Founders-Grove-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ABT",
  "ABBV",
  "GOOGL",
  "VDE",
  null,
  "AXP",
  null,
  "AVGO",
  "CP.TO",
  "COF",
  "DUK",
  "D",
  "FXNC",
  "FERG",
  "HON",
  "HD",
  null,
  "MUB",
  "IVW",
  "IJH",
  "MPC",
  null,
  "MSFT",
  null,
  "IJR",
  "ORCL",
  "NOC",
  "VGIT",
  "VHT",
  null,
  "EEM",
  "VGSH",
  "IEMG",
  "IJK",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "MRK",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TXN",
  "TFC",
  "VNQ",
  "VO",
  "VV",
  "VOE",
  null,
  "VWO",
  "VIG",
  null,
  null,
  null,
  null,
  "VYM",
  "AFL",
  "SDY",
  "AMZN",
  "IVE",
  null,
  null,
  null,
  "VGT",
  null,
  "VUG",
  "VFH",
  "VEA",
  null,
  "VBK",
  "VTEB",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "VUSB",
  null,
  "VTV",
  "V",
  null,
  null,
  null,
  null,
  "DVY",
  "NSC",
  "MKL",
  "SYY",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "CSCO",
  "KO",
  "COST",
  null,
  "IJT",
  "IJJ",
  "EFA",
  "NEE",
  "QQQ",
  "IWM",
  "MDY",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 122
Total Value: 358886889
Accession Number: 0002046157-25-000003
Form Type: 13F-HR
CIK: founders-grove-wealth-partners
Manager Name: Founders-Grove-Wealth-Partners

Data Enrichment

74% identified

90 identified32 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

122 positions • $358.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 7

Sort by:

92204A603

Shares:23.7K

Value:$5.9M

% of Portfolio:1.6% ($5.9M/$358.9M)

464287408

IVE|464287408

Shares:28.2K

Value:$5.4M

% of Portfolio:1.5% ($5.4M/$358.9M)

MICROSOFT CORP

MSFT|594918104

Shares:13.7K

Value:$5.1M

% of Portfolio:1.4% ($5.1M/$358.9M)

464287507

IJH|464287507

Shares:87.1K

Value:$5.1M

% of Portfolio:1.4% ($5.1M/$358.9M)

46137V563

Shares:227.5K

Value:$4.9M

% of Portfolio:1.4% ($4.9M/$358.9M)

78464A763

SDY|78464A763

Shares:33.9K

Value:$4.6M

% of Portfolio:1.3% ($4.6M/$358.9M)

922908629

VO|922908629

Shares:17.3K

Value:$4.5M

% of Portfolio:1.2% ($4.5M/$358.9M)

92204A884

Shares:28.3K

Value:$4.2M

% of Portfolio:1.2% ($4.2M/$358.9M)

464287465

EFA|464287465

Shares:48.2K

Value:$3.9M

% of Portfolio:1.1% ($3.9M/$358.9M)

336917109

Shares:77.3K

Value:$3.4M

% of Portfolio:0.9% ($3.4M/$358.9M)

97717W505

Shares:62.1K

Value:$3.1M

% of Portfolio:0.9% ($3.1M/$358.9M)

92204A207

Shares:13.9K

Value:$3.0M

% of Portfolio:0.8% ($3.0M/$358.9M)

922908512

VOE|922908512

Shares:17.1K

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$358.9M)

97717W406

Shares:24.9K

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$358.9M)

922908538

VOT|922908538

Shares:11.1K

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$358.9M)

464287606

IJK|464287606

Shares:31.6K

Value:$2.6M

% of Portfolio:0.7% ($2.6M/$358.9M)

92204A306

VDE|92204A306

Shares:19.9K

Value:$2.6M

% of Portfolio:0.7% ($2.6M/$358.9M)

92206C102

VGSH|92206C102

Shares:43.5K

Value:$2.6M

% of Portfolio:0.7% ($2.6M/$358.9M)

464287804

IJR|464287804

Shares:22.1K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$358.9M)

464287655

IWM|464287655

Shares:11.4K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$358.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92204A603)✕	23.7K	QoQ +3.07% (+707) YoY-	All Managers (Combined)	$5.9M	1.6% ($5.9M/$358.9M)	QoQ +0.29% (+$17.5K) YoY-
(IVEcusip464287408)	28.2K	QoQ +8.61% (+2.2K) YoY-	All Managers (Combined)	$5.4M	1.5% ($5.4M/$358.9M)	QoQ +8.43% (+$418.2K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	13.7K	QoQ -0.15% (-21) YoY-	All Managers (Combined)	$5.1M	1.4% ($5.1M/$358.9M)	QoQ -11.07% (-$640.0K) YoY-
(IJHcusip464287507)	87.1K	QoQ +4.40% (-3.7K) YoY-	All Managers (Combined)	$5.1M	1.4% ($5.1M/$358.9M)	QoQ -2.22% (-$115.7K) YoY-
(cusip46137V563)✕	227.5K	QoQ -0.68% (-1.6K) YoY-	All Managers (Combined)	$4.9M	1.4% ($4.9M/$358.9M)	QoQ +0.29% (-$14.3K) YoY-
(SDYcusip78464A763)	33.9K	QoQ -3.23% (-1.1K) YoY-	All Managers (Combined)	$4.6M	1.3% ($4.6M/$358.9M)	QoQ -0.61% (-$28.3K) YoY-
(VOcusip922908629)	17.3K	QoQ +9.01% (+1.4K) YoY-	All Managers (Combined)	$4.5M	1.2% ($4.5M/$358.9M)	QoQ +6.74% (+$283.0K) YoY-
(cusip92204A884)✕	28.3K	QoQ +0.41% (-117) YoY-	All Managers (Combined)	$4.2M	1.2% ($4.2M/$358.9M)	QoQ -3.84% (-$167.7K) YoY-
(EFAcusip464287465)	48.2K	QoQ +13.04% (+5.6K) YoY-	All Managers (Combined)	$3.9M	1.1% ($3.9M/$358.9M)	QoQ +22.19% (+$715.2K) YoY-
(cusip336917109)✕	77.3K	QoQ -0.86% (-674) YoY-	All Managers (Combined)	$3.4M	0.9% ($3.4M/$358.9M)	QoQ +6.96% (-$218.8K) YoY-
(cusip97717W505)✕	62.1K	QoQ -0.99% (-625) YoY-	All Managers (Combined)	$3.1M	0.9% ($3.1M/$358.9M)	QoQ -3.81% (-$121.9K) YoY-
(cusip92204A207)✕	13.9K	QoQ +8.57% (+1.1K) YoY-	All Managers (Combined)	$3.0M	0.8% ($3.0M/$358.9M)	QoQ +12.39% (+$335.0K) YoY-
(VOEcusip922908512)	17.1K	QoQ +8.66% (+1.4K) YoY-	All Managers (Combined)	$2.7M	0.8% ($2.7M/$358.9M)	QoQ +7.84% (+$199.9K) YoY-
(cusip97717W406)✕	24.9K	QoQ -1.00% (-253) YoY-	All Managers (Combined)	$2.7M	0.8% ($2.7M/$358.9M)	QoQ +2.04% (-$54.6K) YoY-
(VOTcusip922908538)	11.1K	QoQ +7.82% (+807) YoY-	All Managers (Combined)	$2.7M	0.8% ($2.7M/$358.9M)	QoQ +3.95% (+$103.5K) YoY-
(IJKcusip464287606)	31.6K	QoQ +6.73% (-2.0K) YoY-	All Managers (Combined)	$2.6M	0.7% ($2.6M/$358.9M)	QoQ -2.24% (-$60.5K) YoY-
(VDEcusip92204A306)	19.9K	QoQ +3.68% (+709) YoY-	All Managers (Combined)	$2.6M	0.7% ($2.6M/$358.9M)	QoQ +10.86% (+$253.4K) YoY-
(VGSHcusip92206C102)	43.5K	QoQ -15.06% (-7.7K) YoY-	All Managers (Combined)	$2.6M	0.7% ($2.6M/$358.9M)	QoQ -14.32% (-$427.2K) YoY-
(IJRcusip464287804)	22.1K	QoQ +1.91% (-415) YoY-	All Managers (Combined)	$2.3M	0.6% ($2.3M/$358.9M)	QoQ -7.50% (-$187.1K) YoY-
(IWMcusip464287655)	11.4K	QoQ +7.91% (-834) YoY-	All Managers (Combined)	$2.3M	0.6% ($2.3M/$358.9M)	QoQ -2.56% (-$59.7K) YoY-