Founders Grove Wealth Partners, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $399 Billion distributed in 129 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $32.7B, Spdr Bloomberg 1 3 Month T Bil with a value of $22.7B, Vanguard Growth ETF with a value of $20.8B, Vanguard Information Technolog with a value of $19.4B, and Eli Lilly & CO with a value of $16.7B.
Examining the 13F form we can see an increase of $39.6B in the current position value, from $359B to 399B.
Founders Grove Wealth Partners, LLC is based out at Richmond, VA
Below you can find more details about Founders Grove Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$399 Billion
ETFs: $321 Billion
Healthcare: $19.9 Billion
Technology: $17.8 Billion
Financial Services: $5.6 Billion
Consumer Cyclical: $3.54 Billion
Consumer Defensive: $3.13 Billion
Industrials: $2.44 Billion
Communication Services: $2.38 Billion
Other: $2.39 Billion
Stock Holdings Table Market Cap. of $200 Billions or more