FOUNDERS GROVE WEALTH PARTNERS, LLC: 13F holdings
CIK 20461572026Q2
| Positions | 184 |
|---|---|
| Reported value | $500.9m |
| Filed | 2026-07-22 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VEA VANGUARD TAX-MANAGED FDS | 527,002 | $37.5m | 7.5% |
| BIL SPDR SERIES TRUST | 281,079 | $25.8m | 5.1% |
| VUG VANGUARD INDEX FDS | 266,833 | $23.0m | 4.6% |
| VGT VANGUARD WORLD FD | 179,907 | $21.5m | 4.3% |
| LLY ELI LILLY & CO | 15,366 | $18.4m | 3.7% |
| VV VANGUARD INDEX FDS | 48,108 | $16.5m | 3.3% |
| IWF ISHARES TR | 110,218 | $15.2m | 3.0% |
| VUSB VANGUARD BD INDEX FDS | 287,484 | $14.3m | 2.9% |
| XLK SELECT SECTOR SPDR TR | 70,184 | $13.4m | 2.7% |
| BINC BLACKROCK ETF TRUST II | 206,637 | $10.8m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2046157")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.