FG

FOUNDERS GROVE WEALTH PARTNERS, LLC

13F
FOUNDERS GROVE WEALTH PARTNERS, LLC
Last update 2025-04-16 122 Stocks (7 new)
Value $359.00 Mil Turnover 6 %
Countries:
FOUNDERS GROVE WEALTH PARTNERS... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VEA
Vanguard FTSE Developed Markets ETF
572,317
29,090.9
+7.74%
8.110
+0.58%
0.020
+11.93%
+23.01%
162,442.1
 
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
237,774
21,811.0
+14.78%
6.080
+0.78%
0.050
+1.05%
+2.34%
41,778.1
 
LLY
Eli Lilly and Co
21,399
17,673.4
-4.27%
4.920
-0.21%
0.000
-6.12%
+4.72%
723,063.2
Drug Manufacturers
VUG
Vanguard Growth ETF
44,991
16,683.6
+4.96%
4.650
+0.22%
0.010
+22.07%
+10.46%
166,080.2
 
VGT
Vanguard Information Technology ETF
24,408
13,238.4
+3.87%
3.690
+0.14%
0.020
+27.76%
+10.77%
85,761.7
 
IVW
iShares S&P 500 Growth ETF
118,064
10,959.9
+7.63%
3.050
+0.22%
0.020
+22.20%
+11.84%
62,264.2
 
VV
Vanguard Large Cap ETF
41,633
10,700.9
+9.41%
2.980
+0.26%
0.020
+16.72%
+9.29%
40,832.3
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
177,740
10,557.7
+8.65%
2.940
+0.23%
0.030
+0.79%
+4.12%
31,579.5
 
VUSB
Vanguard Ultra-Short Bond ETF
206,326
10,286.4
+14.05%
2.870
+0.35%
0.220
+0.88%
+2.36%
5,298.8
 
BINC
iShares Flexible Income Active ETF
167,275
8,761.9
+17.88%
2.440
+0.37%
0.100
+2.63%
+4.04%
10,404.0
 

FOUNDERS GROVE WEALTH PARTNERS, LLC's Historical Top Holdings Breakdowns

FOUNDERS GROVE WEALTH PARTNERS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
Add
Add
+0.78%
91.45 ($91.59) 91.75
$91.68
0.10%
Add 14.78%
237,774
30,611
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.58%
47.4 ($50.6) 52.99
$58.09
14.80%
Add 7.74%
572,317
41,100
BINC
iShares Flexible Income Active ETF
2025-03-31
Add
Add
+0.37%
51.89 ($52.37) 52.82
$52.69
0.61%
Add 17.88%
167,275
25,367
VUSB
Vanguard Ultra-Short Bond ETF
2025-03-31
Add
Add
+0.35%
49.61 ($49.73) 49.89
$49.79
0.12%
Add 14.05%
206,326
25,422
VV
Vanguard Large Cap ETF
2025-03-31
Add
Add
+0.26%
253.32 ($270.87) 282.66
$292.87
8.12%
Add 9.41%
41,633
3,579
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.23%
507.05 ($540.58) 563.67
$583.20
7.88%
Add 15.72%
11,962
1,625
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-03-31
Add
Add
+0.23%
57.44 ($58.5) 59.4
$59.25
1.28%
Add 8.65%
177,740
14,151
IVW
iShares S&P 500 Growth ETF
2025-03-31
Add
Add
+0.22%
92.45 ($100.81) 106.69
$113.29
12.38%
Add 7.63%
118,064
8,371
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+0.22%
369.1 ($404.54) 427.61
$452.27
11.80%
Add 4.96%
44,991
2,126
LLY
Eli Lilly and Co
2025-03-31
Reduce
Reduce
-0.21%
725.72 ($832.09) 929.72
$805.43
-3.20%
Reduce -4.27%
21,399
-955

FOUNDERS GROVE WEALTH PARTNERS, LLC Total Holding History ($B)

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FOUNDERS GROVE WEALTH PARTNERS, LLC's Asset Allocation

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FOUNDERS GROVE WEALTH PARTNERS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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FOUNDERS GROVE WEALTH PARTNERS, LLC's Hypothetical Growth since 2025-03-31

FOUNDERS GROVE WEALTH PARTNERS, LLC's Yearly Returns

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