Jeremiah Winters

@Founders Grove Wealth Partners, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$345.352M

Total holdings116

Assets growth rate0%

Assets growth rate (2-Q avg)0%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Founders Grove Wealth Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 116 positions.

Assets under management

The assets under management (AUM) of Founders Grove Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 345.352M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Jeremiah Winters, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VOOVanguard Index Fds Recent Activity New Position	1.62%	$5.57M 10,337 shares@ $538.82 avg price	New Position
SUBIshares Tr Recent Activity New Position	1.61%	$5.548M 52,601 shares@ $105.48 avg price	New Position
IJHIshares Tr Recent Activity New Position	1.51%	$5.2M 83,447 shares@ $62.32 avg price	New Position
IVEIshares Tr Recent Activity New Position	1.44%	$4.956M 25,962 shares@ $190.89 avg price	New Position
PEYInvesco Exchange Traded Fd T Recent Activity New Position	1.42%	$4.871M 229,120 shares@ $21.26 avg price	New Position
SDYSpdr Ser Tr Recent Activity New Position	1.35%	$4.628M 35,033 shares@ $132.11 avg price	New Position
VOXVanguard World Fd Recent Activity New Position	1.27%	$4.365M 28,167 shares@ $154.96 avg price	New Position
VOVanguard Index Fds Recent Activity New Position	1.22%	$4.193M 15,877 shares@ $264.13 avg price	New Position
EFAIshares Tr Recent Activity New Position	0.94%	$3.222M 42,611 shares@ $75.61 avg price	New Position
DONWisdomtree Tr Recent Activity New Position	0.93%	$3.198M 62,740 shares@ $50.98 avg price	New Position