Filed: 7/28/2025ACC: 0002046157-25-000005
📋 What this filing means
FOUNDERS GROVE WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 129 equity positions with a total reported market value of $398.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
129
Positions
$398.52M
Total AUM (reported)
3.67M
Total Shares
Allocation by class
COM$52.14M13.1%
VAN FTSE DEV MKT$32.70M8.2%
BLOOMBERG 1-3 MO$22.66M5.7%
GROWTH ETF$20.80M5.2%
INF TECH ETF$19.35M4.9%
LARGE CAP ETF$13.82M3.5%
S&P 500 GRWT ETF$12.81M3.2%
Portfolio Concentration
Top 3$76.16M19.1%
4–10$93.49M23.5%
11–25$103.69M26.0%
Rest$125.18M31.4%
Top 3 weight
19.1%
Top 10 weight
42.6%
Voting Authority Distribution
Total shares with voting rights: 3.67M
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
3.67M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole129
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings129
Rows:
VANGUARD TAX-MANAGED FDS
SOLEShares573.51K
TypeSH
Market value$32.70M
8.20%
Sole
0.00
Shared
0.00
None
573.51K
SPDR SER TR
SOLEShares247.05K
TypeSH
Market value$22.66M
5.69%
Sole
0.00
Shared
0.00
None
247.05K
VANGUARD INDEX FDS
SOLEShares47.45K
TypeSH
Market value$20.80M
5.22%
Sole
0.00
Shared
0.00
None
47.45K
VANGUARD WORLD FD
SOLEShares29.18K
TypeSH
Market value$19.35M
4.86%
Sole
0.00
Shared
0.00
None
29.18K
ELI LILLY & CO
SOLEShares21.46K
TypeSH
Market value$16.73M
4.20%
Sole
0.00
Shared
0.00
None
21.46K
VANGUARD INDEX FDS
SOLEShares48.45K
TypeSH
Market value$13.82M
3.47%
Sole
0.00
Shared
0.00
None
48.45K
ISHARES TR
SOLEShares116.30K
TypeSH
Market value$12.81M
3.21%
Sole
0.00
Shared
0.00
None
116.30K
VANGUARD BD INDEX FDS
SOLEShares216.37K
TypeSH
Market value$10.79M
2.71%
Sole
0.00
Shared
0.00
None
216.37K
VANGUARD SCOTTSDALE FDS
SOLEShares172.92K
TypeSH
Market value$10.34M
2.60%
Sole
0.00
Shared
0.00
None
172.92K
SELECT SECTOR SPDR TR
SOLEShares38.10K
TypeSH
Market value$9.65M
2.42%
Sole
0.00
Shared
0.00
None
38.10K
VANGUARD INDEX FDS
SOLEShares16.30K
TypeSH
Market value$9.26M
2.32%
Sole
0.00
Shared
0.00
None
16.30K
BLACKROCK ETF TRUST II
SOLEShares171.63K
TypeSH
Market value$9.07M
2.28%
Sole
0.00
Shared
0.00
None
171.63K
VANGUARD WORLD FD
SOLEShares21.53K
TypeSH
Market value$7.80M
1.96%
Sole
0.00
Shared
0.00
None
21.53K
VANGUARD INDEX FDS
SOLEShares43.89K
TypeSH
Market value$7.76M
1.95%
Sole
0.00
Shared
0.00
None
43.89K
VANGUARD INTL EQUITY INDEX F
SOLEShares155.42K
TypeSH
Market value$7.69M
1.93%
Sole
0.00
Shared
0.00
None
155.42K
VANGUARD WORLD FD
SOLEShares59.27K
TypeSH
Market value$7.54M
1.89%
Sole
0.00
Shared
0.00
None
59.27K
VANGUARD WHITEHALL FDS
SOLEShares54.68K
TypeSH
Market value$7.29M
1.83%
Sole
0.00
Shared
0.00
None
54.68K
MICROSOFT CORP
SOLEShares14.64K
TypeSH
Market value$7.28M
1.83%
Sole
0.00
Shared
0.00
None
14.64K
VANGUARD WORLD FD
SOLEShares24.56K
TypeSH
Market value$6.88M
1.73%
Sole
0.00
Shared
0.00
None
24.56K
VANGUARD WORLD FD
SOLEShares25.67K
TypeSH
Market value$6.37M
1.60%
Sole
0.00
Shared
0.00
None
25.67K
APPLE INC
SOLEShares29.07K
TypeSH
Market value$5.96M
1.50%
Sole
0.00
Shared
0.00
None
29.07K
ISHARES TR
SOLEShares87.53K
TypeSH
Market value$5.43M
1.36%
Sole
0.00
Shared
0.00
None
87.53K
VANGUARD INDEX FDS
SOLEShares18.73K
TypeSH
Market value$5.24M
1.32%
Sole
0.00
Shared
0.00
None
18.73K
ISHARES TR
SOLEShares26.33K
TypeSH
Market value$5.15M
1.29%
Sole
0.00
Shared
0.00
None
26.33K
ISHARES TR
SOLEShares55.58K
TypeSH
Market value$4.97M
1.25%
Sole
0.00
Shared
0.00
None
55.58K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 573.51K | SH | $32.70M 8.20% | 0.00 | 0.00 | 573.51K |
SPDR SER TRSOLE | BLOOMBERG 1-3 MO | 247.05K | SH | $22.66M 5.69% | 0.00 | 0.00 | 247.05K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 47.45K | SH | $20.80M 5.22% | 0.00 | 0.00 | 47.45K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 29.18K | SH | $19.35M 4.86% | 0.00 | 0.00 | 29.18K |
ELI LILLY & COSOLE | COM | 21.46K | SH | $16.73M 4.20% | 0.00 | 0.00 | 21.46K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 48.45K | SH | $13.82M 3.47% | 0.00 | 0.00 | 48.45K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 116.30K | SH | $12.81M 3.21% | 0.00 | 0.00 | 116.30K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 216.37K | SH | $10.79M 2.71% | 0.00 | 0.00 | 216.37K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 172.92K | SH | $10.34M 2.60% | 0.00 | 0.00 | 172.92K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 38.10K | SH | $9.65M 2.42% | 0.00 | 0.00 | 38.10K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 16.30K | SH | $9.26M 2.32% | 0.00 | 0.00 | 16.30K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 171.63K | SH | $9.07M 2.28% | 0.00 | 0.00 | 171.63K |
VANGUARD WORLD FDSOLE | CONSUM DIS ETF | 21.53K | SH | $7.80M 1.96% | 0.00 | 0.00 | 21.53K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 43.89K | SH | $7.76M 1.95% | 0.00 | 0.00 | 43.89K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 155.42K | SH | $7.69M 1.93% | 0.00 | 0.00 | 155.42K |
VANGUARD WORLD FDSOLE | FINANCIALS ETF | 59.27K | SH | $7.54M 1.89% | 0.00 | 0.00 | 59.27K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 54.68K | SH | $7.29M 1.83% | 0.00 | 0.00 | 54.68K |
MICROSOFT CORPSOLE | COM | 14.64K | SH | $7.28M 1.83% | 0.00 | 0.00 | 14.64K |
VANGUARD WORLD FDSOLE | INDUSTRIAL ETF | 24.56K | SH | $6.88M 1.73% | 0.00 | 0.00 | 24.56K |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 25.67K | SH | $6.37M 1.60% | 0.00 | 0.00 | 25.67K |
APPLE INCSOLE | COM | 29.07K | SH | $5.96M 1.50% | 0.00 | 0.00 | 29.07K |
ISHARES TRSOLE | CORE S&P MCP ETF | 87.53K | SH | $5.43M 1.36% | 0.00 | 0.00 | 87.53K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 18.73K | SH | $5.24M 1.32% | 0.00 | 0.00 | 18.73K |
ISHARES TRSOLE | S&P 500 VAL ETF | 26.33K | SH | $5.15M 1.29% | 0.00 | 0.00 | 26.33K |
ISHARES TRSOLE | MSCI EAFE ETF | 55.58K | SH | $4.97M 1.25% | 0.00 | 0.00 | 55.58K |
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