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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

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
5

Sector Allocation

Financials
6.0%$26.5M
Technology
5.6%$24.9M
Healthcare
5.2%$23.1M
Industrials
0.3%$1.5M
Energy
0.3%$1.2M
Utilities
0.1%$426,353
Materials
0.1%$334,344

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD TAX-MANAGED FDS921943858548,491$34.3M9.17%
2SPDR SERIES TRUST78468R663258,693$23.6M6.33%
3VANGUARD INDEX FDS92290873643,711$21.3M5.71%
4VANGUARD WORLD FD92204A70226,037$19.6M5.25%
5ELI LILLY & COLLY17,414$18.7M5.01%
6VANGUARD INDEX FDS92290863746,933$14.8M3.95%
7ISHARES TR464287309113,208$14.0M3.74%
8VANGUARD BD INDEX FDS92203C303245,918$12.3M3.28%
9ISHARES TR464287226116,691$11.7M3.12%
10SELECT SECTOR SPDR TR81369Y80373,366$10.6M2.83%
11VANGUARD SCOTTSDALE FDS92206C706162,303$9.7M2.60%
12BLACKROCK ETF TRUST IIBLK179,651$9.5M2.54%
13VANGUARD INDEX FDS92290836314,794$9.3M2.48%
14APPLE INCAAPL33,999$9.2M2.47%
15VANGUARD INDEX FDS92290874443,499$8.3M2.22%
16VANGUARD INTL EQUITY INDEX F922042858152,077$8.2M2.19%
17VANGUARD WORLD FD92204A10820,516$8.1M2.16%
18MICROSOFT CORPMSFT15,984$7.7M2.07%
19VANGUARD WORLD FD92204A40556,494$7.5M2.02%
20VANGUARD WORLD FD92204A50425,709$7.4M1.98%