Long-term investor
Founders Grove Wealth Partners, LLC @foundersgrovewealthpartn
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002046157).
Record
- Tracked since 2025-06-30 (446 days), 74 trades recorded
- Returns: week n/a · month n/a · 90 days +10.1% · 6 months n/a · 1 year +15.1% · all +15.1%
- Max drawdown n/a · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921943858 · 7.5% · long · since 2025-06-30
- 78468R663 · 5.1% · long · since 2025-06-30
- 922908736 · 4.6% · long · since 2025-06-30
- 92204A702 · 4.3% · long · since 2025-06-30
- LLY · 3.7% · long · since 2025-06-30
- 922908637 · 3.3% · long · since 2025-06-30
- 464287309 · 3.0% · long · since 2025-06-30
- 92203C303 · 2.9% · long · since 2025-06-30
- 81369Y803 · 2.7% · long · since 2025-06-30
- 092528603 · 2.2% · long · since 2025-06-30
- AAPL · 2.1% · long · since 2025-06-30
- 92206C706 · 2.1% · long · since 2025-06-30