Founders Grove Wealth Partners, LLC Portfolio Holdings

Founders Grove Wealth Partners, LLC

  • $359 Billion
  • Q1 2025

Founders Grove Wealth Partners, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $359 Billion distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $29.1B, Spdr Bloomberg 1 3 Month T Bil with a value of $21.8B, Eli Lilly & CO with a value of $17.7B, Vanguard Growth ETF with a value of $16.7B, and Vanguard Information Technolog with a value of $13.2B.

Examining the 13F form we can see an increase of $13.5B in the current position value, from $345B to 359B.

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 $359 Billion
ETFs: $288 Billion
Healthcare: $21.1 Billion
Technology: $13.2 Billion
Financial Services: $5.09 Billion
Consumer Defensive: $3.23 Billion
Consumer Cyclical: $2.72 Billion
Industrials: $2.1 Billion
Energy: $1.98 Billion
Other: $2.07 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $359 Billion
  • Prior Value $345 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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