Founders Grove Wealth Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 17, 2025), Founders Grove Wealth Partners, LLC reported 138 stock positions worth $425.5 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 7.9% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 5.1%) and Vanguard Mrngstar GR ETF-Sui (VUG, 5.0%). Compared with Q2 2025, it opened 12 new positions, sold out of 3, added to 47 and reduced 73. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +325%) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0002046157
- Portfolio Value
- $425.5M (Q3 2025)
- SEC Filing
- 0002046157-25-000007 ↗ filed Oct 17, 2025
Holdings Value
Holdings 138 stocks · $425.5M
| VEA Vanguard Ftse Developed ETF | 7.90% | 560,740 | $33.6M | Reduce -2.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 5.10% | 236,706 | $21.7M | Reduce -4.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.04% | 44,754 | $21.5M | Reduce -5.7% |
| VGT Vanguard Info Tech ETF | 4.79% | 27,288 | $20.4M | Reduce -6.5% |
| LLY Eli Lilly & Co. | 3.83% | 21,370 | $16.3M | Reduce -0.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.38% | 46,723 | $14.4M | Reduce -3.6% |
| IVW iShares S&P 500 Growth ETF | 3.24% | 114,150 | $13.8M | Reduce -1.9% |
| VUSB Vanguard Ultra Short Bond Et | 2.61% | 221,737 | $11.1M | Add +2.5% |
| XLK SS Technology Select Sector | 2.44% | 36,817 | $10.4M | Reduce -3.4% |
| VGIT Vanguard Intermediate-Term T | 2.29% | 162,246 | $9.7M | Reduce -6.2% |
| VOO Vanguard S&P 500 ETF | 2.20% | 15,274 | $9.4M | Reduce -6.3% |
| AGG iShares Core U.S. Aggregate | 2.11% | 89,620 | $9.0M | Add +324.8% |
| BINC iShares Flex I A ETF-Usd Inc. | 2.05% | 163,885 | $8.7M | Reduce -4.5% |
| VWO Vanguard Ftse Emerging Marke | 1.96% | 154,004 | $8.3M | Reduce -0.9% |
| VCR Vanguard Consumer Discre ETF | 1.94% | 20,816 | $8.2M | Reduce -3.3% |
| MSFT Microsoft Corp. | 1.90% | 15,579 | $8.1M | Add +6.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.89% | 43,226 | $8.1M | Reduce -1.5% |
| AAPL Apple Inc. | 1.89% | 31,657 | $8.1M | Add +8.9% |
| VYM Vanguard High DVD Yield ETF | 1.78% | 53,683 | $7.6M | Reduce -1.8% |
| VFH Vanguard Financials ETF | 1.76% | 57,058 | $7.5M | Reduce -3.7% |
| VIS Vanguard Industrials ETF | 1.67% | 23,921 | $7.1M | Reduce -2.6% |
| VHT Vanguard Health Care ETF | 1.57% | 25,760 | $6.7M | Add +0.3% |
| IJH iShares Core S&P Midcap ETF | 1.37% | 89,523 | $5.8M | Add +2.3% |
| IVE iShares S&P 500 Value ETF | 1.32% | 27,224 | $5.6M | Add +3.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.26% | 18,275 | $5.4M | Reduce -2.4% |
| VOX Vanguard Communication Servi | 1.22% | 27,577 | $5.2M | Reduce -4.5% |
| SDY SS SPDR S&P Dividend ETF | 1.09% | 33,001 | $4.6M | Reduce -1.9% |
| EFA iShares MSCI Eafe ETF | 1.08% | 49,160 | $4.6M | Reduce -11.6% |
| PEY Invesco High Yield Equity Di | 0.97% | 196,339 | $4.1M | Reduce -11.8% |
| NVDA Nvidia Corp. | 0.91% | 20,803 | $3.9M | Add +50.5% |
| SUB iShares Short-Term National | 0.84% | 33,512 | $3.6M | Reduce -27.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.79% | 11,493 | $3.4M | Reduce -4.0% |
| FDL First Trust Morn DVD Lead Inc. | 0.77% | 75,320 | $3.3M | Reduce -1.5% |
| DON Wisdomtree US Midcap Dividen | 0.74% | 60,004 | $3.1M | Reduce -0.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.74% | 17,930 | $3.1M | Reduce -1.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.73% | 58,318 | $3.1M | Add +268.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.69% | 11,537 | $2.9M | Reduce -2.1% |
| VDC Vanguard Consumer Staple ETF | 0.68% | 13,491 | $2.9M | Reduce -2.8% |
| AIVL Wisdomtree US AI Enhanced Va | 0.66% | 24,737 | $2.8M | Reduce -0.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.65% | 28,864 | $2.8M | Reduce -7.3% |
| VDE Vanguard Energy ETF | 0.61% | 20,548 | $2.6M | Reduce -1.6% |
| XLY SS Consumer Disc Select Sect | 0.58% | 10,275 | $2.5M | Reduce -0.7% |
| IEMG iShares Core MSCI Emerging | 0.56% | 36,256 | $2.4M | Reduce -0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.56% | 3,579 | $2.4M | Reduce -9.6% |
| IJR iShares Core S&P Small-Cap E | 0.53% | 19,057 | $2.3M | Reduce -10.0% |
| TSLA Tesla Inc. | 0.52% | 5,012 | $2.2M | Add +9.8% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.50% | 16,561 | $2.1M | Add +6.8% |
| DES Wisdomtree US Smallcap Divid | 0.50% | 62,748 | $2.1M | Reduce -2.7% |
| IWM iShares Russell 2000 ETF | 0.48% | 8,439 | $2.0M | Reduce -21.4% |
| IXG iShares Global Financials Et | 0.45% | 16,399 | $1.9M | Reduce -0.4% |
| VGSH Vanguard Short-Term Treasury | 0.44% | 31,730 | $1.9M | Reduce -14.5% |
| XLF SS Financial Select Sector | 0.44% | 34,467 | $1.9M | Reduce -0.6% |
| IVV iShares Core S&P 500 ETF | 0.43% | 2,732 | $1.8M | Reduce -0.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.39% | 19,753 | $1.6M | Add +83.9% |
| AMZN Amazon.com Inc. | 0.37% | 7,166 | $1.6M | Add +25.1% |
| VPU Vanguard Utilities ETF | 0.35% | 7,811 | $1.5M | Reduce -1.2% |
| EEM iShares MSCI Emerging Market | 0.33% | 26,160 | $1.4M | Reduce -0.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.33% | 4,678 | $1.4M | Reduce -3.5% |
| GOOGL Alphabet Inc. Class A | 0.32% | 5,568 | $1.4M | Add +17.2% |
| JNJ Johnson & Johnson | 0.32% | 7,280 | $1.3M | Add +10.4% |
| VNQ Vanguard Real Estate ETF | 0.32% | 14,719 | $1.3M | Reduce -1.2% |
| XLI SS Industrial Select Sector | 0.31% | 8,612 | $1.3M | Reduce -1.9% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.31% | 14,906 | $1.3M | Reduce -1.2% |
| VAW Vanguard Materials ETF | 0.31% | 6,440 | $1.3M | Reduce -1.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.31% | 6,320 | $1.3M | Reduce -2.3% |
| NSC Norfolk Southern Corp. | 0.30% | 4,315 | $1.3M | Reduce -1.5% |
| XLV SS Health Care Select Sector | 0.29% | 8,853 | $1.2M | Reduce -30.6% |
| PG The Procter & Gamble Co. | 0.28% | 7,878 | $1.2M | Add +11.5% |
| IEI iShares 3-7 Year Treasury Bo | 0.27% | 9,684 | $1.2M | Add +268.9% |
| GOOG Alphabet Inc. Class C | 0.26% | 4,627 | $1.1M | Add +11.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 2,234 | $1.1M | Add +37.1% |
| MPC Marathon Petroleum Corp. | 0.26% | 5,739 | $1.1M | Add +0.4% |
| IJT iShares S&P Small-Cap 600 GR | 0.26% | 7,803 | $1.1M | Reduce -12.6% |
| V Visa Inc. Class A | 0.24% | 2,975 | $1.0M | Add +1.3% |
| HD Home Depot Inc. | 0.24% | 2,472 | $1.0M | Add +9.4% |
| XOM Exxon Mobil Corp. | 0.22% | 8,403 | $947K | Reduce -9.9% |
| JPM JPMorgan Chase & Co. | 0.22% | 2,996 | $945K | Add +10.5% |
| MUB iShares National Muni Bond E | 0.22% | 8,862 | $944K | Reduce -34.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.22% | 18,310 | $917K | Reduce -14.0% |
| XLC SS Comm Select Sector SPDR | 0.21% | 7,589 | $898K | Reduce -0.9% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.21% | 17,511 | $886K | Reduce -12.6% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.21% | 17,312 | $884K | Reduce -46.9% |
| SHV iShares 0-1 Year Treasury Bo | 0.21% | 7,963 | $880K | Add +295.8% |
| AVGO Broadcom Inc. | 0.20% | 2,583 | $852K | Add +29.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.18% | 1 | $754K | No change |
| XLP SS Consumer Staples Sel Sect | 0.17% | 9,205 | $721K | Reduce -15.8% |
| META Meta Platforms Inc. Class A | 0.17% | 977 | $717K | Add +93.1% |
| ADP Automatic Data Processing | 0.16% | 2,382 | $699K | Add +24.0% |
| IJS iShares S&P Small-Cap 600 Va | 0.15% | 5,842 | $646K | Add +55.4% |
| PM Philip Morris International | 0.15% | 3,861 | $626K | Reduce -0.5% |
| ABT Abbott Laboratories | 0.15% | 4,658 | $624K | Add +7.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 12,067 | $623K | Add +10.3% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.14% | 5,309 | $592K | New |
| ABBV Abbvie Inc. | 0.13% | 2,473 | $573K | Add +3.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.13% | 1,971 | $550K | Add +90.4% |
| ELV Elevance Health Inc. | 0.13% | 1,672 | $540K | Reduce -2.3% |
| ORCL Oracle Corp. | 0.13% | 1,920 | $540K | Add +6.9% |
| KO The Coca-Cola Co. | 0.13% | 8,090 | $537K | Add +8.6% |
| SCHG Schwab US Large-Cap Growth | 0.11% | 15,095 | $482K | No change |
| CATH Global X S&P 500 Ca Val ETF | 0.11% | 5,779 | $468K | Reduce -9.9% |
Portfolio Sells Q2 2025 → Q3 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -4.2% | 5.10% | −0.58 |
| SUB iShares Short-Term National | Reduce -27.1% | 0.84% | −0.39 |
| LLY Eli Lilly & Co. | Reduce -0.4% | 3.83% | −0.37 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.2% | 7.90% | −0.31 |
| VGIT Vanguard Intermediate-Term T | Reduce -6.2% | 2.29% | −0.31 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -4.5% | 2.05% | −0.23 |
| JMST JPM Ultra-Short Muni Income | Reduce -46.9% | 0.21% | −0.21 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -5.7% | 5.04% | −0.18 |
| EFA iShares MSCI Eafe ETF | Reduce -11.6% | 1.08% | −0.17 |
| PEY Invesco High Yield Equity Di | Reduce -11.8% | 0.97% | −0.17 |
| XLV SS Health Care Select Sector | Reduce -30.6% | 0.29% | −0.14 |
| MUB iShares National Muni Bond E | Reduce -34.9% | 0.22% | −0.14 |
| VFH Vanguard Financials ETF | Reduce -3.7% | 1.76% | −0.13 |
| VOO Vanguard S&P 500 ETF | Reduce -6.3% | 2.20% | −0.13 |
| VGSH Vanguard Short-Term Treasury | Reduce -14.5% | 0.44% | −0.11 |
| IWM iShares Russell 2000 ETF | Reduce -21.4% | 0.48% | −0.10 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -3.6% | 3.38% | −0.09 |
| VDC Vanguard Consumer Staple ETF | Reduce -2.8% | 0.68% | −0.08 |
| SGOV iShares 0-3 Month Treasury B | Reduce -56.2% | 0.05% | −0.08 |
| VGT Vanguard Info Tech ETF | Reduce -6.5% | 4.79% | −0.07 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -4.0% | 0.79% | −0.06 |
| VIS Vanguard Industrials ETF | Reduce -2.6% | 1.67% | −0.06 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -7.3% | 0.65% | −0.06 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.9% | 1.09% | −0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.4% | 1.26% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -9.6% | 0.56% | −0.05 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.05 |
| XLP SS Consumer Staples Sel Sect | Reduce -15.8% | 0.17% | −0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.5% | 1.89% | −0.05 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.8% | 1.78% | −0.05 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.05 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Reduce -10.0% | 0.53% | −0.05 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -14.0% | 0.22% | −0.05 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Reduce -12.6% | 0.21% | −0.04 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -32.4% | 0.07% | −0.04 |
| ELV Elevance Health Inc. | Reduce -2.3% | 0.13% | −0.04 |
| AIVL Wisdomtree US AI Enhanced Va | Reduce -0.2% | 0.66% | −0.04 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -12.6% | 0.26% | −0.04 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -1.5% | 0.77% | −0.03 |
| PM Philip Morris International | Reduce -0.5% | 0.15% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -9.9% | 0.22% | −0.03 |
| VOX Vanguard Communication Servi | Reduce -4.5% | 1.22% | −0.02 |
| VCR Vanguard Consumer Discre ETF | Reduce -3.3% | 1.94% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -12.8% | 0.05% | −0.02 |
| XLF SS Financial Select Sector | Reduce -0.6% | 0.44% | −0.02 |
| DES Wisdomtree US Smallcap Divid | Reduce -2.7% | 0.50% | −0.02 |
| DON Wisdomtree US Midcap Dividen | Reduce -0.0% | 0.74% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -1.2% | 0.32% | −0.02 |
| VDE Vanguard Energy ETF | Reduce -1.6% | 0.61% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| AGG iShares Core U.S. Aggregate | Add +324.8% | 2.11% | +1.59 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +268.1% | 0.73% | +0.52 |
| AAPL Apple Inc. | Add +8.9% | 1.89% | +0.40 |
| NVDA Nvidia Corp. | Add +50.5% | 0.91% | +0.36 |
| IEI iShares 3-7 Year Treasury Bo | Add +268.9% | 0.27% | +0.19 |
| SHY iShares 1-3 Year Treasury Bo | Add +83.9% | 0.39% | +0.16 |
| TSLA Tesla Inc. | Add +9.8% | 0.52% | +0.16 |
| SHV iShares 0-1 Year Treasury Bo | Add +295.8% | 0.21% | +0.15 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 0.14% | +0.14 |
| GOOGL Alphabet Inc. Class A | Add +17.2% | 0.32% | +0.11 |
| MA Mastercard Inc. Class A | New | 0.10% | +0.10 |
| IEF iShares 7-10 Year Treasury B | New | 0.09% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +11.8% | 0.26% | +0.08 |
| META Meta Platforms Inc. Class A | Add +93.1% | 0.17% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | Add +90.4% | 0.13% | +0.07 |
| MSFT Microsoft Corp. | Add +6.4% | 1.90% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +37.1% | 0.26% | +0.07 |
| JNJ Johnson & Johnson | Add +10.4% | 0.32% | +0.06 |
| AVGO Broadcom Inc. | Add +29.0% | 0.20% | +0.06 |
| CAT Caterpillar Inc. | New | 0.06% | +0.06 |
| IJS iShares S&P Small-Cap 600 Va | Add +55.4% | 0.15% | +0.06 |
| T AT&T Inc. | New | 0.06% | +0.06 |
| GLTR Abrdn Precious Metals Basket | New | 0.05% | +0.05 |
| AMZN Amazon.com Inc. | Add +25.1% | 0.37% | +0.05 |
| DVY iShares Select Dividend ETF | New | 0.05% | +0.05 |
| RTX RTX Corp. | New | 0.05% | +0.05 |
| MCK McKesson Corp. | New | 0.05% | +0.05 |
| MCD McDonald's Corp. | New | 0.05% | +0.05 |
| COR Cencora Inc. | New | 0.05% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | New | 0.05% | +0.05 |
| IVE iShares S&P 500 Value ETF | Add +3.4% | 1.32% | +0.03 |
| ORCL Oracle Corp. | Add +6.9% | 0.13% | +0.03 |
| HD Home Depot Inc. | Add +9.4% | 0.24% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +10.5% | 0.22% | +0.02 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +6.8% | 0.50% | +0.02 |
| ABBV Abbvie Inc. | Add +3.6% | 0.13% | +0.02 |
| MPC Marathon Petroleum Corp. | Add +0.4% | 0.26% | +0.02 |
| BAC Bank of America Corp. | Add +10.3% | 0.15% | +0.02 |
| ADP Automatic Data Processing | Add +24.0% | 0.16% | +0.02 |
| AXP American Express Co. | Add +17.1% | 0.10% | +0.01 |
| NOC Northrop Grumman Corp. | Add +6.4% | 0.07% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +2.3% | 1.37% | +0.01 |
| HON Honeywell International Inc. | Add +35.9% | 0.08% | +0.01 |
| MRK Merck & Co. Inc. | Add +12.2% | 0.07% | +0.01 |
| MO Altria Group Inc. | Add +2.9% | 0.09% | +0.01 |
| DUK Duke Energy Corp. | Add +7.3% | 0.06% | +0.00 |
| PG The Procter & Gamble Co. | Add +11.5% | 0.28% | +0.00 |
| JCI Johnson Controls Internation | Add +5.0% | 0.06% | +0.00 |
| COF Capital One Financial Corp. | Add +7.3% | 0.07% | +0.00 |
| AFL Aflac Inc. | Add +1.0% | 0.09% | +0.00 |
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 |