Filed: 1/14/2025ACC: 0002046157-25-000001
📋 What this filing means
FOUNDERS GROVE WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 116 equity positions with a total reported market value of $345.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
116
Positions
$345.35M
Total AUM (reported)
3.41M
Total Shares
Allocation by class
COM$48.81M14.1%
VAN FTSE DEV MKT$25.40M7.4%
BLOOMBERG 1-3 MO$18.94M5.5%
GROWTH ETF$17.59M5.1%
INF TECH ETF$14.61M4.2%
S&P 500 GRWT ETF$11.14M3.2%
LARGE CAP ETF$10.26M3.0%
Portfolio Concentration
Top 3$61.94M17.9%
4–10$80.63M23.3%
11–25$91.84M26.6%
Rest$110.94M32.1%
Top 3 weight
17.9%
Top 10 weight
41.3%
Voting Authority Distribution
Total shares with voting rights: 3.41M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.41M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole116
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings116
Rows:
VANGUARD TAX-MANAGED FDS
SOLEShares531.22K
TypeSH
Market value$25.40M
7.36%
Sole
0.00
Shared
0.00
None
531.22K
SPDR SER TR
SOLEShares207.16K
TypeSH
Market value$18.94M
5.48%
Sole
0.00
Shared
0.00
None
207.16K
VANGUARD INDEX FDS
SOLEShares42.87K
TypeSH
Market value$17.59M
5.09%
Sole
0.00
Shared
0.00
None
42.87K
ELI LILLY & CO
SOLEShares22.35K
TypeSH
Market value$17.26M
5.00%
Sole
0.00
Shared
0.00
None
22.35K
VANGUARD WORLD FD
SOLEShares23.50K
TypeSH
Market value$14.61M
4.23%
Sole
0.00
Shared
0.00
None
23.50K
ISHARES TR
SOLEShares109.69K
TypeSH
Market value$11.14M
3.22%
Sole
0.00
Shared
0.00
None
109.69K
VANGUARD INDEX FDS
SOLEShares38.05K
TypeSH
Market value$10.26M
2.97%
Sole
0.00
Shared
0.00
None
38.05K
VANGUARD SCOTTSDALE FDS
SOLEShares163.59K
TypeSH
Market value$9.49M
2.75%
Sole
0.00
Shared
0.00
None
163.59K
VANGUARD BD INDEX FDS
SOLEShares180.90K
TypeSH
Market value$8.98M
2.60%
Sole
0.00
Shared
0.00
None
180.90K
SELECT SECTOR SPDR TR
SOLEShares38.27K
TypeSH
Market value$8.90M
2.58%
Sole
0.00
Shared
0.00
None
38.27K
VANGUARD WORLD FD
SOLEShares20.08K
TypeSH
Market value$7.54M
2.18%
Sole
0.00
Shared
0.00
None
20.08K
BLACKROCK ETF TRUST II
SOLEShares141.91K
TypeSH
Market value$7.38M
2.14%
Sole
0.00
Shared
0.00
None
141.91K
VANGUARD WHITEHALL FDS
SOLEShares54.88K
TypeSH
Market value$7.00M
2.03%
Sole
0.00
Shared
0.00
None
54.88K
APPLE INC
SOLEShares27.57K
TypeSH
Market value$6.90M
2.00%
Sole
0.00
Shared
0.00
None
27.57K
VANGUARD WORLD FD
SOLEShares57.38K
TypeSH
Market value$6.77M
1.96%
Sole
0.00
Shared
0.00
None
57.38K
VANGUARD INDEX FDS
SOLEShares38.49K
TypeSH
Market value$6.52M
1.89%
Sole
0.00
Shared
0.00
None
38.49K
VANGUARD INTL EQUITY INDEX F
SOLEShares139.36K
TypeSH
Market value$6.14M
1.78%
Sole
0.00
Shared
0.00
None
139.36K
VANGUARD WORLD FD
SOLEShares23.03K
TypeSH
Market value$5.86M
1.70%
Sole
0.00
Shared
0.00
None
23.03K
VANGUARD WORLD FD
SOLEShares22.87K
TypeSH
Market value$5.80M
1.68%
Sole
0.00
Shared
0.00
None
22.87K
MICROSOFT CORP
SOLEShares13.71K
TypeSH
Market value$5.78M
1.67%
Sole
0.00
Shared
0.00
None
13.71K
VANGUARD INDEX FDS
SOLEShares10.34K
TypeSH
Market value$5.57M
1.61%
Sole
0.00
Shared
0.00
None
10.34K
ISHARES TR
SOLEShares52.60K
TypeSH
Market value$5.55M
1.61%
Sole
0.00
Shared
0.00
None
52.60K
ISHARES TR
SOLEShares83.45K
TypeSH
Market value$5.20M
1.51%
Sole
0.00
Shared
0.00
None
83.45K
ISHARES TR
SOLEShares25.96K
TypeSH
Market value$4.96M
1.43%
Sole
0.00
Shared
0.00
None
25.96K
INVESCO EXCHANGE TRADED FD T
SOLEShares229.12K
TypeSH
Market value$4.87M
1.41%
Sole
0.00
Shared
0.00
None
229.12K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 531.22K | SH | $25.40M 7.36% | 0.00 | 0.00 | 531.22K |
SPDR SER TRSOLE | BLOOMBERG 1-3 MO | 207.16K | SH | $18.94M 5.48% | 0.00 | 0.00 | 207.16K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 42.87K | SH | $17.59M 5.09% | 0.00 | 0.00 | 42.87K |
ELI LILLY & COSOLE | COM | 22.35K | SH | $17.26M 5.00% | 0.00 | 0.00 | 22.35K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 23.50K | SH | $14.61M 4.23% | 0.00 | 0.00 | 23.50K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 109.69K | SH | $11.14M 3.22% | 0.00 | 0.00 | 109.69K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 38.05K | SH | $10.26M 2.97% | 0.00 | 0.00 | 38.05K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 163.59K | SH | $9.49M 2.75% | 0.00 | 0.00 | 163.59K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 180.90K | SH | $8.98M 2.60% | 0.00 | 0.00 | 180.90K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 38.27K | SH | $8.90M 2.58% | 0.00 | 0.00 | 38.27K |
VANGUARD WORLD FDSOLE | CONSUM DIS ETF | 20.08K | SH | $7.54M 2.18% | 0.00 | 0.00 | 20.08K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 141.91K | SH | $7.38M 2.14% | 0.00 | 0.00 | 141.91K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 54.88K | SH | $7.00M 2.03% | 0.00 | 0.00 | 54.88K |
APPLE INCSOLE | COM | 27.57K | SH | $6.90M 2.00% | 0.00 | 0.00 | 27.57K |
VANGUARD WORLD FDSOLE | FINANCIALS ETF | 57.38K | SH | $6.77M 1.96% | 0.00 | 0.00 | 57.38K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 38.49K | SH | $6.52M 1.89% | 0.00 | 0.00 | 38.49K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 139.36K | SH | $6.14M 1.78% | 0.00 | 0.00 | 139.36K |
VANGUARD WORLD FDSOLE | INDUSTRIAL ETF | 23.03K | SH | $5.86M 1.70% | 0.00 | 0.00 | 23.03K |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 22.87K | SH | $5.80M 1.68% | 0.00 | 0.00 | 22.87K |
MICROSOFT CORPSOLE | COM | 13.71K | SH | $5.78M 1.67% | 0.00 | 0.00 | 13.71K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.34K | SH | $5.57M 1.61% | 0.00 | 0.00 | 10.34K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 52.60K | SH | $5.55M 1.61% | 0.00 | 0.00 | 52.60K |
ISHARES TRSOLE | CORE S&P MCP ETF | 83.45K | SH | $5.20M 1.51% | 0.00 | 0.00 | 83.45K |
ISHARES TRSOLE | S&P 500 VAL ETF | 25.96K | SH | $4.96M 1.43% | 0.00 | 0.00 | 25.96K |
INVESCO EXCHANGE TRADED FD TSOLE | HIG YLD EQ DIV | 229.12K | SH | $4.87M 1.41% | 0.00 | 0.00 | 229.12K |
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