Institutional Manager · CIK 0002046157

FOUNDERS GROVE WEALTH PARTNERS, LLC

RICHMOND, VA · File #028-24549

Latest AUM

$444.6M

Positions

151

Top-10 Concentration

48.4%

Filings

Portfolio Value Over Time

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	SELECT SECTOR SPDR TR	81369Y803	+36,549	+$5.3M	-$5.1M
REDUCE	ELI LILLY & CO	LLY	-3,956	-$4.3M	+$6.7M
ADD	ISHARES TR	464287226	+27,071	+$2.7M	-$33,159
ADD	SPDR SERIES TRUST	78468R663	+21,987	+$2.0M	-$87,628
REDUCE	ISHARES TR	464288158	-14,229	-$1.5M	-$2,681
REDUCE	VANGUARD SCOTTSDALE FDS	92206C102	-21,525	-$1.3M	-$3,883
ADD	SELECT SECTOR SPDR TR	81369Y407	+10,183	+$1.2M	-$1.2M
ADD	VANGUARD BD INDEX FDS	92203C303	+24,181	+$1.2M	-$34,370
ADD	ISHARES TR	464288646	+20,283	+$1.1M	-$8,748
REDUCE	VANGUARD WORLD FD	92204A702	-1,251	-$942,979	+$195,110

Sector Allocation

Financials

6.0%$26.5M

Technology

5.6%$24.9M

Healthcare

5.2%$23.1M

Consumer Discretionary

1.3%$5.8M

Industrials

0.3%$1.5M

Consumer Staples

0.3%$1.2M

Energy

0.3%$1.2M

Communication Services

0.2%$787,096

Utilities

0.1%$426,353

Materials

0.1%$334,344

Filing History

Jan 12, 202613F HOLDINGS REPORTQ/E Dec 2025151 pos · $444.6M
Oct 17, 202513F HOLDINGS REPORTQ/E Sep 2025138 pos · $425.5M
Jul 28, 202513F HOLDINGS REPORTQ/E Jun 2025129 pos · $398.5M
Apr 16, 202513F HOLDINGS REPORTQ/E Mar 2025122 pos · $358.9M
Jan 14, 202513F HOLDINGS REPORTQ/E Dec 2024116 pos · $345.4M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	VANGUARD TAX-MANAGED FDS	921943858	548,491	$34.3M	9.17%
2	SPDR SERIES TRUST	78468R663	258,693	$23.6M	6.33%
3	VANGUARD INDEX FDS	922908736	43,711	$21.3M	5.71%
4	VANGUARD WORLD FD	92204A702	26,037	$19.6M	5.25%
5	ELI LILLY & CO	LLY	17,414	$18.7M	5.01%
6	VANGUARD INDEX FDS	922908637	46,933	$14.8M	3.95%
7	ISHARES TR	464287309	113,208	$14.0M	3.74%
8	VANGUARD BD INDEX FDS	92203C303	245,918	$12.3M	3.28%
9	ISHARES TR	464287226	116,691	$11.7M	3.12%
10	SELECT SECTOR SPDR TR	81369Y803	73,366	$10.6M	2.83%
11	VANGUARD SCOTTSDALE FDS	92206C706	162,303	$9.7M	2.60%
12	BLACKROCK ETF TRUST II	BLK	179,651	$9.5M	2.54%
13	VANGUARD INDEX FDS	922908363	14,794	$9.3M	2.48%
14	APPLE INC	AAPL	33,999	$9.2M	2.47%
15	VANGUARD INDEX FDS	922908744	43,499	$8.3M	2.22%
16	VANGUARD INTL EQUITY INDEX F	922042858	152,077	$8.2M	2.19%
17	VANGUARD WORLD FD	92204A108	20,516	$8.1M	2.16%
18	MICROSOFT CORP	MSFT	15,984	$7.7M	2.07%
19	VANGUARD WORLD FD	92204A405	56,494	$7.5M	2.02%
20	VANGUARD WORLD FD	92204A504	25,709	$7.4M	1.98%