Founders Grove Wealth Partners, LLC Portfolio Holdings

Founders Grove Wealth Partners, LLC

  • $445 Billion
  • Q4 2025

Founders Grove Wealth Partners, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $445 Billion distributed in 151 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $34.3B, Spdr Bloomberg 1 3 Month T Bil with a value of $23.6B, Vanguard Growth ETF with a value of $21.3B, Vanguard Information Technolog with a value of $19.6B, and Eli Lilly & CO with a value of $18.7B.

Examining the 13F form we can see an increase of $19.1B in the current position value, from $426B to 445B.

Founders Grove Wealth Partners, LLC is based out at Richmond, VA

Below you can find more details about Founders Grove Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $445 Billion
ETFs: $343 Billion
Technology: $26.3 Billion
Healthcare: $23.7 Billion
Financial Services: $8.57 Billion
Consumer Cyclical: $5.79 Billion
Communication Services: $4.88 Billion
Industrials: $3.65 Billion
Consumer Defensive: $3.25 Billion
Other: $3.36 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$181B
$131 Million 0.03% of portfolio
11,190
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $445 Billion
  • Prior Value $426 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 19 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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