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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 $398.52 million in total holdings as of June 30, 2025.
  • Founders Grove Wealth Partners, LLC owns shares of 129 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
  • Approximately 6.23% of the portfolio was purchased this quarter.
  • About 2.31% of the portfolio was sold this quarter.
  • This quarter, Founders Grove Wealth Partners, LLC has purchased 122 new stocks and bought additional shares in 68 stocks.
  • Founders Grove Wealth Partners, LLC sold shares of 43 stocks and completely divested from 6 stocks this quarter.

Largest New Holdings this Quarter

464287226 - iShares Core U.S. Aggregate Bond ETF
$2,092,922 Holding
808524300 - Schwab U.S. Large-Cap Growth ETF
$440,925 Holding
921932505 - Vanguard S&P 500 Growth ETF
$403,070 Holding
30303M102 - Meta Platforms
$373,474 Holding

Largest Purchases this Quarter

Vanguard Information Technology ETF
4,767 shares (about $3.16M)
Vanguard S&P 500 ETF
4,337 shares (about $2.46M)
iShares Core U.S. Aggregate Bond ETF
21,098 shares (about $2.09M)
Vanguard Large-Cap ETF
6,816 shares (about $1.94M)
Vanguard Growth ETF
2,458 shares (about $1.08M)

Largest Sales this Quarter

iShares Short-Term National Muni Bond ETF
10,207 shares (about $1.09M)
Vanguard Tax-Exempt Bond ETF
15,110 shares (about $740.84K)
iShares National Muni Bond ETF
6,819 shares (about $712.45K)
SPDR Portfolio Intermediate Term Treasury ETF
22,943 shares (about $660.07K)
JPMorgan Ultra-Short Municipal ETF
8,282 shares (about $421.72K)

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
$32,695,634$67,842 0.2%573,5078.2%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$22,662,284$851,255 3.9%247,0545.7%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$20,801,655$1,077,588 5.5%47,4495.2%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$19,351,194$3,161,856 19.5%29,1754.9%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$16,728,716$47,551 0.3%21,4604.2%Medical
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$13,822,500$1,944,605 16.4%48,4493.5%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$12,805,058$193,776 -1.5%116,3043.2%ETF
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$10,789,091$500,645 4.9%216,3662.7%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$10,342,242$288,404 -2.7%172,9182.6%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$9,648,034$391,999 -3.9%38,1002.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$9,258,388$2,463,564 36.3%16,2992.3%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$9,069,141$230,330 2.6%171,6342.3%ETF
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$7,801,112$194,204 2.6%21,5312.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$7,756,942$460,938 6.3%43,8891.9%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$7,687,222$296,661 4.0%155,4231.9%ETF
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$7,544,489$34,371 0.5%59,2651.9%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$7,289,924$84,252 -1.1%54,6841.8%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$7,284,569$476,021 7.0%14,6451.8%Computer and Technology
Vanguard Industrials ETF stock logo
VIS
Vanguard Industrials ETF
$6,879,359$232,458 3.5%24,5631.7%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$6,374,939$291,554 4.8%25,6701.6%ETF
Apple Inc. stock logo
AAPL
Apple
$5,964,497$359,047 6.4%29,0711.5%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$5,428,363$24,746 0.5%87,5261.4%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$5,242,080$398,480 8.2%18,7331.3%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$5,145,615$364,850 -6.6%26,3311.3%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$4,967,989$662,017 15.4%55,5771.2%Finance
Vanguard Communication Services ETF stock logo
VOX
Vanguard Communication Services ETF
$4,936,097$98,684 2.0%28,8611.2%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$4,892,065$1,085,412 -18.2%46,0041.2%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$4,565,683$35,561 -0.8%33,6381.1%ETF
Invesco High Yield Equity Dividend Achievers ETF stock logo
PEY
Invesco High Yield Equity Dividend Achievers ETF
$4,542,184$102,030 -2.2%222,5471.1%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$3,405,001$244,007 7.7%11,9730.9%ETF
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$3,200,292$37,809 -1.2%76,4340.8%ETF
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$3,038,356$1,533 -0.1%13,8740.8%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$3,007,751$105,452 -3.4%60,0110.8%Finance
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$2,985,278$169,065 6.0%18,1520.7%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$2,831,389$43,670 -1.5%31,1210.7%ETF
WisdomTree U.S. AI Enhanced Value Fund stock logo
AIVL
WisdomTree U.S. AI Enhanced Value Fund
$2,802,807$8,027 -0.3%24,7900.7%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$2,792,484$759,023 37.3%11,7840.7%ETF
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$2,487,106$112,687 4.7%20,8790.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,444,524$37,684 1.6%3,9570.6%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$2,315,427$137,242 -5.6%10,7300.6%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,314,216$96,612 -4.0%21,1750.6%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$2,247,576$64,111 2.9%10,3420.6%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,184,552$828,035 61.0%13,8270.5%Computer and Technology
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$2,184,372$1,201 0.1%36,3880.5%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$2,181,287$377,606 -14.8%37,1090.5%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$2,092,922$2,092,922 New Holding21,0980.5%Finance
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$2,048,552$115,257 -5.3%64,5010.5%Finance
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$1,915,737$71,182 -3.6%15,5020.5%ETF
iShares Global Financials ETF stock logo
IXG
iShares Global Financials ETF
$1,824,984$165,676 10.0%16,4680.5%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,814,935$61,954 -3.3%34,6560.5%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,719,920$193,693 -10.1%12,7600.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,697,541$26,078 -1.5%2,7340.4%ETF
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$1,661,265$421,719 -20.2%32,6250.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,450,118$169,948 13.3%4,5650.4%Auto/Tires/Trucks
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,423,122$712,449 -33.4%13,6210.4%ETF
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$1,395,665$3,883 0.3%7,9070.4%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$1,342,882$135,147 11.2%4,8490.3%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$1,326,460$14,250 1.1%14,8940.3%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$1,295,699$141,770 -9.9%8,7830.3%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$1,268,845$110,806 -8.0%26,3030.3%Finance
Vanguard Materials ETF stock logo
VAW
Vanguard Materials ETF
$1,267,564$16,561 1.3%6,5060.3%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$1,260,935$131,242 11.6%6,4660.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,256,666$291,569 30.2%5,7280.3%Retail/Wholesale
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$1,203,339$32,542 -2.6%15,0870.3%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$1,187,382$57,473 -4.6%8,9250.3%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,125,963$202,345 -15.2%7,0670.3%Consumer Staples
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$1,121,149$17,662 -1.6%4,3800.3%Transportation
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$1,043,653$740,844 -41.5%21,2860.3%ETF
Visa Inc. stock logo
V
Visa
$1,042,782$119,652 -10.3%2,9370.3%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,007,234$44,603 -4.2%6,5940.3%Medical
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$1,005,397$37,297 -3.6%9,3270.3%Energy
PIMCO Short Term Municipal Bond Exchange-Traded Fund stock logo
SMMU
PIMCO Short Term Municipal Bond Exchange-Traded Fund
$1,005,1560.0%20,0350.3%ETF
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$949,350$2,990 0.3%5,7150.2%Energy
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$890,165$92,057 11.5%10,7430.2%Manufacturing
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$885,488$50,120 6.0%10,9360.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$837,445$123,361 17.3%4,7520.2%Computer and Technology
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$835,877$835,877 New Holding15,8430.2%Manufacturing
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$830,921$47,103 -5.4%7,6560.2%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$828,348$7,334 -0.9%2,2590.2%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$791,319$67,036 9.3%1,6290.2%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$785,946$89,582 12.9%2,7110.2%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$734,217$101,999 16.1%4,1390.2%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$728,8000.0%10.2%Finance
Philip Morris International Inc. stock logo
PM
Philip Morris International
$706,847$125,670 21.6%3,8810.2%Consumer Staples
Elevance Health, Inc. stock logo
ELV
Elevance Health
$665,9000.0%1,7120.2%Medical
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$592,436$1,542 0.3%1,9210.1%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$590,147$21,762 3.8%4,3390.1%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$552,127$184,961 50.4%2,0030.1%Computer and Technology
CocaCola Company (The) stock logo
KO
CocaCola
$527,300$6,934 -1.3%7,4530.1%Consumer Staples
Bank of America Corporation stock logo
BAC
Bank of America
$517,775$289,078 126.4%10,9420.1%Finance
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$513,732$269,956 -34.4%5,1020.1%ETF
Global X S&P 500 Catholic Values ETF stock logo
CATH
Global X S&P 500 Catholic Values ETF
$484,087$126,379 35.3%6,4160.1%Manufacturing
TPLC
Timothy Plan US Large/Mid Cap Core ETF
$471,798$136,897 40.9%10,5080.1%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$462,391$660,069 -58.8%16,0720.1%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$450,068$11,517 2.6%6,4870.1%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$443,075$1,299 0.3%2,3870.1%Medical
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$441,288$566 0.1%7790.1%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$440,925$440,925 New Holding15,0950.1%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$435,217$124,539 40.1%3250.1%Consumer Discretionary
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$403,070$403,070 New Holding1,0160.1%ETF

Showing largest 100 holdings. View all holdings.
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