FOUNDERS GROVE WEALTH PARTNERS, LLC
All 13F Filings
- Location
- Richmond, VA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 444,608
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/12/2026 | 151 | 444,608 | 13F-HR | FOUNDERS GROVE WEALTH PARTNERS, LLC |
| Q3 2025 | 10/17/2025 | 138 | 425,527 | 13F-HR | FOUNDERS GROVE WEALTH PARTNERS, LLC |
| Q2 2025 | 7/28/2025 | 129 | 398,516 | 13F-HR | FOUNDERS GROVE WEALTH PARTNERS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 240.4 K | 54.1% | 18.91 K | 0 | 18.91 K |
| ETFs | 204.2 K | 45.9% | 169 | 0 | 169 |
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Fund Snapshot
Q4 2025
Latest filed
1/12/2026
Total value ($000)
444,608
Holdings
151
QoQ value change ($000)
19,081
(4.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.