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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | AIVL | WISDOMTREE TR | — | 23,362.0 | $3.1M | 0.61% | NEW | — | $131.13 | +2.4% |
| 42 | IEMG | ISHARES INC | — | 35,075.0 | $2.9M | 0.58% | NEW | — | $82.84 | -2.8% |
| 43 | VDE | VANGUARD WORLD FD | — | 18,141.0 | $2.7M | 0.54% | NEW | — | $150.13 | +18.5% |
| 44 | GOOG | ALPHABET INC | — | 7,356.0 | $2.6M | 0.52% | NEW | — | $353.33 | — |
| 45 | TSLA | TESLA INC | Consumer Cyclical | 5,913.0 | $2.5M | 0.50% | NEW | — | $420.60 | -17.0% |
| 46 | SPY | SPDR S&P 500 ETF TR | Financial Services | 3,322.0 | $2.5M | 0.49% | NEW | — | $746.81 | +2.2% |
| 47 | IJR | ISHARES TR | — | 16,591.0 | $2.5M | 0.49% | NEW | — | $148.31 | -1.0% |
| 48 | DES | WISDOMTREE TR | — | 59,927.0 | $2.4M | 0.49% | NEW | — | $40.68 | +0.0% |
| 49 | IJJ | ISHARES TR | — | 15,374.0 | $2.3M | 0.45% | NEW | — | $147.73 | +0.4% |
| 50 | IWM | ISHARES TR | — | 7,333.0 | $2.2M | 0.44% | NEW | — | $300.45 | -0.8% |
| 51 | AMZN | AMAZON COM INC | Consumer Cyclical | 9,242.0 | $2.2M | 0.44% | NEW | — | $238.34 | +10.0% |
| 52 | AVGO | BROADCOM INC | Technology | 5,712.0 | $2.2M | 0.43% | NEW | — | $377.75 | -5.0% |
| 53 | XLY | SELECT SECTOR SPDR TR | — | 18,147.0 | $2.1M | 0.42% | NEW | — | $117.28 | +0.9% |
| 54 | JNJ | JOHNSON & JOHNSON | Healthcare | 8,327.0 | $2.1M | 0.42% | NEW | — | $253.97 | +7.5% |
| 55 | SMMU | PIMCO ETF TR | — | 40,993.0 | $2.1M | 0.41% | NEW | — | $50.50 | -0.4% |
| 56 | IVV | ISHARES TR | — | 2,730.0 | $2.0M | 0.41% | NEW | — | $748.89 | +2.4% |
| 57 | IXG | ISHARES TR | — | 15,799.0 | $2.0M | 0.39% | NEW | — | $124.50 | +7.7% |
| 58 | JMST | J P MORGAN EXCHANGE TRADED F | — | 37,719.0 | $1.9M | 0.38% | NEW | — | $51.00 | -0.1% |
| 59 | SHY | ISHARES TR | — | 23,404.0 | $1.9M | 0.38% | NEW | — | $82.11 | -0.1% |
| 60 | NSC | NORFOLK SOUTHN CORP | Industrials | 6,019.0 | $1.9M | 0.38% | NEW | — | $314.59 | +12.2% |
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%