Filed: 10/17/2025ACC: 0002046157-25-000007
📋 What this filing means
FOUNDERS GROVE WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 138 equity positions with a total reported market value of $425.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
138
Positions
$425.53M
Total AUM (reported)
3.69M
Total Shares
Allocation by class
COM$60.10M14.1%
VAN FTSE DEV MKT$33.60M7.9%
BLOOMBERG 1-3 MO$21.72M5.1%
GROWTH ETF$21.46M5.0%
INF TECH ETF$20.37M4.8%
LARGE CAP ETF$14.38M3.4%
S&P 500 GRWT ETF$13.78M3.2%
Portfolio Concentration
Top 3$76.78M18.0%
4–10$96.05M22.6%
11–25$113.51M26.7%
Rest$139.19M32.7%
Top 3 weight
18.0%
Top 10 weight
40.6%
Voting Authority Distribution
Total shares with voting rights: 3.69M
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
3.69M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole138
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings138
Rows:
VANGUARD TAX-MANAGED FDS
SOLEShares560.74K
TypeSH
Market value$33.60M
7.90%
Sole
0.00
Shared
0.00
None
560.74K
SPDR SERIES TRUST
SOLEShares236.71K
TypeSH
Market value$21.72M
5.10%
Sole
0.00
Shared
0.00
None
236.71K
VANGUARD INDEX FDS
SOLEShares44.75K
TypeSH
Market value$21.46M
5.04%
Sole
0.00
Shared
0.00
None
44.75K
VANGUARD WORLD FD
SOLEShares27.29K
TypeSH
Market value$20.37M
4.79%
Sole
0.00
Shared
0.00
None
27.29K
ELI LILLY & CO
SOLEShares21.37K
TypeSH
Market value$16.31M
3.83%
Sole
0.00
Shared
0.00
None
21.37K
VANGUARD INDEX FDS
SOLEShares46.72K
TypeSH
Market value$14.38M
3.38%
Sole
0.00
Shared
0.00
None
46.72K
ISHARES TR
SOLEShares114.15K
TypeSH
Market value$13.78M
3.24%
Sole
0.00
Shared
0.00
None
114.15K
VANGUARD BD INDEX FDS
SOLEShares221.74K
TypeSH
Market value$11.09M
2.61%
Sole
0.00
Shared
0.00
None
221.74K
SELECT SECTOR SPDR TR
SOLEShares36.82K
TypeSH
Market value$10.38M
2.44%
Sole
0.00
Shared
0.00
None
36.82K
VANGUARD SCOTTSDALE FDS
SOLEShares162.25K
TypeSH
Market value$9.74M
2.29%
Sole
0.00
Shared
0.00
None
162.25K
VANGUARD INDEX FDS
SOLEShares15.27K
TypeSH
Market value$9.35M
2.20%
Sole
0.00
Shared
0.00
None
15.27K
ISHARES TR
SOLEShares89.62K
TypeSH
Market value$8.98M
2.11%
Sole
0.00
Shared
0.00
None
89.62K
BLACKROCK ETF TRUST II
SOLEShares163.88K
TypeSH
Market value$8.73M
2.05%
Sole
0.00
Shared
0.00
None
163.88K
VANGUARD INTL EQUITY INDEX F
SOLEShares154K
TypeSH
Market value$8.34M
1.96%
Sole
0.00
Shared
0.00
None
154K
VANGUARD WORLD FD
SOLEShares20.82K
TypeSH
Market value$8.25M
1.94%
Sole
0.00
Shared
0.00
None
20.82K
MICROSOFT CORP
SOLEShares15.58K
TypeSH
Market value$8.07M
1.90%
Sole
0.00
Shared
0.00
None
15.58K
VANGUARD INDEX FDS
SOLEShares43.23K
TypeSH
Market value$8.06M
1.89%
Sole
0.00
Shared
0.00
None
43.23K
APPLE INC
SOLEShares31.66K
TypeSH
Market value$8.06M
1.89%
Sole
0.00
Shared
0.00
None
31.66K
VANGUARD WHITEHALL FDS
SOLEShares53.68K
TypeSH
Market value$7.57M
1.78%
Sole
0.00
Shared
0.00
None
53.68K
VANGUARD WORLD FD
SOLEShares57.06K
TypeSH
Market value$7.49M
1.76%
Sole
0.00
Shared
0.00
None
57.06K
VANGUARD WORLD FD
SOLEShares23.92K
TypeSH
Market value$7.09M
1.67%
Sole
0.00
Shared
0.00
None
23.92K
VANGUARD WORLD FD
SOLEShares25.76K
TypeSH
Market value$6.69M
1.57%
Sole
0.00
Shared
0.00
None
25.76K
ISHARES TR
SOLEShares89.52K
TypeSH
Market value$5.84M
1.37%
Sole
0.00
Shared
0.00
None
89.52K
ISHARES TR
SOLEShares27.22K
TypeSH
Market value$5.62M
1.32%
Sole
0.00
Shared
0.00
None
27.22K
VANGUARD INDEX FDS
SOLEShares18.27K
TypeSH
Market value$5.37M
1.26%
Sole
0.00
Shared
0.00
None
18.27K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 560.74K | SH | $33.60M 7.90% | 0.00 | 0.00 | 560.74K |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 236.71K | SH | $21.72M 5.10% | 0.00 | 0.00 | 236.71K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 44.75K | SH | $21.46M 5.04% | 0.00 | 0.00 | 44.75K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 27.29K | SH | $20.37M 4.79% | 0.00 | 0.00 | 27.29K |
ELI LILLY & COSOLE | COM | 21.37K | SH | $16.31M 3.83% | 0.00 | 0.00 | 21.37K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 46.72K | SH | $14.38M 3.38% | 0.00 | 0.00 | 46.72K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 114.15K | SH | $13.78M 3.24% | 0.00 | 0.00 | 114.15K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 221.74K | SH | $11.09M 2.61% | 0.00 | 0.00 | 221.74K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 36.82K | SH | $10.38M 2.44% | 0.00 | 0.00 | 36.82K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 162.25K | SH | $9.74M 2.29% | 0.00 | 0.00 | 162.25K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 15.27K | SH | $9.35M 2.20% | 0.00 | 0.00 | 15.27K |
ISHARES TRSOLE | CORE US AGGBD ET | 89.62K | SH | $8.98M 2.11% | 0.00 | 0.00 | 89.62K |
BLACKROCK ETF TRUST IISOLE | FLEXIBLE INCOME | 163.88K | SH | $8.73M 2.05% | 0.00 | 0.00 | 163.88K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 154K | SH | $8.34M 1.96% | 0.00 | 0.00 | 154K |
VANGUARD WORLD FDSOLE | CONSUM DIS ETF | 20.82K | SH | $8.25M 1.94% | 0.00 | 0.00 | 20.82K |
MICROSOFT CORPSOLE | COM | 15.58K | SH | $8.07M 1.90% | 0.00 | 0.00 | 15.58K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 43.23K | SH | $8.06M 1.89% | 0.00 | 0.00 | 43.23K |
APPLE INCSOLE | COM | 31.66K | SH | $8.06M 1.89% | 0.00 | 0.00 | 31.66K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 53.68K | SH | $7.57M 1.78% | 0.00 | 0.00 | 53.68K |
VANGUARD WORLD FDSOLE | FINANCIALS ETF | 57.06K | SH | $7.49M 1.76% | 0.00 | 0.00 | 57.06K |
VANGUARD WORLD FDSOLE | INDUSTRIAL ETF | 23.92K | SH | $7.09M 1.67% | 0.00 | 0.00 | 23.92K |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 25.76K | SH | $6.69M 1.57% | 0.00 | 0.00 | 25.76K |
ISHARES TRSOLE | CORE S&P MCP ETF | 89.52K | SH | $5.84M 1.37% | 0.00 | 0.00 | 89.52K |
ISHARES TRSOLE | S&P 500 VAL ETF | 27.22K | SH | $5.62M 1.32% | 0.00 | 0.00 | 27.22K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 18.27K | SH | $5.37M 1.26% | 0.00 | 0.00 | 18.27K |
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