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:
30.27%
Gain -0.01%
Monthly
1.33%
Yearly
17.2%
Drawdown
15.22%
$508.49M
Equity
Holdings
$508.49M
Investment
$412.82M
$103.07M
Profit -$27,218.39
Realized
$7.41M
Unrealized
$95.67M
Dividends
$12.52M
Goals
Avg. 63% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$27,218.39
Win %
74%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$27,218.39
Win %
74%
This Month
Compared to last month
Gain
2.26%
Profit
$11.25M
Win %
74%
This Year
Compared to last year
Gain
1.3%
Profit
$6.83M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$333,451.27 
GOOG Alphabet Inc
+6.88%
+$168,967.32 
GOOGL Alphabet Inc
+6.73%
+$207,487.98 
VRT Vertiv Holdings Co
+6.18%
+$8,526.43 
FERG Ferguson Enterprises Inc
+3.52%
+$10,687.77 
TWLO Twilio Inc.
+3.36%
+$15,518.63 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$67,143.83 
META Meta Platforms Inc Class A
+3.28%
+$29,242.71 
MSFT Microsoft Corp.
+3.02%
+$233,868.85 
NVDA NVIDIA Corporation
+2.93%
+$167,948.44 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$210,197.35 
MRVL Marvell Technology, Inc.
+2.32%
+$3,603.96 
FAST Fastenal Co.
+2.25%
+$6,790.35 
WDC Western Digital Corporation
+2.21%
+$3,988.42 
CSCO Cisco Systems, Inc.
+2.14%
+$14,609.16 
JCI Johnson Controls International plc
+1.93%
+$6,510.76 
PANW Palo Alto Networks, Inc.
+1.89%
+$8,665.35 
CRM Salesforce Inc
+1.83%
+$9,529.47 
ORCL Oracle Corporation
+1.81%
+$3,980.13 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$10,985.88 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$211,618.56 
NOC Northrop Grumman Corporation
+1.43%
+$4,127.83 
WDAY Workday Inc.
+1.41%
+$4,283.83 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$6,441 
KLAC KLA Corporation
+1.38%
+$2,534.83 
WFC Wells Fargo & Company
+1.19%
+$3,443.52 
AMAT Applied Materials, Inc.
+1.18%
+$4,053.31 
ITW Illinois Tool Works Inc.
+1.15%
+$4,595.5 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$5,808.3 
VOX Vanguard Communication Services ETF
+1.12%
+$53,658.96 
VUG Vanguard Growth ETF
+1.1%
+$248,154.69 
VDE Vanguard Energy ETF
+1.02%
+$30,658.29 
ADBE Adobe Inc.
+1.01%
+$6,729.34 
DOCU DocuSign Inc.
+0.99%
+$3,364.74 
ADP Automatic Data Processing Inc.
+0.98%
+$5,498.55 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$85,191.12 
IBM International Business Machines Corporation
+0.86%
+$1,602.47 
GEV GE Vernova Inc.
+0.85%
+$2,950.05 
CP Canadian Pacific Kansas City Limited
+0.83%
+$1,887.78 
MCD McDonald's Corporation
+0.82%
+$1,920.61 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$12,564.25 
EMR Emerson Electric Co.
+0.79%
+$1,988.32 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$11,429.41 
TSLA Tesla, Inc.
+0.76%
+$13,954.56 
MPC Marathon Petroleum Corporation
+0.76%
+$13,790.38 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$19,641.89 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$17,739.58 
VIS Vanguard Industrials ETF
+0.72%
+$56,938.93 
VOO Vanguard S&P 500 ETF
+0.71%
+$70,567.78 
CAT Caterpillar Inc.
+0.7%
+$4,139.09 
IVV iShares Core S&P 500 ETF
+0.69%
+$13,977.6 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$112,092.6 
CATH Global X S&P 500 Catholic Values ETF
+0.68%
+$3,959.4 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,681.76 
SYY Sysco Corporation
+0.63%
+$1,369.52 
MO Altria Group, Inc.
+0.57%
+$2,572.44 
NSC Norfolk Southern Corporation
+0.46%
+$9,329.57 
PEN Penumbra Inc.
+0.42%
+$1,075.77 
CSX CSX Corporation
+0.42%
+$1,002.96 
AIVL WisdomTree U.S. AI Enhanced Value Fund
+0.42%
+$12,849.33 
RTX RTX Corporation
+0.39%
+$1,128.96 
AVGO Broadcom Inc.
+0.37%
+$8,225.28 
PG Procter & Gamble Co
+0.37%
+$4,429.74 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$5,124.3 
BAC Bank of America Corporation
+0.36%
+$2,874.74 
FXNC First National Corp. (Strasburg, VA)
+0.35%
+$1,204.94 
MRK Merck & Co., Inc.
+0.32%
+$2,034.06 
JPM JPMorgan Chase & Co.
+0.27%
+$5,071.3 
VT Vanguard Total World Stock ETF
+0.26%
+$567.03 
SO The Southern Company
+0.21%
+$557 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$7,641.5 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$4,413.31 
INTU Intuit Inc.
+0.18%
+$656.65 
MS Morgan Stanley
+0.17%
+$372.24 
TPLC Timothy Plan US Large/Mid Cap Core ETF
+0.16%
+$891.28 
DELL Dell Technologies Inc.
+0.14%
+$272.72 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$2,245.65 
C Citigroup Inc.
+0.1%
+$277.92 
AFL Aflac Inc.
+0.09%
+$428.64 
WMT Walmart Inc.
+0.09%
+$254.71 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$613.25 
ABT Abbott Laboratories
+0.09%
+$480.78 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$8,432.37 
SHV iShares Short Treasury Bond ETF
+0.03%
+$353.73 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$49.6 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$409.93 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$2,874.84 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$702.36 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$154.56 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$911,947.84 
SYK Stryker Corporation
-6.42%
-$14,856.1 
MU Micron Technology, Inc.
-5.9%
-$63,814.61 
SNDK SanDisk Corporation
-5.09%
-$8,336.64 
WPM Wheaton Precious Metals Corp.
-3.84%
-$13,785.15 
ABBV AbbVie Inc.
-2.51%
-$19,015.33 
VAW Vanguard Materials ETF
-2.38%
-$35,083.23 
NEM Newmont Corporation
-2.14%
-$4,799.05 
CEF Sprott Physical Gold and Silver Trust
-2.1%
-$8,379 
NFLX Netflix, Inc.
-2%
-$7,005.08 
PSLV Sprott Physical Silver Trust
-1.98%
-$9,072.5 
AMD Advanced Micro Devices, Inc.
-1.9%
-$16,909.24 
BHP BHP Group Ltd.
-1.64%
-$3,836.61 
LRCX Lam Research Corporation
-1.58%
-$5,531.91 
NVS Novartis AG Sponsored ADR
-1.45%
-$3,219.75 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$7,966.18 
NEE NextEra Energy, Inc.
-1.15%
-$2,379.56 
TXN Texas Instruments Inc
-1.08%
-$3,778.05 
MCK McKesson Corporation
-1.08%
-$3,476.36 
INTC Intel Corporation
-1.02%
-$6,592.77 
KO The Coca-Cola Company
-1.02%
-$9,419.4 
XOM Exxon Mobil Corporation
-0.97%
-$14,605.38 
PEY Invesco High Yield Equity Dividend Achievers ETF
-0.82%
-$31,786.4 
GILD Gilead Sciences Inc.
-0.81%
-$2,510.2 
VHT Vanguard Health Care ETF
-0.76%
-$62,508.15 
MA Mastercard Incorporated
-0.74%
-$2,146.25 
VPU Vanguard Utilities ETF
-0.71%
-$10,636.56 
DUK Duke Energy Corporation
-0.67%
-$2,088.24 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$247,688.83 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,678.32 
SCHQ Schwab Long-Term U.S. Treasury ETF
-0.63%
-$1,286.68 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$2,269.95 
EFA iShares MSCI EAFE ETF
-0.62%
-$29,123.16 
PM Philip Morris International Inc.
-0.61%
-$5,331.19 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$6,743.44 
VNQ Vanguard Real Estate ETF
-0.54%
-$8,985.6 
COF Capital One Financial Corporation
-0.54%
-$1,776.37 
LLY Eli Lilly and Company
-0.53%
-$94,193.58 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$2,797.18 
IWM iShares Russell 2000 ETF
-0.47%
-$10,192.8 
DVY iShares Select Dividend ETF
-0.45%
-$1,077.81 
HD The Home Depot, Inc.
-0.42%
-$3,343 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$13,569.04 
VGT Vanguard Information Technology ETF
-0.38%
-$77,360.01 
AXP American Express Company
-0.38%
-$1,515.1 
FDX FedEx Corporation
-0.37%
-$1,118.95 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,712.36 
TFC Truist Financial Corporation
-0.33%
-$1,020.16 
SDY SPDR S&P Dividend ETF
-0.28%
-$13,657.6 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$942.76 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$4,222.85 
VTV Vanguard Value ETF
-0.27%
-$26,266.35 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$8,550.57 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$23,146.25 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$5,842.12 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$5,992.7 
COST Costco Wholesale Corporation
-0.24%
-$1,105.79 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$9,078.53 
VB Vanguard Small-Cap ETF
-0.22%
-$7,642.57 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$26,669.22 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$2,656.65 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$1,545.66 
MKL Markel Group Inc.
-0.2%
-$737.27 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$3,131.52 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$11,827.99 
IMCV iShares Morningstar Mid-Cap ETF
-0.19%
-$395.28 
BKNG Booking Holdings Inc.
-0.18%
-$395.78 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$18,196.5 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$1,013.28 
ELV Elevance Health, Inc.
-0.15%
-$964.3 
IXG iShares Global Financials ETF
-0.14%
-$3,001.81 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$1,352.32 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$11,838.14 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$612.47 
MUB iShares National Muni Bond ETF
-0.11%
-$1,476.84 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$7,036.48 
XLF Financial Select Sector SPDR Fund
-0.1%
-$2,014.74 
ALB Albemarle Corporation
-0.1%
-$178.44 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$309.5 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$2,872.1 
BINC iShares Flexible Income Active ETF
-0.08%
-$8,265.27 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$118.85 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$2,252.72 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$193.6 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$185.17 
VO Vanguard Mid-Cap ETF
-0.05%
-$3,112.44 
V Visa Inc. Class A
-0.04%
-$475.69 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$1,587.24 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$663.47 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$377.19 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$234.09 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.01%
-$16 Events
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Dividends
Dividend Analysis
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| Trades 940 | Longs Won 711/940 75% | Profit Factor 32.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $587,842.09 |
| Average Win $149,514.19 | Best Trade (Aug 17) $12.49M | Sharpe Ratio -10.05 |
| Average Loss -$14,107.24 | Worst Trade (Aug 02) -$373,021.37 | Z-Score 16.39 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 1d | Expectancy $109,653.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 35,714 | 32,143 | 28,571 | 25,000 | 21,429 | 17,857 | 14,286 | 10,714 | 7,143 | 3,571 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 37,192 | $9.42M | $11.49M | - | $2.07M | 21.92% | -7.354% |
| ABBV AbbVie Inc. | 2,939 | $552,943.09 | $737,512.66 | - | $184,569.57 | 33.38% | -2.513% |
| ABT Abbott Laboratories | 5,342 | $612,931.61 | $564,649.4 | - | -$48,282.21 | -7.88% | +0.085% |
| ADBE Adobe Inc. | 2,681 | $549,659 | $671,349.21 | - | $121,690.21 | 22.14% | +1.013% |
| ADP Automatic Data Processing Inc. | 2,123 | $612,338.95 | $565,694.56 | - | -$46,644.39 | -7.62% | +0.982% |
| AFL Aflac Inc. | 3,572 | $370,815.06 | $455,358.56 | - | $84,543.5 | 22.8% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 92,585 | $9.27M | $9.02M | - | -$253,501.33 | -2.74% | -0.256% |
| AIVL WisdomTree U.S. AI Enhanced Value Fund | 23,362 | $2.49M | $3.1M | - | $611,851.27 | 24.59% | +0.416% |
| ALB Albemarle Corporation | 1,487 | $210,320.89 | $174,930.68 | - | -$35,390.21 | -16.83% | -0.102% |
| AMAT Applied Materials, Inc. | 687 | $234,809.84 | $348,769.3 | - | $113,959.46 | 48.53% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,830 | $612,093.9 | $871,354.48 | - | $259,260.58 | 42.36% | -1.904% |
| AMZN Amazon.com Inc | 9,242 | $2.04M | $2.51M | - | $465,999.8 | 22.8% | +15.321% |
| ASML ASML Holding N.V. New York Registry Shares | 355 | $398,874.13 | $578,295 | - | $179,420.87 | 44.98% | -1.359% |
| AVGO Broadcom Inc. | 5,712 | $1.83M | $2.22M | - | $396,187.8 | 21.68% | +0.371% |
| AXP American Express Company | 1,193 | $367,882.75 | $401,146.25 | - | $33,263.5 | 9.04% | -0.376% |
| BAC Bank of America Corporation | 13,067 | $636,873.63 | $809,500.65 | - | $172,627.02 | 27.11% | +0.356% |
| BHP BHP Group Ltd. | 2,721 | $226,687 | $229,897.29 | - | $3,210.29 | 1.42% | -1.641% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 281,079 | $25.71M | $25.77M | - | $54,718.92 | 0.21% | +0.033% |
| BINC iShares Flexible Income Active ETF | 206,637 | $10.78M | $10.74M | - | -$34,049.93 | -0.32% | -0.077% |
| BKNG Booking Holdings Inc. | 1,164 | $207,471 | $224,535.59 | - | $17,064.59 | 8.23% | -0.176% |
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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 - $2.3M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.21M, Vanguard Information Technology ETF - $1.59M, SPDR Bloomberg 1-3 Month T-Bill ETF - $1.38M, and iShares Flexible Income Active ETF - $820,939.16. 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: UnitedHealth Group Incorporated - $80,056.24, Sprott Physical Gold and Silver Trust - $71,741.79, Palantir Technologies Inc - $56,901.21, International Business Machines Corporation - $47,302.86, and Booking Holdings Inc - $46,518.25. 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 $12.52M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $1.39M, SPDR Bloomberg 1-3 Month T-Bill ETF - $1.38M, iShares Flexible Income Active ETF - $811,485.39, Vanguard Ultra-Short Bond ETF - $734,347.45, and Vanguard Intermediate-Term Treasury Fund - $610,562. 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.
