FOUNDERS GROVE WEALTH PARTNERS, LLC - Portfolio overview

FOUNDERS GROVE WEALTH PARTNERS, LLC has 167 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD TAX-MANAGED FDS, 7.93%
2. BIL - SPDR SERIES TRUST, 5.44%
3. VUG - VANGUARD INDEX FDS, 4.37%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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