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FOUNDERS GROVE WEALTH PARTNERS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

FOUNDERS GROVE WEALTH PARTNERS, LLC

报告期 2026-03-31 · CIK 0002046157

持仓数

162

前50大市值合计

$365.2M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$35.0M

546,091

9.6%

BIL SPDR SERIES TRUST

BLOOMBERG 1-3 MO

$24.0M

261,898

6.6%

VUG VANGUARD INDEX FDS

GROWTH ETF

$19.3M

44,142

5.3%

VGT VANGUARD WORLD FD

INF TECH ETF

$17.8M

25,552

4.9%

LLY ELI LILLY & CO

COM

$16.0M

17,370

4.4%

VV VANGUARD INDEX FDS

LARGE CAP ETF

$14.3M

47,767

3.9%

VUSB VANGUARD BD INDEX FDS

VANGUARD ULTRA

$13.1M

263,552

3.6%

IVW ISHARES TR

S&P 500 GRWT ETF

$12.7M

112,722

3.5%

AGG ISHARES TR

CORE US AGGBD ET

$11.9M

119,882

3.3%

VGIT VANGUARD SCOTTSDALE FDS

INTER TERM TREAS

$10.1M

169,581

2.8%

BINC BLACKROCK ETF TRUST II

FLEXIBLE INCOME

$10.0M

192,616

2.7%

XLK SELECT SECTOR SPDR TR

TECHNOLOGY

$9.7M

72,898

2.7%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$8.7M

14,620

2.4%

AAPL APPLE INC

COM

$8.6M

33,902

2.4%

VTV VANGUARD INDEX FDS

VALUE ETF

$8.6M

43,685

2.3%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$8.5M

156,606

2.3%

VCR VANGUARD WORLD FD

CONSUM DIS ETF

$7.4M

20,731

2.0%

VIS VANGUARD WORLD FD

INDUSTRIAL ETF

$7.4M

23,826

2.0%

VHT VANGUARD WORLD FD

HEALTH CAR ETF

$7.4M

27,121

2.0%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$7.3M

49,215

2.0%

VFH VANGUARD WORLD FD

FINANCIALS ETF

$7.1M

59,085

2.0%

MSFT MICROSOFT CORP

COM

$6.2M

16,833

1.7%

IJH ISHARES TR

CORE S&P MCP ETF

$6.0M

88,377

1.6%

IVE ISHARES TR

S&P 500 VAL ETF

$5.6M

26,751

1.5%

VO VANGUARD INDEX FDS

MID CAP ETF

$5.5M

19,067

1.5%

VOX VANGUARD WORLD FD

COMM SRVC ETF

$5.0M

27,555

1.4%

SDY SPDR SERIES TRUST

S&P DIVID ETF

$4.6M

31,735

1.3%

EFA ISHARES TR

MSCI EAFE ETF

$4.5M

46,481

1.2%

NVDA NVIDIA CORPORATION

COM

$4.4M

25,367

1.2%

IGSB ISHARES TR

ISHS 1-5YR INVS

$4.2M

80,299

1.2%

FDL FIRST TR EXCHANGE-TRADED FD

SHS

$3.7M

72,050

1.0%

VDE VANGUARD WORLD FD

ENERGY ETF

$3.6M

21,028

1.0%

PEY INVESCO EXCHANGE TRADED FD T

HIG YLD EQ DIV

$3.5M

165,003

1.0%

VOE VANGUARD INDEX FDS

MCAP VL IDXVIP

$3.5M

18,768

0.9%

VDC VANGUARD WORLD FD

CONSUM STP ETF

$3.4M

15,349

0.9%

VOT VANGUARD INDEX FDS

MCAP GR IDXVIP

$3.1M

11,934

0.8%

VB VANGUARD INDEX FDS

SMALL CP ETF

$3.0M

11,590

0.8%

DON WISDOMTREE TR

US MIDCAP DIVID

$3.0M

57,723

0.8%

IJK ISHARES TR

S&P MC 400GR ETF

$2.8M

28,240

0.8%

AIVL WISDOMTREE TR

US AI ENHANCED

$2.7M

23,493

0.7%

GOOGL ALPHABET INC

CAP STK CL A

$2.5M

8,638

0.7%

IEMG ISHARES INC

CORE MSCI EMKT

$2.4M

35,098

0.7%

SPY SPDR S&P 500 ETF TR

TR UNIT

$2.2M

3,323

0.6%

DES WISDOMTREE TR

US SMALLCAP DIVD

$2.2M

60,029

0.6%

TSLA TESLA INC

COM

$2.2M

5,787

0.6%

IJJ ISHARES TR

S&P MC 400VL ETF

$2.1M

16,035

0.6%

IJR ISHARES TR

CORE S&P SCP ETF

$2.1M

16,900

0.6%

SHY ISHARES TR

1 3 YR TREAS BD

$2.0M

24,809

0.6%

XLY SELECT SECTOR SPDR TR

SBI CONS DISCR

$2.0M

18,609

0.6%

JNJ JOHNSON & JOHNSON

COM

$2.0M

8,167

0.5%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

35%前 6 大占比

VEA9.6%BIL6.6%VUG5.3%VGT4.9%LLY4.4%VV3.9%