FOUNDERS GROVE WEALTH PARTNERS, LLC
CIK: 0002046157Latest portfolio: $444.6M · Q4 2025
Holdings
151
Total Value
$444.6M
New Positions
151
Closed Positions
0
Top Holdings
View All 151 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VEAVANGUARD TAX-MANAGED FDS | 548,491 | $34.3M | 7.71% | NEW | |
| 2 | BILSPDR SERIES TRUST | 258,693 | $23.6M | 5.32% | NEW | |
| 3 | VUGVANGUARD INDEX FDS | 43,711 | $21.3M | 4.80% | NEW | |
| 4 | VGTVANGUARD WORLD FD | 26,037 | $19.6M | 4.41% | NEW | |
| 5 | LLYELI LILLY & CO | 17,414 | $18.7M | 4.21% | NEW | |
| 6 | VVVANGUARD INDEX FDS | 46,933 | $14.8M | 3.32% | NEW | |
| 7 | IVWISHARES TR | 113,208 | $14.0M | 3.14% | NEW | |
| 8 | VUSBVANGUARD BD INDEX FDS | 245,918 | $12.3M | 2.76% | NEW | |
| 9 | AGGISHARES TR | 116,691 | $11.7M | 2.62% | NEW | |
| 10 | XLKSELECT SECTOR SPDR TR | 73,366 | $10.6M | 2.38% | NEW | |
| 11 | VGITVANGUARD SCOTTSDALE FDS | 162,303 | $9.7M | 2.19% | NEW | |
| 12 | BINCBLACKROCK ETF TRUST II | 179,651 | $9.5M | 2.13% | NEW | |
| 13 | VOOVANGUARD INDEX FDS | 14,794 | $9.3M | 2.09% | NEW | |
| 14 | AAPLAPPLE INC | 33,999 | $9.2M | 2.08% | NEW | |
| 15 | VTVVANGUARD INDEX FDS | 43,499 | $8.3M | 1.87% | NEW | |
| 16 | VWOVANGUARD INTL EQUITY INDEX F | 152,077 | $8.2M | 1.84% | NEW | |
| 17 | VCRVANGUARD WORLD FD | 20,516 | $8.1M | 1.82% | NEW | |
| 18 | MSFTMICROSOFT CORP | 15,984 | $7.7M | 1.74% | NEW | |
| 19 | VFHVANGUARD WORLD FD | 56,494 | $7.5M | 1.70% | NEW | |
| 20 | VHTVANGUARD WORLD FD | 25,709 | $7.4M | 1.66% | NEW | |
| 21 | VYMVANGUARD WHITEHALL FDS | 50,977 | $7.3M | 1.65% | NEW | |
| 22 | VISVANGUARD WORLD FD | 23,735 | $7.1M | 1.59% | NEW | |
| 23 | IJHISHARES TR | 88,519 | $5.8M | 1.31% | NEW | |
| 24 | IVEISHARES TR | 26,811 | $5.7M | 1.28% | NEW | |
| 25 | VOVANGUARD INDEX FDS | 18,652 | $5.4M | 1.22% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($9.242773047871257e+33T)
Healthcare0.0% ($187141704622606581760.0T)
Unknown0.0% ($1276754703664592384.0T)
Industrials0.0% ($1252608366340301312.0T)
Consumer Cyclical0.0% ($24432028843.3T)
Communication Services0.0% ($23021550.5T)
Consumer Defensive0.0% ($1119572.4T)
Utilities0.0% ($244.2B)
Energy0.0% ($1.2B)
Basic Materials0.0% ($334.2M)
Filing History
Fund Information
FOUNDERS GROVE WEALTH PARTNERS, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $444.6M across 151 holdings. The largest position is VANGUARD TAX-MANAGED FDS (VEA), representing 7.7% of the portfolio. Compared to the previous quarter, the fund opened 151 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.