13F HOLDINGS REPORT

FOUNDERS GROVE WEALTH PARTNERS, LLC

Quarter ended Q4 2024 · Filed January 14, 2025 · Accession 0002046157-25-000001

Total Value

$345.4M

Positions

116

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (116)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD TAX-MANAGED FDS	921943858	531,217	$25.4M	7.36%
2	SPDR SER TR	78468R663	207,163	$18.9M	5.48%
3	VANGUARD INDEX FDS	922908736	42,865	$17.6M	5.09%
4	ELI LILLY & CO	LLY	22,354	$17.3M	5.00%
5	VANGUARD WORLD FD	92204A702	23,498	$14.6M	4.23%
6	ISHARES TR	464287309	109,693	$11.1M	3.22%
7	VANGUARD INDEX FDS	922908637	38,054	$10.3M	2.97%
8	VANGUARD SCOTTSDALE FDS	92206C706	163,589	$9.5M	2.75%
9	VANGUARD BD INDEX FDS	92203C303	180,904	$9.0M	2.60%
10	SELECT SECTOR SPDR TR	81369Y803	38,275	$8.9M	2.58%
11	VANGUARD WORLD FD	92204A108	20,082	$7.5M	2.18%
12	BLACKROCK ETF TRUST II	BLK	141,908	$7.4M	2.14%
13	VANGUARD WHITEHALL FDS	921946406	54,882	$7.0M	2.03%
14	APPLE INC	AAPL	27,571	$6.9M	2.00%
15	VANGUARD WORLD FD	92204A405	57,375	$6.8M	1.96%
16	VANGUARD INDEX FDS	922908744	38,495	$6.5M	1.89%
17	VANGUARD INTL EQUITY INDEX F	922042858	139,360	$6.1M	1.78%
18	VANGUARD WORLD FD	92204A603	23,026	$5.9M	1.70%
19	VANGUARD WORLD FD	92204A504	22,868	$5.8M	1.68%
20	MICROSOFT CORP	MSFT	13,709	$5.8M	1.67%
21	VANGUARD INDEX FDS	922908363	10,337	$5.6M	1.61%
22	ISHARES TR	464288158	52,601	$5.5M	1.61%
23	ISHARES TR	464287507	83,447	$5.2M	1.51%
24	ISHARES TR	464287408	25,962	$5.0M	1.43%
25	INVESCO EXCHANGE TRADED FD T	IVZ	229,120	$4.9M	1.41%
26	SPDR SER TR	78464A763	35,033	$4.6M	1.34%
27	VANGUARD WORLD FD	92204A884	28,167	$4.4M	1.26%
28	VANGUARD INDEX FDS	922908629	15,877	$4.2M	1.21%
29	ISHARES TR	464287465	42,611	$3.2M	0.93%
30	WISDOMTREE TR	WT	62,740	$3.2M	0.93%
31	FIRST TR MORNINGSTAR DIVID L	336917109	78,011	$3.1M	0.91%
32	VANGUARD SCOTTSDALE FDS	92206C102	51,257	$3.0M	0.86%
33	VANGUARD WORLD FD	92204A207	12,785	$2.7M	0.78%
34	ISHARES TR	464287606	29,608	$2.7M	0.78%
35	WISDOMTREE TR	WT	25,114	$2.7M	0.77%
36	VANGUARD INDEX FDS	922908538	10,308	$2.6M	0.76%
37	VANGUARD INDEX FDS	922908512	15,758	$2.5M	0.74%
38	ISHARES TR	464287804	21,644	$2.5M	0.72%
39	SPDR S&P 500 ETF TR	SPY	4,214	$2.5M	0.72%
40	WISDOMTREE TR	WT	68,230	$2.3M	0.68%
41	VANGUARD WORLD FD	92204A306	19,224	$2.3M	0.68%
42	ISHARES TR	464287655	10,532	$2.3M	0.67%
43	SELECT SECTOR SPDR TR	81369Y407	9,814	$2.2M	0.64%
44	VANGUARD INDEX FDS	922908751	7,739	$1.9M	0.54%
45	ISHARES TR	464287705	14,810	$1.9M	0.54%
46	ISHARES INC	46434G103	35,369	$1.8M	0.53%
47	ISHARES TR	464288414	17,094	$1.8M	0.53%
48	SELECT SECTOR SPDR TR	81369Y209	12,921	$1.8M	0.51%
49	VANGUARD MUN BD FDS	922907746	32,650	$1.6M	0.47%
50	TESLA INC	TSLA	4,027	$1.6M	0.47%
51	J P MORGAN EXCHANGE TRADED F	46641Q654	31,893	$1.6M	0.47%
52	SPDR SER TR	78464A672	57,974	$1.6M	0.47%
53	SELECT SECTOR SPDR TR	81369Y605	31,568	$1.5M	0.44%
54	PROCTER AND GAMBLE CO	742718109	8,816	$1.5M	0.43%
55	ISHARES TR	464287333	15,043	$1.4M	0.42%
56	NVIDIA CORPORATION	NVDA	9,920	$1.3M	0.39%
57	SPDR SER TR	78464A300	14,190	$1.2M	0.36%
58	ISHARES TR	464287887	8,860	$1.2M	0.35%
59	VANGUARD WORLD FD	92204A876	7,256	$1.2M	0.34%
60	VANGUARD INDEX FDS	922908553	13,226	$1.2M	0.34%
61	ISHARES TR	464287200	1,990	$1.2M	0.34%
62	SELECT SECTOR SPDR TR	81369Y704	8,754	$1.2M	0.33%
63	ISHARES TR	464287234	27,480	$1.1M	0.33%
64	VANGUARD INDEX FDS	922908595	4,038	$1.1M	0.33%
65	VANGUARD WORLD FD	92204A801	5,899	$1.1M	0.32%
66	VISA INC	V	3,370	$1.1M	0.31%
67	EXXON MOBIL CORP	XOM	9,708	$1.0M	0.30%
68	NORFOLK SOUTHN CORP	655844108	4,449	$1.0M	0.30%
69	VANGUARD INDEX FDS	922908611	5,155	$1.0M	0.30%
70	ISHARES TR	464287457	12,091	$991,220	0.29%
71	JOHNSON & JOHNSON	JNJ	6,718	$971,557	0.28%
72	AMAZON COM INC	AMZN	4,299	$943,158	0.27%
73	HOME DEPOT INC	HD	2,359	$917,597	0.27%
74	SELECT SECTOR SPDR TR	81369Y308	10,137	$796,870	0.23%
75	MARATHON PETE CORP	MARA	5,692	$794,060	0.23%
76	ISHARES TR	46436E718	7,783	$780,802	0.23%
77	ALPHABET INC	GOOG	4,104	$776,887	0.22%
78	PIMCO ETF TR	72201R874	15,058	$750,491	0.22%
79	ALPHABET INC	GOOG	3,616	$688,631	0.20%
80	BERKSHIRE HATHAWAY INC DEL	BRK-A	1	$680,920	0.20%
81	BERKSHIRE HATHAWAY INC DEL	BRK-A	1,411	$639,578	0.19%
82	ELEVANCE HEALTH INC	ELV	1,712	$631,557	0.18%
83	JPMORGAN CHASE & CO.	VYLD	2,402	$575,783	0.17%
84	SELECT SECTOR SPDR TR	81369Y852	5,830	$564,377	0.16%
85	AUTOMATIC DATA PROCESSING IN	ADP	1,916	$560,871	0.16%
86	COCA COLA CO	KO	7,690	$478,779	0.14%
87	ABBOTT LABS	ABLZF	4,164	$470,990	0.14%
88	ISHARES TR	464287879	4,239	$460,398	0.13%
89	SELECT SECTOR SPDR TR	81369Y506	5,301	$454,084	0.13%
90	SPDR S&P MIDCAP 400 ETF TR	MDY	778	$443,133	0.13%
91	ABBVIE INC	ABBV	2,380	$422,926	0.12%
92	PHILIP MORRIS INTL INC	718172109	3,191	$384,037	0.11%
93	VANGUARD SPECIALIZED FUNDS	921908844	1,937	$379,323	0.11%
94	CISCO SYS INC	CSCO	6,286	$372,131	0.11%
95	TRUIST FINL CORP	89832Q109	8,198	$355,629	0.10%
96	AFLAC INC	AFL	3,368	$348,386	0.10%
97	MARKEL GROUP INC	MKL	193	$333,162	0.10%
98	MERCK & CO INC	MRK	3,287	$326,991	0.09%
99	BROADCOM INC	AVGO	1,332	$308,811	0.09%
100	AMERICAN EXPRESS CO	AXP	1,005	$298,274	0.09%
101	ORACLE CORP	ORCL-PD	1,771	$295,119	0.09%
102	ALTRIA GROUP INC	MO	5,517	$288,484	0.08%
103	INVESCO QQQ TR	IVZ	529	$270,441	0.08%
104	CANADIAN PACIFIC KANSAS CITY	CP	3,548	$256,769	0.07%
105	HONEYWELL INTL INC	438516106	1,123	$253,674	0.07%
106	FIRST NATL CORP	32106V107	10,941	$251,752	0.07%
107	FEDEX CORP	FDX	836	$235,192	0.07%
108	FERGUSON ENTERPRISES INC	FERG	1,323	$229,633	0.07%
109	TEXAS INSTRS INC	882508104	1,207	$226,325	0.07%
110	DUKE ENERGY CORP NEW	DUKB	2,041	$219,897	0.06%
111	ISHARES TR	464287168	1,658	$217,679	0.06%
112	BANK AMERICA CORP	060505104	4,951	$217,596	0.06%
113	COSTCO WHSL CORP NEW	22160K105	229	$209,826	0.06%
114	NORTHROP GRUMMAN CORP	NOC	443	$207,895	0.06%
115	SYSCO CORP	SYY	2,707	$206,977	0.06%
116	NETFLIX INC	NFLX	226	$201,438	0.06%