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CIK: 0002046157
Total reported value
$500.9M
$500.9M
129 檔
22.4%
In Q2 2025, Founders Grove Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $500.9M, distributed across 129 disclosed stock positions.
In Q2 2025, Founders Grove Wealth Partners, LLC displayed an active expansion posture, initiating 6 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.20% | -0.45% | +0.21% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 5.69% | -0.32% | +3.90% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 5.22% | +0.21% | +5.46% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.86% | +0.24% | +19.53% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.20% | +0.05% | +0.29% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 3.47% | +0.06% | +16.37% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.21% | +0.13% | -1.49% | |
| 8 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 2.71% | -0.12% | +4.87% | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.60% | -0.16% | -2.71% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 2.42% | +0.47% | -3.90% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.32% | — | +36.26% | |
| 12 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.28% | -0.11% | +2.61% | |
| 13 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.96% | -0.08% | +2.55% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.95% | -0.01% | +6.32% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.93% | -0.11% | +4.01% | |
| 16 | VFH | Vanguard Financials ETF | ETF-Other | 1.89% | +0.02% | +0.46% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.83% | -0.16% | -1.14% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.83% | -0.14% | +6.99% | |
| 19 | VIS | Vanguard Industrials ETF | ETF-Other | 1.73% | -0.02% | +3.50% | |
| 20 | VHT | Vanguard Health Care ETF | ETF-Other | 1.60% | -0.09% | +4.79% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.50% | +0.19% | +6.41% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.36% | -0.01% | +0.46% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.32% | +0.01% | +8.23% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.29% | -0.09% | -6.62% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.25% | -0.11% | +15.37% | |
| 26 | VOX | Vanguard Communication Servi | ETF-Other | 1.24% | -0.15% | +2.04% | |
| 27 | SUB | Ishares Short-term National | ETF-Other | 1.23% | -0.06% | -18.16% | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.15% | -0.11% | -0.77% | |
| 29 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 1.14% | -0.06% | -2.20% | |
| 30 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.85% | +0.05% | +7.72% | |
| 31 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.80% | -0.15% | -1.17% | |
| 32 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.76% | -0.13% | -0.05% | |
| 33 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.75% | -0.04% | -3.39% | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.75% | -0.04% | +6.00% | |
| 35 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.71% | +0.01% | -1.52% | |
| 36 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.70% | -0.01% | -0.29% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.70% | +0.01% | +37.33% | |
| 38 | VDE | Vanguard Energy ETF | ETF-Other | 0.62% | -0.29% | +4.75% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | +0.01% | +1.57% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.58% | +0.02% | -5.60% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.58% | +0.01% | -4.01% | |
| 42 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.56% | -0.04% | +2.94% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | +0.17% | +61.04% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.55% | +0.02% | +0.06% | |
| 45 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.55% | -0.04% | -14.76% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.53% | -0.88% | — | |
| 47 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.51% | — | -5.33% | |
| 48 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.48% | -0.03% | -3.58% | |
| 49 | IXG | Ishares Global Financials Et | ETF-Other | 0.46% | -0.03% | +9.98% | |
| 50 | XLF | Ss Financial Select Sector | ETF-Other | 0.46% | -0.02% | -3.30% |
According to official SEC Form 13F filings, Founders Grove Wealth Partners, LLC reported a total U.S. public equity portfolio value of $500.9M across 129 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VEA, BIL, VUG) accounted for 22.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
AGG
市值: $2.1M
Top Position Liquidated / Trimmed
XLE
前期市值: $526.7K
During Q2 2025, Founders Grove Wealth Partners, LLC's top holdings by market value included VEA (8.2%)、BIL (5.7%)、VUG (5.2%). The largest single position, VEA, represented 8.2% of total portfolio value.
In Q2 2025, Founders Grove Wealth Partners, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 31 positions, trimming 12 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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