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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
+3.32%
1 Year Est. Return
+23.49%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$445M
AUM Growth
+$19.1M
Cap. Flow
+$7.23M
Cap. Flow %
1.63%
Top 10 Hldgs %
40.66%
Holding
157
New
19
Increased
73
Reduced
48
Closed
6

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.72M
2
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.01M
3
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.21M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.07M
5
NVDA icon
NVIDIA
NVDA
+$906K

Top Sells

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$3.78M
2
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.52M
3
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.27M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$951K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$750K

Sector Composition

Rank Sector Weight
1 Technology 6.05%
2 Healthcare 5.33%
3 Financials 1.83%
4 Consumer Discretionary 1.3%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MUB icon
76
iShares National Muni Bond ETF
MUB
$45.5B
$1.08M 0.24%
10,053
+1,191
+13% +$128K
JPM icon
77
JPMorgan Chase
JPM
$950B
$1.08M 0.24%
3,339
+343
+11% +$106K
IJT icon
78
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.42B
$1.08M 0.24%
7,617
-186
-2% -$26.3K
V icon
79
Visa
V
$677B
$1.07M 0.24%
3,063
+88
+3% +$30K
MPC icon
80
Marathon Petroleum
MPC
$83.7B
$934K 0.21%
5,742
+3
+0.1% +$561
XLC icon
81
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
$894K 0.2%
7,597
+8
+0.1% +$921
HD icon
82
Home Depot
HD
$355B
$844K 0.19%
2,453
-19
-0.8% -$6.96K
TSM icon
83
TSMC
TSM
$2.18T
$842K 0.19%
2,771
+800
+41% +$235K
BAC icon
84
Bank of America
BAC
$442B
$803K 0.18%
14,600
+2,533
+21% +$134K
LQD icon
85
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
$778K 0.17%
7,057
+1,748
+33% +$194K
BRK.A icon
86
Berkshire Hathaway Class A
BRK.A
$1.12T
$755K 0.17%
1
– –
CEF icon
87
Sprott Physical Gold and Silver Trust
CEF
$8.06B
$703K 0.16%
+15,357
New +$621K
PM icon
88
Philip Morris
PM
$295B
$664K 0.15%
4,140
+279
+7% +$43.2K
IJS icon
89
iShares S&P Small-Cap 600 Value ETF
IJS
$8.34B
$634K 0.14%
5,577
-265
-5% -$29.7K
ABT icon
90
Abbott
ABT
$187B
$622K 0.14%
4,966
+308
+7% +$39.2K
ADP icon
91
Automatic Data Processing
ADP
$108B
$609K 0.14%
2,366
-16
-0.7% -$4.26K
ABBV icon
92
AbbVie
ABBV
$435B
$606K 0.14%
2,654
+181
+7% +$41.2K
ELV icon
93
Elevance Health
ELV
$85.5B
$602K 0.14%
1,718
+46
+3% +$15.5K
VGSH icon
94
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$599K 0.13%
10,205
-21,525
-68% -$1.27M
XLP icon
95
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$593K 0.13%
7,629
-1,576
-17% -$123K
KO icon
96
Coca-Cola
KO
$375B
$572K 0.13%
8,184
+94
+1% +$6.55K
CSCO icon
97
Cisco
CSCO
$479B
$558K 0.13%
7,242
+754
+12% +$55.9K
CATH icon
98
Global X S&P 500 Catholic Values ETF
CATH
$1.34B
$545K 0.12%
6,622
+843
+15% +$69.1K
IEF icon
99
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$517K 0.12%
5,380
+1,359
+34% +$132K
TPLC icon
100
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$312M
$509K 0.11%
11,205
+1,566
+16% +$71.6K
2 3
4
5 6

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Founders Grove Wealth Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Founders Grove Wealth Partners held 157 positions worth $445M, up 4.5% from $426M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Founders Grove Wealth Partners's Q4 2025 filing shows 19 new, 73 increased, 48 reduced and 6 closed positions. Its largest new stake was Sprott Physical Gold and Silver Trust: 15,357 shares worth $703K. The largest sale was Eli Lilly, an estimated $3.78M.

By sector, the portfolio is most concentrated in Technology at 6% of assets, up from 5.6% a quarter earlier, followed by Healthcare and Financials.

  • Founders Grove Wealth Partners's largest Q4 2025 buy was Sprott Physical Gold and Silver Trust: 15,357 shares worth $703K.
  • Founders Grove Wealth Partners added most to iShares Core US Aggregate Bond ETF in Q4 2025, an estimated $2.72M increase.
  • Founders Grove Wealth Partners's biggest Q4 2025 reduction was Eli Lilly, cutting an estimated $3.78M.
  • Founders Grove Wealth Partners fully exited State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2025, selling an estimated $314K.
  • Founders Grove Wealth Partners's ten largest holdings make up 41% of its $445M portfolio in Q4 2025.
  • Founders Grove Wealth Partners opened 19 new positions and closed 6 in Q4 2025.
  • Founders Grove Wealth Partners's portfolio value rose 4.5% quarter-over-quarter to $445M.

Based on Founders Grove Wealth Partners's 13F filing for Q4 2025, filed 12 Jan 2026.