FOUNDERS GROVE WEALTH PARTNERS, LLC Q1 2025 Filing

Filed April 16, 2025

Portfolio Value

$358.9M

Holdings

122

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (122 positions)

#	Stock	Shares	Value	% Portfolio
1	VEAVANGUARD TAX-MANAGED FDS	572,317	$29.1M	8.11%
2	BILSPDR SER TR	237,774	$21.8M	6.08%
3	LLYELI LILLY & CO	21,399	$17.7M	4.92%
4	VUGVANGUARD INDEX FDS	44,991	$16.7M	4.65%
5	VGTVANGUARD WORLD FD	24,408	$13.2M	3.69%
6	IVWISHARES TR	118,064	$11.0M	3.05%
7	VVVANGUARD INDEX FDS	41,633	$10.7M	2.98%
8	VGITVANGUARD SCOTTSDALE FDS	177,740	$10.6M	2.94%
9	VUSBVANGUARD BD INDEX FDS	206,326	$10.3M	2.87%
10	BINCBLACKROCK ETF TRUST II	167,275	$8.8M	2.44%
11	XLKSELECT SECTOR SPDR TR	39,648	$8.2M	2.28%
12	VYMVANGUARD WHITEHALL FDS	55,316	$7.1M	1.99%
13	VTVVANGUARD INDEX FDS	41,281	$7.1M	1.99%
14	VFHVANGUARD WORLD FD	58,995	$7.0M	1.96%
15	VCRVANGUARD WORLD FD	20,995	$6.8M	1.90%
16	VWOVANGUARD INTL EQUITY INDEX F	149,425	$6.8M	1.88%
17	VHTVANGUARD WORLD FD	24,496	$6.5M	1.81%
18	VOOVANGUARD INDEX FDS	11,962	$6.1M	1.71%
19	AAPLAPPLE INC	27,321	$6.1M	1.69%
20	SUBISHARES TR	56,211	$5.9M	1.65%
21	VISVANGUARD WORLD FD	23,733	$5.9M	1.64%
22	IVEISHARES TR	28,198	$5.4M	1.50%
23	MSFTMICROSOFT CORP	13,688	$5.1M	1.43%
24	IJHISHARES TR	87,127	$5.1M	1.42%
25	PEYINVESCO EXCHANGE TRADED FD T	227,546	$4.9M	1.36%
26	SDYSPDR SER TR	33,900	$4.6M	1.28%
27	VOVANGUARD INDEX FDS	17,309	$4.5M	1.25%
28	VOXVANGUARD WORLD FD	28,284	$4.2M	1.17%
29	EFAISHARES TR	48,171	$3.9M	1.10%
30	FDLFIRST TR MORNINGSTAR DIVID L	77,337	$3.4M	0.94%
31	DONWISDOMTREE TR	62,115	$3.1M	0.86%
32	VDCVANGUARD WORLD FD	13,881	$3.0M	0.85%
33	VOEVANGUARD INDEX FDS	17,124	$2.7M	0.77%
34	AIVLWISDOMTREE TR	24,861	$2.7M	0.76%
35	VOTVANGUARD INDEX FDS	11,115	$2.7M	0.76%
36	IJKISHARES TR	31,601	$2.6M	0.73%
37	VDEVANGUARD WORLD FD	19,933	$2.6M	0.72%
38	VGSHVANGUARD SCOTTSDALE FDS	43,533	$2.6M	0.71%
39	IJRISHARES TR	22,059	$2.3M	0.64%
40	IWMISHARES TR	11,366	$2.3M	0.63%
41	SPYSPDR S&P 500 ETF TR	3,896	$2.2M	0.61%
42	DESWISDOMTREE TR	68,130	$2.2M	0.61%
43	MUBISHARES TR	20,440	$2.2M	0.60%
44	JMSTJ P MORGAN EXCHANGE TRADED F	40,907	$2.1M	0.58%
45	XLVSELECT SECTOR SPDR TR	14,197	$2.1M	0.58%
46	XLYSELECT SECTOR SPDR TR	10,047	$2.0M	0.55%
47	IEMGISHARES INC	36,368	$2.0M	0.55%
48	IJJISHARES TR	16,078	$1.9M	0.54%
49	VBVANGUARD INDEX FDS	8,581	$1.9M	0.53%
50	VTEBVANGUARD MUN BD FDS	36,396	$1.8M	0.50%
51	XLFSELECT SECTOR SPDR TR	35,839	$1.8M	0.50%
52	IVVISHARES TR	2,776	$1.6M	0.43%
53	IXGISHARES TR	14,973	$1.5M	0.43%
54	PGPROCTER AND GAMBLE CO	8,337	$1.4M	0.40%
55	VPUVANGUARD WORLD FD	7,885	$1.3M	0.38%
56	VNQVANGUARD INDEX FDS	14,734	$1.3M	0.37%
57	XLISELECT SECTOR SPDR TR	9,744	$1.3M	0.36%
58	EEMISHARES TR	28,600	$1.2M	0.35%
59	SLYVSPDR SER TR	15,495	$1.2M	0.34%
60	VAWVANGUARD WORLD FD	6,421	$1.2M	0.34%
61	IJTISHARES TR	9,357	$1.2M	0.32%
62	XOMEXXON MOBIL CORP	9,673	$1.2M	0.32%
63	VVISA INC	3,274	$1.1M	0.32%
64	JNJJOHNSON & JOHNSON	6,886	$1.1M	0.32%
65	SPTISPDR SER TR	39,015	$1.1M	0.31%
66	VBKVANGUARD INDEX FDS	4,361	$1.1M	0.31%
67	VBRVANGUARD INDEX FDS	5,793	$1.1M	0.30%
68	NSCNORFOLK SOUTHN CORP	4,449	$1.1M	0.29%
69	TSLATESLA INC	4,030	$1.0M	0.29%
70	SMMUPIMCO ETF TR	20,035	$1.0M	0.28%
71	NVDANVIDIA CORPORATION	8,586	$931K	0.26%
72	XLFISELECT SECTOR SPDR TR	10,317	$843K	0.23%
73	AMZNAMAZON COM INC	4,399	$837K	0.23%
74	HDHOME DEPOT INC	2,279	$835K	0.23%
75	MPCMARATHON PETE CORP	5,697	$830K	0.23%
76	BRK-BBERKSHIRE HATHAWAY INC DEL	1	$798K	0.22%
77	SHYISHARES TR	9,632	$797K	0.22%
78	BRK/BBERKSHIRE HATHAWAY INC DEL	1,491	$794K	0.22%
79	SGOVISHARES TR	7,783	$784K	0.22%
80	XLCSELECT SECTOR SPDR TR	8,090	$780K	0.22%
81	ELVELEVANCE HEALTH INC	1,712	$745K	0.21%
82	GOOGLALPHABET INC	4,052	$627K	0.17%
83	JPMJPMORGAN CHASE & CO.	2,402	$589K	0.16%
84	ADPAUTOMATIC DATA PROCESSING IN	1,916	$585K	0.16%
85	GOOGALPHABET INC	3,564	$557K	0.16%
86	ABTABBOTT LABS	4,179	$554K	0.15%
87	KOCOCA COLA CO	7,551	$541K	0.15%
88	XLESELECT SECTOR SPDR TR	5,636	$527K	0.15%
89	4I1PHILIP MORRIS INTL INC	3,191	$507K	0.14%
90	ABBVABBVIE INC	2,380	$499K	0.14%
91	IJSISHARES TR	4,470	$436K	0.12%
92	MDYSPDR S&P MIDCAP 400 ETF TR	778	$415K	0.12%
93	CSCOCISCO SYS INC	6,321	$390K	0.11%
94	AFLAFLAC INC	3,368	$374K	0.10%
95	MKLMARKEL GROUP INC	193	$361K	0.10%
96	VIGVANGUARD SPECIALIZED FUNDS	1,775	$344K	0.10%
97	MOALTRIA GROUP INC	5,652	$339K	0.09%
98	TFCTRUIST FINL CORP	8,198	$337K	0.09%
99	CATHGLOBAL X FDS	4,741	$320K	0.09%
100	TPLCTIMOTHY PLAN	7,459	$317K	0.09%

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