Founders Grove Wealth Partners, LLC Portfolio Holdings

Founders Grove Wealth Partners, LLC

  • $399 Billion
  • Q2 2025

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 Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $399 Billion
  • Prior Value $359 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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