13F HOLDINGS REPORT
FOUNDERS GROVE WEALTH PARTNERS, LLC
Quarter ended Q2 2025 · Filed July 28, 2025 · Accession 0002046157-25-000005
Total Value
$398.5M
Positions
129
Other Managers
0
Confidential Omitted
No
Holdings (129)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 921943858 | 573,507 | $32.7M | 8.20% |
| 2 | SPDR SER TR | 78468R663 | 247,054 | $22.7M | 5.69% |
| 3 | VANGUARD INDEX FDS | 922908736 | 47,449 | $20.8M | 5.22% |
| 4 | VANGUARD WORLD FD | 92204A702 | 29,175 | $19.4M | 4.86% |
| 5 | ELI LILLY & CO | LLY | 21,460 | $16.7M | 4.20% |
| 6 | VANGUARD INDEX FDS | 922908637 | 48,449 | $13.8M | 3.47% |
| 7 | ISHARES TR | 464287309 | 116,304 | $12.8M | 3.21% |
| 8 | VANGUARD BD INDEX FDS | 92203C303 | 216,366 | $10.8M | 2.71% |
| 9 | VANGUARD SCOTTSDALE FDS | 92206C706 | 172,918 | $10.3M | 2.60% |
| 10 | SELECT SECTOR SPDR TR | 81369Y803 | 38,100 | $9.6M | 2.42% |
| 11 | VANGUARD INDEX FDS | 922908363 | 16,299 | $9.3M | 2.32% |
| 12 | BLACKROCK ETF TRUST II | BLK | 171,634 | $9.1M | 2.28% |
| 13 | VANGUARD WORLD FD | 92204A108 | 21,531 | $7.8M | 1.96% |
| 14 | VANGUARD INDEX FDS | 922908744 | 43,889 | $7.8M | 1.95% |
| 15 | VANGUARD INTL EQUITY INDEX F | 922042858 | 155,423 | $7.7M | 1.93% |
| 16 | VANGUARD WORLD FD | 92204A405 | 59,265 | $7.5M | 1.89% |
| 17 | VANGUARD WHITEHALL FDS | 921946406 | 54,684 | $7.3M | 1.83% |
| 18 | MICROSOFT CORP | MSFT | 14,645 | $7.3M | 1.83% |
| 19 | VANGUARD WORLD FD | 92204A603 | 24,563 | $6.9M | 1.73% |
| 20 | VANGUARD WORLD FD | 92204A504 | 25,670 | $6.4M | 1.60% |
| 21 | APPLE INC | AAPL | 29,071 | $6.0M | 1.50% |
| 22 | ISHARES TR | 464287507 | 87,526 | $5.4M | 1.36% |
| 23 | VANGUARD INDEX FDS | 922908629 | 18,733 | $5.2M | 1.32% |
| 24 | ISHARES TR | 464287408 | 26,331 | $5.1M | 1.29% |
| 25 | ISHARES TR | 464287465 | 55,577 | $5.0M | 1.25% |
| 26 | VANGUARD WORLD FD | 92204A884 | 28,861 | $4.9M | 1.24% |
| 27 | ISHARES TR | 464288158 | 46,004 | $4.9M | 1.23% |
| 28 | SPDR SER TR | 78464A763 | 33,638 | $4.6M | 1.15% |
| 29 | INVESCO EXCHANGE TRADED FD T | IVZ | 222,547 | $4.5M | 1.14% |
| 30 | VANGUARD INDEX FDS | 922908538 | 11,973 | $3.4M | 0.85% |
| 31 | FIRST TR MORNINGSTAR DIVID L | 336917109 | 76,434 | $3.2M | 0.80% |
| 32 | VANGUARD WORLD FD | 92204A207 | 13,874 | $3.0M | 0.76% |
| 33 | WISDOMTREE TR | WT | 60,011 | $3.0M | 0.75% |
| 34 | VANGUARD INDEX FDS | 922908512 | 18,152 | $3.0M | 0.75% |
| 35 | ISHARES TR | 464287606 | 31,121 | $2.8M | 0.71% |
| 36 | WISDOMTREE TR | WT | 24,790 | $2.8M | 0.70% |
| 37 | VANGUARD INDEX FDS | 922908751 | 11,784 | $2.8M | 0.70% |
| 38 | VANGUARD WORLD FD | 92204A306 | 20,879 | $2.5M | 0.62% |
| 39 | SPDR S&P 500 ETF TR | SPY | 3,957 | $2.4M | 0.61% |
| 40 | ISHARES TR | 464287655 | 10,730 | $2.3M | 0.58% |
| 41 | ISHARES TR | 464287804 | 21,175 | $2.3M | 0.58% |
| 42 | SELECT SECTOR SPDR TR | 81369Y407 | 10,342 | $2.2M | 0.56% |
| 43 | NVIDIA CORPORATION | NVDA | 13,827 | $2.2M | 0.55% |
| 44 | ISHARES INC | 46434G103 | 36,388 | $2.2M | 0.55% |
| 45 | VANGUARD SCOTTSDALE FDS | 92206C102 | 37,109 | $2.2M | 0.55% |
| 46 | ISHARES TR | 464287226 | 21,098 | $2.1M | 0.53% |
| 47 | WISDOMTREE TR | WT | 64,501 | $2.0M | 0.51% |
| 48 | ISHARES TR | 464287705 | 15,502 | $1.9M | 0.48% |
| 49 | ISHARES TR | 464287333 | 16,468 | $1.8M | 0.46% |
| 50 | SELECT SECTOR SPDR TR | 81369Y605 | 34,656 | $1.8M | 0.46% |
| 51 | SELECT SECTOR SPDR TR | 81369Y209 | 12,760 | $1.7M | 0.43% |
| 52 | ISHARES TR | 464287200 | 2,734 | $1.7M | 0.43% |
| 53 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 32,625 | $1.7M | 0.42% |
| 54 | TESLA INC | TSLA | 4,565 | $1.5M | 0.36% |
| 55 | ISHARES TR | 464288414 | 13,621 | $1.4M | 0.36% |
| 56 | VANGUARD WORLD FD | 92204A876 | 7,907 | $1.4M | 0.35% |
| 57 | VANGUARD INDEX FDS | 922908595 | 4,849 | $1.3M | 0.34% |
| 58 | VANGUARD INDEX FDS | 922908553 | 14,894 | $1.3M | 0.33% |
| 59 | SELECT SECTOR SPDR TR | 81369Y704 | 8,783 | $1.3M | 0.33% |
| 60 | ISHARES TR | 464287234 | 26,303 | $1.3M | 0.32% |
| 61 | VANGUARD WORLD FD | 92204A801 | 6,506 | $1.3M | 0.32% |
| 62 | VANGUARD INDEX FDS | 922908611 | 6,466 | $1.3M | 0.32% |
| 63 | AMAZON COM INC | AMZN | 5,728 | $1.3M | 0.32% |
| 64 | SPDR SER TR | 78464A300 | 15,087 | $1.2M | 0.30% |
| 65 | ISHARES TR | 464287887 | 8,925 | $1.2M | 0.30% |
| 66 | PROCTER AND GAMBLE CO | 742718109 | 7,067 | $1.1M | 0.28% |
| 67 | NORFOLK SOUTHN CORP | 655844108 | 4,380 | $1.1M | 0.28% |
| 68 | VANGUARD MUN BD FDS | 922907746 | 21,286 | $1.0M | 0.26% |
| 69 | VISA INC | V | 2,937 | $1.0M | 0.26% |
| 70 | JOHNSON & JOHNSON | JNJ | 6,594 | $1.0M | 0.25% |
| 71 | EXXON MOBIL CORP | XOM | 9,327 | $1.0M | 0.25% |
| 72 | PIMCO ETF TR | 72201R874 | 20,035 | $1.0M | 0.25% |
| 73 | MARATHON PETE CORP | MARA | 5,715 | $949,350 | 0.24% |
| 74 | ISHARES TR | 464287457 | 10,743 | $890,165 | 0.22% |
| 75 | SELECT SECTOR SPDR TR | 81369Y308 | 10,936 | $885,488 | 0.22% |
| 76 | ALPHABET INC | GOOG | 4,752 | $837,445 | 0.21% |
| 77 | ISHARES TR | 464288646 | 15,843 | $835,877 | 0.21% |
| 78 | SELECT SECTOR SPDR TR | 81369Y852 | 7,656 | $830,921 | 0.21% |
| 79 | HOME DEPOT INC | HD | 2,259 | $828,348 | 0.21% |
| 80 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,629 | $791,319 | 0.20% |
| 81 | JPMORGAN CHASE & CO. | VYLD | 2,711 | $785,946 | 0.20% |
| 82 | ALPHABET INC | GOOG | 4,139 | $734,217 | 0.18% |
| 83 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $728,800 | 0.18% |
| 84 | PHILIP MORRIS INTL INC | 718172109 | 3,881 | $706,847 | 0.18% |
| 85 | ELEVANCE HEALTH INC | ELV | 1,712 | $665,900 | 0.17% |
| 86 | AUTOMATIC DATA PROCESSING IN | ADP | 1,921 | $592,436 | 0.15% |
| 87 | ABBOTT LABS | ABLZF | 4,339 | $590,147 | 0.15% |
| 88 | BROADCOM INC | AVGO | 2,003 | $552,127 | 0.14% |
| 89 | COCA COLA CO | KO | 7,453 | $527,300 | 0.13% |
| 90 | BANK AMERICA CORP | 060505104 | 10,942 | $517,775 | 0.13% |
| 91 | ISHARES TR | 46436E718 | 5,102 | $513,732 | 0.13% |
| 92 | GLOBAL X FDS | 37954Y889 | 6,416 | $484,087 | 0.12% |
| 93 | TIMOTHY PLAN | 887432359 | 10,508 | $471,798 | 0.12% |
| 94 | SPDR SER TR | 78464A672 | 16,072 | $462,391 | 0.12% |
| 95 | CISCO SYS INC | CSCO | 6,487 | $450,068 | 0.11% |
| 96 | ABBVIE INC | ABBV | 2,387 | $443,075 | 0.11% |
| 97 | SPDR S&P MIDCAP 400 ETF TR | MDY | 779 | $441,288 | 0.11% |
| 98 | SCHWAB STRATEGIC TR | 808524300 | 15,095 | $440,925 | 0.11% |
| 99 | NETFLIX INC | NFLX | 325 | $435,217 | 0.11% |
| 100 | VANGUARD ADMIRAL FDS INC | 921932505 | 1,016 | $403,070 | 0.10% |
| 101 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,923 | $393,580 | 0.10% |
| 102 | ORACLE CORP | ORCL-PD | 1,796 | $392,659 | 0.10% |
| 103 | MARKEL GROUP INC | MKL | 193 | $385,490 | 0.10% |
| 104 | INVESCO QQQ TR | IVZ | 695 | $383,390 | 0.10% |
| 105 | ISHARES TR | 464287879 | 3,759 | $373,983 | 0.09% |
| 106 | META PLATFORMS INC | META | 506 | $373,474 | 0.09% |
| 107 | AFLAC INC | AFL | 3,445 | $363,310 | 0.09% |
| 108 | TRUIST FINL CORP | 89832Q109 | 8,239 | $354,195 | 0.09% |
| 109 | AMERICAN EXPRESS CO | AXP | 1,077 | $343,541 | 0.09% |
| 110 | ALTRIA GROUP INC | MO | 5,616 | $329,266 | 0.08% |
| 111 | ISHARES TR | 464288661 | 2,625 | $312,611 | 0.08% |
| 112 | FERGUSON ENTERPRISES INC | FERG | 1,363 | $296,793 | 0.07% |
| 113 | CAPITAL ONE FINL CORP | 14040H105 | 1,347 | $286,588 | 0.07% |
| 114 | TEXAS INSTRS INC | 882508104 | 1,352 | $280,702 | 0.07% |
| 115 | HONEYWELL INTL INC | 438516106 | 1,183 | $275,497 | 0.07% |
| 116 | MERCK & CO INC | MRK | 3,191 | $252,600 | 0.06% |
| 117 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,035 | $234,417 | 0.06% |
| 118 | COSTCO WHSL CORP NEW | 22160K105 | 232 | $229,666 | 0.06% |
| 119 | JOHNSON CTLS INTL PLC | G51502105 | 2,160 | $228,139 | 0.06% |
| 120 | NORTHROP GRUMMAN CORP | NOC | 455 | $227,491 | 0.06% |
| 121 | ISHARES TR | 464288679 | 2,012 | $222,165 | 0.06% |
| 122 | DUKE ENERGY CORP NEW | DUKB | 1,860 | $219,480 | 0.06% |
| 123 | ECOLAB INC | ECL | 805 | $216,899 | 0.05% |
| 124 | FIRST NATL CORP | 32106V107 | 10,941 | $213,021 | 0.05% |
| 125 | INTERNATIONAL BUSINESS MACHS | INTR | 714 | $210,473 | 0.05% |
| 126 | CYBERARK SOFTWARE LTD | M2682V108 | 510 | $207,509 | 0.05% |
| 127 | SYSCO CORP | SYY | 2,724 | $206,316 | 0.05% |
| 128 | STRYKER CORPORATION | SYK | 508 | $200,980 | 0.05% |
| 129 | CANADIAN PACIFIC KANSAS CITY | CP | 2,531 | $200,632 | 0.05% |