# EDGAR Filing Document

**Accession Number:** 0002046157
**File Stem:** 0002046157-25-000005
**Filing Date:** 2025-7
**Character Count:** 16578
**Document Hash:** 89ead86b87d0af89791156e57018e336
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002046157-25-000005.hdr.sgml**: 20250728

**ACCESSION NUMBER**: 0002046157-25-000005

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250728

**DATE AS OF CHANGE**: 20250728

**EFFECTIVENESS DATE**: 20250728

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** FOUNDERS GROVE WEALTH PARTNERS, LLC
- **CENTRAL INDEX KEY:** 0002046157

**ORGANIZATION NAME:**
- **EIN:** 993200124
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24549
- **FILM NUMBER:** 251153532

**BUSINESS ADDRESS:**
- **STREET 1:** 6802 PARAGON PLACE
- **STREET 2:** SUITE 300
- **CITY:** RICHMOND
- **STATE:** VA
- **ZIP:** 23230
- **BUSINESS PHONE:** (804) 910-0001

**MAIL ADDRESS:**
- **STREET 1:** 6802 PARAGON PLACE
- **STREET 2:** SUITE 300
- **CITY:** RICHMOND
- **STATE:** VA
- **ZIP:** 23230

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** FOUNDERS GROVE WEALTH PARTNERS LLC<br>**Address:** 6802 PARAGON PLACE<br>SUITE 300<br>RICHMOND, VA 23230

**Form 13F File Number:** 028-24549

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jen Thompson<br>**Title:** Chief Operating Officer Chief Compliance Officer<br>**Phone:** 804-910-0001

**Signature, Place, and Date of Signing:**

Jen Thompson  Richmond, X1  07-28-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 129

**Form 13F Information Table Value Total:** $398516277

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 590147 | 4339 | SH |  | SOLE |  | 0 | 0 | 4339 |
| ABBVIE INC | COM | 00287Y109 |  | 443075 | 2387 | SH |  | SOLE |  | 0 | 0 | 2387 |
| AFLAC INC | COM | 001055102 |  | 363310 | 3445 | SH |  | SOLE |  | 0 | 0 | 3445 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 837445 | 4752 | SH |  | SOLE |  | 0 | 0 | 4752 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 734217 | 4139 | SH |  | SOLE |  | 0 | 0 | 4139 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 329266 | 5616 | SH |  | SOLE |  | 0 | 0 | 5616 |
| AMAZON COM INC | COM | 023135106 |  | 1256666 | 5728 | SH |  | SOLE |  | 0 | 0 | 5728 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 343541 | 1077 | SH |  | SOLE |  | 0 | 0 | 1077 |
| APPLE INC | COM | 037833100 |  | 5964497 | 29071 | SH |  | SOLE |  | 0 | 0 | 29071 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 592436 | 1921 | SH |  | SOLE |  | 0 | 0 | 1921 |
| BANK AMERICA CORP | COM | 060505104 |  | 517775 | 10942 | SH |  | SOLE |  | 0 | 0 | 10942 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 728800 | 1 | SH |  | SOLE |  | 0 | 0 | 1 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 791319 | 1629 | SH |  | SOLE |  | 0 | 0 | 1629 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 9069141 | 171634 | SH |  | SOLE |  | 0 | 0 | 171634 |
| BROADCOM INC | COM | 11135F101 |  | 552127 | 2003 | SH |  | SOLE |  | 0 | 0 | 2003 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 |  | 200632 | 2531 | SH |  | SOLE |  | 0 | 0 | 2531 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 286588 | 1347 | SH |  | SOLE |  | 0 | 0 | 1347 |
| CISCO SYS INC | COM | 17275R102 |  | 450068 | 6487 | SH |  | SOLE |  | 0 | 0 | 6487 |
| COCA COLA CO | COM | 191216100 |  | 527300 | 7453 | SH |  | SOLE |  | 0 | 0 | 7453 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 229666 | 232 | SH |  | SOLE |  | 0 | 0 | 232 |
| CYBERARK SOFTWARE LTD | SHS | M2682V108 |  | 207509 | 510 | SH |  | SOLE |  | 0 | 0 | 510 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 219480 | 1860 | SH |  | SOLE |  | 0 | 0 | 1860 |
| ECOLAB INC | COM | 278865100 |  | 216899 | 805 | SH |  | SOLE |  | 0 | 0 | 805 |
| ELEVANCE HEALTH INC | COM | 036752103 |  | 665900 | 1712 | SH |  | SOLE |  | 0 | 0 | 1712 |
| ELI LILLY  CO | COM | 532457108 |  | 16728716 | 21460 | SH |  | SOLE |  | 0 | 0 | 21460 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1005397 | 9327 | SH |  | SOLE |  | 0 | 0 | 9327 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 |  | 296793 | 1363 | SH |  | SOLE |  | 0 | 0 | 1363 |
| FIRST NATL CORP | COM | 32106V107 |  | 213021 | 10941 | SH |  | SOLE |  | 0 | 0 | 10941 |
| FIRST TR MORNINGSTAR DIVID L | SHS | 336917109 |  | 3200292 | 76434 | SH |  | SOLE |  | 0 | 0 | 76434 |
| GLOBAL X FDS | S 500 CATHOLIC | 37954Y889 |  | 484087 | 6416 | SH |  | SOLE |  | 0 | 0 | 6416 |
| HOME DEPOT INC | COM | 437076102 |  | 828348 | 2259 | SH |  | SOLE |  | 0 | 0 | 2259 |
| HONEYWELL INTL INC | COM | 438516106 |  | 275497 | 1183 | SH |  | SOLE |  | 0 | 0 | 1183 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 210473 | 714 | SH |  | SOLE |  | 0 | 0 | 714 |
| INVESCO EXCHANGE TRADED FD T | HIG YLD EQ DIV | 46137V563 |  | 4542184 | 222547 | SH |  | SOLE |  | 0 | 0 | 222547 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 383390 | 695 | SH |  | SOLE |  | 0 | 0 | 695 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 2184372 | 36388 | SH |  | SOLE |  | 0 | 0 | 36388 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 513732 | 5102 | SH |  | SOLE |  | 0 | 0 | 5102 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 890165 | 10743 | SH |  | SOLE |  | 0 | 0 | 10743 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 835877 | 15843 | SH |  | SOLE |  | 0 | 0 | 15843 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 312611 | 2625 | SH |  | SOLE |  | 0 | 0 | 2625 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1697541 | 2734 | SH |  | SOLE |  | 0 | 0 | 2734 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 5428363 | 87526 | SH |  | SOLE |  | 0 | 0 | 87526 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 2314216 | 21175 | SH |  | SOLE |  | 0 | 0 | 21175 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 2092922 | 21098 | SH |  | SOLE |  | 0 | 0 | 21098 |
| ISHARES TR | GLOBAL FINLS ETF | 464287333 |  | 1824984 | 16468 | SH |  | SOLE |  | 0 | 0 | 16468 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 4967989 | 55577 | SH |  | SOLE |  | 0 | 0 | 55577 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 1268845 | 26303 | SH |  | SOLE |  | 0 | 0 | 26303 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 1423122 | 13621 | SH |  | SOLE |  | 0 | 0 | 13621 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 2315427 | 10730 | SH |  | SOLE |  | 0 | 0 | 10730 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 12805058 | 116304 | SH |  | SOLE |  | 0 | 0 | 116304 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 5145615 | 26331 | SH |  | SOLE |  | 0 | 0 | 26331 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 2831389 | 31121 | SH |  | SOLE |  | 0 | 0 | 31121 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 1915737 | 15502 | SH |  | SOLE |  | 0 | 0 | 15502 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 1187382 | 8925 | SH |  | SOLE |  | 0 | 0 | 8925 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 373983 | 3759 | SH |  | SOLE |  | 0 | 0 | 3759 |
| ISHARES TR | SHORT TREAS BD | 464288679 |  | 222165 | 2012 | SH |  | SOLE |  | 0 | 0 | 2012 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 4892065 | 46004 | SH |  | SOLE |  | 0 | 0 | 46004 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 1661265 | 32625 | SH |  | SOLE |  | 0 | 0 | 32625 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1007234 | 6594 | SH |  | SOLE |  | 0 | 0 | 6594 |
| JOHNSON CTLS INTL PLC | SHS | G51502105 |  | 228139 | 2160 | SH |  | SOLE |  | 0 | 0 | 2160 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 785946 | 2711 | SH |  | SOLE |  | 0 | 0 | 2711 |
| MARATHON PETE CORP | COM | 56585A102 |  | 949350 | 5715 | SH |  | SOLE |  | 0 | 0 | 5715 |
| MARKEL GROUP INC | COM | 570535104 |  | 385490 | 193 | SH |  | SOLE |  | 0 | 0 | 193 |
| MERCK  CO INC | COM | 58933Y105 |  | 252600 | 3191 | SH |  | SOLE |  | 0 | 0 | 3191 |
| META PLATFORMS INC | CL A | 30303M102 |  | 373474 | 506 | SH |  | SOLE |  | 0 | 0 | 506 |
| MICROSOFT CORP | COM | 594918104 |  | 7284569 | 14645 | SH |  | SOLE |  | 0 | 0 | 14645 |
| NETFLIX INC | COM | 64110L106 |  | 435217 | 325 | SH |  | SOLE |  | 0 | 0 | 325 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 1121149 | 4380 | SH |  | SOLE |  | 0 | 0 | 4380 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 227491 | 455 | SH |  | SOLE |  | 0 | 0 | 455 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2184552 | 13827 | SH |  | SOLE |  | 0 | 0 | 13827 |
| ORACLE CORP | COM | 68389X105 |  | 392659 | 1796 | SH |  | SOLE |  | 0 | 0 | 1796 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 706847 | 3881 | SH |  | SOLE |  | 0 | 0 | 3881 |
| PIMCO ETF TR | SHTRM MUN BD ACT | 72201R874 |  | 1005156 | 20035 | SH |  | SOLE |  | 0 | 0 | 20035 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1125963 | 7067 | SH |  | SOLE |  | 0 | 0 | 7067 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 440925 | 15095 | SH |  | SOLE |  | 0 | 0 | 15095 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 |  | 830921 | 7656 | SH |  | SOLE |  | 0 | 0 | 7656 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 2247576 | 10342 | SH |  | SOLE |  | 0 | 0 | 10342 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 |  | 885488 | 10936 | SH |  | SOLE |  | 0 | 0 | 10936 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 1814935 | 34656 | SH |  | SOLE |  | 0 | 0 | 34656 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 1719920 | 12760 | SH |  | SOLE |  | 0 | 0 | 12760 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 1295699 | 8783 | SH |  | SOLE |  | 0 | 0 | 8783 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 9648034 | 38100 | SH |  | SOLE |  | 0 | 0 | 38100 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2444524 | 3957 | SH |  | SOLE |  | 0 | 0 | 3957 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 441288 | 779 | SH |  | SOLE |  | 0 | 0 | 779 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 |  | 22662284 | 247054 | SH |  | SOLE |  | 0 | 0 | 247054 |
| SPDR SER TR | PORTFLI INTRMDIT | 78464A672 |  | 462391 | 16072 | SH |  | SOLE |  | 0 | 0 | 16072 |
| SPDR SER TR | S 600 SMCP VAL | 78464A300 |  | 1203339 | 15087 | SH |  | SOLE |  | 0 | 0 | 15087 |
| SPDR SER TR | S DIVID ETF | 78464A763 |  | 4565683 | 33638 | SH |  | SOLE |  | 0 | 0 | 33638 |
| STRYKER CORPORATION | COM | 863667101 |  | 200980 | 508 | SH |  | SOLE |  | 0 | 0 | 508 |
| SYSCO CORP | COM | 871829107 |  | 206316 | 2724 | SH |  | SOLE |  | 0 | 0 | 2724 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 234417 | 1035 | SH |  | SOLE |  | 0 | 0 | 1035 |
| TESLA INC | COM | 88160R101 |  | 1450118 | 4565 | SH |  | SOLE |  | 0 | 0 | 4565 |
| TEXAS INSTRS INC | COM | 882508104 |  | 280702 | 1352 | SH |  | SOLE |  | 0 | 0 | 1352 |
| TIMOTHY PLAN | US LRGMD CP CORE | 887432359 |  | 471798 | 10508 | SH |  | SOLE |  | 0 | 0 | 10508 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 354195 | 8239 | SH |  | SOLE |  | 0 | 0 | 8239 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 403070 | 1016 | SH |  | SOLE |  | 0 | 0 | 1016 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 |  | 10789091 | 216366 | SH |  | SOLE |  | 0 | 0 | 216366 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 20801655 | 47449 | SH |  | SOLE |  | 0 | 0 | 47449 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 13822500 | 48449 | SH |  | SOLE |  | 0 | 0 | 48449 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 5242080 | 18733 | SH |  | SOLE |  | 0 | 0 | 18733 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 3405001 | 11973 | SH |  | SOLE |  | 0 | 0 | 11973 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 2985278 | 18152 | SH |  | SOLE |  | 0 | 0 | 18152 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 1326460 | 14894 | SH |  | SOLE |  | 0 | 0 | 14894 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 9258388 | 16299 | SH |  | SOLE |  | 0 | 0 | 16299 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 1260935 | 6466 | SH |  | SOLE |  | 0 | 0 | 6466 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 2792484 | 11784 | SH |  | SOLE |  | 0 | 0 | 11784 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 1342882 | 4849 | SH |  | SOLE |  | 0 | 0 | 4849 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 7756942 | 43889 | SH |  | SOLE |  | 0 | 0 | 43889 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 7687222 | 155423 | SH |  | SOLE |  | 0 | 0 | 155423 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 1043653 | 21286 | SH |  | SOLE |  | 0 | 0 | 21286 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 10342242 | 172918 | SH |  | SOLE |  | 0 | 0 | 172918 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 2181287 | 37109 | SH |  | SOLE |  | 0 | 0 | 37109 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 393580 | 1923 | SH |  | SOLE |  | 0 | 0 | 1923 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 32695634 | 573507 | SH |  | SOLE |  | 0 | 0 | 573507 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 7289924 | 54684 | SH |  | SOLE |  | 0 | 0 | 54684 |
| VANGUARD WORLD FD | COMM SRVC ETF | 92204A884 |  | 4936097 | 28861 | SH |  | SOLE |  | 0 | 0 | 28861 |
| VANGUARD WORLD FD | CONSUM DIS ETF | 92204A108 |  | 7801112 | 21531 | SH |  | SOLE |  | 0 | 0 | 21531 |
| VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 |  | 3038356 | 13874 | SH |  | SOLE |  | 0 | 0 | 13874 |
| VANGUARD WORLD FD | ENERGY ETF | 92204A306 |  | 2487106 | 20879 | SH |  | SOLE |  | 0 | 0 | 20879 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 |  | 7544489 | 59265 | SH |  | SOLE |  | 0 | 0 | 59265 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 6374939 | 25670 | SH |  | SOLE |  | 0 | 0 | 25670 |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 92204A603 |  | 6879359 | 24563 | SH |  | SOLE |  | 0 | 0 | 24563 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 19351194 | 29175 | SH |  | SOLE |  | 0 | 0 | 29175 |
| VANGUARD WORLD FD | MATERIALS ETF | 92204A801 |  | 1267564 | 6506 | SH |  | SOLE |  | 0 | 0 | 6506 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 |  | 1395665 | 7907 | SH |  | SOLE |  | 0 | 0 | 7907 |
| VISA INC | COM CL A | 92826C839 |  | 1042782 | 2937 | SH |  | SOLE |  | 0 | 0 | 2937 |
| WISDOMTREE TR | US AI ENHANCED | 97717W406 |  | 2802807 | 24790 | SH |  | SOLE |  | 0 | 0 | 24790 |
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 |  | 3007751 | 60011 | SH |  | SOLE |  | 0 | 0 | 60011 |
| WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 |  | 2048552 | 64501 | SH |  | SOLE |  | 0 | 0 | 64501 |

---