Founders Grove Wealth Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), Founders Grove Wealth Partners, LLC reported 116 stock positions worth $345.4 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 7.4% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 5.5%) and Vanguard Mrngstar GR ETF-Sui (VUG, 5.1%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0002046157
- Portfolio Value
- $345.4M (Q4 2024)
- SEC Filing
- 0002046157-25-000001 ↗ filed Jan 14, 2025
Holdings Value
Holdings 116 stocks · $345.4M
| VEA Vanguard Ftse Developed ETF | 7.36% | 531,217 | $25.4M | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 5.48% | 207,163 | $18.9M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.09% | 42,865 | $17.6M | — |
| LLY Eli Lilly & Co. | 5.00% | 22,354 | $17.3M | — |
| VGT Vanguard Info Tech ETF | 4.23% | 23,498 | $14.6M | — |
| IVW iShares S&P 500 Growth ETF | 3.22% | 109,693 | $11.1M | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.97% | 38,054 | $10.3M | — |
| VGIT Vanguard Intermediate-Term T | 2.75% | 163,589 | $9.5M | — |
| VUSB Vanguard Ultra Short Bond Et | 2.60% | 180,904 | $9.0M | — |
| XLK SS Technology Select Sector | 2.58% | 38,275 | $8.9M | — |
| VCR Vanguard Consumer Discre ETF | 2.18% | 20,082 | $7.5M | — |
| BINC iShares Flex I A ETF-Usd Inc. | 2.14% | 141,908 | $7.4M | — |
| VYM Vanguard High DVD Yield ETF | 2.03% | 54,882 | $7.0M | — |
| AAPL Apple Inc. | 2.00% | 27,571 | $6.9M | — |
| VFH Vanguard Financials ETF | 1.96% | 57,375 | $6.8M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.89% | 38,495 | $6.5M | — |
| VWO Vanguard Ftse Emerging Marke | 1.78% | 139,360 | $6.1M | — |
| VIS Vanguard Industrials ETF | 1.70% | 23,026 | $5.9M | — |
| VHT Vanguard Health Care ETF | 1.68% | 22,868 | $5.8M | — |
| MSFT Microsoft Corp. | 1.67% | 13,709 | $5.8M | — |
| VOO Vanguard S&P 500 ETF | 1.61% | 10,337 | $5.6M | — |
| SUB iShares Short-Term National | 1.61% | 52,601 | $5.5M | — |
| IJH iShares Core S&P Midcap ETF | 1.51% | 83,447 | $5.2M | — |
| IVE iShares S&P 500 Value ETF | 1.44% | 25,962 | $5.0M | — |
| PEY Invesco High Yield Equity Di | 1.41% | 229,120 | $4.9M | — |
| SDY SS SPDR S&P Dividend ETF | 1.34% | 35,033 | $4.6M | — |
| VOX Vanguard Communication Servi | 1.26% | 28,167 | $4.4M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.21% | 15,877 | $4.2M | — |
| EFA iShares MSCI Eafe ETF | 0.93% | 42,611 | $3.2M | — |
| DON Wisdomtree US Midcap Dividen | 0.93% | 62,740 | $3.2M | — |
| FDL First Trust Morn DVD Lead Inc. | 0.91% | 78,011 | $3.1M | — |
| VGSH Vanguard Short-Term Treasury | 0.86% | 51,257 | $3.0M | — |
| VDC Vanguard Consumer Staple ETF | 0.78% | 12,785 | $2.7M | — |
| IJK iShares S&P Mid-Cap 400 Grow | 0.78% | 29,608 | $2.7M | — |
| AIVL Wisdomtree US AI Enhanced Va | 0.77% | 25,114 | $2.7M | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.76% | 10,308 | $2.6M | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.74% | 15,758 | $2.5M | — |
| IJR iShares Core S&P Small-Cap E | 0.72% | 21,644 | $2.5M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.72% | 4,214 | $2.5M | — |
| DES Wisdomtree US Smallcap Divid | 0.68% | 68,230 | $2.3M | — |
| VDE Vanguard Energy ETF | 0.68% | 19,224 | $2.3M | — |
| IWM iShares Russell 2000 ETF | 0.67% | 10,532 | $2.3M | — |
| XLY SS Consumer Disc Select Sect | 0.64% | 9,814 | $2.2M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.54% | 7,739 | $1.9M | — |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.54% | 14,810 | $1.9M | — |
| IEMG iShares Core MSCI Emerging | 0.53% | 35,369 | $1.8M | — |
| MUB iShares National Muni Bond E | 0.53% | 17,094 | $1.8M | — |
| XLV SS Health Care Select Sector | 0.51% | 12,921 | $1.8M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.47% | 32,650 | $1.6M | — |
| TSLA Tesla Inc. | 0.47% | 4,027 | $1.6M | — |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.47% | 31,893 | $1.6M | — |
| SPTI SS SPDR P Int Term TSY ETF | 0.47% | 57,974 | $1.6M | — |
| XLF SS Financial Select Sector | 0.44% | 31,568 | $1.5M | — |
| PG The Procter & Gamble Co. | 0.43% | 8,816 | $1.5M | — |
| IXG iShares Global Financials Et | 0.42% | 15,043 | $1.4M | — |
| NVDA Nvidia Corp. | 0.39% | 9,920 | $1.3M | — |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.36% | 14,190 | $1.2M | — |
| IJT iShares S&P Small-Cap 600 GR | 0.35% | 8,860 | $1.2M | — |
| VPU Vanguard Utilities ETF | 0.34% | 7,256 | $1.2M | — |
| VNQ Vanguard Real Estate ETF | 0.34% | 13,226 | $1.2M | — |
| IVV iShares Core S&P 500 ETF | 0.34% | 1,990 | $1.2M | — |
| XLI SS Industrial Select Sector | 0.33% | 8,754 | $1.2M | — |
| EEM iShares MSCI Emerging Market | 0.33% | 27,480 | $1.1M | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.33% | 4,038 | $1.1M | — |
| VAW Vanguard Materials ETF | 0.32% | 5,899 | $1.1M | — |
| V Visa Inc. Class A | 0.31% | 3,370 | $1.1M | — |
| XOM Exxon Mobil Corp. | 0.30% | 9,708 | $1.0M | — |
| NSC Norfolk Southern Corp. | 0.30% | 4,449 | $1.0M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.30% | 5,155 | $1.0M | — |
| SHY iShares 1-3 Year Treasury Bo | 0.29% | 12,091 | $991K | — |
| JNJ Johnson & Johnson | 0.28% | 6,718 | $972K | — |
| AMZN Amazon.com Inc. | 0.27% | 4,299 | $943K | — |
| HD Home Depot Inc. | 0.27% | 2,359 | $918K | — |
| XLP SS Consumer Staples Sel Sect | 0.23% | 10,137 | $797K | — |
| MPC Marathon Petroleum Corp. | 0.23% | 5,692 | $794K | — |
| SGOV iShares 0-3 Month Treasury B | 0.23% | 7,783 | $781K | — |
| GOOGL Alphabet Inc. Class A | 0.23% | 4,104 | $777K | — |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.22% | 15,058 | $750K | — |
| GOOG Alphabet Inc. Class C | 0.20% | 3,616 | $689K | — |
| BRK.A Berkshire Hathaway Inc. Class A | 0.20% | 1 | $681K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 1,411 | $640K | — |
| ELV Elevance Health Inc. | 0.18% | 1,712 | $632K | — |
| JPM JPMorgan Chase & Co. | 0.17% | 2,402 | $576K | — |
| XLC SS Comm Select Sector SPDR | 0.16% | 5,830 | $564K | — |
| ADP Automatic Data Processing | 0.16% | 1,916 | $561K | — |
| KO The Coca-Cola Co. | 0.14% | 7,690 | $479K | — |
| ABT Abbott Laboratories | 0.14% | 4,164 | $471K | — |
| IJS iShares S&P Small-Cap 600 Va | 0.13% | 4,239 | $460K | — |
| XLE SS Energy Select Sector | 0.13% | 5,301 | $454K | — |
| MDY State Street SPDR S&P Midcap | 0.13% | 778 | $443K | — |
| ABBV Abbvie Inc. | 0.12% | 2,380 | $423K | — |
| PM Philip Morris International | 0.11% | 3,191 | $384K | — |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 1,937 | $379K | — |
| CSCO Cisco Systems Inc. | 0.11% | 6,286 | $372K | — |
| TFC Truist Financial Corp. | 0.10% | 8,198 | $356K | — |
| AFL Aflac Inc. | 0.10% | 3,368 | $348K | — |
| MKL Markel Group Inc. | 0.10% | 193 | $333K | — |
| MRK Merck & Co. Inc. | 0.09% | 3,287 | $327K | — |
| AVGO Broadcom Inc. | 0.09% | 1,332 | $309K | — |
| AXP American Express Co. | 0.09% | 1,005 | $298K | — |
| ORCL Oracle Corp. | 0.09% | 1,771 | $295K | — |
| MO Altria Group Inc. | 0.08% | 5,517 | $288K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 529 | $270K | — |
| CP Canadian Pacific Kansas City | 0.07% | 3,548 | $257K | — |
| HON Honeywell International Inc. | 0.07% | 1,123 | $254K | — |
| FXNC First National Corp. | 0.07% | 10,941 | $252K | — |
| FDX FedEx Corp. | 0.07% | 836 | $235K | — |
| FERG Ferguson Enterprises Inc. | 0.07% | 1,323 | $230K | — |
| TXN Texas Instruments Inc. | 0.07% | 1,207 | $226K | — |
| DUK Duke Energy Corp. | 0.06% | 2,041 | $220K | — |
| DVY iShares Select Dividend ETF | 0.06% | 1,658 | $218K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.06% | 4,951 | $218K | — |
| COST Costco Wholesale Corp. | 0.06% | 229 | $210K | — |
| NOC Northrop Grumman Corp. | 0.06% | 443 | $208K | — |
| SYY Sysco Corp. | 0.06% | 2,707 | $207K | — |
| NFLX Netflix Inc. | 0.06% | 226 | $201K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 184 | $500.9M | VEA, BIL, VUG, VGT, LLY |
| Q1 2026 | 162 | $439.9M | VEA, BIL, VUG, VGT, LLY |
| Q4 2025 | 151 | $444.6M | VEA, BIL, VUG, VGT, LLY |
| Q3 2025 | 138 | $425.5M | VEA, BIL, VUG, VGT, LLY |
| Q2 2025 | 129 | $398.5M | VEA, BIL, VUG, VGT, LLY |
| Q1 2025 | 122 | $358.9M | VEA, BIL, LLY, VUG, VGT |
| Q4 2024 | 116 | $345.4M | VEA, BIL, VUG, LLY, VGT |