Founders Grove Wealth Partners, LLC Top Holdings and 13F Report (2025) About Founders Grove Wealth Partners, LLCInvestment ActivityFounders Grove Wealth Partners, LLC has $345.35 million in total holdings as of December 31, 2024.Founders Grove Wealth Partners, LLC owns shares of 116 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard FTSE Developed Markets ETF $25,402,797SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $18,940,895Vanguard Growth ETF $17,593,511Eli Lilly and Company $17,256,914Vanguard Information Technology ETF $14,611,056 Sector AllocationMap of 500 Largest Holdings ofFounders Grove Wealth Partners, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVEAVanguard FTSE Developed Markets ETF$25,402,797531,2177.4%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$18,940,895207,1635.5%ETFVUGVanguard Growth ETF$17,593,51142,8655.1%ETFLLYEli Lilly and Company$17,256,91422,3545.0%MedicalVGTVanguard Information Technology ETF$14,611,05623,4984.2%ETFIVWiShares S&P 500 Growth ETF$11,137,165109,6933.2%ETFVVVanguard Large-Cap ETF$10,263,16438,0543.0%ETFVGITVanguard Intermediate-Term Treasury Index ETF$9,488,170163,5892.7%ETFVUSBVanguard Ultra-Short Bond ETF$8,976,456180,9042.6%ETFXLKTechnology Select Sector SPDR Fund$8,899,76138,2752.6%ETFVCRVanguard Consumer Discretionary ETF$7,538,38120,0822.2%ETFBINCiShares Flexible Income Active ETF$7,382,054141,9082.1%ETFVYMVanguard High Dividend Yield ETF$7,002,39454,8822.0%ETFAAPLApple$6,904,33027,5712.0%Computer and TechnologyVFHVanguard Financials ETF$6,774,27757,3752.0%ETFVTVVanguard Value ETF$6,517,20438,4951.9%ETFVWOVanguard FTSE Emerging Markets ETF$6,137,414139,3601.8%ETFVISVanguard Industrials ETF$5,857,59623,0261.7%ETFVHTVanguard Health Care ETF$5,801,27022,8681.7%ETFMSFTMicrosoft$5,778,34413,7091.7%Computer and TechnologyVOOVanguard S&P 500 ETF$5,569,67910,3371.6%ETFSUBiShares Short-Term National Muni Bond ETF$5,548,35352,6011.6%ETFIJHiShares Core S&P Mid-Cap ETF$5,199,58383,4471.5%ETFIVEiShares S&P 500 Value ETF$4,955,68525,9621.4%ETFPEYInvesco High Yield Equity Dividend Achievers ETF$4,871,091229,1201.4%ETFSDYSPDR S&P Dividend ETF$4,627,86335,0331.3%ETFVOXVanguard Communication Services ETF$4,364,75828,1671.3%ETFVOVanguard Mid-Cap ETF$4,193,46615,8771.2%ETFEFAiShares MSCI EAFE ETF$3,221,81742,6110.9%FinanceDONWisdomTree U.S. MidCap Dividend Fund$3,197,85862,7400.9%FinanceFDLFirst Trust Morningstar Dividend Leaders Index$3,140,72378,0110.9%ETFVGSHVanguard Short-Term Treasury Index ETF$2,982,11451,2570.9%ETFVDCVanguard Consumer Staples ETF$2,702,46512,7850.8%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$2,692,25529,6080.8%ETFAIVLWisdomTree U.S. AI Enhanced Value Fund$2,675,14325,1140.8%FinanceVOTVanguard Mid-Cap Growth ETF$2,615,65510,3080.8%ETFVOEVanguard Mid-Cap Value ETF$2,549,17215,7580.7%ETFIJRiShares Core S&P Small-Cap ETF$2,493,82221,6440.7%ETFSPYSPDR S&P 500 ETF Trust$2,469,4484,2140.7%FinanceDESWisdomTree U.S. SmallCap Dividend Fund$2,343,70168,2300.7%FinanceVDEVanguard Energy ETF$2,332,06319,2240.7%ETFIWMiShares Russell 2000 ETF$2,327,15110,5320.7%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$2,201,7709,8140.6%FinanceVBVanguard Small-Cap ETF$1,859,5087,7390.5%ETFIJJiShares S&P Mid-Cap 400 Value ETF$1,850,65814,8100.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,846,96935,3690.5%ETFMUBiShares National Muni Bond ETF$1,821,36617,0940.5%ETFXLVHealth Care Select Sector SPDR Fund$1,777,54212,9210.5%ETFVTEBVanguard Tax-Exempt Bond ETF$1,636,74532,6500.5%ETFTSLATesla$1,626,2644,0270.5%Auto/Tires/TrucksJMSTJPMorgan Ultra-Short Municipal ETF$1,617,29431,8930.5%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$1,616,31557,9740.5%ETFXLFFinancial Select Sector SPDR Fund$1,525,68131,5680.4%ETFPGProcter & Gamble$1,478,0428,8160.4%Consumer StaplesIXGiShares Global Financials ETF$1,444,97815,0430.4%ETFNVDANVIDIA$1,332,1459,9200.4%Computer and TechnologySLYVSPDR S&P 600 Small CapValue ETF$1,238,07814,1900.4%ETFIJTiShares S&P Small-Cap 600 Growth ETF$1,199,3788,8600.3%ETFVPUVanguard Utilities ETF$1,185,7767,2560.3%ETFVNQVanguard Real Estate ETF$1,178,17213,2260.3%ETFIVViShares Core S&P 500 ETF$1,171,4731,9900.3%ETFXLIIndustrial Select Sector SPDR Fund$1,153,4808,7540.3%ETFEEMiShares MSCI Emerging Markets ETF$1,149,21327,4800.3%FinanceVBKVanguard Small-Cap Growth ETF$1,130,8824,0380.3%ETFVAWVanguard Materials ETF$1,108,0685,8990.3%ETFVVisa$1,065,0553,3700.3%Business ServicesXOMExxon Mobil$1,044,2369,7080.3%Oils/EnergyNSCNorfolk Southern$1,044,1804,4490.3%TransportationVBRVanguard Small-Cap Value ETF$1,021,6185,1550.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$991,22012,0910.3%ManufacturingJNJJohnson & Johnson$971,5576,7180.3%MedicalAMZNAmazon.com$943,1584,2990.3%Retail/WholesaleHDHome Depot$917,5972,3590.3%Retail/WholesaleXLPConsumer Staples Select Sector SPDR Fund$796,87010,1370.2%ETFMPCMarathon Petroleum$794,0605,6920.2%Oils/EnergySGOViShares 0-3 Month Treasury Bond ETF$780,8027,7830.2%ETFGOOGLAlphabet$776,8874,1040.2%Computer and TechnologySMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$750,49115,0580.2%ETFGOOGAlphabet$688,6313,6160.2%Computer and TechnologyBRK.ABerkshire Hathaway$680,92010.2%FinanceBRK.BBerkshire Hathaway$639,5781,4110.2%FinanceELVElevance Health$631,5571,7120.2%MedicalJPMJPMorgan Chase & Co.$575,7832,4020.2%FinanceXLCCommunication Services Select Sector SPDR Fund$564,3775,8300.2%ETFADPAutomatic Data Processing$560,8711,9160.2%Business ServicesKOCoca-Cola$478,7797,6900.1%Consumer StaplesABTAbbott Laboratories$470,9904,1640.1%MedicalIJSiShares S&P Small-Cap 600 Value ETF$460,3984,2390.1%ETFXLEEnergy Select Sector SPDR Fund$454,0845,3010.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$443,1337780.1%ETFABBVAbbVie$422,9262,3800.1%MedicalPMPhilip Morris International$384,0373,1910.1%Consumer StaplesVIGVanguard Dividend Appreciation ETF$379,3231,9370.1%ETFCSCOCisco Systems$372,1316,2860.1%Computer and TechnologyTFCTruist Financial$355,6298,1980.1%FinanceAFLAflac$348,3863,3680.1%FinanceMKLMarkel Group$333,1621930.1%Multi-Sector ConglomeratesMRKMerck & Co., Inc.$326,9913,2870.1%MedicalAVGOBroadcom$308,8111,3320.1%Computer and TechnologyAXPAmerican Express$298,2741,0050.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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