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Asset Manager ← All Institutions

FOUNDERS GROVE WEALTH PARTNERS, LLC

6802 PARAGON PLACE SUITE 300, RICHMOND, VA 23230 • (804) 910-0001

Q2 2025 · Filed 2025-07-28
Market Value
$398M
+11.1%
Holdings
134
+12
New Purchases
13
Added To
68
Closed
6
Reduced
42
Top 10 Concentration
42.6%
Turnover
14.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VGT 4.86% 3.69% +1.17% $19M
VOO 2.32% 1.71% +0.61% $9M
VUG 5.22% 4.65% +0.57% $21M
AGG 0.53% 0.00% +0.53% $2M
VV 3.47% 2.98% +0.49% $14M
MSFT 1.83% 1.43% +0.40% $7M
NVDA 0.55% 0.26% +0.29% $2M
IGSB 0.21% 0.00% +0.21% $836K
VB 0.70% 0.53% +0.17% $3M
IVW 3.21% 3.06% +0.16% $13M
EFA 1.25% 1.10% +0.15% $5M
XLK 2.42% 2.28% +0.14% $10M
SCHG 0.11% 0.00% +0.11% $441K
VOOG 0.10% 0.00% +0.10% $403K
VEA 8.21% 8.11% +0.10% $33M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LLY 4.20% 4.93% -0.73% $17M
SUB 1.23% 1.66% -0.43% $5M
BIL 5.69% 6.08% -0.39% $23M
VGIT 2.60% 2.94% -0.35% $10M
MUB 0.36% 0.60% -0.24% $1M
VTEB 0.26% 0.50% -0.24% $1M
PEY 1.14% 1.36% -0.22% $5M
VHT 1.60% 1.81% -0.21% $6M
IVE 1.29% 1.50% -0.21% $5M
SPTI 0.12% 0.31% -0.19% $462K
AAPL 1.50% 1.69% -0.19% $6M
BINC 2.28% 2.44% -0.17% $9M
VGSH 0.55% 0.71% -0.16% $2M
JMST 0.42% 0.58% -0.16% $2M
VUSB 2.71% 2.87% -0.16% $11M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 84.1%
Technology 5.6%
Healthcare 4.8%
Communication Services 1.3%
Consumer Cyclical 1.1%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 40 $130M 32.6%
Large Cap 72 $208M 52.1%
Mid Cap 15 $49M 12.4%
Small Cap 6 $11M 2.8%
Micro Cap 1 $213K 0.1%

Portfolio Analytics

Avg Market Cap
$393.6B
Median Market Cap
$71.4B
Avg P/E
34.2
Median P/E
25.6
Avg Dividend Yield
0.02%
Avg Beta
0.86
# Stocks
54
# ETFs / Funds
80

Top Holdings (134 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VEA 8.21% 573,507 $33M $57.01 $4M +1,190 +0.2%
2 BIL 5.69% 247,054 $23M $91.73 $851K +9,280 +3.9%
3 VUG 5.22% 47,449 $21M $438.40 $4M +2,458 +5.5%
4 VGT 4.86% 29,175 $19M $663.28 $6M +4,767 +19.5%
5 LLY 4.20% 21,460 $17M $779.53 -$945K +61 +0.3%
6 VV 3.47% 48,449 $14M $285.30 $3M +6,816 +16.4%
7 IVW 3.21% 116,304 $13M $110.10 $2M -1,760 -1.5%
8 VUSB 2.71% 216,366 $11M $49.87 $503K +10,040 +4.9%
9 VGIT 2.60% 172,918 $10M $59.81 -$216K -4,822 -2.7%
10 XLK 2.42% 38,100 $10M $253.23 $1M -1,548 -3.9%
11 VOO 2.32% 16,299 $9M $568.03 $3M +4,337 +36.3%
12 BINC 2.28% 171,634 $9M $52.84 $307K +4,359 +2.6%
13 VCR 1.96% 21,531 $8M $362.32 $967K +536 +2.5%
14 VTV 1.95% 43,889 $8M $176.74 $626K +2,608 +6.3%
15 VWO 1.93% 155,423 $8M $49.46 $924K +5,998 +4.0%
16 VFH 1.89% 59,265 $8M $127.30 $496K +270 +0.5%
17 VYM 1.83% 54,684 $7M $133.31 $156K -632 -1.1%
18 MSFT 1.83% 14,645 $7M $497.41 $2M +957 +7.0%
19 VIS 1.73% 24,563 $7M $280.07 $1M +830 +3.5%
20 VHT 1.60% 25,670 $6M $248.34 -$110K +1,174 +4.8%
21 AAPL 1.50% 29,071 $6M $205.17 -$104K +1,750 +6.4%
22 IJH 1.36% 87,526 $5M $62.02 $345K +399 +0.5%
23 VO 1.32% 18,733 $5M $279.83 $766K +1,424 +8.2%
24 IVE 1.29% 26,331 $5M $195.42 -$228K -1,867 -6.6%
25 EFA 1.25% 55,577 $5M $89.39 $1M +7,406 +15.4%
26 VOX 1.24% 28,861 $5M $171.03 $739K +577 +2.0%
27 SUB 1.23% 46,004 $5M $106.34 -$1M -10,207 -18.2%
28 SDY 1.15% 33,638 $5M $135.73 -$34K -262 -0.8%
29 PEY 1.14% 222,547 $5M $20.41 -$343K -4,999 -2.2%
30 VOT 0.85% 11,973 $3M $284.39 $686K +858 +7.7%
31 FDL 0.80% 76,434 $3M $41.87 -$159K -903 -1.2%
32 VDC 0.76% 13,874 $3M $219.00 $875 -7 -0.1%
33 DON 0.76% 60,011 $3M $50.12 -$68K -2,104 -3.4%
34 VOE 0.75% 18,152 $3M $164.46 $236K +1,028 +6.0%
35 IJK 0.71% 31,121 $3M $90.98 $200K -480 -1.5%
36 DTN 0.70% 24,790 $3M $113.06 $73K -71 -0.3%
37 VB 0.70% 11,784 $3M $236.97 $890K +3,203 +37.3%
38 VDE 0.62% 20,879 $2M $119.12 -$98K +946 +4.8%
39 SPY 0.61% 3,957 $2M $617.77 $265K +61 +1.6%
40 IWM 0.58% 10,730 $2M $215.79 $48K -636 -5.6%
41 IJR 0.58% 21,175 $2M $109.29 $8K -884 -4.0%
42 XLY 0.56% 10,342 $2M $217.33 $264K +295 +2.9%
43 NVDA 0.55% 13,827 $2M $157.99 $1M +5,241 +61.0%
44 IEMG 0.55% 36,388 $2M $60.03 $222K +20 +0.1%
45 VGSH 0.55% 37,109 $2M $58.78 -$374K -6,424 -14.8%
46 AGG 0.53% 21,098 $2M $99.20 +21,098 NEW
47 DES 0.51% 64,501 $2M $31.76 -$129K -3,629 -5.3%
48 IJJ 0.48% 15,502 $2M $123.58 -$9K -576 -3.6%
49 IXG 0.46% 16,468 $2M $110.82 $282K +1,495 +10.0%
50 XLF 0.46% 34,656 $2M $52.37 $30K -1,183 -3.3%
51 XLV 0.43% 12,760 $2M $134.79 -$353K -1,437 -10.1%
52 IVV 0.43% 2,734 $2M $620.90 $138K -42 -1.5%
53 JMST 0.42% 32,625 $2M $50.92 -$419K -8,282 -20.2%
54 TSLA 0.36% 4,565 $1M $317.66 $406K +535 +13.3%
55 MUB 0.36% 13,621 $1M $104.48 -$732K -6,819 -33.4%
56 VPU 0.35% 7,907 $1M $176.51 $49K +22 +0.3%
57 VBK 0.34% 4,849 $1M $276.94 $245K +488 +11.2%
58 VNQ 0.33% 14,894 $1M $89.06 -$8K +160 +1.1%
59 XLI 0.33% 8,783 $1M $147.52 $19K -961 -9.9%
60 EEM 0.32% 26,303 $1M $48.24 $19K -2,297 -8.0%
61 VAW 0.32% 6,506 $1M $194.83 $55K +85 +1.3%
62 VBR 0.32% 6,466 $1M $195.01 $182K +673 +11.6%
63 AMZN 0.32% 5,728 $1M $219.39 $420K +1,329 +30.2%
64 SLYV 0.30% 15,087 $1M $79.76 -$11K -408 -2.6%
65 IJT 0.30% 8,925 $1M $133.04 $22K -432 -4.6%
66 PG 0.28% 7,067 $1M $159.33 -$295K -1,270 -15.2%
67 NSC 0.28% 4,380 $1M $255.97 $67K -69 -1.6%
68 VTEB 0.26% 21,286 $1M $49.03 -$762K -15,110 -41.5%
69 V 0.26% 2,937 $1M $355.05 -$105K -337 -10.3%
70 JNJ 0.25% 6,594 $1M $152.75 -$135K -292 -4.2%
71 XOM 0.25% 9,327 $1M $107.79 -$145K -346 -3.6%
72 SMMU 0.25% 20,035 $1M $50.17 $3K
73 MPC 0.24% 5,715 $949K $166.12 $119K +18 +0.3%
74 SHY 0.22% 10,743 $890K $82.86 $93K +1,111 +11.5%
75 XLP 0.22% 10,936 $885K $80.97 $43K +619 +6.0%
76 GOOGL 0.21% 4,752 $837K $176.23 $211K +700 +17.3%
77 IGSB 0.21% 15,843 $836K $52.76 +15,843 NEW
78 XLC 0.21% 7,656 $831K $108.53 $51K -434 -5.4%
79 HD 0.21% 2,259 $828K $366.69 -$7K -20 -0.9%
80 BRK-B 0.20% 1,629 $791K $485.77 -$3K +138 +9.3%
81 JPM 0.20% 2,711 $786K $289.91 $197K +309 +12.9%
82 GOOG 0.18% 4,139 $734K $177.39 $177K +575 +16.1%
83 BRK-A 0.18% 1 $729K $728,800.00 -$70K
84 PM 0.18% 3,881 $707K $182.13 $200K +690 +21.6%
85 ANTM 0.17% 1,712 $666K $388.96 -$79K
86 ADP 0.15% 1,921 $592K $308.40 $7K +5 +0.3%
87 ABT 0.15% 4,339 $590K $136.01 $36K +160 +3.8%
88 AVGO 0.14% 2,003 $552K $275.65 $329K +671 +50.4%
89 KO 0.13% 7,453 $527K $70.75 -$14K -98 -1.3%
90 BAC 0.13% 10,942 $518K $47.32 $316K +6,109 +126.4%
91 SGOV 0.13% 5,102 $514K $100.69 -$270K -2,681 -34.5%
92 CATH 0.12% 6,416 $484K $75.45 $164K +1,675 +35.3%
93 TPLC 0.12% 10,508 $472K $44.90 $155K +3,049 +40.9%
94 SPTI 0.12% 16,072 $462K $28.77 -$653K -22,943 -58.8%
95 CSCO 0.11% 6,487 $450K $69.38 $60K +166 +2.6%
96 ABBV 0.11% 2,387 $443K $185.62 -$56K +7 +0.3%
97 MDY 0.11% 779 $441K $566.48 $26K +1 +0.1%
98 SCHG 0.11% 15,095 $441K $29.21 +15,095 NEW
99 NFLX 0.11% 325 $435K $1,339.13 $219K +93 +40.1%
100 VOOG 0.10% 1,016 $403K $396.72 +1,016 NEW

New Positions

SymbolValue% Port
AGG $2M 0.53%
IGSB $836K 0.21%
SCHG $441K 0.11%
VOOG $403K 0.10%
META $373K 0.09%
IEI $313K 0.08%
TSM $234K 0.06%
JCI $228K 0.06%
SHV $222K 0.06%
ECL $217K 0.05%
IBM $210K 0.05%
CYBR $208K 0.05%
SYK $201K 0.05%

Sold Out Positions

SymbolValue% Port
NEE —%
D —%
UNH —%
DVY —%
VIOO —%
XLE —%
View SEC EDGAR Filings for FOUNDERS GROVE WEALTH PARTNERS, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms