Founders Grove Wealth Partners LLC Portfolio
Invests via Founders Grove Wealth Partners LLC | Managed by Jeremiah R. Winters, Catherine M.C. Atwood
Invests via Founders Grove Wealth Partners LLC
Managed by Jeremiah R. Winters, Catherine M.C. Atwood
Automatically Tracked
Company Profile
Registered as a fiduciary RIA, Founders Grove Wealth Partners LLC operates as a boutique wealth management and family-office advisory firm serving high-net-worth individuals and families. The firm offers financial planning, investment management, retirement and estate strategies with emphasis on multi-asset allocation and tax-aware solutions. Positioned for personalized capital stewardship, it targets UHNW and entrepreneurial clients seeking outsourced CIO services and continuity planning.
Registered as a fiduciary RIA, Founders Grove Wealth Partners LLC operates as a boutique wealth management and family-office advisory firm serving high-net-worth individuals and families. The firm offers financial planning, investment management, retirement and estate strategies with emphasis on multi-asset allocation and tax-aware solutions. Positioned for personalized capital stewardship, it targets UHNW and entrepreneurial clients seeking outsourced CIO services and continuity planning.
Investment Philosophy & Strategy
Registered as a fiduciary RIA, Founders Grove Wealth Partners LLC operates as a boutique wealth management and family-office advisory firm serving high-net-worth individuals and families. The firm offers financial planning, investment management, retirement and estate strategies with emphasis on multi-asset allocation and tax-aware solutions. Positioned for personalized capital stewardship, it targets UHNW and entrepreneurial clients seeking outsourced CIO services and continuity planning.
Registered as a fiduciary RIA, Founders Grove Wealth Partners LLC operates as a boutique wealth management and family-office advisory firm serving high-net-worth individuals and families. The firm offers financial planning, investment management, retirement and estate strategies with emphasis on multi-asset allocation and tax-aware solutions. Positioned for personalized capital stewardship, it targets UHNW and entrepreneurial clients seeking outsourced CIO services and continuity planning.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
28.64%
Gain 0%
Monthly
1.17%
Yearly
15.07%
Drawdown
15.24%
$509.13M
Equity
Holdings
$509.13M
Investment
$422.54M
$97.65M
Profit -$942.63
Realized
$8.09M
Unrealized
$89.56M
Dividends
$13.97M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.001%
Profit
-$942.63
Win %
70%
This Week
Compared To Last Week
Gain
-1.05%
Profit
-$5.41M
Win %
70%
This Month
Compared to last month
Gain
0.41%
Profit
$2.07M
Win %
70%
This Year
Compared to last year
Gain
-0.12%
Profit
-$286,575.42
Win %
71%
NOC Northrop Grumman Corporation
+4.05%
+$10,802.82 
RTX RTX Corporation
+3.73%
+$10,615.31 
COP ConocoPhillips
+3.37%
+$8,235.92 
PM Philip Morris International Inc.
+2.65%
+$24,570.8 
CVX Chevron Corporation
+2.58%
+$8,388.12 
VDE Vanguard Energy ETF
+2.51%
+$85,601.85 
XOM Exxon Mobil Corporation
+2.46%
+$43,060.2 
NEM Newmont Corporation
+2.43%
+$8,671.66 
DUK Duke Energy Corporation
+2.18%
+$6,117.58 
ACN Accenture plc Class A
+2.12%
+$7,868.28 
KO The Coca-Cola Company
+2.06%
+$19,786.6 
MO Altria Group, Inc.
+1.72%
+$8,679.18 
AFL Aflac Inc.
+1.63%
+$6,781.44 
COF Capital One Financial Corporation
+1.45%
+$5,855.04 
PG Procter & Gamble Co
+1.42%
+$17,385.08 
MKL Markel Group Inc.
+1.4%
+$4,938.87 
PSX Phillips 66
+1.37%
+$4,565.5 
AU AngloGold Ashanti plc
+1.36%
+$2,781.25 
WFC Wells Fargo & Company
+1.35%
+$4,021.92 
VPU Vanguard Utilities ETF
+1.31%
+$18,811.56 
FAST Fastenal Co.
+1.27%
+$4,239.36 
JPM JPMorgan Chase & Co.
+1.25%
+$23,438.86 
FERG Ferguson Enterprises Inc
+1.25%
+$3,884.55 
BRK-B Berkshire Hathaway Inc.
+1.23%
+$17,894.2 
ADP Automatic Data Processing Inc.
+1.14%
+$7,234.5 
COST Costco Wholesale Corporation
+1.14%
+$4,928.4 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.13%
+$40,235.76 
XLP Consumer Staples Select Sector SPDR Fund
+1.08%
+$4,371 
BRK-A Berkshire Hathaway Inc.
+1.08%
+$8,514.01 
TFC Truist Financial Corporation
+1.07%
+$2,991.5 
VDC VANGUARD CONSUMER STAPLES ETF
+1.06%
+$36,627.5 
JNJ Johnson & Johnson
+0.9%
+$20,191.68 
C Citigroup Inc.
+0.84%
+$3,744 
WMT Walmart Inc.
+0.8%
+$2,116.88 
DVY iShares Select Dividend ETF
+0.78%
+$1,841.31 
WPM Wheaton Precious Metals Corp.
+0.77%
+$3,243.6 
V Visa Inc. Class A
+0.71%
+$10,095.8 
SDY SPDR S&P Dividend ETF
+0.71%
+$33,757.9 
ABBV AbbVie Inc.
+0.71%
+$6,962.94 
NSC Norfolk Southern Corporation
+0.64%
+$12,627.78 
MCK McKesson Corporation
+0.62%
+$2,659.8 
VAW Vanguard Materials ETF
+0.55%
+$8,175.32 
MRK Merck & Co., Inc.
+0.53%
+$3,794.4 
CP Canadian Pacific Kansas City Limited
+0.52%
+$1,162.8 
FXNC First National Corp. (Strasburg, VA)
+0.48%
+$1,533.56 
BHP BHP Group Ltd.
+0.47%
+$1,083.03 
XLF Financial Select Sector SPDR Fund
+0.45%
+$8,009.75 
HD The Home Depot, Inc.
+0.45%
+$3,285.96 
LLY Eli Lilly and Company
+0.43%
+$81,451.76 
AAPL Apple Inc.
+0.43%
+$53,249.12 
ITW Illinois Tool Works Inc.
+0.4%
+$1,579.41 
DON WisdomTree U.S. MidCap Dividend Fund
+0.36%
+$11,418.2 
VNQ Vanguard Real Estate ETF
+0.35%
+$5,453.76 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.34%
+$28,371.6 
VOE Vanguard Mid-Cap Value ETF
+0.26%
+$9,983.08 
MPC Marathon Petroleum Corporation
+0.24%
+$6,334.2 
IMCV iShares Morningstar Mid-Cap ETF
+0.23%
+$493.88 
IXG iShares Global Financials ETF
+0.23%
+$3,742.45 
PEY Invesco High Yield Equity Dividend Achievers ETF
+0.2%
+$7,425.65 
VTV Vanguard Value ETF
+0.2%
+$19,451.52 
ABT Abbott Laboratories
+0.19%
+$1,100.8 
MA Mastercard Incorporated
+0.18%
+$423.5 
VYM Vanguard High Dividend Yield ETF
+0.17%
+$12,965.68 
ADT ADT Inc.
+0.15%
+$116.91 
VLO Valero Energy Corporation
+0.15%
+$594.75 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.15%
+$1,407.92 
IEI iShares 3-7 Year Treasury Bond ETF
+0.13%
+$1,137.45 
VGSH Vanguard Short-Term Treasury Fund
+0.12%
+$391.86 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.1%
+$11,113.5 
SHY iShares 1-3 Year Treasury Bond ETF
+0.09%
+$1,546.72 
SYY Sysco Corporation
+0.09%
+$180.04 
VTEB Vanguard Tax-Exempt Bond ETF
+0.08%
+$229.48 
VUSB Vanguard Ultra-Short Bond ETF
+0.08%
+$11,614.76 
IEF iShares 7-10 Year Treasury Bond ETF
+0.08%
+$215.81 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.07%
+$398.26 
SCHQ Schwab Long-Term U.S. Treasury ETF
+0.07%
+$207.28 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.06%
+$1,562.61 
SHV iShares Short Treasury Bond ETF
+0.05%
+$595.75 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$836.22 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$8,550.54 
HSBC HSBC Holdings plc Sponsored ADR
+0.03%
+$105.24 
BINC iShares Flexible Income Active ETF
+0.02%
+$2,099.87 
BND Vanguard Total Bond Market Index Fund
+0.01%
+$561.85 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
TWLO Twilio Inc.
-10.62%
-$32,455.54 
PANW Palo Alto Networks, Inc.
-7.63%
-$41,443.82 
STX Seagate Technology Holdings plc
-7.5%
-$16,835 
PLTR Palantir Technologies Inc.
-7.22%
-$25,062.04 
CRWD CrowdStrike Holdings, Inc.
-7.03%
-$15,582.26 
SNDK SanDisk Corporation
-6.85%
-$21,016.6 
AMD Advanced Micro Devices, Inc.
-5.96%
-$66,625.2 
INTC Intel Corporation
-5.79%
-$46,285.2 
MU Micron Technology, Inc.
-5.63%
-$105,428.8 
MRVL Marvell Technology, Inc.
-5.56%
-$11,465.55 
LRCX Lam Research Corporation
-4.87%
-$15,426.32 
AMAT Applied Materials, Inc.
-4.82%
-$23,973.04 
ORCL Oracle Corporation
-4.65%
-$9,256.25 
DELL Dell Technologies Inc.
-4.62%
-$15,426.1 
AVGO Broadcom Inc.
-4.53%
-$90,987.2 
NOW ServiceNow, Inc.
-4.44%
-$16,156.8 
META Meta Platforms Inc Class A
-3.72%
-$45,749.65 
DOCU DocuSign Inc.
-3.7%
-$18,801.37 
XLK State Street Technology Select Sector SPDR ETF
-3.02%
-$393,484.52 
WDAY Workday Inc.
-2.96%
-$10,877.58 
VGT Vanguard Information Technology ETF
-2.87%
-$637,967.07 
NFLX Netflix, Inc.
-2.87%
-$8,478.08 
DBX Dropbox Inc.
-2.65%
-$7,209.04 
ADBE Adobe Inc.
-2.57%
-$16,977.28 
QQQ Invesco QQQ Trust, Series 1
-2.5%
-$11,138.4 
VBK Vanguard Small-Cap Growth ETF
-2.48%
-$38,309.1 
GOOGL Alphabet Inc
-2.47%
-$81,104.74 
CRM Salesforce Inc
-2.45%
-$17,419.36 
GOOG Alphabet Inc
-2.32%
-$56,280 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-2.28%
-$30,414.2 
CSCO Cisco Systems, Inc.
-2.24%
-$16,267.98 
VOX Vanguard Communication Services ETF
-2.16%
-$114,937.71 
TSLA Tesla, Inc.
-2.13%
-$45,648.36 
VUG Vanguard Growth ETF
-2.06%
-$492,431.15 
SCHG Schwab U.S. Large-Cap Growth ETF
-2%
-$11,005.2 
VOT Vanguard Mid-Cap Growth ETF
-1.96%
-$71,076.66 
VOOG Vanguard S&P 500 Growth ETF
-1.95%
-$9,462 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.93%
-$298,221.6 
MSFT Microsoft Corp.
-1.93%
-$184,360.16 
XLC Communication Services Select Sector SPDR Fund
-1.89%
-$13,877.52 
AMZN Amazon.com Inc
-1.87%
-$44,072.84 
EEM iShares MSCI Emerging Markets ETF
-1.74%
-$24,293.46 
IWM iShares Russell 2000 ETF
-1.69%
-$29,580 
IEMG iShares Core MSCI Emerging Markets ETF
-1.67%
-$45,340.1 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.56%
-$47,201.13 
INTU Intuit Inc.
-1.52%
-$5,928.62 
JCI Johnson Controls International plc
-1.46%
-$5,037.12 
NVDA NVIDIA Corporation
-1.43%
-$97,067.2 
VWO Vanguard FTSE Emerging Markets ETF
-1.29%
-$116,534.6 
UNH UnitedHealth Group Incorporated
-1.29%
-$4,192 
IJT iShares S&P Small-Cap 600 Growth ETF
-1.27%
-$14,628.84 
VB Vanguard Small-Cap ETF
-1.27%
-$40,985.85 
SAN Banco Santander S.A. Sponsored ADR
-1.19%
-$1,888.48 
CATH Global X S&P 500 Catholic Values ETF
-1.13%
-$6,862.96 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.13%
-$192,941.15 
GS The Goldman Sachs Group, Inc.
-1.12%
-$3,517.02 
SPY SPDR S&P 500 ETF Trust
-1.11%
-$28,301.56 
VOO Vanguard S&P 500 ETF
-1.1%
-$109,347.06 
IVV iShares Core S&P 500 ETF
-1.09%
-$23,177.7 
VCR Vanguard Consumer Discretionary ETF
-1.02%
-$80,172.44 
WU Western Union Co.
-0.96%
-$822.3 
ASML ASML Holding N.V. New York Registry Shares
-0.96%
-$5,683.44 
TXN Texas Instruments Inc
-0.95%
-$3,278.88 
VT Vanguard Total World Stock ETF
-0.94%
-$2,060.67 
MDY SPDR S&P MidCap 400 ETF Trust
-0.94%
-$4,249.44 
IJR iShares Core S&P Small-Cap ETF
-0.93%
-$20,989.44 
IJH iShares Core S&P Mid-Cap ETF
-0.93%
-$59,070.24 
BAC Bank of America Corporation
-0.91%
-$6,251.94 
IBM International Business Machines Corporation
-0.85%
-$2,011.68 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.84%
-$16,685.8 
GILD Gilead Sciences Inc.
-0.75%
-$2,875.66 
FDX FedEx Corporation
-0.67%
-$2,350.19 
CAT Caterpillar Inc.
-0.66%
-$3,625.84 
PSLV Sprott Physical Silver Trust
-0.65%
-$2,865 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.64%
-$9,550.2 
VHT Vanguard Health Care ETF
-0.61%
-$53,058 
VO Vanguard Mid-Cap ETF
-0.61%
-$38,134.74 
IJS iShares S&P Small-Cap 600 Value ETF
-0.6%
-$3,820.44 
GEV GE Vernova Inc.
-0.57%
-$1,760.64 
EMR Emerson Electric Co.
-0.42%
-$1,153.28 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.41%
-$9,278.88 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.36%
-$796.05 
TPLC Timothy Plan US Large/Mid Cap Core ETF
-0.32%
-$1,785.44 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.32%
-$4,943.04 
CEF Sprott Physical Gold and Silver Trust
-0.32%
-$2,865.59 
T AT&T Inc.
-0.3%
-$648.9 
XLV Health Care Select Sector SPDR Fund
-0.27%
-$3,336.96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.24%
-$89,953.46 
VIS Vanguard Industrials ETF
-0.22%
-$16,106.4 
FLO Flowers Foods, Inc.
-0.16%
-$132.28 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.15%
-$2,906.82 
COR Cencora, Inc.
-0.14%
-$328.3 
AIVL WisdomTree U.S. AI Enhanced Value Fund
-0.13%
-$3,942.98 
MUB iShares National Muni Bond ETF
-0.13%
-$1,018.16 
EFA iShares MSCI EAFE ETF
-0.12%
-$5,193.12 
VIG Vanguard Dividend Appreciation ETF
-0.12%
-$538.72 
PEN Penumbra Inc.
-0.11%
-$268.94 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.1%
-$415.8 
AXP American Express Company
-0.09%
-$340.48 
IVE ISHARES S&P 500 VALUE ETF
-0.09%
-$5,098 
XLI Industrial Select Sector SPDR Fund
-0.08%
-$1,124.37 
SPBO SPDR Portfolio Corporate Bond ETF
-0.07%
-$323 
ELV Elevance Health, Inc.
-0.04%
-$261.63 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$2,885.13 
CSX CSX Corporation
-0.02%
-$49.44 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$381.97 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.02%
-$295.24 Events
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Dividends
Dividend Analysis
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| Trades 1116 | Longs Won 805/1116 72% | Profit Factor 19.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $517,853.96 |
| Average Win $127,713.35 | Best Trade (Oct 17) $10.5M | Sharpe Ratio -112.81 |
| Average Loss -$16,585.67 | Worst Trade (Oct 17) -$303,513.01 | Z-Score 13.03 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3d | Expectancy $87,500.99 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 36,472 | $9.24M | $12.53M | - | $3.28M | 35.52% | +0.427% |
| ABBV AbbVie Inc. | 3,447 | $685,830.85 | $983,842.74 | - | $298,011.89 | 43.45% | +0.713% |
| ABT Abbott Laboratories | 5,504 | $628,942.06 | $577,259.52 | - | -$51,682.54 | -8.22% | +0.191% |
| ACN Accenture plc Class A | 1,653 | $303,111 | $379,661.04 | - | $76,550.04 | 25.25% | +2.116% |
| ADBE Adobe Inc. | 2,624 | $537,972.85 | $643,404.8 | - | $105,431.95 | 19.6% | -2.571% |
| ADP Automatic Data Processing Inc. | 2,226 | $638,919.15 | $643,091.4 | - | $4,172.25 | 0.65% | +1.138% |
| ADT ADT Inc. | 11,691 | $71,081 | $80,317.17 | - | $9,236.17 | 12.99% | +0.146% |
| AFL Aflac Inc. | 3,532 | $366,677.46 | $423,734.04 | - | $57,056.58 | 15.56% | +1.626% |
| AGG iShares Core U.S. Aggregate Bond ETF | 96,171 | $9.61M | $9.17M | - | -$434,733.22 | -4.52% | -0.031% |
| AIVL WisdomTree U.S. AI Enhanced Value Fund | 23,194 | $2.47M | $3.08M | - | $613,945.44 | 24.85% | -0.128% |
| AMAT Applied Materials, Inc. | 1,157 | $475,158.58 | $473,548.53 | - | -$1,610.05 | -0.34% | -4.818% |
| AMD Advanced Micro Devices, Inc. | 1,990 | $709,975.47 | $1.05M | - | $342,237.03 | 48.2% | -5.955% |
| AMZN Amazon.com Inc | 9,259 | $2.05M | $2.31M | - | $266,571.98 | 13.02% | -1.868% |
| ASML ASML Holding N.V. New York Registry Shares | 357 | $402,497.47 | $586,022.64 | - | $183,525.17 | 45.6% | -0.961% |
| AU AngloGold Ashanti plc | 2,225 | $209,039 | $206,524.5 | - | -$2,514.5 | -1.2% | +1.365% |
| AVGO Broadcom Inc. | 5,840 | $1.87M | $1.92M | - | $47,568.11 | 2.54% | -4.525% |
| AXP American Express Company | 1,216 | $374,877.06 | $381,325.44 | - | $6,448.38 | 1.72% | -0.089% |
| BAC Bank of America Corporation | 13,302 | $649,664.68 | $681,461.46 | - | $31,796.78 | 4.89% | -0.909% |
| BHP BHP Group Ltd. | 2,777 | $231,438.05 | $231,296.33 | - | -$141.72 | -0.06% | +0.47% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 285,018 | $26.08M | $26.1M | - | $23,524.81 | 0.09% | +0.033% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Founders Grove Wealth Partners LLC?
The largest contributions to the portfolio's profits come from the following stocks: Eli Lilly and Company - $2.46M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.31M, Vanguard Information Technology ETF - $1.62M, SPDR Bloomberg 1-3 Month T-Bill ETF - $1.46M, and iShares Flexible Income Active ETF - $868,035.87. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: KLA Corporation - $108,468.13, UnitedHealth Group Incorporated - $80,056.24, Sprott Physical Gold and Silver Trust - $71,741.79, Booking Holdings Inc - $63,873.13, and Western Digital Corporation - $62,228.82. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Founders Grove Wealth Partners LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.97M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $1.49M, SPDR Bloomberg 1-3 Month T-Bill ETF - $1.46M, iShares Flexible Income Active ETF - $858,582.1, Vanguard Ultra-Short Bond ETF - $837,041.74, and Vanguard Intermediate-Term Treasury Fund - $683,146.61. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Founders Grove Wealth Partners LLC's monthly returns?
Founders Grove Wealth Partners LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Founders Grove Wealth Partners LLC's strategy be considered aggressive or moderate?
Founders Grove Wealth Partners LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Founders Grove Wealth Partners LLC's strategy?
Founders Grove Wealth Partners LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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