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:
1.13%
Gain
Monthly
0.06%
Yearly
0.73%
Drawdown
21.02%
$488M
Equity
Holdings
$488M
Investment
$400.98M
$90.95M
Profit -$2.36M
Realized
$3.92M
Unrealized
$87.02M
Dividends
$12.14M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.36M
Win %
76%
This Week
Compared To Last Week
Gain
-0.7%
Profit
-$3.43M
Win %
76%
This Month
Compared to last month
Gain
-0.49%
Profit
-$2.38M
Win %
76%
This Year
Compared to last year
Gain
11.19%
Profit
$49.13M
Win %
77%
NOC Northrop Grumman Corporation
+3.32%
+$8,204.4 
MO Altria Group, Inc.
+2.94%
+$13,290.42 
MRK Merck & Co., Inc.
+2.92%
+$16,072.57 
SHEL Shell plc
+2.8%
+$6,290.34 
T AT&T Inc.
+2.75%
+$7,739.16 
GILD Gilead Sciences Inc.
+2.52%
+$7,295.61 
ABT Abbott Laboratories
+2.29%
+$11,771.2 
PM Philip Morris International Inc.
+2.19%
+$18,002.7 
ABBV AbbVie Inc.
+2.06%
+$14,561.96 
CSCO Cisco Systems, Inc.
+2.02%
+$13,001.43 
MPC Marathon Petroleum Corporation
+2%
+$35,141.04 
AFL Aflac Inc.
+2%
+$8,691.18 
PANW Palo Alto Networks, Inc.
+1.99%
+$9,298.95 
WMT Walmart Inc.
+1.99%
+$5,836.95 
CVX Chevron Corporation
+1.98%
+$3,709.16 
MCK McKesson Corporation
+1.97%
+$5,258.12 
BRK-A Berkshire Hathaway Inc.
+1.96%
+$14,500 
JNJ Johnson & Johnson
+1.94%
+$39,609.95 
XOM Exxon Mobil Corporation
+1.88%
+$26,735.5 
BRK-B Berkshire Hathaway Inc.
+1.85%
+$18,375.84 
VZ Verizon Communications Inc.
+1.79%
+$3,248.33 
SO The Southern Company
+1.61%
+$4,713.55 
DUK Duke Energy Corporation
+1.59%
+$4,944 
RTX RTX Corporation
+1.56%
+$4,274.24 
VDE Vanguard Energy ETF
+1.51%
+$51,098.04 
PG Procter & Gamble Co
+1.5%
+$17,834.16 
XLP Consumer Staples Select Sector SPDR Fund
+1.42%
+$8,484.34 
TFC Truist Financial Corporation
+1.41%
+$4,183.5 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.31%
+$48,273.5 
VDC VANGUARD CONSUMER STAPLES ETF
+1.3%
+$46,507.47 
MKL Markel Group Inc.
+1.28%
+$4,858.78 
PFE Pfizer Inc.
+1.27%
+$2,717.76 
NEE NextEra Energy, Inc.
+1.26%
+$2,945.25 
NVS Novartis AG Sponsored ADR
+1.09%
+$2,449.22 
HON Honeywell International Inc.
+1.07%
+$2,117.74 
DVY iShares Select Dividend ETF
+1.04%
+$2,647.59 
VPU Vanguard Utilities ETF
+1.01%
+$16,181.8 
PEY Invesco High Yield Equity Dividend Achievers ETF
+1.01%
+$41,036.25 
COST Costco Wholesale Corporation
+1%
+$3,219.03 
ECL Ecolab Inc.
+0.99%
+$2,060.48 
LLY Eli Lilly and Company
+0.98%
+$198,886.5 
NSC Norfolk Southern Corporation
+0.94%
+$13,834.35 
HD The Home Depot, Inc.
+0.9%
+$7,414.97 
SDY SPDR S&P Dividend ETF
+0.84%
+$41,572.85 
XLV Health Care Select Sector SPDR Fund
+0.79%
+$9,522.53 
CP Canadian Pacific Kansas City Limited
+0.76%
+$1,851.91 
ADP Automatic Data Processing Inc.
+0.76%
+$3,868.8 
VNQ Vanguard Real Estate ETF
+0.76%
+$12,992.12 
VOE Vanguard Mid-Cap Value ETF
+0.68%
+$26,087.52 
VHT Vanguard Health Care ETF
+0.67%
+$55,191.24 
VTV Vanguard Value ETF
+0.6%
+$57,664.2 
VYM Vanguard High Dividend Yield ETF
+0.46%
+$36,173.52 
ORCL Oracle Corporation
+0.45%
+$917.84 
AIVL WisdomTree U.S. AI Enhanced Value Fund
+0.42%
+$13,156.08 
IEF iShares 7-10 Year Treasury Bond ETF
+0.34%
+$1,567.12 
FERG Ferguson Enterprises Inc
+0.31%
+$966.52 
CEF Sprott Physical Gold and Silver Trust
+0.31%
+$2,714.76 
IVE ISHARES S&P 500 VALUE ETF
+0.29%
+$18,056.92 
DON WisdomTree U.S. MidCap Dividend Fund
+0.27%
+$8,947.07 
PSLV Sprott Physical Silver Trust
+0.25%
+$1,011.6 
AGG iShares Core U.S. Aggregate Bond ETF
+0.23%
+$27,572.86 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.23%
+$22,893.44 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.21%
+$1,407.83 
BAC Bank of America Corporation
+0.2%
+$1,581.5 
VAW Vanguard Materials ETF
+0.2%
+$3,045.58 
IEI iShares 3-7 Year Treasury Bond ETF
+0.19%
+$2,929.52 
XLI Industrial Select Sector SPDR Fund
+0.15%
+$2,412.48 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.12%
+$5,219.44 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.12%
+$3,001.45 
MCD McDonald's Corporation
+0.11%
+$238.39 
XLF Financial Select Sector SPDR Fund
+0.09%
+$1,688.55 
SHY iShares 1-3 Year Treasury Bond ETF
+0.08%
+$1,612.59 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.08%
+$1,262.62 
VGSH Vanguard Short-Term Treasury Fund
+0.08%
+$371.52 
VUSB Vanguard Ultra-Short Bond ETF
+0.07%
+$9,224.32 
VO Vanguard Mid-Cap ETF
+0.07%
+$4,194.74 
VIG Vanguard Dividend Appreciation ETF
+0.07%
+$298.22 
TPLC Timothy Plan US Large/Mid Cap Core ETF
+0.06%
+$336.36 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.05%
+$98 
SHV iShares Short Treasury Bond ETF
+0.04%
+$478.12 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.03%
+$428.58 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$5,237.96 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.01%
+$240.53 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$79.61 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NFLX Netflix, Inc.
-9.91%
-$37,311.09 
AMAT Applied Materials, Inc.
-6.29%
-$24,392.3 
AMD Advanced Micro Devices, Inc.
-4.84%
-$29,645.51 
LRCX Lam Research Corporation
-4.06%
-$14,348.04 
INTC Intel Corporation
-3.98%
-$23,812.34 
META Meta Platforms Inc Class A
-3.37%
-$23,745.19 
ASML ASML Holding N.V. New York Registry Shares
-2.84%
-$18,378.69 
PLTR Palantir Technologies Inc.
-2.83%
-$6,490.4 
NVDA NVIDIA Corporation
-2.72%
-$143,069.88 
TXN Texas Instruments Inc
-2.62%
-$9,550 
TSLA Tesla, Inc.
-2.51%
-$56,770.47 
AVGO Broadcom Inc.
-2.39%
-$33,356.65 
EEM iShares MSCI Emerging Markets ETF
-2.37%
-$35,800.56 
IEMG iShares Core MSCI Emerging Markets ETF
-2.3%
-$63,176.4 
XLK State Street Technology Select Sector SPDR ETF
-2.19%
-$282,844.24 
GOOG Alphabet Inc
-2.17%
-$40,565.76 
GOOGL Alphabet Inc
-2.14%
-$65,648.89 
VWO Vanguard FTSE Emerging Markets ETF
-2.11%
-$194,191.44 
GS The Goldman Sachs Group, Inc.
-1.99%
-$5,326.3 
VGT Vanguard Information Technology ETF
-1.97%
-$459,936 
MSFT Microsoft Corp.
-1.97%
-$132,953.6 
FXNC First National Corp. (Strasburg, VA)
-1.91%
-$6,353.32 
VUG Vanguard Growth ETF
-1.87%
-$429,060.24 
QQQ Invesco QQQ Trust, Series 1
-1.81%
-$8,896 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.74%
-$267,151.14 
VOOG Vanguard S&P 500 Growth ETF
-1.72%
-$8,037 
VOX Vanguard Communication Services ETF
-1.69%
-$89,415.98 
CAT Caterpillar Inc.
-1.67%
-$10,300.05 
COF Capital One Financial Corporation
-1.63%
-$5,666.2 
C Citigroup Inc.
-1.5%
-$4,025.34 
ELV Elevance Health, Inc.
-1.49%
-$9,084.67 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.47%
-$7,796.88 
WPM Wheaton Precious Metals Corp.
-1.38%
-$4,623.84 
SAN Banco Santander S.A. Sponsored ADR
-1.36%
-$2,083.1 
XLC Communication Services Select Sector SPDR Fund
-1.25%
-$9,769.89 
MU Micron Technology, Inc.
-1.08%
-$7,500.6 
KO The Coca-Cola Company
-1.08%
-$7,288.24 
V Visa Inc. Class A
-1.08%
-$13,149.81 
AXP American Express Company
-1%
-$4,347.62 
CATH Global X S&P 500 Catholic Values ETF
-1%
-$5,930.27 
ALB Albemarle Corporation
-0.92%
-$1,661 
VOT Vanguard Mid-Cap Growth ETF
-0.87%
-$30,610.71 
IXG iShares Global Financials ETF
-0.86%
-$18,431.43 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.85%
-$324,924.15 
IVV iShares Core S&P 500 ETF
-0.81%
-$16,801.75 
VOO Vanguard S&P 500 ETF
-0.81%
-$81,651.09 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.81%
-$133,270.41 
AMZN Amazon.com Inc
-0.79%
-$17,891.62 
SPY SPDR S&P 500 ETF Trust
-0.79%
-$19,672.16 
VBK Vanguard Small-Cap Growth ETF
-0.77%
-$12,592.75 
MA Mastercard Incorporated
-0.7%
-$4,171 
AAPL Apple Inc.
-0.7%
-$78,652.98 
EFA iShares MSCI EAFE ETF
-0.69%
-$33,466.32 
HSBC HSBC Holdings plc Sponsored ADR
-0.68%
-$2,178.72 
GEV GE Vernova Inc.
-0.63%
-$1,784.75 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.61%
-$19,485.6 
VCR Vanguard Consumer Discretionary ETF
-0.6%
-$49,547.09 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.57%
-$12,468.03 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.54%
-$7,059.15 
JCI Johnson Controls International plc
-0.51%
-$1,686.24 
FDX FedEx Corporation
-0.38%
-$1,178.4 
IJR iShares Core S&P Small-Cap ETF
-0.34%
-$8,450 
IWM iShares Russell 2000 ETF
-0.3%
-$6,761.7 
MDY SPDR S&P MidCap 400 ETF Trust
-0.27%
-$1,295.36 
IJH iShares Core S&P Mid-Cap ETF
-0.26%
-$17,675.4 
VB Vanguard Small-Cap ETF
-0.23%
-$7,881.2 
IJS iShares S&P Small-Cap 600 Value ETF
-0.21%
-$1,594.13 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.17%
-$2,861.4 
JPM JPMorgan Chase & Co.
-0.14%
-$1,623.81 
VIS Vanguard Industrials ETF
-0.04%
-$3,335.4 
LIN Linde plc
-0.03%
-$70.87 
VTEB Vanguard Tax-Exempt Bond ETF
-0.03%
-$93.84 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.02%
-$319.7 
BINC iShares Flexible Income Active ETF
-0.02%
-$1,926.16 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-0.01%
-$13.87 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.01%
-$590.85 
MUB iShares National Muni Bond ETF
-0.01%
-$51.49 Events
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Dividends
Dividend Analysis
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| Trades 764 | Longs Won 578/764 75% | Profit Factor 31.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $607,239.37 |
| Average Win $162,518.23 | Best Trade (Jul 14) $11.6M | Sharpe Ratio -10.16 |
| Average Loss -$16,070.98 | Worst Trade (Jul 10) -$508,372.82 | Z-Score 15.74 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 2d | Expectancy $119,039.71 |
| 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 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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