FOUNDERS GROVE WEALTH PARTNERS, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
FOUNDERS GROVE WEALTH PARTNERS, LLC 13F Holdings
CIK 0002046157 · RICHMOND, VA
As of Sep 30, 2025, FOUNDERS GROVE WEALTH PARTNERS, LLC reported
138 positions worth $425.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 560,740 | $33.6M | 7.90% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 236,706 | $21.7M | 5.10% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 44,754 | $21.5M | 5.04% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 27,288 | $20.4M | 4.79% |
| ELI LILLY & CO | LLY | Healthcare | 21,370 |
|
6.3M3.83% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 46,723 |
4.4M | 3.38% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 114,150 |
3.8M | 3.24% |
| VANGUARD ULTRA-SHORT BOND ETF | VUSB | — | 221,737 |
1.1M | 2.61% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 36,817 |
0.4M | 2.44% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 162,246 | $9.7M | 2.29% |
| VANGUARD 500 INDEX FUND | VOO | — | 15,274 | $9.4M | 2.20% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 89,620 | $9.0M | 2.11% |
| ISHARES FLEX I A ETF-USD INC | BINC | — | 163,885 | $8.7M | 2.05% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 154,004 | $8.3M | 1.96% |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND | VCR | — | 20,816 | $8.2M | 1.94% |
| MICROSOFT CORP | MSFT | Technology | 15,579 | $8.1M | 1.90% |
| VANGUARD VALUE INDEX FUND | VTV | — | 43,226 | $8.1M | 1.89% |
| APPLE INC | AAPL | Technology | 31,657 | $8.1M | 1.89% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 53,683 | $7.6M | 1.78% |
| VANGUARD FINANCIALS INDEX FUND | VFH | — | 57,058 | $7.5M | 1.76% |
| VANGUARD INDUSTRIALS INDEX FUND | VIS | — | 23,921 | $7.1M | 1.67% |
| VANGUARD HEALTH CARE INDEX FUND | VHT | — | 25,760 | $6.7M | 1.57% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 89,523 | $5.8M | 1.37% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 27,224 | $5.6M | 1.32% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 18,275 | $5.4M | 1.26% |