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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | XLF | SELECT SECTOR SPDR TR | — | 33,579.0 | $1.8M | 0.36% | NEW | — | $53.61 | +8.3% |
| 62 | JPM | JPMORGAN CHASE & CO | Financial Services | 5,395.0 | $1.8M | 0.35% | NEW | — | $327.33 | +8.2% |
| 63 | VBK | VANGUARD INDEX FDS | — | 4,590.0 | $1.7M | 0.34% | NEW | — | $365.70 | -2.6% |
| 64 | SUB | ISHARES TR | — | 15,456.0 | $1.6M | 0.33% | NEW | — | $106.47 | -0.1% |
| 65 | SLYV | SPDR SERIES TRUST | — | 14,971.0 | $1.6M | 0.33% | NEW | — | $109.11 | +0.5% |
| 66 | XLI | SELECT SECTOR SPDR TR | — | 8,665.0 | $1.6M | 0.32% | NEW | — | $185.23 | -3.4% |
| 67 | VNQ | VANGUARD INDEX FDS | — | 16,640.0 | $1.6M | 0.32% | NEW | — | $96.43 | +2.9% |
| 68 | VBR | VANGUARD INDEX FDS | — | 6,524.0 | $1.6M | 0.32% | NEW | — | $242.99 | +2.0% |
| 69 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 3,277.0 | $1.6M | 0.31% | NEW | — | $477.57 | -12.9% |
| 70 | EEM | ISHARES TR | — | 22,859.0 | $1.6M | 0.31% | NEW | — | $68.41 | -2.2% |
| 71 | VPU | VANGUARD WORLD FD | — | 7,821.0 | $1.5M | 0.31% | NEW | — | $195.73 | -4.4% |
| 72 | VAW | VANGUARD WORLD FD | — | 6,461.0 | $1.5M | 0.29% | NEW | — | $228.79 | +4.6% |
| 73 | MPC | MARATHON PETE CORP | Energy | 5,770.0 | $1.5M | 0.29% | NEW | — | $255.67 | +39.9% |
| 74 | MU | MICRON TECHNOLOGY INC | Technology | 1,236.0 | $1.4M | 0.28% | NEW | — | $1154.29 | -19.5% |
| 75 | — | BERKSHIRE HATHAWAY INC DEL | — | 2,755.0 | $1.4M | 0.28% | NEW | — | $500.39 | — |
| 76 | MUB | ISHARES TR | — | 12,307.0 | $1.3M | 0.26% | NEW | — | $107.62 | -2.0% |
| 77 | — | EXXON MOBIL CORP | — | 9,546.0 | $1.3M | 0.26% | NEW | — | $136.71 | — |
| 78 | SHV | ISHARES TR | — | 11,791.0 | $1.3M | 0.26% | NEW | — | $110.35 | -0.0% |
| 79 | IJT | ISHARES TR | — | 7,180.0 | $1.3M | 0.26% | NEW | — | $178.60 | -3.1% |
| 80 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 8,358.0 | $1.2M | 0.24% | NEW | — | $146.65 | -0.8% |
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%