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

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SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:3.9K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$358.9M)

97717W604

Shares:68.1K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$358.9M)

464288414

MUB|464288414

Shares:20.4K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$358.9M)

46641Q654

Shares:40.9K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$358.9M)

81369Y209

Shares:14.2K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$358.9M)

81369Y407

Shares:10.0K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$358.9M)

46434G103

IEMG|46434G103

Shares:36.4K

Value:$2.0M

% of Portfolio:0.5% ($2.0M/$358.9M)

464287705

IJJ|464287705

Shares:16.1K

Value:$1.9M

% of Portfolio:0.5% ($1.9M/$358.9M)

922908751

VB|922908751

Shares:8.6K

Value:$1.9M

% of Portfolio:0.5% ($1.9M/$358.9M)

922907746

VTEB|922907746

Shares:36.4K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$358.9M)

81369Y605

Shares:35.8K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$358.9M)

464287200

IVV|464287200

Shares:2.8K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$358.9M)

464287333

Shares:15.0K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$358.9M)

PROCTER & GAMBLE Co

PG|742718109

Shares:8.3K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$358.9M)

92204A876

Shares:7.9K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$358.9M)

922908553

VNQ|922908553

Shares:14.7K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$358.9M)

81369Y704

Shares:9.7K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$358.9M)

464287234

EEM|464287234

Shares:28.6K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$358.9M)

78464A300

Shares:15.5K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$358.9M)

92204A801

Shares:6.4K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$358.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	3.9K	QoQ -7.54% (-318) YoY-	All Managers (Combined)	$2.2M	0.6% ($2.2M/$358.9M)	QoQ -11.75% (-$290.3K) YoY-
(cusip97717W604)✕	68.1K	QoQ -0.14% (-100) YoY-	All Managers (Combined)	$2.2M	0.6% ($2.2M/$358.9M)	QoQ -7.09% (-$166.3K) YoY-
(MUBcusip464288414)	20.4K	QoQ +19.57% (+3.3K) YoY-	All Managers (Combined)	$2.2M	0.6% ($2.2M/$358.9M)	QoQ +18.32% (+$333.8K) YoY-
(cusip46641Q654)✕	40.9K	QoQ +28.26% (+9.0K) YoY-	All Managers (Combined)	$2.1M	0.6% ($2.1M/$358.9M)	QoQ +28.61% (+$462.8K) YoY-
(cusip81369Y209)✕	14.2K	QoQ +9.87% (+1.3K) YoY-	All Managers (Combined)	$2.1M	0.6% ($2.1M/$358.9M)	QoQ +16.61% (+$295.4K) YoY-
(cusip81369Y407)✕	10.0K	QoQ +2.37% (-233) YoY-	All Managers (Combined)	$2.0M	0.6% ($2.0M/$358.9M)	QoQ -9.89% (-$217.9K) YoY-
(IEMGcusip46434G103)	36.4K	QoQ +2.82% (+999) YoY-	All Managers (Combined)	$2.0M	0.5% ($2.0M/$358.9M)	QoQ +6.27% (+$115.8K) YoY-
(IJJcusip464287705)	16.1K	QoQ +8.56% (+1.3K) YoY-	All Managers (Combined)	$1.9M	0.5% ($1.9M/$358.9M)	QoQ +4.01% (+$74.4K) YoY-
(VBcusip922908751)	8.6K	QoQ +10.87% (+842) YoY-	All Managers (Combined)	$1.9M	0.5% ($1.9M/$358.9M)	QoQ +2.32% (+$43.2K) YoY-
(VTEBcusip922907746)	36.4K	QoQ +11.47% (+3.7K) YoY-	All Managers (Combined)	$1.8M	0.5% ($1.8M/$358.9M)	QoQ +10.33% (+$169.2K) YoY-
(cusip81369Y605)✕	35.8K	QoQ +13.52% (+4.3K) YoY-	All Managers (Combined)	$1.8M	0.5% ($1.8M/$358.9M)	QoQ +17.00% (+$259.5K) YoY-
(IVVcusip464287200)	2.8K	QoQ +39.49% (+786) YoY-	All Managers (Combined)	$1.6M	0.4% ($1.6M/$358.9M)	QoQ +33.15% (+$388.4K) YoY-
(cusip464287333)✕	15.0K	QoQ -0.46% (-70) YoY-	All Managers (Combined)	$1.5M	0.4% ($1.5M/$358.9M)	QoQ +6.75% (-$97.5K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	8.3K	QoQ -5.43% (-479) YoY-	All Managers (Combined)	$1.4M	0.4% ($1.4M/$358.9M)	QoQ -3.87% (-$57.3K) YoY-
(cusip92204A876)✕	7.9K	QoQ +8.66% (+629) YoY-	All Managers (Combined)	$1.3M	0.4% ($1.3M/$358.9M)	QoQ +13.58% (+$161.1K) YoY-
(VNQcusip922908553)	14.7K	QoQ +11.40% (+1.5K) YoY-	All Managers (Combined)	$1.3M	0.4% ($1.3M/$358.9M)	QoQ +13.22% (+$155.8K) YoY-
(cusip81369Y704)✕	9.7K	QoQ +11.30% (+990) YoY-	All Managers (Combined)	$1.3M	0.4% ($1.3M/$358.9M)	QoQ +10.72% (+$123.7K) YoY-
(EEMcusip464287234)	28.6K	QoQ +4.07% (+1.1K) YoY-	All Managers (Combined)	$1.2M	0.3% ($1.2M/$358.9M)	QoQ +8.75% (+$100.6K) YoY-
(cusip78464A300)✕	15.5K	QoQ +9.19% (-1.3K) YoY-	All Managers (Combined)	$1.2M	0.3% ($1.2M/$358.9M)	QoQ -1.87% (-$23.3K) YoY-
(cusip92204A801)✕	6.4K	QoQ +8.84% (+522) YoY-	All Managers (Combined)	$1.2M	0.3% ($1.2M/$358.9M)	QoQ +9.41% (+$104.3K) YoY-