Founders Grove Wealth Partners, LLC
185 holdingsFiling period: 2026-06-30Current AUM: $508.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Tax-Managed Fds | 527.0K | $37.5M | $36.5M | 7.19% | -19,089 | 2026-06-30 |
| 2 | BIL | Spdr Series Trust | 281.1K | $25.8M | $25.8M | 5.07% | +19.2K | 2026-06-30 |
| 3 | VUG | Vanguard Index Fds | 266.8K | $23.0M | $23.4M | 4.60% | +222.7K | 2026-06-30 |
| 4 | VGT | Vanguard World FD | 179.9K | $21.5M | $21.8M | 4.28% | +154.4K | 2026-06-30 |
| 5 | LLY | Eli Lilly & Co | 15.4K | $18.4M | $19.7M | 3.87% | -2,004 | 2026-06-30 |
| 6 | VV | Vanguard Index Fds | 48.1K | $16.5M | $17.0M | 3.34% | +341 | 2026-06-30 |
| 7 | IVW | iShares TR | 110.2K | $15.2M | $15.2M | 2.99% | -2,504 | 2026-06-30 |
| 8 | VUSB | Vanguard BD Index Fds | 287.5K | $14.3M | $14.2M | 2.80% | +23.9K | 2026-06-30 |
| 9 | XLK | Select Sector Spdr TR | 70.2K | $13.4M | $13.1M | 2.57% | -2,714 | 2026-06-30 |
| 10 | BINC | BlackRock ETF Trust II | 206.6K | $10.8M | $10.5M | 2.06% | +14.0K | 2026-06-30 |
| 11 | AAPL | Apple Inc | 37.2K | $10.8M | $12.8M | 2.52% | +3.3K | 2026-06-30 |
| 12 | VGIT | Vanguard Scottsdale Fds | 182.0K | $10.7M | $10.4M | 2.05% | +12.4K | 2026-06-30 |
| 13 | VOO | Vanguard Index Fds | 14.5K | $10.0M | $10.2M | 2.01% | -100 | 2026-06-30 |
| 14 | VTV | Vanguard Index Fds | 44.5K | $9.7M | $10.1M | 1.98% | +835 | 2026-06-30 |
| 15 | AGG | iShares TR | 92.6K | $9.2M | $8.9M | 1.75% | -27,297 | 2026-06-30 |
| 16 | VWO | Vanguard Intl Equity Index F | 152.1K | $9.1M | $8.6M | 1.69% | -4,479 | 2026-06-30 |
| 17 | VIS | Vanguard World FD | 23.1K | $8.3M | $7.4M | 1.45% | -680 | 2026-06-30 |
| 18 | VFH | Vanguard World FD | 62.3K | $8.2M | $8.5M | 1.67% | +3.2K | 2026-06-30 |
| 19 | VCR | Vanguard World FD | 20.4K | $8.1M | $7.8M | 1.53% | -363 | 2026-06-30 |
| 20 | VHT | Vanguard World FD | 26.7K | $8.0M | $8.9M | 1.75% | -408 | 2026-06-30 |
| 21 | VYM | Vanguard Whitehall Fds | 47.5K | $7.5M | $7.7M | 1.52% | -1,744 | 2026-06-30 |
| 22 | IJH | iShares TR | 88.0K | $6.8M | $6.4M | 1.26% | -421 | 2026-06-30 |
| 23 | MSFT | Microsoft Corp | 17.2K | $6.4M | $9.1M | 1.80% | +338 | 2026-06-30 |
| 24 | VO | Vanguard Index Fds | 77.8K | $6.3M | $6.3M | 1.24% | +58.7K | 2026-06-30 |
| 25 | IVE | iShares TR | 26.3K | $6.0M | $6.3M | 1.24% | -466 | 2026-06-30 |
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