FOUNDERS GROVE WEALTH PARTNERS, LLC

Q3 2025 13F-HR Holdings

Location
Richmond, VA
Holdings as of
9/30/2025
Date filed
10/17/2025
Form type
13F-HR
Num holdings
138
Total value ($000)
$425,527
Net value change ($000)
+27,011 (6.8%)
New positions
12
Sold out positions
3
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2025 Next filing: 1/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AGG 6,891 329.2%
IGSB 2,257 270.0%
AAPL 2,097 35.2%
NVDA 1,696 77.6%
VGT 1,023 5.3%
IVW 975 7.6%
VEA 904 2.8%
IEI 844 269.6%
MSFT 784 10.8%
TSLA 779 53.7%
Top Reduces (Value $000, Stocks/ETFs)
SUB -1,314 -26.9%
BIL -944 -4.2%
JMST -777 -46.8%
VGIT -602 -5.8%
XLV -488 -28.4%
MUB -479 -33.7%
LLY -423 -2.5%
PEY -406 -8.9%
EFA -378 -7.6%
BINC -344 -3.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type