Portfolio (Quarterly)
Guide ↗
FOUNDERS GROVE WEALTH PARTNERS, LLC
· CIK 0002046157| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | VYM | VANGUARD WHITEHALL FDS | — | 47,471.0 | $7.5M | 1.50% | NEW | — | $158.03 | +4.5% |
| 22 | IJH | ISHARES TR | — | 87,956.0 | $6.8M | 1.35% | NEW | — | $77.11 | -1.2% |
| 23 | MSFT | MICROSOFT CORP | Technology | 17,171.0 | $6.4M | 1.28% | NEW | — | $373.02 | +30.6% |
| 24 | VO | VANGUARD INDEX FDS | — | 77,811.0 | $6.3M | 1.25% | NEW | — | $80.57 | +2.8% |
| 25 | IVE | ISHARES TR | — | 26,285.0 | $6.0M | 1.19% | NEW | — | $227.06 | +4.7% |
| 26 | NVDA | NVIDIA CORPORATION | Technology | 29,413.0 | $5.9M | 1.18% | NEW | — | $200.09 | +4.2% |
| 27 | VOX | VANGUARD WORLD FD | — | 26,696.0 | $4.9M | 0.98% | NEW | — | $183.95 | +1.8% |
| 28 | SDY | SPDR SERIES TRUST | — | 31,040.0 | $4.7M | 0.94% | NEW | — | $152.18 | +4.6% |
| 29 | EFA | ISHARES TR | — | 44,126.0 | $4.6M | 0.92% | NEW | — | $103.88 | +4.0% |
| 30 | IGSB | ISHARES TR | — | 79,362.0 | $4.2M | 0.83% | NEW | — | $52.41 | -0.5% |
| 31 | VOT | VANGUARD INDEX FDS | — | 12,325.0 | $3.8M | 0.75% | NEW | — | $306.30 | -1.3% |
| 32 | VOE | VANGUARD INDEX FDS | — | 18,914.0 | $3.7M | 0.75% | NEW | — | $197.60 | +6.1% |
| 33 | PEY | INVESCO EXCHANGE TRADED FD T | — | 158,932.0 | $3.7M | 0.74% | NEW | — | $23.18 | +8.8% |
| 34 | VB | VANGUARD INDEX FDS | — | 11,580.0 | $3.5M | 0.70% | NEW | — | $303.11 | -0.1% |
| 35 | FDL | FIRST TR EXCHANGE-TRADED FD | — | 70,236.0 | $3.4M | 0.68% | NEW | — | $48.66 | +9.9% |
| 36 | IJK | ISHARES TR | — | 28,159.0 | $3.3M | 0.66% | NEW | — | $117.50 | -2.7% |
| 37 | BND | VANGUARD BD INDEX FDS | — | 45,003.0 | $3.3M | 0.66% | NEW | — | $73.41 | -1.4% |
| 38 | GOOGL | ALPHABET INC | Communication Services | 9,234.0 | $3.3M | 0.66% | NEW | — | $357.37 | -2.6% |
| 39 | VDC | VANGUARD WORLD FD | — | 14,435.0 | $3.3M | 0.65% | NEW | — | $225.49 | +4.5% |
| 40 | DON | WISDOMTREE TR | — | 57,442.0 | $3.2M | 0.65% | NEW | — | $56.52 | +3.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
37.7%
Healthcare
24.7%
Financial Services
12.1%
Consumer Cyclical
6.1%
Industrials
6.1%
Communication Services
5.2%
Consumer Defensive
4.4%
Energy
1.5%
Utilities
1.2%
Basic Materials
1.0%