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FGWP

Founders Grove Wealth Partners Portfolio holdings

AUM $501M
1-Year Est. Return 23.49%
This Fund
S&P 500
This Quarter Est. Return
-1.29%
1 Year Est. Return
+23.49%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$359M
AUM Growth
+$13.5M
Cap. Flow
+$20.4M
Cap. Flow %
5.69%
Top 10 Hldgs %
41.73%
Holding
123
New
7
Increased
66
Reduced
27
Closed
1

Top Buys

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.8M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.08M
3
BINC icon
BlackRock Flexible Income ETF
BINC
+$1.33M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.26M
5
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$969K

Top Sells

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$795K
2
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$534K
3
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$451K
4
FDX icon
FedEx
FDX
+$235K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$202K

Sector Composition

Rank Sector Weight
1 Healthcare 5.88%
2 Technology 3.84%
3 Financials 1.49%
4 Consumer Staples 0.9%
5 Consumer Discretionary 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.A icon
76
Berkshire Hathaway Class A
BRK.A
$1.12T
$798K 0.22%
1
– –
SHY icon
77
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
$797K 0.22%
9,632
-2,459
-20% -$202K
BRK.B icon
78
Berkshire Hathaway Class B
BRK.B
$1.13T
$794K 0.22%
1,491
+80
+6% +$38.9K
SGOV icon
79
iShares 0-3 Month Treasury Bond ETF
SGOV
$100B
$784K 0.22%
7,783
– –
XLC icon
80
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
$780K 0.22%
8,090
+2,260
+39% +$226K
ELV icon
81
Elevance Health
ELV
$85.5B
$745K 0.21%
1,712
– –
GOOGL icon
82
Alphabet (Google) Class A
GOOGL
$4.33T
$627K 0.17%
4,052
-52
-1% -$9.43K
JPM icon
83
JPMorgan Chase
JPM
$950B
$589K 0.16%
2,402
– –
ADP icon
84
Automatic Data Processing
ADP
$108B
$585K 0.16%
1,916
– –
GOOG icon
85
Alphabet (Google) Class C
GOOG
$4.32T
$557K 0.16%
3,564
-52
-1% -$9.52K
ABT icon
86
Abbott
ABT
$187B
$554K 0.15%
4,179
+15
+0.4% +$1.91K
KO icon
87
Coca-Cola
KO
$375B
$541K 0.15%
7,551
-139
-2% -$9.28K
XLE icon
88
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$527K 0.15%
11,272
+670
+6% +$30.2K
PM icon
89
Philip Morris
PM
$295B
$507K 0.14%
3,191
– –
ABBV icon
90
AbbVie
ABBV
$435B
$499K 0.14%
2,380
– –
IJS icon
91
iShares S&P Small-Cap 600 Value ETF
IJS
$8.34B
$436K 0.12%
4,470
+231
+5% +$24.4K
MDY icon
92
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$415K 0.12%
778
– –
CSCO icon
93
Cisco
CSCO
$479B
$390K 0.11%
6,321
+35
+0.6% +$2.15K
AFL icon
94
Aflac
AFL
$62.6B
$374K 0.1%
3,368
– –
MKL icon
95
Markel Group
MKL
$23.2B
$361K 0.1%
193
– –
VIG icon
96
Vanguard Dividend Appreciation ETF
VIG
$114B
$344K 0.1%
1,775
-162
-8% -$32.2K
MO icon
97
Altria Group
MO
$114B
$339K 0.09%
5,652
+135
+2% +$7.37K
TFC icon
98
Truist Financial
TFC
$64B
$337K 0.09%
8,198
– –
CATH icon
99
Global X S&P 500 Catholic Values ETF
CATH
$1.34B
$320K 0.09%
+4,741
New +$336K
TPLC icon
100
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$312M
$317K 0.09%
+7,459
New +$325K
1 2 3
4
5

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Founders Grove Wealth Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Founders Grove Wealth Partners held 123 positions worth $359M, up 3.9% from $345M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Founders Grove Wealth Partners deployed $20.4M of net new capital in Q1 2025, opening 7 new positions and adding to 66 existing holdings. Its largest new stake was Global X S&P 500 Catholic Values ETF: 4,741 shares worth $320K.

By sector, the portfolio is most concentrated in Healthcare at 5.9% of assets, up from 5.8% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Eli Lilly, an estimated $795K trimmed.

  • Founders Grove Wealth Partners's largest Q1 2025 buy was Global X S&P 500 Catholic Values ETF: 4,741 shares worth $320K.
  • Founders Grove Wealth Partners added most to State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2025, an estimated $2.8M increase.
  • Founders Grove Wealth Partners's biggest Q1 2025 reduction was Eli Lilly, cutting an estimated $795K.
  • Founders Grove Wealth Partners fully exited FedEx in Q1 2025, selling an estimated $235K.
  • Founders Grove Wealth Partners's ten largest holdings make up 42% of its $359M portfolio in Q1 2025.
  • Founders Grove Wealth Partners opened 7 new positions and closed 1 in Q1 2025.
  • Founders Grove Wealth Partners's portfolio value rose 3.9% quarter-over-quarter to $359M.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2025, filed 16 Apr 2025.