Filed: 4/16/2025ACC: 0002046157-25-000003
📋 What this filing means
FOUNDERS GROVE WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 122 equity positions with a total reported market value of $358.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
122
Positions
$358.89M
Total AUM (reported)
3.63M
Total Shares
Allocation by class
COM$47.84M13.3%
VAN FTSE DEV MKT$29.09M8.1%
BLOOMBERG 1-3 MO$21.81M6.1%
GROWTH ETF$16.68M4.6%
INF TECH ETF$13.24M3.7%
S&P 500 GRWT ETF$10.96M3.1%
LARGE CAP ETF$10.70M3.0%
Portfolio Concentration
Top 3$68.58M19.1%
4–10$81.19M22.6%
11–25$94.09M26.2%
Rest$115.03M32.1%
Top 3 weight
19.1%
Top 10 weight
41.7%
Voting Authority Distribution
Total shares with voting rights: 3.63M
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
3.63M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole122
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings122
Rows:
VANGUARD TAX-MANAGED FDS
SOLEShares572.32K
TypeSH
Market value$29.09M
8.11%
Sole
0.00
Shared
0.00
None
572.32K
SPDR SER TR
SOLEShares237.77K
TypeSH
Market value$21.81M
6.08%
Sole
0.00
Shared
0.00
None
237.77K
ELI LILLY & CO
SOLEShares21.40K
TypeSH
Market value$17.67M
4.92%
Sole
0.00
Shared
0.00
None
21.40K
VANGUARD INDEX FDS
SOLEShares44.99K
TypeSH
Market value$16.68M
4.65%
Sole
0.00
Shared
0.00
None
44.99K
VANGUARD WORLD FD
SOLEShares24.41K
TypeSH
Market value$13.24M
3.69%
Sole
0.00
Shared
0.00
None
24.41K
ISHARES TR
SOLEShares118.06K
TypeSH
Market value$10.96M
3.05%
Sole
0.00
Shared
0.00
None
118.06K
VANGUARD INDEX FDS
SOLEShares41.63K
TypeSH
Market value$10.70M
2.98%
Sole
0.00
Shared
0.00
None
41.63K
VANGUARD SCOTTSDALE FDS
SOLEShares177.74K
TypeSH
Market value$10.56M
2.94%
Sole
0.00
Shared
0.00
None
177.74K
VANGUARD BD INDEX FDS
SOLEShares206.33K
TypeSH
Market value$10.29M
2.87%
Sole
0.00
Shared
0.00
None
206.33K
BLACKROCK ETF TRUST II
SOLEShares167.28K
TypeSH
Market value$8.76M
2.44%
Sole
0.00
Shared
0.00
None
167.28K
SELECT SECTOR SPDR TR
SOLEShares39.65K
TypeSH
Market value$8.19M
2.28%
Sole
0.00
Shared
0.00
None
39.65K
VANGUARD WHITEHALL FDS
SOLEShares55.32K
TypeSH
Market value$7.13M
1.99%
Sole
0.00
Shared
0.00
None
55.32K
VANGUARD INDEX FDS
SOLEShares41.28K
TypeSH
Market value$7.13M
1.99%
Sole
0.00
Shared
0.00
None
41.28K
VANGUARD WORLD FD
SOLEShares58.99K
TypeSH
Market value$7.05M
1.96%
Sole
0.00
Shared
0.00
None
58.99K
VANGUARD WORLD FD
SOLEShares21K
TypeSH
Market value$6.83M
1.90%
Sole
0.00
Shared
0.00
None
21K
VANGUARD INTL EQUITY INDEX F
SOLEShares149.43K
TypeSH
Market value$6.76M
1.88%
Sole
0.00
Shared
0.00
None
149.43K
VANGUARD WORLD FD
SOLEShares24.50K
TypeSH
Market value$6.48M
1.81%
Sole
0.00
Shared
0.00
None
24.50K
VANGUARD INDEX FDS
SOLEShares11.96K
TypeSH
Market value$6.15M
1.71%
Sole
0.00
Shared
0.00
None
11.96K
APPLE INC
SOLEShares27.32K
TypeSH
Market value$6.07M
1.69%
Sole
0.00
Shared
0.00
None
27.32K
ISHARES TR
SOLEShares56.21K
TypeSH
Market value$5.94M
1.65%
Sole
0.00
Shared
0.00
None
56.21K
VANGUARD WORLD FD
SOLEShares23.73K
TypeSH
Market value$5.88M
1.64%
Sole
0.00
Shared
0.00
None
23.73K
ISHARES TR
SOLEShares28.20K
TypeSH
Market value$5.37M
1.50%
Sole
0.00
Shared
0.00
None
28.20K
MICROSOFT CORP
SOLEShares13.69K
TypeSH
Market value$5.14M
1.43%
Sole
0.00
Shared
0.00
None
13.69K
ISHARES TR
SOLEShares87.13K
TypeSH
Market value$5.08M
1.42%
Sole
0.00
Shared
0.00
None
87.13K
INVESCO EXCHANGE TRADED FD T
SOLEShares227.55K
TypeSH
Market value$4.89M
1.36%
Sole
0.00
Shared
0.00
None
227.55K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 572.32K | SH | $29.09M 8.11% | 0.00 | 0.00 | 572.32K |
SPDR SER TRSOLE | BLOOMBERG 1-3 MO | 237.77K | SH | $21.81M 6.08% | 0.00 | 0.00 | 237.77K |
ELI LILLY & COSOLE | COM | 21.40K | SH | $17.67M 4.92% | 0.00 | 0.00 | 21.40K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 44.99K | SH | $16.68M 4.65% | 0.00 | 0.00 | 44.99K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 24.41K | SH | $13.24M 3.69% | 0.00 | 0.00 | 24.41K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 118.06K | SH | $10.96M 3.05% | 0.00 | 0.00 | 118.06K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 41.63K | SH | $10.70M 2.98% | 0.00 | 0.00 | 41.63K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 177.74K | SH | $10.56M 2.94% | 0.00 | 0.00 | 177.74K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 206.33K | SH | $10.29M 2.87% | 0.00 | 0.00 | 206.33K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 167.28K | SH | $8.76M 2.44% | 0.00 | 0.00 | 167.28K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 39.65K | SH | $8.19M 2.28% | 0.00 | 0.00 | 39.65K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 55.32K | SH | $7.13M 1.99% | 0.00 | 0.00 | 55.32K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 41.28K | SH | $7.13M 1.99% | 0.00 | 0.00 | 41.28K |
VANGUARD WORLD FDSOLE | FINANCIALS ETF | 58.99K | SH | $7.05M 1.96% | 0.00 | 0.00 | 58.99K |
VANGUARD WORLD FDSOLE | CONSUM DIS ETF | 21K | SH | $6.83M 1.90% | 0.00 | 0.00 | 21K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 149.43K | SH | $6.76M 1.88% | 0.00 | 0.00 | 149.43K |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 24.50K | SH | $6.48M 1.81% | 0.00 | 0.00 | 24.50K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 11.96K | SH | $6.15M 1.71% | 0.00 | 0.00 | 11.96K |
APPLE INCSOLE | COM | 27.32K | SH | $6.07M 1.69% | 0.00 | 0.00 | 27.32K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 56.21K | SH | $5.94M 1.65% | 0.00 | 0.00 | 56.21K |
VANGUARD WORLD FDSOLE | INDUSTRIAL ETF | 23.73K | SH | $5.88M 1.64% | 0.00 | 0.00 | 23.73K |
ISHARES TRSOLE | S&P 500 VAL ETF | 28.20K | SH | $5.37M 1.50% | 0.00 | 0.00 | 28.20K |
MICROSOFT CORPSOLE | COM | 13.69K | SH | $5.14M 1.43% | 0.00 | 0.00 | 13.69K |
ISHARES TRSOLE | CORE S&P MCP ETF | 87.13K | SH | $5.08M 1.42% | 0.00 | 0.00 | 87.13K |
INVESCO EXCHANGE TRADED FD TSOLE | HIG YLD EQ DIV | 227.55K | SH | $4.89M 1.36% | 0.00 | 0.00 | 227.55K |
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