4k 222.63
Johnson Ctls Intl SHS (JCI) 0.1 $301k 2.5k 119.75
Netflix (NFLX) 0.1 $298k 3.2k 93.76
Palantir Technologies Cl A (PLTR) 0.1 $292k 1.6k 177.75
Truist Financial Corp equities (TFC) 0.1 $290k 5.9k 49.21
First National Corporation (FXNC) 0.1 $276k 11k 25.24
Wal-Mart Stores (WMT) 0.1 $275k 2.5k 111.41
McKesson Corporation (MCK) 0.1 $275k 335.00 819.49
Northrop Grumman Corporation (NOC) 0.1 $267k 469.00 570.21
Costco Wholesale Corporation (COST) 0.1 $267k 310.00 862.34
Raytheon Technologies Corp (RTX) 0.1 $260k 1.4k 183.40
McDonald's Corporation (MCD) 0.1 $258k 844.00 305.63
FedEx Corporation (FDX) 0.1 $257k 888.00 288.86
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $254k 5.9k 42.87
Astrazeneca Sponsored Adr 0.1 $250k 2.7k 91.93
Duke Energy Corp Com New (DUK) 0.1 $245k 2.1k 117.21
At&t (T) 0.1 $240k 9.7k 24.84
Gilead Sciences (GILD) 0.1 $239k 1.9k 122.74
AmerisourceBergen (COR) 0.1 $231k 684.00 337.75
Capital One Financial (COF) 0.1 $230k 947.00 242.36
Cyberark Software SHS (CYBR) 0.1 $228k 510.00 446.06
International Business Machines (IBM) 0.1 $225k 758.00 296.21
Ishares Tr Select Divid Etf (DVY) 0.1 $222k 1.6k 141.14
Spdr Gold Tr Gold Shs (GLD) 0.1 $222k 561.00 396.31
Intel Corporation (INTC) 0.0 $221k 6.0k 36.90
Booking Holdings (BKNG) 0.0 $220k 41.00 5355.34
Citigroup Com New (C) 0.0 $219k 1.9k 116.69
Southern Company (SO) 0.0 $217k 2.5k 87.20
Goldman Sachs (GS) 0.0 $215k 244.00 879.00
Albemarle Corporation (ALB) 0.0 $214k 1.5k 141.44
Advanced Micro Devices (AMD) 0.0 $213k 996.00 214.16
Dominion Resources (D) 0.0 $209k 3.6k 58.59
Banco Santander Sa Adr (SAN) 0.0 $131k 11k 11.73