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Founders Grove Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Founders Grove Wealth Partners, LLC

Investment Activity

  • Founders Grove Wealth Partners, LLC has $358.89 million in total holdings as of March 31, 2025.
  • Founders Grove Wealth Partners, LLC owns shares of 122 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
  • Approximately 6.42% of the portfolio was purchased this quarter.
  • About 0.87% of the portfolio was sold this quarter.
  • This quarter, Founders Grove Wealth Partners, LLC has purchased 116 new stocks and bought additional shares in 66 stocks.
  • Founders Grove Wealth Partners, LLC sold shares of 27 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

37954Y889 - Global X S&P 500 Catholic Values ETF
$320,207 Holding
887432359 - Timothy Plan US Large/Mid Cap Core ETF
$316,560 Holding
921932828 - Vanguard S&P Small-Cap 600 ETF
$228,150 Holding
65339F101 - NextEra Energy
$223,516 Holding
14040H105 - Capital One Financial
$219,463 Holding

Largest Purchases this Quarter

Vanguard FTSE Developed Markets ETF
41,100 shares (about $2.09M)
iShares Flexible Income Active ETF
25,367 shares (about $1.33M)
Vanguard Ultra-Short Bond ETF
25,422 shares (about $1.27M)
Vanguard Large-Cap ETF
3,579 shares (about $919.91K)

Largest Sales this Quarter

Eli Lilly and Company
955 shares (about $788.73K)
SPDR Portfolio Intermediate Term Treasury ETF
18,959 shares (about $541.85K)
Vanguard Short-Term Treasury Index ETF
7,724 shares (about $453.32K)
iShares 1-3 Year Treasury Bond ETF
2,459 shares (about $203.43K)
SPDR S&P 500 ETF Trust
318 shares (about $177.86K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFounders Grove Wealth Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$29,090,873$2,089,113 7.7%572,3178.1%ETF
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$21,810,974$2,807,943 14.8%237,7746.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$17,673,440$788,735 -4.3%21,3994.9%Medical
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$16,683,574$788,364 5.0%44,9914.6%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$13,238,411$493,566 3.9%24,4083.7%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$10,959,893$777,081 7.6%118,0643.1%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$10,700,930$919,910 9.4%41,6333.0%ETF
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$10,557,743$840,568 8.7%177,7402.9%ETF
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$10,286,383$1,267,414 14.1%206,3262.9%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$8,761,865$1,328,724 17.9%167,2752.4%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$8,186,582$283,499 3.6%39,6482.3%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$7,133,551$55,969 0.8%55,3162.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$7,130,880$481,254 7.2%41,2812.0%ETF
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$7,048,074$193,540 2.8%58,9952.0%ETF
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$6,834,082$297,191 4.5%20,9951.9%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$6,762,976$455,542 7.2%149,4251.9%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$6,484,875$430,984 7.1%24,4961.8%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$6,147,452$835,112 15.7%11,9621.7%ETF
Apple Inc. stock logo
AAPL
Apple
$6,068,814$55,533 -0.9%27,3211.7%Computer and Technology
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$5,935,882$381,216 6.9%56,2111.7%ETF
Vanguard Industrials ETF stock logo
VIS
Vanguard Industrials ETF
$5,875,104$175,018 3.1%23,7331.6%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$5,373,904$426,131 8.6%28,1981.5%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$5,138,338$7,883 -0.2%13,6881.4%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$5,083,860$214,728 4.4%87,1271.4%ETF
Invesco High Yield Equity Dividend Achievers ETF stock logo
PEY
Invesco High Yield Equity Dividend Achievers ETF
$4,885,413$33,794 -0.7%227,5461.4%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$4,599,516$153,724 -3.2%33,9001.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$4,476,476$370,346 9.0%17,3091.2%ETF
Vanguard Communication Services ETF stock logo
VOX
Vanguard Communication Services ETF
$4,197,063$17,362 0.4%28,2841.2%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$3,937,015$454,419 13.0%48,1711.1%Finance
First Trust Morningstar Dividend Leaders Index stock logo
FDL
First Trust Morningstar Dividend Leaders Index
$3,359,519$29,279 -0.9%77,3370.9%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$3,075,935$30,950 -1.0%62,1150.9%Finance
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$3,037,481$239,830 8.6%13,8810.8%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$2,749,087$219,298 8.7%17,1240.8%ETF
WisdomTree U.S. AI Enhanced Value Fund stock logo
AIVL
WisdomTree U.S. AI Enhanced Value Fund
$2,729,745$27,779 -1.0%24,8610.8%Finance
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$2,719,174$197,425 7.8%11,1150.8%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$2,631,731$165,977 6.7%31,6010.7%ETF
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$2,585,509$91,964 3.7%19,9330.7%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$2,554,960$453,323 -15.1%43,5330.7%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,306,710$43,397 1.9%22,0590.6%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$2,267,403$166,375 7.9%11,3660.6%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,179,104$177,863 -7.5%3,8960.6%Finance
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$2,177,435$3,196 -0.1%68,1300.6%Finance
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$2,155,194$352,802 19.6%20,4400.6%ETF
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$2,080,121$458,362 28.3%40,9070.6%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$2,072,904$186,309 9.9%14,1970.6%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$1,983,838$46,007 2.4%10,0470.6%Finance
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,962,781$53,916 2.8%36,3680.5%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$1,925,019$151,818 8.6%16,0780.5%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,902,754$186,705 10.9%8,5810.5%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$1,805,970$185,877 11.5%36,3960.5%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,785,141$212,739 13.5%35,8390.5%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,559,834$441,653 39.5%2,7760.4%ETF
iShares Global Financials ETF stock logo
IXG
iShares Global Financials ETF
$1,542,518$7,211 -0.5%14,9730.4%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,420,749$81,629 -5.4%8,3370.4%Consumer Staples
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$1,346,837$107,440 8.7%7,8850.4%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$1,334,016$136,534 11.4%14,7340.4%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$1,277,186$129,763 11.3%9,7440.4%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$1,249,819$48,944 4.1%28,6000.3%Finance
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$1,214,808$102,312 9.2%15,4950.3%ETF
Vanguard Materials ETF stock logo
VAW
Vanguard Materials ETF
$1,212,349$98,559 8.8%6,4210.3%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$1,164,947$61,877 5.6%9,3570.3%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,150,350$4,162 -0.4%9,6730.3%Energy
Visa Inc. stock logo
V
Visa
$1,147,406$33,644 -2.8%3,2740.3%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,141,974$27,861 2.5%6,8860.3%Medical
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$1,115,049$541,848 -32.7%39,0150.3%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$1,097,969$81,322 8.0%4,3610.3%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$1,079,178$118,853 12.4%5,7930.3%ETF
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$1,053,7460.0%4,4490.3%Transportation
Tesla, Inc. stock logo
TSLA
Tesla
$1,044,415$777 0.1%4,0300.3%Auto/Tires/Trucks
PIMCO Short Term Municipal Bond Exchange-Traded Fund stock logo
SMMU
PIMCO Short Term Municipal Bond Exchange-Traded Fund
$1,002,151$248,950 33.1%20,0350.3%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$930,567$144,581 -13.4%8,5860.3%Computer and Technology
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$842,589$14,701 1.8%10,3170.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$836,954$19,026 2.3%4,3990.2%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$835,269$29,321 -3.4%2,2790.2%Retail/Wholesale
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$829,924$728 0.1%5,6970.2%Energy
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$798,4420.0%10.2%Finance
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$796,855$203,433 -20.3%9,6320.2%Manufacturing
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$794,077$42,606 5.7%1,4910.2%Finance
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$783,5260.0%7,7830.2%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$780,291$217,980 38.8%8,0900.2%ETF
Elevance Health, Inc. stock logo
ELV
Elevance Health
$744,6520.0%1,7120.2%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$626,601$8,041 -1.3%4,0520.2%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$589,2110.0%2,4020.2%Finance
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$585,3950.0%1,9160.2%Business Services
Alphabet Inc. stock logo
GOOG
Alphabet
$556,804$8,124 -1.4%3,5640.2%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$554,344$1,990 0.4%4,1790.2%Medical
The Coca-Cola Company stock logo
KO
Coca-Cola
$540,803$9,955 -1.8%7,5510.2%Consumer Staples
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$526,684$31,306 6.3%5,6360.1%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$506,5070.0%3,1910.1%Consumer Staples
AbbVie Inc. stock logo
ABBV
AbbVie
$498,6580.0%2,3800.1%Medical
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$435,736$22,518 5.4%4,4700.1%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$415,0470.0%7780.1%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$390,069$2,160 0.6%6,3210.1%Computer and Technology
Aflac Incorporated stock logo
AFL
Aflac
$374,4880.0%3,3680.1%Finance
Markel Group Inc. stock logo
MKL
Markel Group
$360,8350.0%1930.1%Multi-Sector Conglomerates
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$344,332$31,426 -8.4%1,7750.1%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$339,233$8,103 2.4%5,6520.1%Consumer Staples
Truist Financial Co. stock logo
TFC
Truist Financial
$337,3480.0%8,1980.1%Finance
Global X S&P 500 Catholic Values ETF stock logo
CATH
Global X S&P 500 Catholic Values ETF
$320,207$320,207 New Holding4,7410.1%Manufacturing
TPLC
Timothy Plan US Large/Mid Cap Core ETF
$316,560$316,560 New Holding7,4590.1%ETF

Showing largest 100 holdings. View all holdings.
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