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Home > Institutional Investor > Founders Grove Wealth Partners, Llc > Profile

Instuitional Investor - Founders Grove Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Founders Grove Wealth Partners, Llc
Portfolio Value $500,872,869
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 527,002 $37,548,892 7.5%
2.
Spdr Series Trust
 281,079 $25,758,125 5.14%
3.
Vanguard Index Fds - GROWTH ETF
 266,833 $22,985,018 4.59%
4.
Vanguard World Fund
 VGT 179,907 $21,502,485 4.29%
5.
Eli Lilly & Co
 LLY 15,366 $18,431,016 3.68%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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