FOUNDERS GROVE WEALTH PARTNERS, LLC
โขCIK: 2046157โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other81.3%
Technology6.5%
Healthcare5.0%
ETF3.0%
Financial1.4%
Consumer1.4%
Energy0.5%
Industrial0.3%
๐ช Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW19 new positions
โ76 increased
โ45 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024