FOUNDERS GROVE WEALTH PARTNERS, LLC
CIK: 0002046157SEC EDGAR →
Portfolio Value
$444.6M
Holdings
151
As of
Q4 2025
New Positions
151
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 548,491 | $34.3M | 7.71% |
| 2 | SPDR SERIES TRUST | 258,693 | $23.6M | 5.32% |
| 3 | VANGUARD INDEX FDS | 43,711 | $21.3M | 4.80% |
| 4 | VANGUARD WORLD FD | 26,037 | $19.6M | 4.41% |
| 5 | ELI LILLY & CO | 17,414 | $18.7M | 4.21% |
| 6 | VANGUARD INDEX FDS | 46,933 | $14.8M | 3.32% |
| 7 | ISHARES TR | 113,208 | $14.0M | 3.14% |
| 8 | VANGUARD BD INDEX FDS | 245,918 | $12.3M | 2.76% |
| 9 | ISHARES TR | 116,691 | $11.7M | 2.62% |
| 10 | SELECT SECTOR SPDR TR | 73,366 | $10.6M | 2.38% |
Quarterly Changes
New Positions (151)
$34.3M · 548K shares
$23.6M · 259K shares
$21.3M · 44K shares
$19.6M · 26K shares
$18.7M · 17K shares
$14.8M · 47K shares
$14.0M · 113K shares
$12.3M · 246K shares
$11.7M · 117K shares
$10.6M · 73K shares
$9.7M · 162K shares
$9.5M · 180K shares
$9.3M · 15K shares
$9.2M · 34K shares
$8.3M · 43K shares
$8.2M · 152K shares
$8.1M · 21K shares
$7.7M · 16K shares
$7.5M · 56K shares
$7.4M · 26K shares
$7.3M · 51K shares
$7.1M · 24K shares
$5.8M · 89K shares
$5.7M · 27K shares
$5.4M · 19K shares
$5.3M · 27K shares
$4.8M · 26K shares
$4.6M · 48K shares
$4.5M · 33K shares
$4.2M · 79K shares
$3.9M · 189K shares
$3.3M · 75K shares
$3.3M · 18K shares
$3.2M · 12K shares
$3.1M · 60K shares
$3.0M · 12K shares
$2.8M · 13K shares
$2.8M · 25K shares
$2.8M · 28K shares
$2.6M · 21K shares
$2.4M · 5K shares
$2.4M · 20K shares
$2.4M · 36K shares
$2.3M · 3K shares
$2.3M · 7K shares
$2.1M · 18K shares
$2.1M · 16K shares
$2.1M · 63K shares
$2.1M · 19K shares
$2.1M · 25K shares
$2.0M · 9K shares
$2.0M · 16K shares
$1.9M · 8K shares
$1.9M · 34K shares
$1.9M · 3K shares
$1.7M · 8K shares
$1.6M · 32K shares
$1.6M · 13K shares
$1.6M · 5K shares
$1.5M · 29K shares
$1.4M · 8K shares
$1.4M · 5K shares
$1.4M · 15K shares
$1.4M · 6K shares
$1.3M · 6K shares
$1.3M · 9K shares
$1.3M · 24K shares
$1.3M · 15K shares
$1.3M · 8K shares
$1.3M · 3K shares
$1.3M · 4K shares
$1.3M · 4K shares
$1.2M · 10K shares
$1.2M · 11K shares
$1.1M · 8K shares
$1.1M · 10K shares
$1.1M · 8K shares
$1.1M · 3K shares
$1.1M · 3K shares
$933K · 6K shares
$894K · 8K shares
$843K · 2K shares
$842K · 3K shares
$803K · 15K shares
$777K · 7K shares
$754K · 1 shares
$703K · 15K shares
$664K · 4K shares
$634K · 6K shares
$622K · 5K shares
$608K · 2K shares
$606K · 3K shares
$602K · 2K shares
$599K · 10K shares
$592K · 8K shares
$572K · 8K shares
$557K · 7K shares
$544K · 7K shares
$517K · 5K shares
$509K · 11K shares
$496K · 869 shares
$495K · 1K shares
$494K · 15K shares
$489K · 741 shares
$488K · 10K shares
$432K · 4K shares
$426K · 695 shares
$424K · 704 shares
$422K · 2K shares
$422K · 950 shares
$417K · 194 shares
$386K · 4K shares
$383K · 2K shares
$366K · 640 shares
$355K · 6K shares
$340K · 2K shares
$334K · 3K shares
$307K · 287 shares
$301K · 1K shares
$300K · 3K shares
$297K · 3K shares
$292K · 2K shares
$289K · 6K shares
$276K · 11K shares
$274K · 335 shares
$274K · 2K shares
$267K · 469 shares
$267K · 310 shares
$260K · 1K shares
$257K · 844 shares
$256K · 888 shares
$253K · 6K shares
$249K · 3K shares
$244K · 2K shares
$240K · 10K shares
$238K · 2K shares
$231K · 684 shares
$229K · 947 shares
$227K · 510 shares
$224K · 758 shares
$222K · 561 shares
$222K · 2K shares
$221K · 6K shares
$219K · 41 shares
$218K · 2K shares
$217K · 2K shares
$214K · 244 shares
$213K · 2K shares
$213K · 996 shares
$209K · 4K shares
$131K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 88 | $368.9M | 83.0% |
| Technology | 13 | $26.3M | 5.9% |
| Healthcare | 9 | $23.4M | 5.3% |
| Consumer Cyclical | 6 | $6.0M | 1.4% |
| Unknown | 9 | $5.1M | 1.1% |
| Communication Services | 5 | $4.9M | 1.1% |
| Industrials | 9 | $4.0M | 0.9% |
| Consumer Defensive | 5 | $2.6M | 0.6% |
| Energy | 2 | $2.1M | 0.5% |
| Utilities | 3 | $670K | 0.2% |
| Basic Materials | 2 | $547K | 0.1% |