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

0$200.0M$400.0M$600.0M Q4 2024: $345.4M Q4 2024 Q1 2025: $358.9M Q1 2025 Q2 2025: $398.5M $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 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
VIG Vanguard Dividend Apprec ETF 0.10% 1,923 $394K Add +8.3%
ORCL Oracle Corp. 0.10% 1,796 $393K Add +5.7%
MKL Markel Group Inc. 0.10% 193 $385K No change
QQQ Invesco QQQ Trust Series 1 0.10% 695 $383K Add +31.4%
IJS iShares S&P Small-Cap 600 Va 0.09% 3,759 $374K Reduce -15.9%
META Meta Platforms Inc. Class A 0.09% 506 $373K New
AFL Aflac Inc. 0.09% 3,445 $363K Add +2.3%
TFC Truist Financial Corp. 0.09% 8,239 $354K Add +0.5%
AXP American Express Co. 0.09% 1,077 $344K Add +7.2%
MO Altria Group Inc. 0.08% 5,616 $329K Reduce -0.6%
IEI iShares 3-7 Year Treasury Bo 0.08% 2,625 $313K New
FERG Ferguson Enterprises Inc. 0.07% 1,363 $297K Add +3.0%
COF Capital One Financial Corp. 0.07% 1,347 $287K Add +10.1%
TXN Texas Instruments Inc. 0.07% 1,352 $281K Add +12.0%
HON Honeywell International Inc. 0.07% 1,183 $275K Add +5.3%
MRK Merck & Co. Inc. 0.06% 3,191 $253K Reduce -5.2%
TSM Taiwan Semiconductor-SP ADR 0.06% 1,035 $234K New
COST Costco Wholesale Corp. 0.06% 232 $230K Add +0.9%
JCI Johnson Controls Internation 0.06% 2,160 $228K New
NOC Northrop Grumman Corp. 0.06% 455 $227K Add +2.7%
SHV iShares 0-1 Year Treasury Bo 0.06% 2,012 $222K New
DUK Duke Energy Corp. 0.06% 1,860 $219K Reduce -8.9%
ECL Ecolab Inc. 0.05% 805 $217K New
FXNC First National Corp. 0.05% 10,941 $213K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 714 $210K New
CYBR Cyberark Software Ltd./Israel 0.05% 510 $208K New
SYY Sysco Corp. 0.05% 2,724 $206K Add +1.8%
SYK Stryker Corp. 0.05% 508 $201K New
CP Canadian Pacific Kansas City 0.05% 2,531 $201K Reduce -28.7%

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

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