FOUNDERS GROVE WEALTH PARTNERS, LLC
data from 31/12/2025
Capitalization
$ 444.608 M
4.48 %
Performance
$ 46.225 M
11.94 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/12/31 | VANGUARD TAX-MANAGED FDS | 7.71% | 34.264 M $ | 548491 | 2024/12/31 | 1.430 M $ | 4.26 % | |
| 2025/12/31 | SPDR SERIES TRUST | 5.32% | 23.639 M $ | 258693 | 2024/12/31 | -87.581 K $ | -0.40 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 4.80% | 21.325 M $ | 43711 | 2024/12/31 | 369.220 K $ | 1.72 % | |
| 2025/12/31 | VANGUARD WORLD FD | 4.41% | 19.626 M $ | 26037 | 2024/12/31 | 195.109 K $ | 0.96 % | |
| 2025/12/31 | ELI LILLY & CO | 4.21% | 18.715 M $ | 17414 | 2024/12/31 | 6.661 M $ | 40.85 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 3.32% | 14.775 M $ | 46933 | 2024/12/31 | 324.257 K $ | 2.25 % | |
| 2025/12/31 | ISHARES TR | 3.14% | 13.954 M $ | 113208 | 2024/12/31 | 289.941 K $ | 2.10 % | |
| 2025/12/31 | VANGUARD BD INDEX FDS | 2.76% | 12.257 M $ | 245918 | 2024/12/31 | -35.477 K $ | -0.32 % | |
| 2025/12/31 | ISHARES TR | 2.62% | 11.655 M $ | 116691 | 2025/06/30 | -33.159 K $ | -0.37 % | |
| 2025/12/31 | SELECT SECTOR SPDR TR | 2.38% | 10.562 M $ | 73366 | 2024/12/31 | -5.077 M $ | -48.92 % | |
| 2025/12/31 | VANGUARD SCOTTSDALE FDS | 2.19% | 9.727 M $ | 162303 | 2024/12/31 | -16.224 K $ | -0.17 % | |
| 2025/12/31 | BLACKROCK ETF TRUST II | 2.13% | 9.480 M $ | 179651 | 2024/12/31 | -77.025 K $ | -0.88 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 2.09% | 9.278 M $ | 14794 | 2024/12/31 | 225.444 K $ | 2.41 % | |
| 2025/12/31 | APPLE INC | 2.08% | 9.243 M $ | 33999 | 2024/12/31 | 545.450 K $ | 6.77 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 1.87% | 8.308 M $ | 43499 | 2024/12/31 | 194.517 K $ | 2.41 % | |
| 2025/12/31 | VANGUARD INTL EQUITY INDEX F | 1.84% | 8.176 M $ | 152077 | 2024/12/31 | -64.681 K $ | -0.78 % | |
| 2025/12/31 | VANGUARD WORLD FD | 1.82% | 8.082 M $ | 20516 | 2024/12/31 | -46.419 K $ | -0.56 % | |
| 2025/12/31 | MICROSOFT CORP | 1.74% | 7.730 M $ | 15984 | 2024/12/31 | -534.827 K $ | -6.63 % | |
| 2025/12/31 | VANGUARD WORLD FD | 1.70% | 7.541 M $ | 56494 | 2024/12/31 | 128.380 K $ | 1.71 % | |
| 2025/12/31 | VANGUARD WORLD FD | 1.66% | 7.400 M $ | 25709 | 2024/12/31 | 727.720 K $ | 10.88 % | |
| 2025/12/31 | VANGUARD WHITEHALL FDS | 1.65% | 7.316 M $ | 50977 | 2024/12/31 | 137.965 K $ | 1.82 % | |
| 2025/12/31 | VANGUARD WORLD FD | 1.59% | 7.082 M $ | 23735 | 2024/12/31 | 49.994 K $ | 0.71 % | |
| 2025/12/31 | ISHARES TR | 1.31% | 5.842 M $ | 88519 | 2024/12/31 | 66.247 K $ | 1.13 % | |
| 2025/12/31 | ISHARES TR | 1.28% | 5.686 M $ | 26811 | 2024/12/31 | 151.365 K $ | 2.69 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 1.22% | 5.413 M $ | 18652 | 2024/12/31 | -64.145 K $ | -1.20 % | |
| 2025/12/31 | VANGUARD WORLD FD | 1.18% | 5.268 M $ | 27208 | 2024/12/31 | 162.704 K $ | 3.14 % | |
| 2025/12/31 | NVIDIA CORPORATION | 1.08% | 4.787 M $ | 25670 | 2024/12/31 | -1.664 K $ | -0.04 % | |
| 2025/12/31 | ISHARES TR | 1.04% | 4.605 M $ | 47949 | 2024/12/31 | 130.765 K $ | 2.85 % | |
| 2025/12/31 | SPDR SERIES TRUST | 1.02% | 4.544 M $ | 32655 | 2024/12/31 | -29.370 K $ | -0.64 % | |
| 2025/12/31 | ISHARES TR | 0.93% | 4.156 M $ | 78601 | 2025/06/30 | -8.747 K $ | -0.28 % | |
| 2025/12/31 | INVESCO EXCHANGE TRADED FD T | 0.87% | 3.858 M $ | 189243 | 2024/12/31 | -133.510 K $ | -3.23 % | |
| 2025/12/31 | FIRST TR EXCHANGE-TRADED FD | 0.75% | 3.313 M $ | 74717 | 2024/12/31 | 70.047 K $ | 2.14 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 0.73% | 3.252 M $ | 18333 | 2024/12/31 | 50.024 K $ | 1.60 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 0.72% | 3.219 M $ | 11533 | 2024/12/31 | -168.372 K $ | -4.99 % | |
| 2025/12/31 | WISDOMTREE TR | 0.69% | 3.074 M $ | 59572 | 2024/12/31 | -42.002 K $ | -1.34 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 0.68% | 3.003 M $ | 11643 | 2024/12/31 | 42.340 K $ | 1.44 % | |
| 2025/12/31 | VANGUARD WORLD FD | 0.64% | 2.844 M $ | 13462 | 2024/12/31 | -33.592 K $ | -1.17 % | |
| 2025/12/31 | WISDOMTREE TR | 0.64% | 2.826 M $ | 24579 | 2024/12/31 | 17.315 K $ | 0.61 % | |
| 2025/12/31 | ISHARES TR | 0.62% | 2.757 M $ | 28455 | 2024/12/31 | 28.575 K $ | 1.03 % | |
| 2025/12/31 | VANGUARD WORLD FD | 0.59% | 2.607 M $ | 20702 | 2024/12/31 | 1.232 K $ | 0.05 % | |
| 2025/12/31 | TESLA INC | 0.55% | 2.443 M $ | 5433 | 2024/12/31 | 25.060 K $ | 1.12 % | |
| 2025/12/31 | SELECT SECTOR SPDR TR | 0.55% | 2.443 M $ | 20458 | 2024/12/31 | -1.235 M $ | -50.17 % | |
| 2025/12/31 | ISHARES INC | 0.54% | 2.405 M $ | 35783 | 2024/12/31 | 47.132 K $ | 1.97 % | |
| 2025/12/31 | SPDR S&P 500 ETF TR | 0.52% | 2.324 M $ | 3408 | 2024/12/31 | 56.369 K $ | 2.36 % | |
| 2025/12/31 | ALPHABET INC | 0.52% | 2.302 M $ | 7356 | 2024/12/31 | 389.203 K $ | 28.75 % | |
| 2025/12/31 | ISHARES TR | 0.48% | 2.145 M $ | 17847 | 2024/12/31 | 25.726 K $ | 1.14 % | |
| 2025/12/31 | ISHARES TR | 0.48% | 2.135 M $ | 16228 | 2024/12/31 | 30.969 K $ | 1.44 % | |
| 2025/12/31 | WISDOMTREE TR | 0.47% | 2.099 M $ | 62748 | 2024/12/31 | -14.432 K $ | -0.68 % | |
| 2025/12/31 | ISHARES TR | 0.46% | 2.057 M $ | 19283 | 2024/12/31 | -2.680 K $ | -0.07 % | |
| 2025/12/31 | ISHARES TR | 0.46% | 2.053 M $ | 24787 | 2024/12/31 | -2.765 K $ | -0.17 % | |
| 2025/12/31 | AMAZON COM INC | 0.46% | 2.028 M $ | 8788 | 2024/12/31 | 80.617 K $ | 5.12 % | |
| 2025/12/31 | ISHARES TR | 0.44% | 1.971 M $ | 16315 | 2024/12/31 | 67.563 K $ | 3.53 % | |
| 2025/12/31 | ISHARES TR | 0.43% | 1.895 M $ | 7699 | 2024/12/31 | 35.443 K $ | 1.74 % | |
| 2025/12/31 | SELECT SECTOR SPDR TR | 0.42% | 1.888 M $ | 34467 | 2024/12/31 | 31.020 K $ | 1.67 % | |
| 2025/12/31 | ISHARES TR | 0.42% | 1.871 M $ | 2732 | 2024/12/31 | 42.728 K $ | 2.34 % | |
| 2025/12/31 | JOHNSON & JOHNSON | 0.38% | 1.704 M $ | 8234 | 2024/12/31 | 156.738 K $ | 11.61 % | |
| 2025/12/31 | PIMCO ETF TR | 0.36% | 1.592 M $ | 31570 | 2024/12/31 | -2.451 K $ | -0.28 % | |
| 2025/12/31 | ISHARES TR | 0.35% | 1.557 M $ | 13043 | 2025/06/30 | -1.549 K $ | -0.13 % | |
| 2025/12/31 | ALPHABET INC | 0.35% | 1.550 M $ | 4941 | 2024/12/31 | 325.046 K $ | 28.84 % | |
| 2025/12/31 | J P MORGAN EXCHANGE TRADED F | 0.33% | 1.455 M $ | 28570 | 2024/12/31 | -1.731 K $ | -0.20 % | |
| 2025/12/31 | VANGUARD WORLD FD | 0.32% | 1.427 M $ | 7712 | 2024/12/31 | -34.134 K $ | -2.31 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 0.32% | 1.424 M $ | 4713 | 2024/12/31 | 21.004 K $ | 1.51 % | |
| 2025/12/31 | SPDR SERIES TRUST | 0.31% | 1.370 M $ | 15060 | 2024/12/31 | 34.581 K $ | 2.62 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 0.31% | 1.361 M $ | 6426 | 2024/12/31 | 19.465 K $ | 1.48 % | |
| 2025/12/31 | VANGUARD WORLD FD | 0.30% | 1.344 M $ | 6477 | 2024/12/31 | 17.323 K $ | 1.31 % | |
| 2025/12/31 | SELECT SECTOR SPDR TR | 0.30% | 1.337 M $ | 8616 | 2024/12/31 | 7.664 K $ | 0.58 % | |
| 2025/12/31 | ISHARES TR | 0.30% | 1.312 M $ | 23978 | 2024/12/31 | 34.269 K $ | 2.45 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 0.29% | 1.303 M $ | 14725 | 2024/12/31 | -43.126 K $ | -3.21 % | |
| 2025/12/31 | SELECT SECTOR SPDR TR | 0.29% | 1.286 M $ | 8307 | 2024/12/31 | 138.372 K $ | 11.23 % | |
| 2025/12/31 | BERKSHIRE HATHAWAY INC DEL | 0.29% | 1.276 M $ | 2539 | 2024/12/31 | -201.000 $ | -0.02 % | |
| 2025/12/31 | BROADCOM INC | 0.28% | 1.257 M $ | 3631 | 2024/12/31 | 41.818 K $ | 4.91 % | |
| 2025/12/31 | NORFOLK SOUTHN CORP | 0.28% | 1.253 M $ | 4339 | 2024/12/31 | -50.442 K $ | -3.89 % | |
| 2025/12/31 | EXXON MOBIL CORP | 0.27% | 1.209 M $ | 10049 | 2024/12/31 | 63.694 K $ | 6.72 % | |
| 2025/12/31 | ISHARES TR | 0.27% | 1.191 M $ | 10810 | 2025/06/30 | -2.707 K $ | -0.31 % | |
| 2025/12/31 | PROCTER AND GAMBLE CO | 0.25% | 1.120 M $ | 7814 | 2024/12/31 | -81.379 K $ | -6.72 % | |
| 2025/12/31 | ISHARES TR | 0.24% | 1.077 M $ | 10053 | 2024/12/31 | 5.494 K $ | 0.58 % | |
| 2025/12/31 | JPMORGAN CHASE & CO | 0.24% | 1.076 M $ | 3339 | 2024/12/31 | 20.342 K $ | 2.15 % | |
| 2025/12/31 | ISHARES TR | 0.24% | 1.075 M $ | 7617 | 2024/12/31 | -2.653 K $ | -0.24 % | |
| 2025/12/31 | VISA INC | 0.24% | 1.074 M $ | 3063 | 2024/12/31 | 27.756 K $ | 2.73 % | |
| 2025/12/31 | MARATHON PETE CORP | 0.21% | 933.837 K $ | 5742 | 2024/12/31 | -172.801 K $ | -15.62 % | |
| 2025/12/31 | SELECT SECTOR SPDR TR | 0.20% | 894.374 K $ | 7597 | 2024/12/31 | -4.856 K $ | -0.54 % | |
| 2025/12/31 | HOME DEPOT INC | 0.19% | 843.946 K $ | 2453 | 2024/12/31 | -151.138 K $ | -15.09 % | |
| 2025/12/31 | TAIWAN SEMICONDUCTOR MFG LTD | 0.19% | 842.079 K $ | 2771 | 2025/06/30 | 48.486 K $ | 8.81 % | |
| 2025/12/31 | BANK AMERICA CORP | 0.18% | 803.000 K $ | 14600 | 2024/12/31 | 41.148 K $ | 6.61 % | |
| 2025/12/31 | ISHARES TR | 0.17% | 777.611 K $ | 7057 | 2025/09/30 | -6.795 K $ | -1.15 % | |
| 2025/12/31 | BERKSHIRE HATHAWAY INC DEL | 0.17% | 754.800 K $ | 1 | 2024/12/31 | 600.000 $ | 0.08 % | |
| 2025/12/31 | SPROTT ASSET MANAGEMENT LP | 0.16% | 703.351 K $ | 15357 | 2025/12/31 | 0.000 $ | 0.00 % | |
| 2025/12/31 | PHILIP MORRIS INTL INC | 0.15% | 664.056 K $ | 4140 | 2024/12/31 | -6.949 K $ | -1.11 % | |
| 2025/12/31 | ISHARES TR | 0.14% | 634.216 K $ | 5577 | 2024/12/31 | 18.285 K $ | 2.83 % | |
| 2025/12/31 | ABBOTT LABS | 0.14% | 622.190 K $ | 4966 | 2024/12/31 | -40.291 K $ | -6.46 % | |
| 2025/12/31 | AUTOMATIC DATA PROCESSING IN | 0.14% | 608.606 K $ | 2366 | 2024/12/31 | -86.395 K $ | -12.36 % | |
| 2025/12/31 | ABBVIE INC | 0.14% | 606.412 K $ | 2654 | 2024/12/31 | -7.542 K $ | -1.32 % | |
| 2025/12/31 | ELEVANCE HEALTH INC FORMERLY | 0.14% | 602.245 K $ | 1718 | 2024/12/31 | 45.862 K $ | 8.49 % | |
| 2025/12/31 | VANGUARD SCOTTSDALE FDS | 0.13% | 599.322 K $ | 10205 | 2024/12/31 | -3.807 K $ | -0.20 % | |
| 2025/12/31 | SELECT SECTOR SPDR TR | 0.13% | 592.621 K $ | 7629 | 2024/12/31 | -6.351 K $ | -0.88 % | |
| 2025/12/31 | COCA COLA CO | 0.13% | 572.143 K $ | 8184 | 2024/12/31 | 29.043 K $ | 5.41 % | |
| 2025/12/31 | CISCO SYS INC | 0.13% | 557.851 K $ | 7242 | 2024/12/31 | 55.861 K $ | 12.58 % | |
| 2025/12/31 | GLOBAL X FDS | 0.12% | 544.505 K $ | 6622 | 2025/03/31 | 6.761 K $ | 1.44 % | |
| 2025/12/31 | ISHARES TR | 0.12% | 517.341 K $ | 5380 | 2025/09/30 | -1.206 K $ | -0.31 % | |
| 2025/12/31 | TIMOTHY PLAN | 0.11% | 509.267 K $ | 11205 | 2025/03/31 | -8.193 K $ | -1.84 % |