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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
+7.99%
1 Year Est. Return
+23.49%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$399M
AUM Growth
+$39.6M
Cap. Flow
+$13.9M
Cap. Flow %
3.49%
Top 10 Hldgs %
42.57%
Holding
135
New
13
Increased
68
Reduced
43
Closed
6

Top Buys

Rank Stock Value
1
VGT icon
Vanguard Information Technology ETF
VGT
+$2.77M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.28M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.07M
4
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$1.8M
5
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$971K

Top Sells

Rank Stock Value
1
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.08M
2
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$738K
3
MUB icon
iShares National Muni Bond ETF
MUB
+$709K
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$653K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$527K

Sector Composition

Rank Sector Weight
1 Healthcare 4.99%
2 Technology 4.61%
3 Financials 1.46%
4 Consumer Discretionary 0.89%
5 Consumer Staples 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
76
Alphabet (Google) Class A
GOOGL
$4.38T
$837K 0.21%
4,752
+700
+17% +$115K
IGSB icon
77
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$836K 0.21%
+15,843
New +$828K
XLC icon
78
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
$831K 0.21%
7,656
-434
-5% -$42.7K
HD icon
79
Home Depot
HD
$349B
$828K 0.21%
2,259
-20
-0.9% -$7.24K
BRK.B icon
80
Berkshire Hathaway Class B
BRK.B
$1.13T
$791K 0.2%
1,629
+138
+9% +$70.1K
JPM icon
81
JPMorgan Chase
JPM
$947B
$786K 0.2%
2,711
+309
+13% +$78.9K
GOOG icon
82
Alphabet (Google) Class C
GOOG
$4.36T
$734K 0.18%
4,139
+575
+16% +$95K
BRK.A icon
83
Berkshire Hathaway Class A
BRK.A
$1.13T
$729K 0.18%
1
– –
PM icon
84
Philip Morris
PM
$293B
$707K 0.18%
3,881
+690
+22% +$118K
ELV icon
85
Elevance Health
ELV
$84.9B
$666K 0.17%
1,712
– –
ADP icon
86
Automatic Data Processing
ADP
$109B
$592K 0.15%
1,921
+5
+0.3% +$1.54K
ABT icon
87
Abbott
ABT
$187B
$590K 0.15%
4,339
+160
+4% +$21.1K
AVGO icon
88
Broadcom
AVGO
$2T
$552K 0.14%
2,003
+671
+50% +$146K
KO icon
89
Coca-Cola
KO
$374B
$527K 0.13%
7,453
-98
-1% -$6.98K
BAC icon
90
Bank of America
BAC
$441B
$518K 0.13%
10,942
+6,109
+126% +$257K
SGOV icon
91
iShares 0-3 Month Treasury Bond ETF
SGOV
$100B
$514K 0.13%
5,102
-2,681
-34% -$270K
CATH icon
92
Global X S&P 500 Catholic Values ETF
CATH
$1.33B
$484K 0.12%
6,416
+1,675
+35% +$117K
TPLC icon
93
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$310M
$472K 0.12%
10,508
+3,049
+41% +$130K
SPTI icon
94
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.5B
$462K 0.12%
16,072
-22,943
-59% -$653K
CSCO icon
95
Cisco
CSCO
$476B
$450K 0.11%
6,487
+166
+3% +$10.2K
ABBV icon
96
AbbVie
ABBV
$431B
$443K 0.11%
2,387
+7
+0.3% +$1.3K
MDY icon
97
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.9B
$441K 0.11%
779
+1
+0.1% +$537
SCHG icon
98
Schwab US Large-Cap Growth ETF
SCHG
$62.1B
$441K 0.11%
+15,095
New +$399K
NFLX icon
99
Netflix
NFLX
$307B
$435K 0.11%
3,250
+930
+40% +$105K
VOOG icon
100
Vanguard S&P 500 Growth ETF
VOOG
$27B
$403K 0.1%
+6,096
New +$363K
2 3
4
5 6

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MCCP
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PRP
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MWP
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H2CM
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Founders Grove Wealth Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Founders Grove Wealth Partners held 135 positions worth $399M, up 11% from $359M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Founders Grove Wealth Partners deployed $13.9M of net new capital in Q2 2025, opening 13 new positions and adding to 68 existing holdings. Its largest new stake was iShares Core US Aggregate Bond ETF: 21,098 shares worth $2.09M.

By sector, the portfolio is most concentrated in Healthcare at 5% of assets, down from 5.9% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares Short-Term National Muni Bond ETF, an estimated $1.08M trimmed.

  • Founders Grove Wealth Partners's largest Q2 2025 buy was iShares Core US Aggregate Bond ETF: 21,098 shares worth $2.09M.
  • Founders Grove Wealth Partners added most to Vanguard Information Technology ETF in Q2 2025, an estimated $2.77M increase.
  • Founders Grove Wealth Partners's biggest Q2 2025 reduction was iShares Short-Term National Muni Bond ETF, cutting an estimated $1.08M.
  • Founders Grove Wealth Partners fully exited State Street Energy Select Sector SPDR ETF in Q2 2025, selling an estimated $527K.
  • Founders Grove Wealth Partners's ten largest holdings make up 43% of its $399M portfolio in Q2 2025.
  • Founders Grove Wealth Partners opened 13 new positions and closed 6 in Q2 2025.
  • Founders Grove Wealth Partners's portfolio value rose 11% quarter-over-quarter to $399M.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2025, filed 28 Jul 2025.