Titelia

Holdings of FOUNDERS GROVE WEALTH PARTNERS, LLC

153 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 40.6 % of the equity sleeve

Sector breakdown

  • Funds 6.9 %
  • Technology 5.7 %
  • Health care 4.9 %
  • Financials 1.6 %
  • Communication 1.3 %
  • Consumer discretionary 1.2 %
  • Industrials 0.9 %
  • Consumer staples 0.8 %
  • Energy 0.8 %
  • Utilities 0.2 %
  • Materials 0.1 %
  • Unattributed 75.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.6 %
  • TW 0.2 %
  • NL 0.1 %
  • GB 0.1 %
  • ES 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US149427.4M $99.56 %
2TW11M $0.24 %
3NL1479.5K $0.11 %
4GB1245.8K $0.06 %
5ES1127K $0.03 %

Positions

RankCompanySharesValueWeight
1Vanguard FTSE Developed Markets ETF 546,09135M $
2SPDR Series Trust 261,89824M $
3Vanguard Growth ETF 44,14219.3M $
4Vanguard Information Technology ETF 25,55217.8M $
5Eli Lilly & Co 17,37016M $
6Vanguard Large-Cap ETF 47,76714.3M $
7Vanguard Ultra Short Bond ETF 263,55213.1M $
8iShares Trust 112,72212.7M $
9iShares Core U.S. Aggregate Bond ETF 119,88211.9M $
10Vanguard Scottsdale Funds 169,58110.1M $
11BlackRock ETF Trust II 192,61610M $
12SELECT SECTOR SPDR TRUST (THE) 72,8989.7M $
13Vanguard S&P 500 ETF 14,6208.7M $
14Apple Inc 33,9028.6M $
15Vanguard Value ETF 43,6858.6M $
16Vanguard International Equity Index Funds 156,6068.5M $
17VANGUARD WORLD FUND 20,7317.4M $
18Vanguard World Fund 23,8267.4M $
19Vanguard World Fund 27,1217.4M $
20Vanguard High Dividend Yield E 49,2157.3M $
21Vanguard Financials ETF 59,0857.1M $
22Microsoft Corp 16,8336.2M $
23iShares Core S&P Mid-Cap ETF 88,3776M $
24iShares Trust 26,7515.6M $
25Vanguard Mid-Cap ETF 19,0675.5M $
26Vanguard World Fund 27,5555M $
27State Street SPDR S&P Dividend ETF 31,7354.6M $
28iShares MSCI EAFE ETF 46,4814.5M $
29NVIDIA Corp 25,3674.4M $
30iShares Trust 80,2994.2M $
31First Trust Exchange-Traded Fund 72,0503.7M $
32VANGUARD ENERGY ETF VANGUARD ENERGY ETF 21,0283.6M $
33Vanguard Index Funds 18,7683.5M $
34Vanguard World Fund 15,3493.4M $
35Vanguard Mid-Cap Growth ETF 11,9343.1M $
36Vanguard Small-Cap ETF 11,5903M $
37WisdomTree Trust 57,7233M $
38iShares S&P Mid-Cap 400 Growth ETF 28,2402.8M $
39Alphabet Inc 8,6382.5M $
40iShares Core MSCI Emerging Markets ETF 35,0982.4M $
41State Street SPDR S&P 500 ETF Trust 3,3232.2M $
42WisdomTree US SmallCap Dividen 60,0292.2M $
43Tesla Inc 5,7872.2M $
44iShares S&P Mid-Cap 400 Value ETF 16,0352.1M $
45iShares Core S&P Small-Cap ETF 16,9002.1M $
46iShares Trust 24,8092M $
47Select Sector Spdr Trust 18,6092M $
48Johnson & Johnson 8,1672M $
49Amazon.com Inc 9,0591.9M $
50iShares Russell 2000 ETF 7,5131.9M $
51iShares Trust 16,3111.9M $
52iShares Core S&P 500 ETF 2,7321.8M $
53iShares Short-Term National Muni Bond ETF 15,9231.7M $
54Select Sector Spdr Trust 33,7711.7M $
55Exxon Mobil Corp 9,7221.6M $
56Vanguard World Fund 8,1521.6M $
57iShares Trust 13,3161.6M $
58VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF 6,8441.5M $
59Vanguard Real Estate ETF 17,1401.5M $
60Alphabet Inc 5,2821.5M $
61JPMorgan Ultra-Short Municipal Income ETF 28,5721.5M $
62Vanguard Index Funds 4,7521.4M $
63SPDR SERIES TRUST 15,0601.4M $
64Vanguard Index Funds 6,4751.4M $
65Marathon Petroleum Corp 5,7421.4M $
66Select Sector Spdr Trust 8,6161.4M $
67iShares MSCI Emerging Markets ETF 23,5531.3M $
68Norfolk Southern Corp 4,3301.2M $
69iShares 0-1 Year Treasury Bond ETF 10,6251.2M $
70Broadcom Inc 3,7271.2M $
71Procter & Gamble Co/The 7,8221.1M $
72State Street Health Care Select Sector SPDR ETF 7,4981.1M $
73iShares National Muni Bond ETF 10,2991.1M $
74iShares S&P Small-Cap 600 Growth ETF 7,4701.1M $
75Taiwan Semiconductor Manufacturing Co Ltd 3,0901M $
76Visa Inc 3,3461M $
77JPMorgan Chase & Co 3,383995.1K $
78Berkshire Hathaway Inc 2,016966.1K $
79Home Depot Inc/The 2,369779K $
80SELECT SECTOR SPDR TRUST (THE) 6,929768.2K $
81Berkshire Hathaway Inc 1718.1K $
82Philip Morris International Inc. 4,338717.2K $
83iShares iBoxx USD Investment Grade Corporate Bond ETF 6,121667.1K $
84iShares Trust 5,497651.1K $
85Bank of America Corp 12,652616.8K $
86Meta Platforms Inc 1,061607K $
87AbbVie Inc 2,779604.4K $
88Coca-Cola Co/The 7,922602.5K $
89Select Sector Spdr Trust 6,983572.5K $
90Mastercard Inc 1,075537.1K $
91Abbott Laboratories 5,197533.6K $
92Timothy Plan 11,212520.7K $
93Merck & Co Inc 4,309518.3K $
94Global X Funds 6,626517.8K $
95Caterpillar Inc 705499.5K $
96Netflix Inc 5,066487.1K $
97Vanguard Scottsdale Funds 8,256483.3K $
98ASML Holding NV 363479.5K $
99Elevance Health Inc 1,631477.5K $
100iShares Trust 4,975474.8K $