FOUNDERS GROVE WEALTH PARTNERS, LLC

Q4 2025 13F-HR Holdings

Location
Richmond, VA
Holdings as of
12/31/2025
Date filed
1/12/2026
Form type
13F-HR
Num holdings
151
Total value ($000)
$444,608
Net value change ($000)
+19,081 (4.5%)
New positions
19
Sold out positions
6
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/17/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 2,671 29.7%
LLY 2,409 14.8%
BIL 1,921 8.8%
AAPL 1,182 14.7%
VUSB 1,171 10.6%
IGSB 1,063 34.4%
GOOGL 948 70.0%
NVDA 906 23.3%
BINC 755 8.7%
VHT 713 10.7%
Top Reduces (Value $000, Stocks/ETFs)
SUB -1,521 -42.5%
VGSH -1,268 -67.9%
VGT -748 -3.7%
VTEB -428 -46.7%
MSFT -339 -4.2%
SPTI -314 -100.0%
PEY -278 -6.7%
VYM -251 -3.3%
GLTR -234 -100.0%
META -228 -31.8%
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