Founders Grove Wealth Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 28, 2025), Founders Grove Wealth Partners, LLC reported 129 stock positions worth $398.5 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 8.2% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 5.7%) and Vanguard Mrngstar GR ETF-Sui (VUG, 5.2%). Compared with Q1 2025, it opened 13 new positions, sold out of 6, added to 68 and reduced 43. The biggest buy was Vanguard Info Tech ETF (VGT, shares +20%) and the biggest sale iShares Short-Term National (SUB, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0002046157
- Portfolio Value
- $398.5M (Q2 2025)
- SEC Filing
- 0002046157-25-000005 ↗ filed Jul 28, 2025
Holdings Value
Holdings 129 stocks · $398.5M
| VEA Vanguard Ftse Developed ETF | 8.20% | 573,507 | $32.7M | Add +0.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 5.69% | 247,054 | $22.7M | Add +3.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.22% | 47,449 | $20.8M | Add +5.5% |
| VGT Vanguard Info Tech ETF | 4.86% | 29,175 | $19.4M | Add +19.5% |
| LLY Eli Lilly & Co. | 4.20% | 21,460 | $16.7M | Add +0.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.47% | 48,449 | $13.8M | Add +16.4% |
| IVW iShares S&P 500 Growth ETF | 3.21% | 116,304 | $12.8M | Reduce -1.5% |
| VUSB Vanguard Ultra Short Bond Et | 2.71% | 216,366 | $10.8M | Add +4.9% |
| VGIT Vanguard Intermediate-Term T | 2.60% | 172,918 | $10.3M | Reduce -2.7% |
| XLK SS Technology Select Sector | 2.42% | 38,100 | $9.6M | Reduce -3.9% |
| VOO Vanguard S&P 500 ETF | 2.32% | 16,299 | $9.3M | Add +36.3% |
| BINC iShares Flex I A ETF-Usd Inc. | 2.28% | 171,634 | $9.1M | Add +2.6% |
| VCR Vanguard Consumer Discre ETF | 1.96% | 21,531 | $7.8M | Add +2.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.95% | 43,889 | $7.8M | Add +6.3% |
| VWO Vanguard Ftse Emerging Marke | 1.93% | 155,423 | $7.7M | Add +4.0% |
| VFH Vanguard Financials ETF | 1.89% | 59,265 | $7.5M | Add +0.5% |
| VYM Vanguard High DVD Yield ETF | 1.83% | 54,684 | $7.3M | Reduce -1.1% |
| MSFT Microsoft Corp. | 1.83% | 14,645 | $7.3M | Add +7.0% |
| VIS Vanguard Industrials ETF | 1.73% | 24,563 | $6.9M | Add +3.5% |
| VHT Vanguard Health Care ETF | 1.60% | 25,670 | $6.4M | Add +4.8% |
| AAPL Apple Inc. | 1.50% | 29,071 | $6.0M | Add +6.4% |
| IJH iShares Core S&P Midcap ETF | 1.36% | 87,526 | $5.4M | Add +0.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.32% | 18,733 | $5.2M | Add +8.2% |
| IVE iShares S&P 500 Value ETF | 1.29% | 26,331 | $5.1M | Reduce -6.6% |
| EFA iShares MSCI Eafe ETF | 1.25% | 55,577 | $5.0M | Add +15.4% |
| VOX Vanguard Communication Servi | 1.24% | 28,861 | $4.9M | Add +2.0% |
| SUB iShares Short-Term National | 1.23% | 46,004 | $4.9M | Reduce -18.2% |
| SDY SS SPDR S&P Dividend ETF | 1.15% | 33,638 | $4.6M | Reduce -0.8% |
| PEY Invesco High Yield Equity Di | 1.14% | 222,547 | $4.5M | Reduce -2.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.85% | 11,973 | $3.4M | Add +7.7% |
| FDL First Trust Morn DVD Lead Inc. | 0.80% | 76,434 | $3.2M | Reduce -1.2% |
| VDC Vanguard Consumer Staple ETF | 0.76% | 13,874 | $3.0M | Reduce -0.1% |
| DON Wisdomtree US Midcap Dividen | 0.75% | 60,011 | $3.0M | Reduce -3.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.75% | 18,152 | $3.0M | Add +6.0% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.71% | 31,121 | $2.8M | Reduce -1.5% |
| AIVL Wisdomtree US AI Enhanced Va | 0.70% | 24,790 | $2.8M | Reduce -0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.70% | 11,784 | $2.8M | Add +37.3% |
| VDE Vanguard Energy ETF | 0.62% | 20,879 | $2.5M | Add +4.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.61% | 3,957 | $2.4M | Add +1.6% |
| IWM iShares Russell 2000 ETF | 0.58% | 10,730 | $2.3M | Reduce -5.6% |
| IJR iShares Core S&P Small-Cap E | 0.58% | 21,175 | $2.3M | Reduce -4.0% |
| XLY SS Consumer Disc Select Sect | 0.56% | 10,342 | $2.2M | Add +2.9% |
| NVDA Nvidia Corp. | 0.55% | 13,827 | $2.2M | Add +61.0% |
| IEMG iShares Core MSCI Emerging | 0.55% | 36,388 | $2.2M | Add +0.1% |
| VGSH Vanguard Short-Term Treasury | 0.55% | 37,109 | $2.2M | Reduce -14.8% |
| AGG iShares Core U.S. Aggregate | 0.53% | 21,098 | $2.1M | New |
| DES Wisdomtree US Smallcap Divid | 0.51% | 64,501 | $2.0M | Reduce -5.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.48% | 15,502 | $1.9M | Reduce -3.6% |
| IXG iShares Global Financials Et | 0.46% | 16,468 | $1.8M | Add +10.0% |
| XLF SS Financial Select Sector | 0.46% | 34,656 | $1.8M | Reduce -3.3% |
| XLV SS Health Care Select Sector | 0.43% | 12,760 | $1.7M | Reduce -10.1% |
| IVV iShares Core S&P 500 ETF | 0.43% | 2,734 | $1.7M | Reduce -1.5% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.42% | 32,625 | $1.7M | Reduce -20.3% |
| TSLA Tesla Inc. | 0.36% | 4,565 | $1.5M | Add +13.3% |
| MUB iShares National Muni Bond E | 0.36% | 13,621 | $1.4M | Reduce -33.4% |
| VPU Vanguard Utilities ETF | 0.35% | 7,907 | $1.4M | Add +0.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.34% | 4,849 | $1.3M | Add +11.2% |
| VNQ Vanguard Real Estate ETF | 0.33% | 14,894 | $1.3M | Add +1.1% |
| XLI SS Industrial Select Sector | 0.33% | 8,783 | $1.3M | Reduce -9.9% |
| EEM iShares MSCI Emerging Market | 0.32% | 26,303 | $1.3M | Reduce -8.0% |
| VAW Vanguard Materials ETF | 0.32% | 6,506 | $1.3M | Add +1.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.32% | 6,466 | $1.3M | Add +11.6% |
| AMZN Amazon.com Inc. | 0.32% | 5,728 | $1.3M | Add +30.2% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.30% | 15,087 | $1.2M | Reduce -2.6% |
| IJT iShares S&P Small-Cap 600 GR | 0.30% | 8,925 | $1.2M | Reduce -4.6% |
| PG The Procter & Gamble Co. | 0.28% | 7,067 | $1.1M | Reduce -15.2% |
| NSC Norfolk Southern Corp. | 0.28% | 4,380 | $1.1M | Reduce -1.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.26% | 21,286 | $1.0M | Reduce -41.5% |
| V Visa Inc. Class A | 0.26% | 2,937 | $1.0M | Reduce -10.3% |
| JNJ Johnson & Johnson | 0.25% | 6,594 | $1.0M | Reduce -4.2% |
| XOM Exxon Mobil Corp. | 0.25% | 9,327 | $1.0M | Reduce -3.6% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.25% | 20,035 | $1.0M | No change |
| MPC Marathon Petroleum Corp. | 0.24% | 5,715 | $949K | Add +0.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.22% | 10,743 | $890K | Add +11.5% |
| XLP SS Consumer Staples Sel Sect | 0.22% | 10,936 | $885K | Add +6.0% |
| GOOGL Alphabet Inc. Class A | 0.21% | 4,752 | $837K | Add +17.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.21% | 15,843 | $836K | New |
| XLC SS Comm Select Sector SPDR | 0.21% | 7,656 | $831K | Reduce -5.4% |
| HD Home Depot Inc. | 0.21% | 2,259 | $828K | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 1,629 | $791K | Add +9.3% |
| JPM JPMorgan Chase & Co. | 0.20% | 2,711 | $786K | Add +12.9% |
| GOOG Alphabet Inc. Class C | 0.18% | 4,139 | $734K | Add +16.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.18% | 1 | $729K | No change |
| PM Philip Morris International | 0.18% | 3,881 | $707K | Add +21.6% |
| ELV Elevance Health Inc. | 0.17% | 1,712 | $666K | No change |
| ADP Automatic Data Processing | 0.15% | 1,921 | $592K | Add +0.3% |
| ABT Abbott Laboratories | 0.15% | 4,339 | $590K | Add +3.8% |
| AVGO Broadcom Inc. | 0.14% | 2,003 | $552K | Add +50.4% |
| KO The Coca-Cola Co. | 0.13% | 7,453 | $527K | Reduce -1.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 10,942 | $518K | Add +126.4% |
| SGOV iShares 0-3 Month Treasury B | 0.13% | 5,102 | $514K | Reduce -34.5% |
| CATH Global X S&P 500 Ca Val ETF | 0.12% | 6,416 | $484K | Add +35.3% |
| TPLC Timothy PLN US LRG/Mid Cap | 0.12% | 10,508 | $472K | Add +40.9% |
| SPTI SS SPDR P Int Term TSY ETF | 0.12% | 16,072 | $462K | Reduce -58.8% |
| CSCO Cisco Systems Inc. | 0.11% | 6,487 | $450K | Add +2.6% |
| ABBV Abbvie Inc. | 0.11% | 2,387 | $443K | Add +0.3% |
| MDY State Street SPDR S&P Midcap | 0.11% | 779 | $441K | Add +0.1% |
| SCHG Schwab US Large-Cap Growth | 0.11% | 15,095 | $441K | New |
| NFLX Netflix Inc. | 0.11% | 325 | $435K | Add +40.1% |
| VOOG Vanguard S&P 500 Growth ETF | 0.10% | 1,016 | $403K | New |
Portfolio Sells Q1 2025 → Q2 2025
| SUB iShares Short-Term National | Reduce -18.2% | 1.23% | −0.43 |
| VGIT Vanguard Intermediate-Term T | Reduce -2.7% | 2.60% | −0.35 |
| MUB iShares National Muni Bond E | Reduce -33.4% | 0.36% | −0.24 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -41.5% | 0.26% | −0.24 |
| PEY Invesco High Yield Equity Di | Reduce -2.2% | 1.14% | −0.22 |
| IVE iShares S&P 500 Value ETF | Reduce -6.6% | 1.29% | −0.21 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -58.8% | 0.12% | −0.19 |
| VGSH Vanguard Short-Term Treasury | Reduce -14.8% | 0.55% | −0.16 |
| JMST JPM Ultra-Short Muni Income | Reduce -20.3% | 0.42% | −0.16 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.1% | 1.83% | −0.16 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.15 |
| XLV SS Health Care Select Sector | Reduce -10.1% | 0.43% | −0.15 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.8% | 1.15% | −0.14 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -1.2% | 0.80% | −0.13 |
| PG The Procter & Gamble Co. | Reduce -15.2% | 0.28% | −0.11 |
| DON Wisdomtree US Midcap Dividen | Reduce -3.4% | 0.75% | −0.10 |
| DES Wisdomtree US Smallcap Divid | Reduce -5.3% | 0.51% | −0.09 |
| SGOV iShares 0-3 Month Treasury B | Reduce -34.5% | 0.13% | −0.09 |
| VDC Vanguard Consumer Staple ETF | Reduce -0.1% | 0.76% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -3.6% | 0.25% | −0.07 |
| JNJ Johnson & Johnson | Reduce -4.2% | 0.25% | −0.07 |
| VIOO Vanguard S&P Small-Cap 600 E | Sold out | 0.00% | −0.06 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.0% | 0.58% | −0.06 |
| V Visa Inc. Class A | Reduce -10.3% | 0.26% | −0.06 |
| AIVL Wisdomtree US AI Enhanced Va | Reduce -0.3% | 0.70% | −0.06 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.06 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.06 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -3.6% | 0.48% | −0.06 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.06 |
| IWM iShares Russell 2000 ETF | Reduce -5.6% | 0.58% | −0.05 |
| XLF SS Financial Select Sector | Reduce -3.3% | 0.46% | −0.04 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -2.6% | 0.30% | −0.04 |
| XLI SS Industrial Select Sector | Reduce -9.9% | 0.33% | −0.03 |
| EEM iShares MSCI Emerging Market | Reduce -8.0% | 0.32% | −0.03 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -15.9% | 0.09% | −0.03 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -4.6% | 0.30% | −0.03 |
| HD Home Depot Inc. | Reduce -0.9% | 0.21% | −0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -1.5% | 0.71% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -5.2% | 0.06% | −0.02 |
| CP Canadian Pacific Kansas City | Reduce -28.7% | 0.05% | −0.02 |
| KO The Coca-Cola Co. | Reduce -1.3% | 0.13% | −0.02 |
| DUK Duke Energy Corp. | Reduce -8.9% | 0.06% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -1.6% | 0.28% | −0.01 |
| MO Altria Group Inc. | Reduce -0.6% | 0.08% | −0.01 |
| XLC SS Comm Select Sector SPDR | Reduce -5.4% | 0.21% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -1.5% | 0.43% | −0.01 |
| XLK SS Technology Select Sector | Reduce -3.9% | 2.42% | +0.14 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.5% | 3.21% | +0.16 |
Portfolio Buys Q1 2025 → Q2 2025
| VGT Vanguard Info Tech ETF | Add +19.5% | 4.86% | +1.17 |
| VOO Vanguard S&P 500 ETF | Add +36.3% | 2.32% | +0.61 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +5.5% | 5.22% | +0.57 |
| AGG iShares Core U.S. Aggregate | New | 0.53% | +0.53 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +16.4% | 3.47% | +0.49 |
| MSFT Microsoft Corp. | Add +7.0% | 1.83% | +0.40 |
| NVDA Nvidia Corp. | Add +61.0% | 0.55% | +0.29 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 0.21% | +0.21 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +37.3% | 0.70% | +0.17 |
| EFA iShares MSCI Eafe ETF | Add +15.4% | 1.25% | +0.15 |
| SCHG Schwab US Large-Cap Growth | New | 0.11% | +0.11 |
| VOOG Vanguard S&P 500 Growth ETF | New | 0.10% | +0.10 |
| VEA Vanguard Ftse Developed ETF | Add +0.2% | 8.20% | +0.10 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +7.7% | 0.85% | +0.10 |
| META Meta Platforms Inc. Class A | New | 0.09% | +0.09 |
| VIS Vanguard Industrials ETF | Add +3.5% | 1.73% | +0.09 |
| AMZN Amazon.com Inc. | Add +30.2% | 0.32% | +0.08 |
| IEI iShares 3-7 Year Treasury Bo | New | 0.08% | +0.08 |
| AVGO Broadcom Inc. | Add +50.4% | 0.14% | +0.08 |
| BAC Bank of America Corp. | Add +126.4% | 0.13% | +0.07 |
| TSLA Tesla Inc. | Add +13.3% | 0.36% | +0.07 |
| VOX Vanguard Communication Servi | Add +2.0% | 1.24% | +0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +8.2% | 1.32% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.06% | +0.06 |
| JCI Johnson Controls Internation | New | 0.06% | +0.06 |
| SHV iShares 0-1 Year Treasury Bo | New | 0.06% | +0.06 |
| ECL Ecolab Inc. | New | 0.05% | +0.05 |
| VCR Vanguard Consumer Discre ETF | Add +2.5% | 1.96% | +0.05 |
| IBM Intl Business Machines Corp. | New | 0.05% | +0.05 |
| CYBR Cyberark Software Ltd./Israel | New | 0.05% | +0.05 |
| SYK Stryker Corp. | New | 0.05% | +0.05 |
| NFLX Netflix Inc. | Add +40.1% | 0.11% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | Add +4.0% | 1.93% | +0.04 |
| PM Philip Morris International | Add +21.6% | 0.18% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +17.3% | 0.21% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +12.9% | 0.20% | +0.03 |
| CATH Global X S&P 500 Ca Val ETF | Add +35.3% | 0.12% | +0.03 |
| ORCL Oracle Corp. | Add +5.7% | 0.10% | +0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +11.2% | 0.34% | +0.03 |
| TPLC Timothy PLN US LRG/Mid Cap | Add +40.9% | 0.12% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +16.1% | 0.18% | +0.03 |
| IXG iShares Global Financials Et | Add +10.0% | 0.46% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +31.4% | 0.10% | +0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +11.6% | 0.32% | +0.02 |
| FERG Ferguson Enterprises Inc. | Add +3.0% | 0.07% | +0.02 |
| XLY SS Consumer Disc Select Sect | Add +2.9% | 0.56% | +0.01 |
| AXP American Express Co. | Add +7.2% | 0.09% | +0.01 |
| COF Capital One Financial Corp. | Add +10.1% | 0.07% | +0.01 |
| TXN Texas Instruments Inc. | Add +12.0% | 0.07% | +0.01 |
| MPC Marathon Petroleum Corp. | Add +0.3% | 0.24% | +0.01 |
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 |