Founders Grove Wealth Partners, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $426 Billion distributed in 138 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $33.6B, Spdr Bloomberg 1 3 Month T Bil with a value of $21.7B, Vanguard Growth ETF with a value of $21.5B, Vanguard Information Technolog with a value of $20.4B, and Eli Lilly & CO with a value of $16.3B.

Examining the 13F form we can see an increase of $27B in the current position value, from $399B to 426B.

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 $426 Billion
ETFs: $337 Billion
Technology: $23.1 Billion
Healthcare: $20.1 Billion
Financial Services: $6.72 Billion
Consumer Cyclical: $5.01 Billion
Communication Services: $3.88 Billion
Industrials: $3.35 Billion
Consumer Defensive: $3.22 Billion
Other: $2.52 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $426 Billion
  • Prior Value $399 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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