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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
(+11%)
Cap. Flow
+$13.9M
Cap. Flow
% of AUM
3.49%
Top 10 Holdings %
Top 10 Hldgs %
42.57%
Holding
135
New
13
Increased
68
Reduced
43
Closed
6
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Information Technology ETF
VGT
|
+$2.77M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$2.28M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.07M |
| 4 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$1.8M |
| 5 |
Vanguard Morningstar Growth ETF
VUG
|
+$971K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$1.08M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$738K |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$709K |
| 4 |
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$653K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
CYBR
126
DELISTED
CyberArk
CYBR
| $208K | 0.05% |
+510
| New | +$186K |
|
127
Sysco
SYY
$40.3B
| $206K | 0.05% |
2,724
+49
| +2% | +$3.56K |
|
128
Stryker
SYK
$130B
| $201K | 0.05% |
+508
| New | +$190K |
|
129
Canadian Pacific Kansas City
CP
$80.5B
| $201K | 0.05% |
2,531
-1,017
| -29% | -$78.2K |
|
130
Dominion Energy
D
$59.3B
| – | – |
-3,590
| Closed | -$201K |
|
131
iShares Select Dividend ETF
DVY
$23.6B
| – | – |
-1,497
| Closed | -$201K |
|
132
NextEra Energy
NEE
$177B
| – | – |
-3,153
| Closed | -$224K |
|
133
UnitedHealth
UNH
$370B
| – | – |
-382
| Closed | -$200K |
|
134
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.25B
| – | – |
-2,364
| Closed | -$228K |
|
|
135
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
| – | – |
-11,272
| Closed | -$527K |
|
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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.