Founders Grove Wealth Partners, LLC Incresed Positions in Q4 2025

Founders Grove Wealth Partners, LLC

  • $445 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
27.1K
+ 30.21%
$99.87 - $101.27 $2.7M - $2.74M
117K $11.7B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
22K
+ 9.29%
$91.46 - $91.76 $2.01M - $2.02M
259K $23.6B
AAPL
Apple Inc.

Technology
2.34K
+ 7.4%
$245.27 - $275.25 $574K - $645K
34K $9.24B
VUSB
Vanguard Bd Index Fds
24.2K
+ 10.91%
N/A
246K $12.3B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
20.3K
+ 34.78%
$52.76 - $53.18 $1.07M - $1.08M
78.6K $4.16B
GOOGL
Alphabet Inc.

Communication Services
1.79K
+ 32.11%
$236.57 - $291.31 $423K - $521K
7.36K $2.3B
NVDA
Nvidia Corp

Technology
4.87K
+ 23.4%
$179.83 - $207.04 $875K - $1.01M
25.7K $4.79B
Blackrock ETF Trust Ii
15.8K
+ 9.62%
N/A
180K $9.48B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
14.1K
+ 80.29%
$50.37 - $50.58 $708K - $711K
31.6K $1.59B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
11.3K
+ 65.03%
$50.85 - $51.0 $572K - $574K
28.6K $1.46B
GOOG
Alphabet Inc.

Communication Services
314
+ 6.79%
$237.49 - $291.74 $74.6K - $91.6K
4.94K $1.55B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.03K
+ 25.48%
$82.69 - $83.12 $416K - $418K
24.8K $2.05B
AVGO
Broadcom Inc.

Technology
1.05K
+ 40.57%
$324.63 - $385.98 $340K - $405K
3.63K $1.26B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.36K
+ 34.69%
$119.13 - $120.38 $400K - $404K
13K $1.56B
VV
Vanguard Large Cap ETF

ETFs
210
+ 0.45%
$301.9 - $317.98 $63.4K - $66.8K
46.9K $14.8B
JNJ
Johnson & Johnson

Healthcare
954
+ 13.1%
$185.98 - $199.58 $177K - $190K
8.23K $1.7B
SHV
Ishares Tr

ETFs
2.85K
+ 35.75%
$110.15 - $110.49 $314K - $315K
10.8K $1.19B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
800
+ 40.59%
$280.66 - $305.09 $225K - $244K
2.77K $842M
XOM
Exxon Mobil Corp

Energy
1.65K
+ 19.59%
$110.64 - $119.78 $182K - $197K
10K $1.21B
VTV
Vanguard Value ETF

ETFs
273
+ 0.63%
$182.87 - $189.72 $49.9K - $51.8K
43.5K $8.31B
TSLA
Tesla, Inc.

Consumer Cyclical
421
+ 8.4%
$401.99 - $468.37 $169K - $197K
5.43K $2.44B
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.75K
+ 32.93%
$110.25 - $112.92 $193K - $197K
7.06K $778M
XLK
Technology Sector Spdr

ETFs
36.5K
+ 99.27%
$278.39 - $304.13 $10.2M - $11.1M
73.4K $10.6B
BAC
Bank Of America Corp

Financial Services
2.53K
+ 20.99%
$48.65 - $54.11 $123K - $137K
14.6K $803M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
305
+ 13.65%
$475.68 - $513.11 $145K - $156K
2.54K $1.28B
MUB
Ishares National Muni Bond ETF

ETFs
1.19K
+ 13.44%
$106.36 - $107.61 $127K - $128K
10.1K $1.08B
MRK
Merck & Co., Inc.

Healthcare
533
+ 14.89%
$82.49 - $92.93 $44K - $49.5K
4.11K $433M
JPM
Jpmorgan Chase & CO

Financial Services
343
+ 11.45%
$294.11 - $320.41 $101K - $110K
3.34K $1.08B
IEF
Ishares Barclays

ETFs
1.36K
+ 33.8%
$96.12 - $97.72 $131K - $133K
5.38K $517M
VOE
Vanguard Mid Cap Value Index F

ETFs
403
+ 2.25%
$169.53 - $176.53 $68.3K - $71.1K
18.3K $3.25B
CSCO
Cisco Systems, Inc.

Technology
754
+ 11.62%
$67.46 - $78.0 $50.9K - $58.8K
7.24K $558M
CAT
Caterpillar Inc

Industrials
90
+ 16.36%
$480.82 - $585.49 $43.3K - $52.7K
640 $367M
PLTR
Palantir Technologies Inc.

Technology
546
+ 49.68%
$172.14 - $207.18 $94K - $113K
1.65K $292M
AXP
American Express CO

Financial Services
78
+ 6.19%
$316.26 - $372.77 $24.7K - $29.1K
1.34K $495M
CATH
Global X Fds Global X S&P 500

ETFs
843
+ 14.59%
$79.23 - $83.57 $66.8K - $70.4K
6.62K $545M
VB
Vanguard Small Cap ETF

ETFs
106
+ 0.92%
$248.1 - $260.08 $26.3K - $27.6K
11.6K $3B
MA
Mastercard Inc

Financial Services
115
+ 15.25%
$536.85 - $580.45 $61.7K - $66.8K
869 $496M
MCK
Mckesson Corp

Healthcare
65
+ 24.07%
$738.06 - $859.37 $48K - $55.9K
335 $275M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
1.57K
+ 16.25%
$44.97 - $46.55 $70.4K - $72.9K
11.2K $509M
ELV
Elevance Health, Inc.

Healthcare
46
+ 2.75%
$303.78 - $362.34 $14K - $16.7K
1.72K $602M
V
Visa Inc.

Financial Services
88
+ 2.96%
$325.75 - $352.42 $28.7K - $31K
3.06K $1.07B
MCD
Mcdonalds Corp

Consumer Cyclical
165
+ 24.3%
$293.81 - $310.11 $48.5K - $51.2K
844 $258M
JCI
Johnson Controls International PLC

Industrials
242
+ 10.67%
$105.55 - $122.66 $25.5K - $29.7K
2.51K $301M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
154
+ 1.03%
$84.91 - $90.88 $13.1K - $14K
15.1K $1.37B
MKL
Markel Corp

Financial Services
1
+ 0.52%
$1826.32 - $2091.91 $1.83K - $2.09K
194 $417M
RTX
Raytheon Technologies Corp

Industrials
144
+ 11.29%
$157.0 - $179.44 $22.6K - $25.8K
1.42K $260M
VO
Vanguard Mid Cap ETF

ETFs
377
+ 2.06%
$286.27 - $296.23 $108K - $112K
18.7K $5.41B
VBR
Vanguard Small Cap Value ETF

ETFs
106
+ 1.68%
$201.42 - $211.15 $21.4K - $22.4K
6.43K $1.36B
PM
Philip Morris International Inc.

Consumer Defensive
279
+ 7.23%
$144.33 - $160.86 $40.3K - $44.9K
4.14K $664M
Activity Summary
Buys All Purchases 95 New Holdings 19 Increased Positions 76 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Founders Grove Wealth Partners, LLC Portfolio

Follow Founders Grove Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Founders Grove Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Grove Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email