FOUNDERS GROVE WEALTH PARTNERS, LLC Q1 2025 Filing
Filed April 16, 2025
Portfolio Value
$358.9B
Holdings
122
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (122 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VEAVANGUARD TAX-MANAGED FDS | 572,317 | $29.1B | 8.11% | |
| 2 | BILSPDR SER TR | 237,774 | $21.8B | 6.08% | |
| 3 | LLYELI LILLY & CO | 21,399 | $17.7B | 4.92% | |
| 4 | VUGVANGUARD INDEX FDS | 44,991 | $16.7B | 4.65% | |
| 5 | VGTVANGUARD WORLD FD | 24,408 | $13.2B | 3.69% | |
| 6 | IVWISHARES TR | 118,064 | $11.0B | 3.05% | |
| 7 | VVVANGUARD INDEX FDS | 41,633 | $10.7B | 2.98% | |
| 8 | VGITVANGUARD SCOTTSDALE FDS | 177,740 | $10.6B | 2.94% | |
| 9 | VUSBVANGUARD BD INDEX FDS | 206,326 | $10.3B | 2.87% | |
| 10 | BINCBLACKROCK ETF TRUST II | 167,275 | $8.8B | 2.44% | |
| 11 | XLKSELECT SECTOR SPDR TR | 39,648 | $8.2B | 2.28% | |
| 12 | VYMVANGUARD WHITEHALL FDS | 55,316 | $7.1B | 1.99% | |
| 13 | VTVVANGUARD INDEX FDS | 41,281 | $7.1B | 1.99% | |
| 14 | VFHVANGUARD WORLD FD | 58,995 | $7.0B | 1.96% | |
| 15 | VCRVANGUARD WORLD FD | 20,995 | $6.8B | 1.90% | |
| 16 | VWOVANGUARD INTL EQUITY INDEX F | 149,425 | $6.8B | 1.88% | |
| 17 | VHTVANGUARD WORLD FD | 24,496 | $6.5B | 1.81% | |
| 18 | VOOVANGUARD INDEX FDS | 11,962 | $6.1B | 1.71% | |
| 19 | AAPLAPPLE INC | 27,321 | $6.1B | 1.69% | |
| 20 | SUBISHARES TR | 56,211 | $5.9B | 1.65% | |
| 21 | VISVANGUARD WORLD FD | 23,733 | $5.9B | 1.64% | |
| 22 | IVEISHARES TR | 28,198 | $5.4B | 1.50% | |
| 23 | MSFTMICROSOFT CORP | 13,688 | $5.1B | 1.43% | |
| 24 | IJHISHARES TR | 87,127 | $5.1B | 1.42% | |
| 25 | PEYINVESCO EXCHANGE TRADED FD T | 227,546 | $4.9B | 1.36% | |
| 26 | SDYSPDR SER TR | 33,900 | $4.6B | 1.28% | |
| 27 | VOVANGUARD INDEX FDS | 17,309 | $4.5B | 1.25% | |
| 28 | VOXVANGUARD WORLD FD | 28,284 | $4.2B | 1.17% | |
| 29 | EFAISHARES TR | 48,171 | $3.9B | 1.10% | |
| 30 | FDLFIRST TR MORNINGSTAR DIVID L | 77,337 | $3.4B | 0.94% | |
| 31 | DONWISDOMTREE TR | 62,115 | $3.1B | 0.86% | |
| 32 | VDCVANGUARD WORLD FD | 13,881 | $3.0B | 0.85% | |
| 33 | VOEVANGUARD INDEX FDS | 17,124 | $2.7B | 0.77% | |
| 34 | AIVLWISDOMTREE TR | 24,861 | $2.7B | 0.76% | |
| 35 | VOTVANGUARD INDEX FDS | 11,115 | $2.7B | 0.76% | |
| 36 | IJKISHARES TR | 31,601 | $2.6B | 0.73% | |
| 37 | VDEVANGUARD WORLD FD | 19,933 | $2.6B | 0.72% | |
| 38 | VGSHVANGUARD SCOTTSDALE FDS | 43,533 | $2.6B | 0.71% | |
| 39 | IJRISHARES TR | 22,059 | $2.3B | 0.64% | |
| 40 | IWMISHARES TR | 11,366 | $2.3B | 0.63% | |
| 41 | SPYSPDR S&P 500 ETF TR | 3,896 | $2.2B | 0.61% | |
| 42 | DESWISDOMTREE TR | 68,130 | $2.2B | 0.61% | |
| 43 | MUBISHARES TR | 20,440 | $2.2B | 0.60% | |
| 44 | JMSTJ P MORGAN EXCHANGE TRADED F | 40,907 | $2.1B | 0.58% | |
| 45 | XLVSELECT SECTOR SPDR TR | 14,197 | $2.1B | 0.58% | |
| 46 | XLYSELECT SECTOR SPDR TR | 10,047 | $2.0B | 0.55% | |
| 47 | IEMGISHARES INC | 36,368 | $2.0B | 0.55% | |
| 48 | IJJISHARES TR | 16,078 | $1.9B | 0.54% | |
| 49 | VBVANGUARD INDEX FDS | 8,581 | $1.9B | 0.53% | |
| 50 | VTEBVANGUARD MUN BD FDS | 36,396 | $1.8B | 0.50% | |
| 51 | XLFSELECT SECTOR SPDR TR | 35,839 | $1.8B | 0.50% | |
| 52 | IVVISHARES TR | 2,776 | $1.6B | 0.43% | |
| 53 | IXGISHARES TR | 14,973 | $1.5B | 0.43% | |
| 54 | PGPROCTER AND GAMBLE CO | 8,337 | $1.4B | 0.40% | |
| 55 | VPUVANGUARD WORLD FD | 7,885 | $1.3B | 0.38% | |
| 56 | VNQVANGUARD INDEX FDS | 14,734 | $1.3B | 0.37% | |
| 57 | XLISELECT SECTOR SPDR TR | 9,744 | $1.3B | 0.36% | |
| 58 | EEMISHARES TR | 28,600 | $1.2B | 0.35% | |
| 59 | SLYVSPDR SER TR | 15,495 | $1.2B | 0.34% | |
| 60 | VAWVANGUARD WORLD FD | 6,421 | $1.2B | 0.34% | |
| 61 | IJTISHARES TR | 9,357 | $1.2B | 0.32% | |
| 62 | XOMEXXON MOBIL CORP | 9,673 | $1.2B | 0.32% | |
| 63 | VVISA INC | 3,274 | $1.1B | 0.32% | |
| 64 | JNJJOHNSON & JOHNSON | 6,886 | $1.1B | 0.32% | |
| 65 | SPTISPDR SER TR | 39,015 | $1.1B | 0.31% | |
| 66 | VBKVANGUARD INDEX FDS | 4,361 | $1.1B | 0.31% | |
| 67 | VBRVANGUARD INDEX FDS | 5,793 | $1.1B | 0.30% | |
| 68 | NSCNORFOLK SOUTHN CORP | 4,449 | $1.1B | 0.29% | |
| 69 | TSLATESLA INC | 4,030 | $1.0B | 0.29% | |
| 70 | SMMUPIMCO ETF TR | 20,035 | $1.0B | 0.28% | |
| 71 | NVDANVIDIA CORPORATION | 8,586 | $930.6M | 0.26% | |
| 72 | XLFISELECT SECTOR SPDR TR | 10,317 | $842.6M | 0.23% | |
| 73 | AMZNAMAZON COM INC | 4,399 | $837.0M | 0.23% | |
| 74 | HDHOME DEPOT INC | 2,279 | $835.3M | 0.23% | |
| 75 | MPCMARATHON PETE CORP | 5,697 | $829.9M | 0.23% | |
| 76 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $798.4M | 0.22% | |
| 77 | SHYISHARES TR | 9,632 | $796.9M | 0.22% | |
| 78 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,491 | $794.1M | 0.22% | |
| 79 | SGOVISHARES TR | 7,783 | $783.5M | 0.22% | |
| 80 | XLCSELECT SECTOR SPDR TR | 8,090 | $780.3M | 0.22% | |
| 81 | ELVELEVANCE HEALTH INC | 1,712 | $744.7M | 0.21% | |
| 82 | GOOGLALPHABET INC | 4,052 | $626.6M | 0.17% | |
| 83 | JPMJPMORGAN CHASE & CO. | 2,402 | $589.2M | 0.16% | |
| 84 | ADPAUTOMATIC DATA PROCESSING IN | 1,916 | $585.4M | 0.16% | |
| 85 | GOOGALPHABET INC | 3,564 | $556.8M | 0.16% | |
| 86 | ABTABBOTT LABS | 4,179 | $554.3M | 0.15% | |
| 87 | KOCOCA COLA CO | 7,551 | $540.8M | 0.15% | |
| 88 | XLESELECT SECTOR SPDR TR | 5,636 | $526.7M | 0.15% | |
| 89 | 4I1PHILIP MORRIS INTL INC | 3,191 | $506.5M | 0.14% | |
| 90 | ABBVABBVIE INC | 2,380 | $498.7M | 0.14% | |
| 91 | IJSISHARES TR | 4,470 | $435.7M | 0.12% | |
| 92 | MDYSPDR S&P MIDCAP 400 ETF TR | 778 | $415.0M | 0.12% | |
| 93 | CSCOCISCO SYS INC | 6,321 | $390.1M | 0.11% | |
| 94 | AFLAFLAC INC | 3,368 | $374.5M | 0.10% | |
| 95 | MKLMARKEL GROUP INC | 193 | $360.8M | 0.10% | |
| 96 | VIGVANGUARD SPECIALIZED FUNDS | 1,775 | $344.3M | 0.10% | |
| 97 | MOALTRIA GROUP INC | 5,652 | $339.2M | 0.09% | |
| 98 | TFCTRUIST FINL CORP | 8,198 | $337.3M | 0.09% | |
| 99 | CATHGLOBAL X FDS | 4,741 | $320.2M | 0.09% | |
| 100 | TPLCTIMOTHY PLAN | 7,459 | $316.6M | 0.09% |
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