Founders Grove Wealth Partners, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), Founders Grove Wealth Partners, LLC reported 122 stock positions worth $358.9 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 8.1% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 6.1%) and Eli Lilly (LLY, 4.9%). Compared with Q4 2024, it opened 7 new positions, sold out of 1, added to 66 and reduced 27. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +8%) and the biggest sale Apple (AAPL, shares −1%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0002046157
Portfolio Value
$358.9M (Q1 2025)
SEC Filing
0002046157-25-000003 ↗ filed Apr 16, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q4 2024: $345.4M Q4 2024 Q1 2025: $358.9M $358.9M Q1 2025 Q2 2025: $398.5M Q2 2025 Q3 2025: $425.5M Q3 2025 Q4 2025: $444.6M Q4 2025 Q1 2026: $439.9M Q1 2026 Q2 2026: $500.9M Q2 2026

Holdings 122 stocks · $358.9M
VEA Vanguard Ftse Developed ETF 8.11% 572,317 $29.1M Add +7.7%
BIL SS SPDR BB 1-3M T-Bill ETF 6.08% 237,774 $21.8M Add +14.8%
LLY Eli Lilly & Co. 4.92% 21,399 $17.7M Reduce -4.3%
VUG Vanguard Mrngstar GR ETF-Sui 4.65% 44,991 $16.7M Add +5.0%
VGT Vanguard Info Tech ETF 3.69% 24,408 $13.2M Add +3.9%
IVW iShares S&P 500 Growth ETF 3.05% 118,064 $11.0M Add +7.6%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 2.98% 41,633 $10.7M Add +9.4%
VGIT Vanguard Intermediate-Term T 2.94% 177,740 $10.6M Add +8.7%
VUSB Vanguard Ultra Short Bond Et 2.87% 206,326 $10.3M Add +14.1%
BINC iShares Flex I A ETF-Usd Inc. 2.44% 167,275 $8.8M Add +17.9%
XLK SS Technology Select Sector 2.28% 39,648 $8.2M Add +3.6%
VYM Vanguard High DVD Yield ETF 1.99% 55,316 $7.1M Add +0.8%
VTV Vanguard Mrngstr Val ETF-Aui 1.99% 41,281 $7.1M Add +7.2%
VFH Vanguard Financials ETF 1.96% 58,995 $7.0M Add +2.8%
VCR Vanguard Consumer Discre ETF 1.90% 20,995 $6.8M Add +4.5%
VWO Vanguard Ftse Emerging Marke 1.88% 149,425 $6.8M Add +7.2%
VHT Vanguard Health Care ETF 1.81% 24,496 $6.5M Add +7.1%
VOO Vanguard S&P 500 ETF 1.71% 11,962 $6.1M Add +15.7%
AAPL Apple Inc. 1.69% 27,321 $6.1M Reduce -0.9%
SUB iShares Short-Term National 1.65% 56,211 $5.9M Add +6.9%
VIS Vanguard Industrials ETF 1.64% 23,733 $5.9M Add +3.1%
IVE iShares S&P 500 Value ETF 1.50% 28,198 $5.4M Add +8.6%
MSFT Microsoft Corp. 1.43% 13,688 $5.1M Reduce -0.1%
IJH iShares Core S&P Midcap ETF 1.42% 87,127 $5.1M Add +4.4%
PEY Invesco High Yield Equity Di 1.36% 227,546 $4.9M Reduce -0.7%
SDY SS SPDR S&P Dividend ETF 1.28% 33,900 $4.6M Reduce -3.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.25% 17,309 $4.5M Add +9.0%
VOX Vanguard Communication Servi 1.17% 28,284 $4.2M Add +0.4%
EFA iShares MSCI Eafe ETF 1.10% 48,171 $3.9M Add +13.1%
FDL First Trust Morn DVD Lead Inc. 0.94% 77,337 $3.4M Reduce -0.9%
DON Wisdomtree US Midcap Dividen 0.86% 62,115 $3.1M Reduce -1.0%
VDC Vanguard Consumer Staple ETF 0.85% 13,881 $3.0M Add +8.6%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.77% 17,124 $2.7M Add +8.7%
AIVL Wisdomtree US AI Enhanced Va 0.76% 24,861 $2.7M Reduce -1.0%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.76% 11,115 $2.7M Add +7.8%
IJK iShares S&P Mid-Cap 400 Grow 0.73% 31,601 $2.6M Add +6.7%
VDE Vanguard Energy ETF 0.72% 19,933 $2.6M Add +3.7%
VGSH Vanguard Short-Term Treasury 0.71% 43,533 $2.6M Reduce -15.1%
IJR iShares Core S&P Small-Cap E 0.64% 22,059 $2.3M Add +1.9%
IWM iShares Russell 2000 ETF 0.63% 11,366 $2.3M Add +7.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.61% 3,896 $2.2M Reduce -7.5%
DES Wisdomtree US Smallcap Divid 0.61% 68,130 $2.2M Reduce -0.1%
MUB iShares National Muni Bond E 0.60% 20,440 $2.2M Add +19.6%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.58% 40,907 $2.1M Add +28.3%
XLV SS Health Care Select Sector 0.58% 14,197 $2.1M Add +9.9%
XLY SS Consumer Disc Select Sect 0.55% 10,047 $2.0M Add +2.4%
IEMG iShares Core MSCI Emerging 0.55% 36,368 $2.0M Add +2.8%
IJJ iShares S&P Mid-Cap 400 Valu 0.54% 16,078 $1.9M Add +8.6%
VB Vanguard Most SM-Cap ETF-Usd 0.53% 8,581 $1.9M Add +10.9%
VTEB Vanguard Tax-Exempt Bond ETF 0.50% 36,396 $1.8M Add +11.5%
XLF SS Financial Select Sector 0.50% 35,839 $1.8M Add +13.5%
IVV iShares Core S&P 500 ETF 0.43% 2,776 $1.6M Add +39.5%
IXG iShares Global Financials Et 0.43% 14,973 $1.5M Reduce -0.5%
PG The Procter & Gamble Co. 0.40% 8,337 $1.4M Reduce -5.4%
VPU Vanguard Utilities ETF 0.38% 7,885 $1.3M Add +8.7%
VNQ Vanguard Real Estate ETF 0.37% 14,734 $1.3M Add +11.4%
XLI SS Industrial Select Sector 0.36% 9,744 $1.3M Add +11.3%
EEM iShares MSCI Emerging Market 0.35% 28,600 $1.2M Add +4.1%
SLYV SS SPDR S&P 600 SC Val ETF 0.34% 15,495 $1.2M Add +9.2%
VAW Vanguard Materials ETF 0.34% 6,421 $1.2M Add +8.8%
IJT iShares S&P Small-Cap 600 GR 0.32% 9,357 $1.2M Add +5.6%
XOM Exxon Mobil Corp. 0.32% 9,673 $1.2M Reduce -0.4%
V Visa Inc. Class A 0.32% 3,274 $1.1M Reduce -2.9%
JNJ Johnson & Johnson 0.32% 6,886 $1.1M Add +2.5%
SPTI SS SPDR P Int Term TSY ETF 0.31% 39,015 $1.1M Reduce -32.7%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.31% 4,361 $1.1M Add +8.0%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.30% 5,793 $1.1M Add +12.4%
NSC Norfolk Southern Corp. 0.29% 4,449 $1.1M No change
TSLA Tesla Inc. 0.29% 4,030 $1.0M Add +0.1%
SMMU PIMCO SHRT TRM Muni BND ETF 0.28% 20,035 $1.0M Add +33.0%
NVDA Nvidia Corp. 0.26% 8,586 $931K Reduce -13.4%
XLP SS Consumer Staples Sel Sect 0.23% 10,317 $843K Add +1.8%
AMZN Amazon.com Inc. 0.23% 4,399 $837K Add +2.3%
HD Home Depot Inc. 0.23% 2,279 $835K Reduce -3.4%
MPC Marathon Petroleum Corp. 0.23% 5,697 $830K Add +0.1%
BRK.A Berkshire Hathaway Inc. Class A 0.22% 1 $798K No change
SHY iShares 1-3 Year Treasury Bo 0.22% 9,632 $797K Reduce -20.3%
BRK.B Berkshire Hathaway Inc. Class B 0.22% 1,491 $794K Add +5.7%
SGOV iShares 0-3 Month Treasury B 0.22% 7,783 $784K No change
XLC SS Comm Select Sector SPDR 0.22% 8,090 $780K Add +38.8%
ELV Elevance Health Inc. 0.21% 1,712 $745K No change
GOOGL Alphabet Inc. Class A 0.17% 4,052 $627K Reduce -1.3%
JPM JPMorgan Chase & Co. 0.16% 2,402 $589K No change
ADP Automatic Data Processing 0.16% 1,916 $585K No change
GOOG Alphabet Inc. Class C 0.16% 3,564 $557K Reduce -1.4%
ABT Abbott Laboratories 0.15% 4,179 $554K Add +0.4%
KO The Coca-Cola Co. 0.15% 7,551 $541K Reduce -1.8%
XLE SS Energy Select Sector 0.15% 5,636 $527K Add +6.3%
PM Philip Morris International 0.14% 3,191 $507K No change
ABBV Abbvie Inc. 0.14% 2,380 $499K No change
IJS iShares S&P Small-Cap 600 Va 0.12% 4,470 $436K Add +5.5%
MDY State Street SPDR S&P Midcap 0.12% 778 $415K No change
CSCO Cisco Systems Inc. 0.11% 6,321 $390K Add +0.6%
AFL Aflac Inc. 0.10% 3,368 $374K No change
MKL Markel Group Inc. 0.10% 193 $361K No change
VIG Vanguard Dividend Apprec ETF 0.10% 1,775 $344K Reduce -8.4%
MO Altria Group Inc. 0.09% 5,652 $339K Add +2.5%
TFC Truist Financial Corp. 0.09% 8,198 $337K No change
CATH Global X S&P 500 Ca Val ETF 0.09% 4,741 $320K New
TPLC Timothy PLN US LRG/Mid Cap 0.09% 7,459 $317K New

Show all 122 holdings

Portfolio Sells Q4 2024 → Q1 2025
AAPL Apple Inc. Reduce -0.9% 1.69% −0.31
MSFT Microsoft Corp. Reduce -0.1% 1.43% −0.24
SPTI SS SPDR P Int Term TSY ETF Reduce -32.7% 0.31% −0.16
VGSH Vanguard Short-Term Treasury Reduce -15.1% 0.71% −0.15
NVDA Nvidia Corp. Reduce -13.4% 0.26% −0.13
SPY SS SPDR S&P 500 ETF Trust-US Reduce -7.5% 0.61% −0.11
LLY Eli Lilly & Co. Reduce -4.3% 4.92% −0.07
DES Wisdomtree US Smallcap Divid Reduce -0.1% 0.61% −0.07
DON Wisdomtree US Midcap Dividen Reduce -1.0% 0.86% −0.07
FDX FedEx Corp. Sold out 0.00% −0.07
SHY iShares 1-3 Year Treasury Bo Reduce -20.3% 0.22% −0.07
SDY SS SPDR S&P Dividend ETF Reduce -3.2% 1.28% −0.06
GOOGL Alphabet Inc. Class A Reduce -1.3% 0.17% −0.05
PEY Invesco High Yield Equity Di Reduce -0.7% 1.36% −0.05
GOOG Alphabet Inc. Class C Reduce -1.4% 0.16% −0.04
HD Home Depot Inc. Reduce -3.4% 0.23% −0.03
PG The Procter & Gamble Co. Reduce -5.4% 0.40% −0.03
ORCL Oracle Corp. Reduce -4.1% 0.07% −0.02
AIVL Wisdomtree US AI Enhanced Va Reduce -1.0% 0.76% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -8.4% 0.10% −0.01
DVY iShares Select Dividend ETF Reduce -9.7% 0.06% −0.01
BAC Bank of America Corp. Reduce -2.4% 0.06% −0.01
SYY Sysco Corp. Reduce -1.2% 0.06% −0.00
V Visa Inc. Class A Reduce -2.9% 0.32% +0.01
IXG iShares Global Financials Et Reduce -0.5% 0.43% +0.01
KO The Coca-Cola Co. Reduce -1.8% 0.15% +0.01
XOM Exxon Mobil Corp. Reduce -0.4% 0.32% +0.02
FDL First Trust Morn DVD Lead Inc. Reduce -0.9% 0.94% +0.03

Portfolio Buys Q4 2024 → Q1 2025
VEA Vanguard Ftse Developed ETF Add +7.7% 8.11% +0.75
BIL SS SPDR BB 1-3M T-Bill ETF Add +14.8% 6.08% +0.59
BINC iShares Flex I A ETF-Usd Inc. Add +17.9% 2.44% +0.30
VUSB Vanguard Ultra Short Bond Et Add +14.1% 2.87% +0.27
VGIT Vanguard Intermediate-Term T Add +8.7% 2.94% +0.19
EFA iShares MSCI Eafe ETF Add +13.1% 1.10% +0.16
VHT Vanguard Health Care ETF Add +7.1% 1.81% +0.13
JMST JPM Ultra-Short Muni Income Add +28.3% 0.58% +0.11
VWO Vanguard Ftse Emerging Marke Add +7.2% 1.88% +0.11
VOO Vanguard S&P 500 ETF Add +15.7% 1.71% +0.10
VTV Vanguard Mrngstr Val ETF-Aui Add +7.2% 1.99% +0.10
IVV iShares Core S&P 500 ETF Add +39.5% 0.43% +0.10
CATH Global X S&P 500 Ca Val ETF New 0.09% +0.09
TPLC Timothy PLN US LRG/Mid Cap New 0.09% +0.09
MUB iShares National Muni Bond E Add +19.6% 0.60% +0.07
VDC Vanguard Consumer Staple ETF Add +8.6% 0.85% +0.06
VIOO Vanguard S&P Small-Cap 600 E New 0.06% +0.06
XLV SS Health Care Select Sector Add +9.9% 0.58% +0.06
IVE iShares S&P 500 Value ETF Add +8.6% 1.50% +0.06
NEE Nextera Energy Inc. New 0.06% +0.06
SMMU PIMCO SHRT TRM Muni BND ETF Add +33.0% 0.28% +0.06
COF Capital One Financial Corp. New 0.06% +0.06
D Dominion Energy Inc. New 0.06% +0.06
UNH Unitedhealth Group Inc. New 0.06% +0.06
XLF SS Financial Select Sector Add +13.5% 0.50% +0.06
XLC SS Comm Select Sector SPDR Add +38.8% 0.22% +0.05
SUB iShares Short-Term National Add +6.9% 1.65% +0.05
VDE Vanguard Energy ETF Add +3.7% 0.72% +0.05
JNJ Johnson & Johnson Add +2.5% 0.32% +0.04
BRK.B Berkshire Hathaway Inc. Class B Add +5.7% 0.22% +0.04
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +9.0% 1.25% +0.03
VPU Vanguard Utilities ETF Add +8.7% 0.38% +0.03
VNQ Vanguard Real Estate ETF Add +11.4% 0.37% +0.03
VTEB Vanguard Tax-Exempt Bond ETF Add +11.5% 0.50% +0.03
VOE Vngrd Mrngstr MD-Cap Val ETF Add +8.7% 0.77% +0.03
XLI SS Industrial Select Sector Add +11.3% 0.36% +0.02
ABT Abbott Laboratories Add +0.4% 0.15% +0.02
VAW Vanguard Materials ETF Add +8.8% 0.34% +0.02
EEM iShares MSCI Emerging Market Add +4.1% 0.35% +0.02
XLE SS Energy Select Sector Add +6.3% 0.15% +0.02
IEMG iShares Core MSCI Emerging Add +2.8% 0.55% +0.01
MO Altria Group Inc. Add +2.5% 0.09% +0.01
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +9.4% 2.98% +0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Add +12.4% 0.30% +0.00
XLP SS Consumer Staples Sel Sect Add +1.8% 0.23% +0.00
VFH Vanguard Financials ETF Add +2.8% 1.96% +0.00
NFLX Netflix Inc. Add +2.6% 0.06% +0.00
MPC Marathon Petroleum Corp. Add +0.1% 0.23% +0.00
CSCO Cisco Systems Inc. Add +0.6% 0.11% +0.00
IJJ iShares S&P Mid-Cap 400 Valu Add +8.6% 0.54% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 184$500.9MVEA, BIL, VUG, VGT, LLY
Q1 2026 162$439.9MVEA, BIL, VUG, VGT, LLY
Q4 2025 151$444.6MVEA, BIL, VUG, VGT, LLY
Q3 2025 138$425.5MVEA, BIL, VUG, VGT, LLY
Q2 2025 129$398.5MVEA, BIL, VUG, VGT, LLY
Q1 2025 122$358.9MVEA, BIL, LLY, VUG, VGT
Q4 2024 116$345.4MVEA, BIL, VUG, LLY, VGT