Data as of Q4 2025 (Dec 31, 2025)

FOUNDERS GROVE WEALTH PARTNERS, LLC

โ€ขCIK: 2046157โ€ขFiling: Q4 2025

**FOUNDERS GROVE WEALTH PARTNERS, LLC** manages $445M across a diversified portfolio of 151 positions. The strategy exhibits significant allocation toward international equities, evidenced by the top holding in VEA at $34.3M. Core technology and growth exposure is maintained through substantial positions in VUG ($21.3M) and VGT ($19.6M). Notable diversification is further seen with allocations to fixed income (BIL at $23.6M) and healthcare leaders (LLY at $18.7M).

Total AUM
$444.6M
QoQ Performance
+4.5%
Positions
96
Top 10 Concentration
40.7%
Latest Filing
Q4 2025

Top Holdings Allocation

VEA
BIL
VEA7.7%
BIL5.3%
VUG4.8%
VGT4.4%
LLY4.2%
VV3.3%
IVW3.1%
VUSB2.8%

๐Ÿ“ˆ Biggest Buys

XLK
SELECT SECTOR SPDR TR
+99.3%
2.4% of portfolio
AGG
ISHARES TR
+30.2%
2.6% of portfolio
BIL
SPDR SERIES TRUST
+9.3%
5.3% of portfolio
XLY
SELECT SECTOR SPDR TR
+99.1%
0.5% of portfolio
VUSB
VANGUARD BD INDEX FDS
+10.9%
2.8% of portfolio

๐Ÿ“‰ Biggest Sells

LLY
ELI LILLY & CO
-18.5%
4.2% of portfolio
SUB
ISHARES TR
-42.5%
0.5% of portfolio
VGSH
VANGUARD SCOTTSDALE FDS
-67.8%
0.1% of portfolio
VGT
VANGUARD WORLD FD
-4.6%
4.4% of portfolio
VEA
VANGUARD TAX-MANAGED FDS
-2.2%
7.7% of portfolio

Sector Breakdown

Other81.3%
Technology6.5%
Healthcare5.0%
ETF3.0%
Financial1.4%
Consumer1.4%
Energy0.5%
Industrial0.3%

๐Ÿšช Exited Positionssold since Q3 2025

SPTI
SPDR SERIES TRUST
SOLD
$314.2K
GLTR
ABRDN PRECIOUS METALS BASKET
SOLD
$233.8K
SGOV
ISHARES TR
SOLD
$225.2K
SYY
SYSCO CORP
SOLD
$222.2K
ECL
ECOLAB INC
SOLD
$219.9K
+1 more exited positions

Changes from Q3 2025

NEW19 new positions
โ†‘76 increased
โ†“45 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024