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:
Top Holdings: VEA(8.11%)BIL(6.08%)LLY(4.92%)VUG(4.65%)VGT(3.69%)
Summary Stock Picks Current Portfolio
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
+13.55%
+20.49%
158,337.4
 
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
237,774
21,811.0
+14.78%
6.080
+0.78%
0.050
+1.04%
+2.32%
41,840.1
 
LLY
Eli Lilly and Co
21,399
17,673.4
-4.27%
4.920
-0.21%
0.000
-5.85%
-0.07%
689,972.7
Drug Manufacturers
VUG
Vanguard Growth ETF
44,991
16,683.6
+4.96%
4.650
+0.22%
0.010
+31.66%
+9.99%
167,854.7
 
VGT
Vanguard Information Technology ETF
24,408
13,238.4
+3.87%
3.690
+0.14%
0.020
+40.04%
+10.89%
87,818.7
 
IVW
iShares S&P 500 Growth ETF
118,064
10,959.9
+7.63%
3.050
+0.22%
0.020
+31.27%
+11.17%
61,948.7
 
VV
Vanguard Large Cap ETF
41,633
10,700.9
+9.41%
2.980
+0.26%
0.020
+23.20%
+8.37%
40,781.3
 
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
+1.31%
+4.31%
31,678.2
 
VUSB
Vanguard Ultra-Short Bond ETF
206,326
10,286.4
+14.05%
2.870
+0.35%
0.220
+1.01%
+2.36%
5,305.2
 
BINC
iShares Flexible Income Active ETF
167,275
8,761.9
+17.88%
2.440
+0.37%
0.100
+3.52%
+3.95%
10,186.0
 

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
$91.66
0.07%
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
$56.90
12.46%
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
$52.65
0.53%
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
$290.42
7.22%
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
$578.53
7.02%
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
$59.35
1.46%
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
$112.62
11.72%
Add 7.63%
118,064
8,371
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+0.22%
●
369.1 ($404.54) 427.61
$450.34
11.32%
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
$768.57
-7.63%
Reduce -4.27%
21,399
-955

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

To

FOUNDERS GROVE WEALTH PARTNERS, LLC's Asset Allocation

To

FOUNDERS GROVE WEALTH PARTNERS, LLC Past Portfolios

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

Top Ranked Articles

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

FOUNDERS GROVE WEALTH PARTNERS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

FOUNDERS GROVE WEALTH PARTNERS, LLC's Holdings Heat Map

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FOUNDERS GROVE WEALTH PARTNERS, LLC's Holdings Bubble Chart

FOUNDERS GROVE WEALTH PARTNERS, LLC News

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