FOUNDERS GROVE WEALTH PARTNERS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, FOUNDERS GROVE WEALTH PARTNERS, LLC held in its portfolio 151 assets valued at $444,607,580 (i.e. $444.61M).
The most valuable assets in the portfolio included: VANGUARD TAX-MANAGED FDS ($34.26M), SPDR SERIES TRUST ($23.64M), and VANGUARD INDEX FDS ($21.33M).
The chart below shows the top 10 valuable assets, and the table below shows the top 151 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
FOUNDERS GROVE WEALTH PARTNERS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | 548491 | 34264233 | VAN FTSE DEV MKT |
| SPDR SERIES TRUST | 258693 | 23639359 | BLOOMBERG 1-3 MO |
| VANGUARD INDEX FDS | 43711 | 21324898 | GROWTH ETF |
| VANGUARD WORLD FD | 26037 | 19626170 | INF TECH ETF |
| ELI LILLY & CO | 17414 | 18714992 | COM |
| VANGUARD INDEX FDS | 46933 | 14774508 | LARGE CAP ETF |
| ISHARES TR | 113208 | 13954067 | S&P 500 GRWT ETF |
| VANGUARD BD INDEX FDS | 245918 | 12256553 | VANGUARD ULTRA |
| ISHARES TR | 116691 | 11655097 | CORE US AGGBD ET |
| SELECT SECTOR SPDR TR | 73366 | 10562486 | TECHNOLOGY |
| VANGUARD SCOTTSDALE FDS | 162303 | 9726801 | INTER TERM TREAS |
| BLACKROCK ETF TRUST II | 179651 | 9480183 | FLEXIBLE INCOME |
| VANGUARD INDEX FDS | 14794 | 9277836 | S&P 500 ETF SHS |
| APPLE INC | 33999 | 9242968 | COM |
| VANGUARD INDEX FDS | 43499 | 8307915 | VALUE ETF |
| VANGUARD INTL EQUITY INDEX F | 152077 | 8175660 | FTSE EMR MKT ETF |
| VANGUARD WORLD FD | 20516 | 8081663 | CONSUM DIS ETF |
| MICROSOFT CORP | 15984 | 7730182 | COM |
| VANGUARD WORLD FD | 56494 | 7541368 | FINANCIALS ETF |
| VANGUARD WORLD FD | 25709 | 7400322 | HEALTH CAR ETF |
| VANGUARD WHITEHALL FDS | 50977 | 7316219 | HIGH DIV YLD |
| VANGUARD WORLD FD | 23735 | 7082049 | INDUSTRIAL ETF |
| ISHARES TR | 88519 | 5842254 | CORE S&P MCP ETF |
| ISHARES TR | 26811 | 5685814 | S&P 500 VAL ETF |
| VANGUARD INDEX FDS | 18652 | 5413325 | MID CAP ETF |
| VANGUARD WORLD FD | 27208 | 5268285 | COMM SRVC ETF |
| NVIDIA CORPORATION | 25670 | 4787487 | COM |
| ISHARES TR | 47949 | 4604558 | MSCI EAFE ETF |
| SPDR SERIES TRUST | 32655 | 4544291 | S&P DIVID ETF |
| ISHARES TR | 78601 | 4156421 | ISHS 1-5YR INVS |
| INVESCO EXCHANGE TRADED FD T | 189243 | 3857832 | HIG YLD EQ DIV |
| FIRST TR EXCHANGE-TRADED FD | 74717 | 3312952 | SHS |
| VANGUARD INDEX FDS | 18333 | 3251724 | MCAP VL IDXVIP |
| VANGUARD INDEX FDS | 11533 | 3219322 | MCAP GR IDXVIP |
| WISDOMTREE TR | 59572 | 3073915 | US MIDCAP DIVID |
| VANGUARD INDEX FDS | 11643 | 3003258 | SMALL CP ETF |
| VANGUARD WORLD FD | 13462 | 2843661 | CONSUM STP ETF |
| WISDOMTREE TR | 24579 | 2826093 | US AI ENHANCED |
| ISHARES TR | 28455 | 2756720 | S&P MC 400GR ETF |
| VANGUARD WORLD FD | 20702 | 2606796 | ENERGY ETF |
| TESLA INC | 5433 | 2443329 | COM |
| SELECT SECTOR SPDR TR | 20458 | 2442889 | SBI CONS DISCR |
| ISHARES INC | 35783 | 2405333 | CORE MSCI EMKT |
| SPDR S&P 500 ETF TR | 3408 | 2324006 | TR UNIT |
| ALPHABET INC | 7356 | 2302428 | CAP STK CL A |
| ISHARES TR | 17847 | 2144852 | CORE S&P SCP ETF |
| ISHARES TR | 16228 | 2135443 | S&P MC 400VL ETF |
| WISDOMTREE TR | 62748 | 2098921 | US SMALLCAP DIVD |
| ISHARES TR | 19283 | 2057496 | SHRT NAT MUN ETF |
| ISHARES TR | 24787 | 2052859 | 1 3 YR TREAS BD |
| AMAZON COM INC | 8788 | 2028446 | COM |
| ISHARES TR | 16315 | 1970689 | GLOBAL FINLS ETF |
| ISHARES TR | 7699 | 1895186 | RUSSELL 2000 ETF |
| SELECT SECTOR SPDR TR | 34467 | 1887758 | FINANCIAL |
| ISHARES TR | 2732 | 1871256 | CORE S&P500 ETF |
| JOHNSON & JOHNSON | 8234 | 1704026 | COM |
| PIMCO ETF TR | 31570 | 1592075 | SHTRM MUN BD ACT |
| ISHARES TR | 13043 | 1556682 | 3 7 YR TREAS BD |
| ALPHABET INC | 4941 | 1550486 | CAP STK CL C |
| J P MORGAN EXCHANGE TRADED F | 28570 | 1455356 | ULTRA SHT MUNCPL |
| VANGUARD WORLD FD | 7712 | 1427028 | UTILITIES ETF |
| VANGUARD INDEX FDS | 4713 | 1423844 | SML CP GRW ETF |
| SPDR SERIES TRUST | 15060 | 1370008 | S&P 600 SMCP VAL |
| VANGUARD INDEX FDS | 6426 | 1360963 | SM CP VAL ETF |
| VANGUARD WORLD FD | 6477 | 1344301 | MATERIALS ETF |
| SELECT SECTOR SPDR TR | 8616 | 1336525 | INDL |
| ISHARES TR | 23978 | 1311830 | MSCI EMG MKT ETF |
| VANGUARD INDEX FDS | 14725 | 1303015 | REAL ESTATE ETF |
| SELECT SECTOR SPDR TR | 8307 | 1285924 | SBI HEALTHCARE |
| BERKSHIRE HATHAWAY INC DEL | 2539 | 1276228 | CL B NEW |
| BROADCOM INC | 3631 | 1256689 | COM |
| NORFOLK SOUTHN CORP | 4339 | 1252756 | COM |
| EXXON MOBIL CORP | 10049 | 1209236 | COM |
| ISHARES TR | 10810 | 1190722 | SHORT TREAS BD |
| PROCTER AND GAMBLE CO | 7814 | 1119893 | COM |
| ISHARES TR | 10053 | 1076777 | NATIONAL MUN ETF |
| JPMORGAN CHASE & CO | 3339 | 1075893 | COM |
| ISHARES TR | 7617 | 1075216 | S&P SML 600 GWT |
| VISA INC | 3063 | 1074225 | COM CL A |
| MARATHON PETE CORP | 5742 | 933837 | COM |
| SELECT SECTOR SPDR TR | 7597 | 894374 | COMMUNICATION |
| HOME DEPOT INC | 2453 | 843946 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 2771 | 842079 | SPONSORED ADS |
| BANK AMERICA CORP | 14600 | 803000 | COM |
| ISHARES TR | 7057 | 777611 | IBOXX INV CP ETF |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| SPROTT ASSET MANAGEMENT LP | 15357 | 703351 | PHYSICAL GOLD AN |
| PHILIP MORRIS INTL INC | 4140 | 664056 | COM |
| ISHARES TR | 5577 | 634216 | SP SMCP600VL ETF |
| ABBOTT LABS | 4966 | 622190 | COM |
| AUTOMATIC DATA PROCESSING IN | 2366 | 608606 | COM |
| ABBVIE INC | 2654 | 606412 | COM |
| ELEVANCE HEALTH INC FORMERLY | 1718 | 602245 | COM |
| VANGUARD SCOTTSDALE FDS | 10205 | 599322 | SHORT TERM TREAS |
| SELECT SECTOR SPDR TR | 7629 | 592621 | SBI CONS STPLS |
| COCA COLA CO | 8184 | 572143 | COM |
| CISCO SYS INC | 7242 | 557851 | COM |
| GLOBAL X FDS | 6622 | 544505 | S&P 500 CATHOLIC |
| ISHARES TR | 5380 | 517341 | 7-10 YR TRSY BD |
| TIMOTHY PLAN | 11205 | 509267 | US LRGMD CP CORE |
| MASTERCARD INCORPORATED | 869 | 496095 | CL A |
| AMERICAN EXPRESS CO | 1339 | 495363 | COM |
| SCHWAB STRATEGIC TR | 15171 | 494878 | US LCAP GR ETF |
| META PLATFORMS INC | 741 | 489127 | CL A |
| VANGUARD MUN BD FDS | 9722 | 488919 | TAX EXEMPT BD |
| MERCK & CO INC | 4112 | 432829 | COM |
| INVESCO QQQ TR | 695 | 426945 | UNIT SER 1 |
| SPDR S&P MIDCAP 400 ETF TR | 704 | 424709 | UTSER1 S&PDCRP |
| VANGUARD SPECIALIZED FUNDS | 1924 | 422857 | DIV APP ETF |
| VANGUARD ADMIRAL FDS INC | 950 | 422361 | 500 GRTH IDX F |
| MARKEL GROUP INC | 194 | 417032 | COM |
| AFLAC INC | 3501 | 386055 | COM |
| ORACLE CORP | 1967 | 383388 | COM |
| CATERPILLAR INC | 640 | 366637 | COM |
| ALTRIA GROUP INC | 6157 | 355013 | COM |
| HONEYWELL INTL INC | 1744 | 340237 | COM |
| WHEATON PRECIOUS METALS CORP | 2845 | 334344 | COM |
| ASML HOLDING N V | 287 | 307050 | N Y REGISTRY SHS |
| FERGUSON ENTERPRISES INC | 1353 | 301218 | COMMON STOCK NEW |
| JOHNSON CTLS INTL PLC | 2511 | 300692 | SHS |
| NETFLIX INC | 3178 | 297969 | COM |
| PALANTIR TECHNOLOGIES INC | 1645 | 292399 | CL A |
| TRUIST FINL CORP | 5883 | 289502 | COM |
| FIRST NATL CORP | 10941 | 276151 | COM |
| WALMART INC | 2467 | 274848 | COM |
| MCKESSON CORP | 335 | 274530 | COM |
| NORTHROP GRUMMAN CORP | 469 | 267428 | COM |
| COSTCO WHSL CORP NEW | 310 | 267325 | COM |
| RAYTHEON TECHNOLOGIES CORP | 1419 | 260245 | COM |
| MCDONALDS CORP | 844 | 257952 | COM |
| FEDEX CORP | 888 | 256508 | COM |
| ISHARES TR | 5924 | 253962 | 0-5YR HI YL CP |
| ASTRAZENECA PLC | 2714 | 249498 | SPONSORED ADR |
| DUKE ENERGY CORP NEW | 2086 | 244500 | COM NEW |
| AT&T INC | 9663 | 240024 | COM |
| GILEAD SCIENCES INC | 1943 | 238484 | COM |
| CENCORA INC | 684 | 231021 | COM |
| CAPITAL ONE FINL CORP | 947 | 229515 | COM |
| CYBERARK SOFTWARE LTD | 510 | 227491 | SHS |
| INTERNATIONAL BUSINESS MACHS | 758 | 224527 | COM |
| ISHARES TR | 1576 | 222437 | SELECT DIVID ETF |
| SPDR GOLD TR | 561 | 222330 | GOLD SHS |
| INTEL CORP | 5993 | 221142 | COM |
| BOOKING HOLDINGS INC | 41 | 219569 | COM |
| CITIGROUP INC | 1876 | 218910 | COM NEW |
| SOUTHERN CO | 2490 | 217128 | COM |
| GOLDMAN SACHS GROUP INC | 244 | 214476 | COM |
| ALBEMARLE CORP | 1510 | 213574 | COM |
| ADVANCED MICRO DEVICES INC | 996 | 213303 | COM |
| DOMINION ENERGY INC | 3571 | 209225 | COM |
| BANCO SANTANDER SA | 11190 | 131259 | ADR |
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