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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 $425.53 million in total holdings as of September 30, 2025.
  • Founders Grove Wealth Partners, LLC owns shares of 138 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
  • Approximately 4.99% of the portfolio was purchased this quarter.
  • About 4.12% of the portfolio was sold this quarter.
  • This quarter, Founders Grove Wealth Partners, LLC has purchased 129 new stocks and bought additional shares in 47 stocks.
  • Founders Grove Wealth Partners, LLC sold shares of 73 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

57636Q104 - Mastercard
$428,883 Holding
464287440 - iShares 7-10 Year Treasury Bond ETF
$387,866 Holding
149123101 - Caterpillar
$262,433 Holding
00206R102 - AT&T
$239,554 Holding

Largest Purchases this Quarter

iShares Core U.S. Aggregate Bond ETF
68,522 shares (about $6.87M)
NVIDIA
6,976 shares (about $1.30M)
iShares 3-7 Year Treasury Bond ETF
7,059 shares (about $843.62K)
iShares 1-3 Year Treasury Bond ETF
9,010 shares (about $747.47K)

Largest Sales this Quarter

Vanguard Information Technology ETF
1,887 shares (about $1.41M)
iShares Short-Term National Muni Bond ETF
12,492 shares (about $1.33M)
Vanguard Growth ETF
2,695 shares (about $1.29M)
SPDR Bloomberg 1-3 Month T-Bill ETF
10,348 shares (about $949.43K)
JPMorgan Ultra-Short Municipal ETF
15,313 shares (about $781.58K)

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
$33,599,541$764,999 -2.2%560,7407.9%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$21,717,816$949,431 -4.2%236,7065.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$21,464,493$1,292,551 -5.7%44,7545.0%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$20,374,039$1,408,891 -6.5%27,2884.8%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$16,305,519$68,671 -0.4%21,3703.8%Medical
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$14,384,143$531,366 -3.6%46,7233.4%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$13,780,149$260,030 -1.9%114,1503.2%ETF
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$11,085,742$268,523 2.5%221,7372.6%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$10,377,349$361,630 -3.4%36,8172.4%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$9,739,631$640,640 -6.2%162,2462.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$9,353,565$627,694 -6.3%15,2742.2%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$8,984,405$6,869,331 324.8%89,6202.1%Finance
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$8,725,237$412,557 -4.5%163,8852.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$8,343,937$76,881 -0.9%154,0042.0%ETF
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$8,246,258$283,247 -3.3%20,8161.9%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$8,069,143$483,765 6.4%15,5791.9%Computer and Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$8,061,217$123,643 -1.5%43,2261.9%ETF
Apple Inc. stock logo
AAPL
Apple
$8,060,822$658,473 8.9%31,6571.9%Computer and Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$7,566,619$141,091 -1.8%53,6831.8%ETF
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$7,488,276$289,646 -3.7%57,0581.8%ETF
Vanguard Industrials ETF stock logo
VIS
Vanguard Industrials ETF
$7,087,553$190,218 -2.6%23,9211.7%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$6,687,264$23,364 0.4%25,7601.6%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$5,842,271$130,324 2.3%89,5231.4%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$5,622,129$184,417 3.4%27,2241.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$5,367,970$134,530 -2.4%18,2751.3%ETF
Vanguard Communication Services ETF stock logo
VOX
Vanguard Communication Services ETF
$5,177,030$241,045 -4.4%27,5771.2%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$4,621,771$89,211 -1.9%33,0011.1%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$4,590,028$599,150 -11.5%49,1601.1%Finance
Invesco High Yield Equity Dividend Achievers ETF stock logo
PEY
Invesco High Yield Equity Dividend Achievers ETF
$4,136,254$552,121 -11.8%196,3391.0%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,881,452$1,301,592 50.5%20,8030.9%Computer and Technology
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$3,578,411$1,333,896 -27.2%33,5120.8%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$3,376,528$141,019 -4.0%11,4930.8%ETF
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$3,269,641$48,359 -1.5%75,3200.8%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$3,138,209$366 0.0%60,0040.7%Finance
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$3,130,219$38,757 -1.2%17,9300.7%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$3,092,604$2,252,450 268.1%58,3180.7%Manufacturing
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$2,933,612$62,807 -2.1%11,5370.7%ETF
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$2,883,446$81,859 -2.8%13,4910.7%ETF
WisdomTree U.S. AI Enhanced Value Fund stock logo
AIVL
WisdomTree U.S. AI Enhanced Value Fund
$2,826,850$6,057 -0.2%24,7370.7%Finance
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$2,767,769$216,424 -7.3%28,8640.7%ETF
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$2,586,171$41,660 -1.6%20,5480.6%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$2,462,377$16,056 -0.6%10,2750.6%Finance
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$2,389,996$8,701 -0.4%36,2560.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,383,925$251,781 -9.6%3,5790.6%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,264,543$251,682 -10.0%19,0570.5%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$2,228,937$198,790 9.8%5,0120.5%Auto/Tires/Trucks
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$2,148,293$137,373 6.8%16,5610.5%ETF
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$2,113,353$59,041 -2.7%62,7480.5%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$2,041,900$554,330 -21.4%8,4390.5%Finance
iShares Global Financials ETF stock logo
IXG
iShares Global Financials ETF
$1,913,307$8,050 -0.4%16,3990.4%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$1,867,331$316,558 -14.5%31,7300.4%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,856,737$10,181 -0.5%34,4670.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,828,528$1,339 -0.1%2,7320.4%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$1,638,709$747,470 83.9%19,7530.4%Manufacturing
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,573,439$315,742 25.1%7,1660.4%Retail/Wholesale
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$1,479,482$18,183 -1.2%7,8110.3%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$1,396,931$7,636 -0.5%26,1600.3%Finance
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$1,392,266$50,893 -3.5%4,6780.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,353,581$198,370 17.2%5,5680.3%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,349,858$127,198 10.4%7,2800.3%Medical
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$1,345,611$15,999 -1.2%14,7190.3%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$1,328,171$26,372 -1.9%8,6120.3%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$1,321,417$16,046 -1.2%14,9060.3%ETF
Vanguard Materials ETF stock logo
VAW
Vanguard Materials ETF
$1,319,298$13,521 -1.0%6,4400.3%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$1,319,047$30,472 -2.3%6,3200.3%ETF
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$1,296,269$19,527 -1.5%4,3150.3%Transportation
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,232,072$543,737 -30.6%8,8530.3%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,210,528$124,618 11.5%7,8780.3%Consumer Staples
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$1,157,335$843,621 268.9%9,6840.3%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,126,906$118,852 11.8%4,6270.3%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,123,121$304,158 37.1%2,2340.3%Finance
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$1,106,054$4,625 0.4%5,7390.3%Energy
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$1,104,125$158,763 -12.6%7,8030.3%ETF
Visa Inc. stock logo
V
Visa
$1,015,606$12,972 1.3%2,9750.2%Business Services
The Home Depot, Inc. stock logo
HD
Home Depot
$1,001,810$86,321 9.4%2,4720.2%Retail/Wholesale
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$947,382$104,175 -9.9%8,4030.2%Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$945,028$89,898 10.5%2,9960.2%Finance
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$943,714$506,786 -34.9%8,8620.2%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$916,782$149,008 -14.0%18,3100.2%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$898,336$7,931 -0.9%7,5890.2%ETF
PIMCO Short Term Municipal Bond Exchange-Traded Fund stock logo
SMMU
PIMCO Short Term Municipal Bond Exchange-Traded Fund
$885,531$127,639 -12.6%17,5110.2%ETF
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$883,604$781,575 -46.9%17,3120.2%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$879,832$657,526 295.8%7,9630.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$852,158$191,348 29.0%2,5830.2%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$754,2000.0%10.2%Finance
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$721,396$135,658 -15.8%9,2050.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$717,489$345,893 93.1%9770.2%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$699,117$135,304 24.0%2,3820.2%Computer and Technology
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$646,067$230,359 55.4%5,8420.2%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$626,254$3,244 -0.5%3,8610.1%Consumer Staples
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$623,893$42,727 7.4%4,6580.1%Medical
Bank of America Corporation stock logo
BAC
Bank of America
$622,537$58,039 10.3%12,0670.1%Finance
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$591,794$591,794 New Holding5,3090.1%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$572,598$19,912 3.6%2,4730.1%Medical
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$550,481$261,416 90.4%1,9710.1%Computer and Technology
Elevance Health, Inc. stock logo
ELV
Elevance Health
$540,257$12,925 -2.3%1,6720.1%Medical
Oracle Corporation stock logo
ORCL
Oracle
$539,981$34,874 6.9%1,9200.1%Computer and Technology
CocaCola Company (The) stock logo
KO
CocaCola
$536,529$42,246 8.5%8,0900.1%Consumer Staples
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$481,6810.0%15,0950.1%ETF
Global X S&P 500 Catholic Values ETF stock logo
CATH
Global X S&P 500 Catholic Values ETF
$468,437$51,634 -9.9%5,7790.1%Manufacturing

Showing largest 100 holdings. View all holdings.
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