13F-HR filed by FOUNDERS GROVE WEALTH PARTNERS, LLC
FOUNDERS GROVE WEALTH PARTNERS, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-14, with 116 holding rows worth $345,352,014.
- Accession
- 0002046157-25-000001
- Filer
- CIK 2046157
- Filed
- 2025-01-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 116 entries on the cover page, a total value of $345,352,014 stated on the cover page (in dollars after the unit check, H1), rows summing to $345,352,014 with VALUE read as dollars as filed, 13F file number 028-24549. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 531,217 | $25,402,797 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 207,163 | $18,940,895 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 42,865 | $17,593,511 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 22,354 | $17,256,914 | dollars as filed | |
| VGT | 92204A702 | SHS | 23,498 | $14,611,056 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 109,693 | $11,137,165 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 38,054 | $10,263,164 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 163,589 | $9,488,170 | dollars as filed | |
| Vanguard Ultra-Short Bond ETF | 92203C303 | SHS | 180,904 | $8,976,456 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 38,275 | $8,899,761 | dollars as filed | |
| Vanguard Consumer Discretionary ETF | 92204A108 | SHS | 20,082 | $7,538,381 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 141,908 | $7,382,054 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 54,882 | $7,002,394 | dollars as filed | |
| Apple Inc | 037833100 | COM | 27,571 | $6,904,330 | dollars as filed | |
| VANGUARD WORLD FD | 92204A405 | FINANCIALS ETF | 57,375 | $6,774,277 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 38,495 | $6,517,204 | dollars as filed | |
| VWO | 922042858 | SHS | 139,360 | $6,137,414 | dollars as filed | |
| VANGUARD WORLD FD | 92204A603 | INDUSTRIAL ETF | 23,026 | $5,857,596 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 22,868 | $5,801,270 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 13,709 | $5,778,344 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 10,337 | $5,569,679 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 52,601 | $5,548,353 | dollars as filed | |
| IJH | 464287507 | COM | 83,447 | $5,199,583 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 25,962 | $4,955,685 | dollars as filed | |
| INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | 46137V563 | ETF | 229,120 | $4,871,091 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 35,033 | $4,627,863 | dollars as filed | |
| Vanguard Communication Services ETF | 92204A884 | SHS | 28,167 | $4,364,758 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 15,877 | $4,193,466 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 42,611 | $3,221,817 | dollars as filed | |
| WISDOMTREE TR | 97717W505 | US MIDCAP DIVID | 62,740 | $3,197,858 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 336917109 | SHS | 78,011 | $3,140,723 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 51,257 | $2,982,114 | dollars as filed | |
| Vanguard Consumer Staples ETF | 92204A207 | SHS | 12,785 | $2,702,465 | dollars as filed | |
| ISHARES TR | 464287606 | S&P MC 400GR ETF | 29,608 | $2,692,255 | dollars as filed | |
| WISDOMTREE TR | 97717W406 | US AI ENHANCED | 25,114 | $2,675,143 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 10,308 | $2,615,655 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 15,758 | $2,549,172 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 21,644 | $2,493,822 | dollars as filed | |
| SPY | 78462F103 | SHS | 4,214 | $2,469,448 | dollars as filed | |
| WISDOMTREE TR | 97717W604 | US SMALLCAP DIVD | 68,230 | $2,343,701 | dollars as filed | |
| Vanguard Energy ETF | 92204A306 | SHS | 19,224 | $2,332,063 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 10,532 | $2,327,151 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 9,814 | $2,201,770 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 7,739 | $1,859,508 | dollars as filed | |
| iShares S&P Mid-Cap 400 Value ETF | 464287705 | SHS | 14,810 | $1,850,658 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 35,369 | $1,846,969 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 17,094 | $1,821,366 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 12,921 | $1,777,542 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 32,650 | $1,636,745 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 4,027 | $1,626,264 | dollars as filed | |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 46641Q654 | ETF | 31,893 | $1,617,294 | dollars as filed | |
| SPDR SERIES TRUST | 78464A672 | ST INTER ETF | 57,974 | $1,616,315 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 31,568 | $1,525,681 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 8,816 | $1,478,042 | dollars as filed | |
| ISHARES TR | 464287333 | GLOBAL FINLS ETF | 15,043 | $1,444,978 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 9,920 | $1,332,145 | dollars as filed | |
| SPDR S&P 600 Small Cap Value ETF | 78464A300 | SHS | 14,190 | $1,238,078 | dollars as filed | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 8,860 | $1,199,378 | dollars as filed | |
| Vanguard Utilities ETF | 92204A876 | SHS | 7,256 | $1,185,776 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 13,226 | $1,178,172 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,990 | $1,171,473 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 8,754 | $1,153,480 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 27,480 | $1,149,213 | dollars as filed | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 4,038 | $1,130,882 | dollars as filed | |
| Vanguard Materials ETF | 92204A801 | SHS | 5,899 | $1,108,068 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 3,370 | $1,065,055 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 9,708 | $1,044,236 | dollars as filed | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 4,449 | $1,044,180 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 5,155 | $1,021,618 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 12,091 | $991,220 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 6,718 | $971,557 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 4,299 | $943,158 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 2,359 | $917,597 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 10,137 | $796,870 | dollars as filed | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 5,692 | $794,060 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 7,783 | $780,802 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 4,104 | $776,887 | dollars as filed | |
| PIMCO ETF TR | 72201R874 | SHTRM MUN BD ACT | 15,058 | $750,491 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 3,616 | $688,631 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 1 | $680,920 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,411 | $639,578 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 1,712 | $631,557 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,402 | $575,783 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 5,830 | $564,377 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 1,916 | $560,871 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 7,690 | $478,779 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 4,164 | $470,990 | dollars as filed | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 4,239 | $460,398 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 5,301 | $454,084 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 778 | $443,133 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,380 | $422,926 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 3,191 | $384,037 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,937 | $379,323 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 6,286 | $372,131 | dollars as filed | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 8,198 | $355,629 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 3,368 | $348,386 | dollars as filed | |
| MARKELGROUPINC | 570535104 | STOK | 193 | $333,162 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 3,287 | $326,991 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,332 | $308,811 | dollars as filed | |
| American Express Company | 025816109 | COM | 1,005 | $298,274 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,771 | $295,119 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 5,517 | $288,484 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 529 | $270,441 | dollars as filed | |
| CANADIAN PACIFIC KANSAS CITY COM | 13646K108 | Stock | 3,548 | $256,769 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 1,123 | $253,674 | dollars as filed | |
| FIRST NATIONAL CORP VA | 32106V107 | COMMON STOCK | 10,941 | $251,752 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 836 | $235,192 | dollars as filed | |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 31488V107 | Stock | 1,323 | $229,633 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 1,207 | $226,325 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 2,041 | $219,897 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 1,658 | $217,679 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 4,951 | $217,596 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 229 | $209,826 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 443 | $207,895 | dollars as filed | |
| SYSCOCORP | 871829107 | COM | 2,707 | $206,977 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 226 | $201,438 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002046157-25-000001 | this filing | 2025-01-14 | acceptance time not in the bulk data set |