FOUNDERS GROVE WEALTH PARTNERS, LLC logo

FOUNDERS GROVE WEALTH PARTNERS, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for FOUNDERS GROVE WEALTH PARTNERS, LLC with $425.5M in long positions as of Q3 2025, 83% allocated to ETF, and 41% concentrated in top 10 positions.

Portfolio Value
$425.5M
Top 10 Concentration
41%
Top Sector
ETF (83%)
US Exposure
100%
Market Cap Focus
N/A
Countries
5

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 82.50%ETFTechnology: 5.40%Healthcare: 4.70%Financial Services: 1.60%Consumer Cyclical: 1.20%Communication Services: 0.90%Industrials: 0.90%Consumer Defensive: 0.80%Energy: 0.50%Utilities: 0.10%Basic Materials: 0.10%
ETF
82.50%
Technology
5.40%
Healthcare
4.70%
Financial Services
1.60%
Consumer Cyclical
1.20%
Communication Services
0.90%
Industrials
0.90%
Consumer Defensive
0.80%
Energy
0.50%
Utilities
0.10%
Basic Materials
0.10%

Industry Breakdown

38 industries across all sectors

ETF: 82.48%ETFDrug Manufacturers - General: 4.35%Software - Infrastructure: 2.13%Consumer Electronics: 1.89%Semiconductors: 1.29%Internet Content & Information: 0.75%32 more: 5.65%
ETF
ETF
82.48%
Drug Manufacturers - General
Healthcare
4.35%
Software - Infrastructure
Technology
2.13%
Consumer Electronics
Technology
1.89%
Semiconductors
Technology
1.29%
Internet Content & Information
Communication Services
0.75%
Auto - Manufacturers
Consumer Cyclical
0.52%
Financial - Credit Services
Financial Services
0.51%
Insurance - Diversified
Financial Services
0.44%
Specialty Retail
Consumer Cyclical
0.37%
Banks - Diversified
Financial Services
0.37%
Railroads
Industrials
0.30%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 13.97%Mega Cap (> $200B)Large Cap ($10B - $200B): 1.87%Micro Cap ($50M - $300M): 0.06%Nano Cap (< $50M): 0.05%N/A (ETF or Unknown): 84.06%N/A (ETF or Unknown)
Mega Cap (> $200B)
13.97%
Large Cap ($10B - $200B)
1.87%
Micro Cap ($50M - $300M)
0.06%
Nano Cap (< $50M)
0.05%
N/A (ETF or Unknown)
84.06%

Portfolio Concentration

Top 10 Holdings %
40.62%
Top 20 Holdings %
60.1%
Top 50 Holdings %
85.13%
Top 100 Holdings %
97.26%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
99.69%
International
0.314%
Countries
5
Largest Int'l Market
Taiwan - 0.13%
United States of America
99.69% ($424.2M)
134 holdings
Taiwan
0.13% ($550.5K)
1 holdings
United Kingdom
0.07% ($291.5K)
1 holdings
Ireland
0.06% ($249.5K)
1 holdings
Israel
0.06% ($246.4K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
3 quarters
Avg. Top 20
2.9 quarters
Avg. All Positions
2.6 quarters
Median Holding Period
3 quarters
Persistence Rate
-
Persistent Holdings Weight
-
Persistent Positions
0
Longest Held
SPDR S&P 500 ETF Trust logo
SPDR S&P 500 ETF TrustSPY - 3 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.07%
Avg. Position Weight
0.72%
Largest Position
Vanguard FTSE Developed Markets ETF logo
Vanguard FTSE Developed Markets ETFVEA - 7.90%
Largest Ownership Stake
FIRST NATL CORP STRASBURG VA logo
FIRST NATL CORP STRASBURG VAFXNC - 0.12%
Avg. Ownership Stake
0.001%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2024)

Avg. New Position
0.70%
Avg. Ownership Stake
0.001%
Largest Position
Vanguard FTSE Developed Markets ETF logo
Vanguard FTSE Developed Markets ETFVEA - 8.20% (Q2 2025)
Largest Ownership Stake
FIRST NATL CORP STRASBURG VA logo
FIRST NATL CORP STRASBURG VAFXNC - 0.12% (Q4 2024)

Portfolio Turnover

Current Quarter

Turnover Ratio
4.6%
Value Traded
$19.38M
Positions Added
11
Positions Exited
3

Historical (Since Q4 2024)

Avg. Turnover Ratio
15.6%
Avg. Positions Added
37
Avg. Positions Exited
3
Highest Turnover
50.0%
Q4 2024
Lowest Turnover
3.6%
Q1 2025

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