FOUNDERS GROVE WEALTH PARTNERS, LLC Q2 2025 Filing
Filed July 28, 2025
Portfolio Value
$398.5B
Holdings
129
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (129 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VEAVANGUARD TAX-MANAGED FDS | 573,507 | $32.7B | 8.20% | |
| 2 | BILSPDR SER TR | 247,054 | $22.7B | 5.69% | |
| 3 | VUGVANGUARD INDEX FDS | 47,449 | $20.8B | 5.22% | |
| 4 | VGTVANGUARD WORLD FD | 29,175 | $19.4B | 4.86% | |
| 5 | LLYELI LILLY & CO | 21,460 | $16.7B | 4.20% | |
| 6 | VVVANGUARD INDEX FDS | 48,449 | $13.8B | 3.47% | |
| 7 | IVWISHARES TR | 116,304 | $12.8B | 3.21% | |
| 8 | VUSBVANGUARD BD INDEX FDS | 216,366 | $10.8B | 2.71% | |
| 9 | VGITVANGUARD SCOTTSDALE FDS | 172,918 | $10.3B | 2.60% | |
| 10 | XLKSELECT SECTOR SPDR TR | 38,100 | $9.6B | 2.42% | |
| 11 | VOOVANGUARD INDEX FDS | 16,299 | $9.3B | 2.32% | |
| 12 | BINCBLACKROCK ETF TRUST II | 171,634 | $9.1B | 2.28% | |
| 13 | VCRVANGUARD WORLD FD | 21,531 | $7.8B | 1.96% | |
| 14 | VTVVANGUARD INDEX FDS | 43,889 | $7.8B | 1.95% | |
| 15 | VWOVANGUARD INTL EQUITY INDEX F | 155,423 | $7.7B | 1.93% | |
| 16 | VFHVANGUARD WORLD FD | 59,265 | $7.5B | 1.89% | |
| 17 | VYMVANGUARD WHITEHALL FDS | 54,684 | $7.3B | 1.83% | |
| 18 | MSFTMICROSOFT CORP | 14,645 | $7.3B | 1.83% | |
| 19 | VISVANGUARD WORLD FD | 24,563 | $6.9B | 1.73% | |
| 20 | VHTVANGUARD WORLD FD | 25,670 | $6.4B | 1.60% | |
| 21 | AAPLAPPLE INC | 29,071 | $6.0B | 1.50% | |
| 22 | IJHISHARES TR | 87,526 | $5.4B | 1.36% | |
| 23 | VOVANGUARD INDEX FDS | 18,733 | $5.2B | 1.32% | |
| 24 | IVEISHARES TR | 26,331 | $5.1B | 1.29% | |
| 25 | EFAISHARES TR | 55,577 | $5.0B | 1.25% | |
| 26 | VOXVANGUARD WORLD FD | 28,861 | $4.9B | 1.24% | |
| 27 | SUBISHARES TR | 46,004 | $4.9B | 1.23% | |
| 28 | SDYSPDR SER TR | 33,638 | $4.6B | 1.15% | |
| 29 | PEYINVESCO EXCHANGE TRADED FD T | 222,547 | $4.5B | 1.14% | |
| 30 | VOTVANGUARD INDEX FDS | 11,973 | $3.4B | 0.85% | |
| 31 | FDLFIRST TR MORNINGSTAR DIVID L | 76,434 | $3.2B | 0.80% | |
| 32 | VDCVANGUARD WORLD FD | 13,874 | $3.0B | 0.76% | |
| 33 | DONWISDOMTREE TR | 60,011 | $3.0B | 0.75% | |
| 34 | VOEVANGUARD INDEX FDS | 18,152 | $3.0B | 0.75% | |
| 35 | IJKISHARES TR | 31,121 | $2.8B | 0.71% | |
| 36 | AIVLWISDOMTREE TR | 24,790 | $2.8B | 0.70% | |
| 37 | VBVANGUARD INDEX FDS | 11,784 | $2.8B | 0.70% | |
| 38 | VDEVANGUARD WORLD FD | 20,879 | $2.5B | 0.62% | |
| 39 | SPYSPDR S&P 500 ETF TR | 3,957 | $2.4B | 0.61% | |
| 40 | IWMISHARES TR | 10,730 | $2.3B | 0.58% | |
| 41 | IJRISHARES TR | 21,175 | $2.3B | 0.58% | |
| 42 | XLYSELECT SECTOR SPDR TR | 10,342 | $2.2B | 0.56% | |
| 43 | NVDANVIDIA CORPORATION | 13,827 | $2.2B | 0.55% | |
| 44 | IEMGISHARES INC | 36,388 | $2.2B | 0.55% | |
| 45 | VGSHVANGUARD SCOTTSDALE FDS | 37,109 | $2.2B | 0.55% | |
| 46 | AGGISHARES TR | 21,098 | $2.1B | 0.53% | |
| 47 | DESWISDOMTREE TR | 64,501 | $2.0B | 0.51% | |
| 48 | IJJISHARES TR | 15,502 | $1.9B | 0.48% | |
| 49 | IXGISHARES TR | 16,468 | $1.8B | 0.46% | |
| 50 | XLFSELECT SECTOR SPDR TR | 34,656 | $1.8B | 0.46% | |
| 51 | XLVSELECT SECTOR SPDR TR | 12,760 | $1.7B | 0.43% | |
| 52 | IVVISHARES TR | 2,734 | $1.7B | 0.43% | |
| 53 | JMSTJ P MORGAN EXCHANGE TRADED F | 32,625 | $1.7B | 0.42% | |
| 54 | TSLATESLA INC | 4,565 | $1.5B | 0.36% | |
| 55 | MUBISHARES TR | 13,621 | $1.4B | 0.36% | |
| 56 | VPUVANGUARD WORLD FD | 7,907 | $1.4B | 0.35% | |
| 57 | VBKVANGUARD INDEX FDS | 4,849 | $1.3B | 0.34% | |
| 58 | VNQVANGUARD INDEX FDS | 14,894 | $1.3B | 0.33% | |
| 59 | XLISELECT SECTOR SPDR TR | 8,783 | $1.3B | 0.33% | |
| 60 | EEMISHARES TR | 26,303 | $1.3B | 0.32% | |
| 61 | VAWVANGUARD WORLD FD | 6,506 | $1.3B | 0.32% | |
| 62 | VBRVANGUARD INDEX FDS | 6,466 | $1.3B | 0.32% | |
| 63 | AMZNAMAZON COM INC | 5,728 | $1.3B | 0.32% | |
| 64 | SLYVSPDR SER TR | 15,087 | $1.2B | 0.30% | |
| 65 | IJTISHARES TR | 8,925 | $1.2B | 0.30% | |
| 66 | PGPROCTER AND GAMBLE CO | 7,067 | $1.1B | 0.28% | |
| 67 | NSCNORFOLK SOUTHN CORP | 4,380 | $1.1B | 0.28% | |
| 68 | VTEBVANGUARD MUN BD FDS | 21,286 | $1.0B | 0.26% | |
| 69 | VVISA INC | 2,937 | $1.0B | 0.26% | |
| 70 | JNJJOHNSON & JOHNSON | 6,594 | $1.0B | 0.25% | |
| 71 | XOMEXXON MOBIL CORP | 9,327 | $1.0B | 0.25% | |
| 72 | SMMUPIMCO ETF TR | 20,035 | $1.0B | 0.25% | |
| 73 | MPCMARATHON PETE CORP | 5,715 | $949.4M | 0.24% | |
| 74 | SHYISHARES TR | 10,743 | $890.2M | 0.22% | |
| 75 | XLFISELECT SECTOR SPDR TR | 10,936 | $885.5M | 0.22% | |
| 76 | GOOGLALPHABET INC | 4,752 | $837.4M | 0.21% | |
| 77 | IGSBISHARES TR | 15,843 | $835.9M | 0.21% | |
| 78 | XLCSELECT SECTOR SPDR TR | 7,656 | $830.9M | 0.21% | |
| 79 | HDHOME DEPOT INC | 2,259 | $828.3M | 0.21% | |
| 80 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,629 | $791.3M | 0.20% | |
| 81 | JPMJPMORGAN CHASE & CO. | 2,711 | $785.9M | 0.20% | |
| 82 | GOOGALPHABET INC | 4,139 | $734.2M | 0.18% | |
| 83 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $728.8M | 0.18% | |
| 84 | 4I1PHILIP MORRIS INTL INC | 3,881 | $706.8M | 0.18% | |
| 85 | ELVELEVANCE HEALTH INC | 1,712 | $665.9M | 0.17% | |
| 86 | ADPAUTOMATIC DATA PROCESSING IN | 1,921 | $592.4M | 0.15% | |
| 87 | ABTABBOTT LABS | 4,339 | $590.1M | 0.15% | |
| 88 | AVGOBROADCOM INC | 2,003 | $552.1M | 0.14% | |
| 89 | KOCOCA COLA CO | 7,453 | $527.3M | 0.13% | |
| 90 | BACBANK AMERICA CORP | 10,942 | $517.8M | 0.13% | |
| 91 | SGOVISHARES TR | 5,102 | $513.7M | 0.13% | |
| 92 | CATHGLOBAL X FDS | 6,416 | $484.1M | 0.12% | |
| 93 | TPLCTIMOTHY PLAN | 10,508 | $471.8M | 0.12% | |
| 94 | SPTISPDR SER TR | 16,072 | $462.4M | 0.12% | |
| 95 | CSCOCISCO SYS INC | 6,487 | $450.1M | 0.11% | |
| 96 | ABBVABBVIE INC | 2,387 | $443.1M | 0.11% | |
| 97 | MDYSPDR S&P MIDCAP 400 ETF TR | 779 | $441.3M | 0.11% | |
| 98 | SCHGSCHWAB STRATEGIC TR | 15,095 | $440.9M | 0.11% | |
| 99 | NFLXNETFLIX INC | 325 | $435.2M | 0.11% | |
| 100 | VOOGVANGUARD ADMIRAL FDS INC | 1,016 | $403.1M | 0.10% |
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