FOUNDERS GROVE WEALTH PARTNERS, LLC Diversified Active

CIK: 0002046157 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 17, 2025

Total Value ($000): $425,527 (100.0% shares, 0.0% debt)

Holdings (138)

VEA VANGUARD TAX-MANAGED FDS 7.9%
Value ($000) $33,600 Shares 560,740 Est. Cost $48.04 Unrealized —
BIL SPDR SERIES TRUST 5.1%
Value ($000) $21,718 Shares 236,706 Est. Cost $91.48 Unrealized —
VUG VANGUARD INDEX FDS 5.0%
Value ($000) $21,464 Shares 44,754 Est. Cost $410.11 Unrealized —
VGT VANGUARD WORLD FD 4.8%
Value ($000) $20,374 Shares 27,288 Est. Cost $626.10 Unrealized —
LLY ELI LILLY & CO 3.8%
Value ($000) $16,306 Shares 21,370 Est. Cost $821.14 Unrealized -9.6%
VV VANGUARD INDEX FDS 3.4%
Value ($000) $14,384 Shares 46,723 Est. Cost $270.96 Unrealized —
IVW ISHARES TR 3.2%
Value ($000) $13,780 Shares 114,150 Est. Cost $100.91 Unrealized —
VUSB VANGUARD BD INDEX FDS 2.6%
Value ($000) $11,086 Shares 221,737 Est. Cost $49.67 Unrealized —
XLK SELECT SECTOR SPDR TR 2.4%
Value ($000) $10,377 Shares 36,817 Est. Cost $231.62 Unrealized —
VGIT VANGUARD SCOTTSDALE FDS 2.3%
Value ($000) $9,740 Shares 162,246 Est. Cost $58.11 Unrealized —
VOO VANGUARD INDEX FDS 2.2%
Value ($000) $9,354 Shares 15,274 Est. Cost $544.10 Unrealized —
AGG ISHARES TR 2.1%
Value ($000) $8,984 Shares 89,620 Est. Cost $100.00 Unrealized —
BINC BLACKROCK ETF TRUST II 2.1%
Value ($000) $8,725 Shares 163,885 Est. Cost $52.09 Unrealized —
VWO VANGUARD INTL EQUITY INDEX F 2.0%
Value ($000) $8,344 Shares 154,004 Est. Cost $44.33 Unrealized —
VCR VANGUARD WORLD FD 1.9%
Value ($000) $8,246 Shares 20,816 Est. Cost $372.94 Unrealized —
MSFT MICROSOFT CORP 1.9%
Value ($000) $8,069 Shares 15,579 Est. Cost $428.14 Unrealized +18.8%
VTV VANGUARD INDEX FDS 1.9%
Value ($000) $8,061 Shares 43,226 Est. Cost $169.96 Unrealized —
AAPL APPLE INC 1.9%
Value ($000) $8,061 Shares 31,657 Est. Cost $231.95 Unrealized -2.7%
VYM VANGUARD WHITEHALL FDS 1.8%
Value ($000) $7,567 Shares 53,683 Est. Cost $127.59 Unrealized —
VFH VANGUARD WORLD FD 1.8%
Value ($000) $7,488 Shares 57,058 Est. Cost $118.11 Unrealized —
VIS VANGUARD WORLD FD 1.7%
Value ($000) $7,088 Shares 23,921 Est. Cost $255.06 Unrealized —
VHT VANGUARD WORLD FD 1.6%
Value ($000) $6,687 Shares 25,760 Est. Cost $254.14 Unrealized —
IJH ISHARES TR 1.4%
Value ($000) $5,842 Shares 89,523 Est. Cost $62.21 Unrealized —
IVE ISHARES TR 1.3%
Value ($000) $5,622 Shares 27,224 Est. Cost $191.37 Unrealized —
VO VANGUARD INDEX FDS 1.3%
Value ($000) $5,368 Shares 18,275 Est. Cost $264.90 Unrealized —
VOX VANGUARD WORLD FD 1.2%
Value ($000) $5,177 Shares 27,577 Est. Cost $155.28 Unrealized —
SDY SPDR SERIES TRUST 1.1%
Value ($000) $4,622 Shares 33,001 Est. Cost $132.10 Unrealized —
EFA ISHARES TR 1.1%
Value ($000) $4,590 Shares 49,160 Est. Cost $78.06 Unrealized —
PEY INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $4,136 Shares 196,339 Est. Cost $21.26 Unrealized —
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $3,881 Shares 20,803 Est. Cost $147.02 Unrealized +18.6%
SUB ISHARES TR 0.8%
Value ($000) $3,578 Shares 33,512 Est. Cost $105.49 Unrealized —
VOT VANGUARD INDEX FDS 0.8%
Value ($000) $3,377 Shares 11,493 Est. Cost $255.33 Unrealized —
FDL FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $3,270 Shares 75,320 Est. Cost $40.26 Unrealized —
DON WISDOMTREE TR 0.7%
Value ($000) $3,138 Shares 60,004 Est. Cost $50.97 Unrealized —
VOE VANGUARD INDEX FDS 0.7%
Value ($000) $3,130 Shares 17,930 Est. Cost $161.83 Unrealized —
IGSB ISHARES TR 0.7%
Value ($000) $3,093 Shares 58,318 Est. Cost $52.96 Unrealized —
VB VANGUARD INDEX FDS 0.7%
Value ($000) $2,934 Shares 11,537 Est. Cost $238.05 Unrealized —
VDC VANGUARD WORLD FD 0.7%
Value ($000) $2,883 Shares 13,491 Est. Cost $211.97 Unrealized —
AIVL WISDOMTREE TR 0.7%
Value ($000) $2,827 Shares 24,737 Est. Cost $106.52 Unrealized —
IJK ISHARES TR 0.7%
Value ($000) $2,768 Shares 28,864 Est. Cost $90.45 Unrealized —
VDE VANGUARD WORLD FD 0.6%
Value ($000) $2,586 Shares 20,548 Est. Cost $121.50 Unrealized —
XLY SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,462 Shares 10,275 Est. Cost $223.54 Unrealized —
IEMG ISHARES INC 0.6%
Value ($000) $2,390 Shares 36,256 Est. Cost $52.27 Unrealized —
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $2,384 Shares 3,579 Est. Cost $586.50 Unrealized —
IJR ISHARES TR 0.5%
Value ($000) $2,265 Shares 19,057 Est. Cost $115.02 Unrealized —
TSLA TESLA INC 0.5%
Value ($000) $2,229 Shares 5,012 Est. Cost $321.80 Unrealized +7.8%
IJJ ISHARES TR 0.5%
Value ($000) $2,148 Shares 16,561 Est. Cost $124.88 Unrealized —
DES WISDOMTREE TR 0.5%
Value ($000) $2,113 Shares 62,748 Est. Cost $34.35 Unrealized —
IWM ISHARES TR 0.5%
Value ($000) $2,042 Shares 8,439 Est. Cost $219.38 Unrealized —
IXG ISHARES TR 0.4%
Value ($000) $1,913 Shares 16,399 Est. Cost $97.40 Unrealized —
VGSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,867 Shares 31,730 Est. Cost $58.18 Unrealized —
XLF SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,857 Shares 34,467 Est. Cost $48.51 Unrealized —
IVV ISHARES TR 0.4%
Value ($000) $1,829 Shares 2,732 Est. Cost $581.10 Unrealized —
SHY ISHARES TR 0.4%
Value ($000) $1,639 Shares 19,753 Est. Cost $82.48 Unrealized —
AMZN AMAZON COM INC 0.4%
Value ($000) $1,573 Shares 7,166 Est. Cost $207.88 Unrealized +8.9%
VPU VANGUARD WORLD FD 0.3%
Value ($000) $1,479 Shares 7,811 Est. Cost $164.01 Unrealized —
EEM ISHARES TR 0.3%
Value ($000) $1,397 Shares 26,160 Est. Cost $41.89 Unrealized —
VBK VANGUARD INDEX FDS 0.3%
Value ($000) $1,392 Shares 4,678 Est. Cost $277.86 Unrealized —
GOOGL ALPHABET INC 0.3%
Value ($000) $1,354 Shares 5,568 Est. Cost $177.92 Unrealized +17.6%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,350 Shares 7,280 Est. Cost $151.53 Unrealized +11.9%
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $1,346 Shares 14,719 Est. Cost $89.23 Unrealized —
XLI SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,328 Shares 8,612 Est. Cost $131.70 Unrealized —
SLYV SPDR SERIES TRUST 0.3%
Value ($000) $1,321 Shares 14,906 Est. Cost $86.50 Unrealized —
VAW VANGUARD WORLD FD 0.3%
Value ($000) $1,319 Shares 6,440 Est. Cost $188.01 Unrealized —
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $1,319 Shares 6,320 Est. Cost $196.68 Unrealized —
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $1,296 Shares 4,315 Est. Cost $248.46 Unrealized +11.1%
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,232 Shares 8,853 Est. Cost $138.33 Unrealized —
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1,211 Shares 7,878 Est. Cost $164.62 Unrealized -5.9%
IEI ISHARES TR 0.3%
Value ($000) $1,157 Shares 9,684 Est. Cost $119.40 Unrealized —
GOOG ALPHABET INC 0.3%
Value ($000) $1,127 Shares 4,627 Est. Cost $177.94 Unrealized +18.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,123 Shares 2,234 Est. Cost $471.58 Unrealized +2.7%
MPC MARATHON PETE CORP 0.3%
Value ($000) $1,106 Shares 5,739 Est. Cost $148.83 Unrealized +17.2%
IJT ISHARES TR 0.3%
Value ($000) $1,104 Shares 7,803 Est. Cost $134.79 Unrealized —
V VISA INC 0.2%
Value ($000) $1,016 Shares 2,975 Est. Cost $298.93 Unrealized +15.5%
HD HOME DEPOT INC 0.2%
Value ($000) $1,002 Shares 2,472 Est. Cost $396.57 Unrealized -1.9%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $947 Shares 8,403 Est. Cost $112.36 Unrealized -2.4%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $945 Shares 2,996 Est. Cost $237.03 Unrealized +24.8%
MUB ISHARES TR 0.2%
Value ($000) $944 Shares 8,862 Est. Cost $106.37 Unrealized —
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $917 Shares 18,310 Est. Cost $50.08 Unrealized —
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $898 Shares 7,589 Est. Cost $96.71 Unrealized —
SMMU PIMCO ETF TR 0.2%
Value ($000) $886 Shares 17,511 Est. Cost $49.88 Unrealized —
JMST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $884 Shares 17,312 Est. Cost $50.74 Unrealized —
SHV ISHARES TR 0.2%
Value ($000) $880 Shares 7,963 Est. Cost $110.47 Unrealized —
AVGO BROADCOM INC 0.2%
Value ($000) $852 Shares 2,583 Est. Cost $219.05 Unrealized +39.6%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $754 Shares 1 Est. Cost $692527.00 Unrealized +5.0%
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $721 Shares 9,205 Est. Cost $78.79 Unrealized —
META META PLATFORMS INC 0.2%
Value ($000) $717 Shares 977 Est. Cost $677.65 Unrealized +9.7%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $699 Shares 2,382 Est. Cost $289.82 Unrealized +2.8%
IJS ISHARES TR 0.2%
Value ($000) $646 Shares 5,842 Est. Cost $108.95 Unrealized —
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $626 Shares 3,861 Est. Cost $128.91 Unrealized +28.1%
ABT ABBOTT LABS 0.1%
Value ($000) $624 Shares 4,658 Est. Cost $115.11 Unrealized +13.5%
BAC BANK AMERICA CORP 0.1%
Value ($000) $623 Shares 12,067 Est. Cost $42.64 Unrealized +13.4%
LQD ISHARES TR 0.1%
Value ($000) $592 Shares 5,309 Est. Cost $111.47 Unrealized —
ABBV ABBVIE INC 0.1%
Value ($000) $573 Shares 2,473 Est. Cost $178.27 Unrealized +13.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $550 Shares 1,971 Est. Cost $251.56 Unrealized —
ELV ELEVANCE HEALTH INC FORMERLY 0.1%
Value ($000) $540 Shares 1,672 Est. Cost $409.27 Unrealized -24.7%
ORCL ORACLE CORP 0.1%
Value ($000) $540 Shares 1,920 Est. Cost $180.15 Unrealized +41.1%
KO COCA COLA CO 0.1%
Value ($000) $537 Shares 8,090 Est. Cost $63.47 Unrealized +7.0%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $482 Shares 15,095 Est. Cost $29.21 Unrealized —
CATH GLOBAL X FDS 0.1%
Value ($000) $468 Shares 5,779 Est. Cost $69.61 Unrealized —
TPLC TIMOTHY PLAN 0.1%
Value ($000) $446 Shares 9,639 Est. Cost $43.15 Unrealized —
CSCO CISCO SYS INC 0.1%
Value ($000) $444 Shares 6,488 Est. Cost $55.50 Unrealized +21.4%
NFLX NETFLIX INC 0.1%
Value ($000) $438 Shares 365 Est. Cost $94.71 Unrealized +28.9%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $429 Shares 754 Est. Cost $573.47 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $420 Shares 704 Est. Cost $569.58 Unrealized —
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $419 Shares 1,261 Est. Cost $288.15 Unrealized +9.9%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $417 Shares 695 Est. Cost $520.88 Unrealized —
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $415 Shares 1,924 Est. Cost $196.51 Unrealized —
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $414 Shares 950 Est. Cost $396.72 Unrealized —
AFL AFLAC INC 0.1%
Value ($000) $389 Shares 3,480 Est. Cost $106.34 Unrealized -2.0%
IEF ISHARES TR 0.1%
Value ($000) $388 Shares 4,021 Est. Cost $96.46 Unrealized —
MO ALTRIA GROUP INC 0.1%
Value ($000) $382 Shares 5,781 Est. Cost $49.23 Unrealized +24.8%
MKL MARKEL GROUP INC 0.1%
Value ($000) $369 Shares 193 Est. Cost $1659.34 Unrealized +18.1%
TFC TRUIST FINL CORP 0.1%
Value ($000) $344 Shares 7,524 Est. Cost $42.32 Unrealized +4.8%
HON HONEYWELL INTL INC 0.1%
Value ($000) $338 Shares 1,608 Est. Cost $204.37 Unrealized +1.3%
SPTI SPDR SERIES TRUST 0.1%
Value ($000) $314 Shares 10,871 Est. Cost $27.88 Unrealized —
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $307 Shares 1,445 Est. Cost $188.74 Unrealized +15.4%
MRK MERCK & CO INC 0.1%
Value ($000) $300 Shares 3,579 Est. Cost $96.60 Unrealized -16.1%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $295 Shares 484 Est. Cost $497.01 Unrealized +13.3%
FERG FERGUSON ENTERPRISES INC 0.1%
Value ($000) $292 Shares 1,298 Est. Cost $194.12 Unrealized +15.8%
CAT CATERPILLAR INC 0.1%
Value ($000) $262 Shares 550 Est. Cost $425.39 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $249 Shares 2,269 Est. Cost $92.47 Unrealized +15.6%
FXNC FIRST NATL CORP 0.1%
Value ($000) $248 Shares 10,941 Est. Cost $21.65 Unrealized +1.5%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $247 Shares 1,996 Est. Cost $109.54 Unrealized +9.4%
— CYBERARK SOFTWARE LTD 0.1%
Value ($000) $246 Shares 510 Est. Cost $406.88 Unrealized —
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $243 Shares 263 Est. Cost $926.66 Unrealized +3.2%
T AT&T INC 0.1%
Value ($000) $240 Shares 8,483 Est. Cost $28.07 Unrealized 0.0%
GLTR ABRDN PRECIOUS METALS BASKET 0.1%
Value ($000) $234 Shares 1,413 Est. Cost $165.45 Unrealized —
SGOV ISHARES TR 0.1%
Value ($000) $225 Shares 2,236 Est. Cost $100.32 Unrealized —
DVY ISHARES TR 0.1%
Value ($000) $224 Shares 1,576 Est. Cost $142.10 Unrealized —
SYY SYSCO CORP 0.1%
Value ($000) $222 Shares 2,698 Est. Cost $73.89 Unrealized +6.7%
ECL ECOLAB INC 0.1%
Value ($000) $220 Shares 803 Est. Cost $252.35 Unrealized +7.1%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $217 Shares 1,179 Est. Cost $191.12 Unrealized +1.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $213 Shares 1,275 Est. Cost $154.28 Unrealized 0.0%
MCK MCKESSON CORP 0.0%
Value ($000) $208 Shares 270 Est. Cost $703.03 Unrealized 0.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $206 Shares 679 Est. Cost $301.40 Unrealized 0.0%
COR CENCORA INC 0.0%
Value ($000) $201 Shares 642 Est. Cost $293.50 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $200 Shares 1,099 Est. Cost $162.07 Unrealized 0.0%