Founders Grove Wealth Partners, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002046157

Type: FundHoldings: 122Value: $358.9MLatest: 2025Q1

FOUNDERS GROVE WEALTH PARTNERS, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 122 holdings worth $0.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 1 of 7

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921943858

VEA|921943858

Shares:572.3K

Value:$29.1M

% of Portfolio:8.1% ($29.1M/$358.9M)

78468R663

Shares:237.8K

Value:$21.8M

% of Portfolio:6.1% ($21.8M/$358.9M)

ELI LILLY & Co

LLY|532457108

Shares:21.4K

Value:$17.7M

% of Portfolio:4.9% ($17.7M/$358.9M)

922908736

VUG|922908736

Shares:45.0K

Value:$16.7M

% of Portfolio:4.6% ($16.7M/$358.9M)

92204A702

VGT|92204A702

Shares:24.4K

Value:$13.2M

% of Portfolio:3.7% ($13.2M/$358.9M)

464287309

IVW|464287309

Shares:118.1K

Value:$11.0M

% of Portfolio:3.1% ($11.0M/$358.9M)

922908637

VV|922908637

Shares:41.6K

Value:$10.7M

% of Portfolio:3.0% ($10.7M/$358.9M)

92206C706

VGIT|92206C706

Shares:177.7K

Value:$10.6M

% of Portfolio:2.9% ($10.6M/$358.9M)

92203C303

VUSB|92203C303

Shares:206.3K

Value:$10.3M

% of Portfolio:2.9% ($10.3M/$358.9M)

092528603

Shares:167.3K

Value:$8.8M

% of Portfolio:2.4% ($8.8M/$358.9M)

81369Y803

XLK|81369Y803

Shares:39.6K

Value:$8.2M

% of Portfolio:2.3% ($8.2M/$358.9M)

921946406

VYM|921946406

Shares:55.3K

Value:$7.1M

% of Portfolio:2.0% ($7.1M/$358.9M)

922908744

VTV|922908744

Shares:41.3K

Value:$7.1M

% of Portfolio:2.0% ($7.1M/$358.9M)

92204A405

VFH|92204A405

Shares:59.0K

Value:$7.0M

% of Portfolio:2.0% ($7.0M/$358.9M)

92204A108

Shares:21.0K

Value:$6.8M

% of Portfolio:1.9% ($6.8M/$358.9M)

922042858

VWO|922042858

Shares:149.4K

Value:$6.8M

% of Portfolio:1.9% ($6.8M/$358.9M)

92204A504

VHT|92204A504

Shares:24.5K

Value:$6.5M

% of Portfolio:1.8% ($6.5M/$358.9M)

922908363

VOO|922908363

Shares:12.0K

Value:$6.1M

% of Portfolio:1.7% ($6.1M/$358.9M)

Apple Inc.

AAPL|037833100

Shares:27.3K

Value:$6.1M

% of Portfolio:1.7% ($6.1M/$358.9M)

464288158

Shares:56.2K

Value:$5.9M

% of Portfolio:1.7% ($5.9M/$358.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VEAcusip921943858)	572.3K	QoQ +7.73% (+41.1K) YoY-	All Managers (Combined)	$29.1M	8.1% ($29.1M/$358.9M)	QoQ +14.51% (+$3.7M) YoY-
(cusip78468R663)✕	237.8K	QoQ +14.77% (+30.6K) YoY-	All Managers (Combined)	$21.8M	6.1% ($21.8M/$358.9M)	QoQ +15.15% (+$2.9M) YoY-
ELI LILLY & Co(LLYcusip532457108)	21.4K	QoQ -4.27% (-955) YoY-	All Managers (Combined)	$17.7M	4.9% ($17.7M/$358.9M)	QoQ +2.41% (-$416.5K) YoY-
(VUGcusip922908736)	45.0K	QoQ +4.95% (-2.1K) YoY-	All Managers (Combined)	$16.7M	4.6% ($16.7M/$358.9M)	QoQ -5.17% (-$909.9K) YoY-
(VGTcusip92204A702)	24.4K	QoQ +3.87% (-910) YoY-	All Managers (Combined)	$13.2M	3.7% ($13.2M/$358.9M)	QoQ -9.39% (-$1.4M) YoY-
(IVWcusip464287309)	118.1K	QoQ +7.63% (-8.4K) YoY-	All Managers (Combined)	$11.0M	3.1% ($11.0M/$358.9M)	QoQ -1.59% (-$177.3K) YoY-
(VVcusip922908637)	41.6K	QoQ +9.40% (+3.6K) YoY-	All Managers (Combined)	$10.7M	3.0% ($10.7M/$358.9M)	QoQ +4.26% (+$437.8K) YoY-
(VGITcusip92206C706)	177.7K	QoQ +8.65% (+14.2K) YoY-	All Managers (Combined)	$10.6M	2.9% ($10.6M/$358.9M)	QoQ +11.27% (+$1.1M) YoY-
(VUSBcusip92203C303)	206.3K	QoQ +14.05% (+25.4K) YoY-	All Managers (Combined)	$10.3M	2.9% ($10.3M/$358.9M)	QoQ +14.59% (+$1.3M) YoY-
(cusip092528603)✕	167.3K	QoQ +17.87% (+25.4K) YoY-	All Managers (Combined)	$8.8M	2.4% ($8.8M/$358.9M)	QoQ +18.69% (+$1.4M) YoY-
(XLKcusip81369Y803)	39.6K	QoQ +3.58% (-1.4K) YoY-	All Managers (Combined)	$8.2M	2.3% ($8.2M/$358.9M)	QoQ -8.01% (-$713.2K) YoY-
(VYMcusip921946406)	55.3K	QoQ +0.79% (+434) YoY-	All Managers (Combined)	$7.1M	2.0% ($7.1M/$358.9M)	QoQ +1.87% (+$131.2K) YoY-
(VTVcusip922908744)	41.3K	QoQ +7.23% (+2.8K) YoY-	All Managers (Combined)	$7.1M	2.0% ($7.1M/$358.9M)	QoQ +9.41% (+$613.7K) YoY-
(VFHcusip92204A405)	59.0K	QoQ +2.82% (+1.6K) YoY-	All Managers (Combined)	$7.0M	2.0% ($7.0M/$358.9M)	QoQ +4.04% (+$273.8K) YoY-
(cusip92204A108)✕	21.0K	QoQ +4.54% (-913) YoY-	All Managers (Combined)	$6.8M	1.9% ($6.8M/$358.9M)	QoQ -9.34% (-$704.3K) YoY-
(VWOcusip922042858)	149.4K	QoQ +7.22% (+10.1K) YoY-	All Managers (Combined)	$6.8M	1.9% ($6.8M/$358.9M)	QoQ +10.19% (+$625.6K) YoY-
(VHTcusip92204A504)	24.5K	QoQ +7.11% (+1.6K) YoY-	All Managers (Combined)	$6.5M	1.8% ($6.5M/$358.9M)	QoQ +11.78% (+$683.6K) YoY-
(VOOcusip922908363)	12.0K	QoQ +15.72% (+1.6K) YoY-	All Managers (Combined)	$6.1M	1.7% ($6.1M/$358.9M)	QoQ +10.37% (+$577.8K) YoY-
Apple Inc.(AAPLcusip037833100)	27.3K	QoQ -0.90% (-250) YoY-	All Managers (Combined)	$6.1M	1.7% ($6.1M/$358.9M)	QoQ -12.10% (-$835.5K) YoY-
(cusip464288158)✕	56.2K	QoQ +6.86% (+3.6K) YoY-	All Managers (Combined)	$5.9M	1.7% ($5.9M/$358.9M)	QoQ +6.98% (+$387.5K) YoY-