FOUNDERS GROVE WEALTH PARTNERS, LLC
13F Reported Value
ⓘ$439.9M
Holdings
162
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
FOUNDERS GROVE WEALTH PARTNERS, LLC disclosed 162 positions worth $439.9M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 17 new positions and exited 7 — including a new stake in $MU and a full exit from $AZN. The portfolio is most concentrated in Other (79.3% of disclosed assets). All figures are sourced directly from FOUNDERS GROVE WEALTH PARTNERS, LLC’s Form 13F-HR filing with the SEC under CIK 2046157.
AI Fund Analysis
Diversifying
$LLY
$TSLA
$AMZN
$ABT
$NFLXSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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VANGUARD TAX-MANAGED FDS
—Quality
$35.0M546,091 shSPDR SERIES TRUST
—Quality
$24.0M261,898 shVANGUARD INDEX FDS
—Quality
$19.3M44,142 shVANGUARD WORLD FD
—Quality
$17.8M25,552 sh- 89.3
Quality
$16.0M17,370 sh VANGUARD INDEX FDS
—Quality
$14.3M47,767 shVANGUARD BD INDEX FDS
—Quality
$13.1M263,552 shISHARES TR
—Quality
$12.7M112,722 shISHARES TR
—Quality
$11.9M119,882 shVANGUARD SCOTTSDALE FDS
—Quality
$10.1M169,581 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | — | $35.0M | 546,091 |
| SPDR SERIES TRUST | — | $24.0M | 261,898 |
| VANGUARD INDEX FDS | — | $19.3M | 44,142 |
| VANGUARD WORLD FD | — | $17.8M | 25,552 |
| ELI LILLY & Co$LLY | 89.3 | $16.0M | 17,370 |
| VANGUARD INDEX FDS | — | $14.3M | 47,767 |
| VANGUARD BD INDEX FDS | — | $13.1M | 263,552 |
| ISHARES TR | — | $12.7M | 112,722 |
| ISHARES TR | — | $11.9M | 119,882 |
| VANGUARD SCOTTSDALE FDS | — | $10.1M | 169,581 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of FOUNDERS GROVE WEALTH PARTNERS, LLC's 162 positions.
Showing top 10 of 162 holdings.
Sector Allocation
Other
$349.0M
Technology
$29.5M
Financials
$20.9M
Healthcare
$20.9M
Industrials
$6.1M
Consumer Discretionary
$3.9M
Energy
$3.5M
Consumer Staples
$3.1M
Full Holdings — FOUNDERS GROVE WEALTH PARTNERS, LLC (Q1 2026)
All 162 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD TAX-MANAGED FDS | $35.0M | 8.0% | -0% | — |
| 2 | — | SPDR SERIES TRUST | $24.0M | 5.5% | +1% | — |
| 3 | — | VANGUARD INDEX FDS | $19.3M | 4.4% | +1% | — |
| 4 | — | VANGUARD WORLD FD | $17.8M | 4.0% | -2% | — |
| 5 | $LLY | ELI LILLY & Co | $16.0M | 3.6% | -0% | 89.3 |
| 6 | — | VANGUARD INDEX FDS | $14.3M | 3.2% | +2% | — |
| 7 | — | VANGUARD BD INDEX FDS | $13.1M | 3.0% | +7% | — |
| 8 | — | ISHARES TR | $12.7M | 2.9% | -0% | — |
| 9 | — | ISHARES TR | $11.9M | 2.7% | +3% | — |
| 10 | — | VANGUARD SCOTTSDALE FDS | $10.1M | 2.3% | +4% | — |
| 11 | — | BLACKROCK ETF TRUST II | $10.0M | 2.3% | +7% | — |
| 12 | — | SELECT SECTOR SPDR TR | $9.7M | 2.2% | -1% | — |
| 13 | — | VANGUARD INDEX FDS | $8.7M | 2.0% | -1% | — |
| 14 |  $AAPL | Apple Inc. | $8.6M | 2.0% | -0% | 76.1 |
| 15 | — | VANGUARD INDEX FDS | $8.6M | 1.9% | +0% | — |
| 16 | — | VANGUARD INTL EQUITY INDEX F | $8.5M | 1.9% | +3% | — |
| 17 | — | VANGUARD WORLD FD | $7.4M | 1.7% | +1% | — |
| 18 | — | VANGUARD WORLD FD | $7.4M | 1.7% | +0% | — |
| 19 | — | VANGUARD WORLD FD | $7.4M | 1.7% | +5% | — |
| 20 | — | VANGUARD WHITEHALL FDS | $7.3M | 1.7% | -3% | — |
| 21 | — | VANGUARD WORLD FD | $7.1M | 1.6% | +5% | — |
| 22 |  $MSFT | MICROSOFT CORP | $6.2M | 1.4% | +5% | 83.7 |
| 23 | — | ISHARES TR | $6.0M | 1.4% | -0% | — |
| 24 | — | ISHARES TR | $5.6M | 1.3% | -0% | — |
| 25 | — | VANGUARD INDEX FDS | $5.5M | 1.2% | +2% | — |
| 26 | — | VANGUARD WORLD FD | $5.0M | 1.1% | +1% | — |
| 27 | — | SPDR SERIES TRUST | $4.6M | 1.1% | -3% | — |
| 28 | — | ISHARES TR | $4.5M | 1.0% | -3% | — |
| 29 |  $NVDA | NVIDIA CORP | $4.4M | 1.0% | -1% | 90.2 |
| 30 | — | ISHARES TR | $4.2M | 1.0% | +2% | — |
| 31 | — | FIRST TR EXCHANGE-TRADED FD | $3.7M | 0.8% | -4% | — |
| 32 | — | VANGUARD WORLD FD | $3.6M | 0.8% | +2% | — |
| 33 |  $IVZ | Invesco Ltd. | $3.5M | 0.8% | -13% | — |
| 34 | — | VANGUARD INDEX FDS | $3.5M | 0.8% | +2% | — |
| 35 | — | VANGUARD WORLD FD | $3.4M | 0.8% | +14% | — |
| 36 | — | VANGUARD INDEX FDS | $3.1M | 0.7% | +3% | — |
| 37 | — | VANGUARD INDEX FDS | $3.0M | 0.7% | -0% | — |
| 38 |  $WT | WisdomTree, Inc. | $3.0M | 0.7% | -3% | 62.9 |
| 39 | — | ISHARES TR | $2.8M | 0.7% | -1% | — |
| 40 | $WT | WisdomTree, Inc. | $2.7M | 0.6% | -4% | 62.9 |
| 41 |  $GOOG | Alphabet Inc. | $2.5M | 0.6% | +17% | 80.2 |
| 42 | — | ISHARES INC | $2.4M | 0.6% | -2% | — |
| 43 |  $SPY | SPDR S&P 500 ETF TRUST | $2.2M | 0.5% | -2% | — |
| 44 | $WT | WisdomTree, Inc. | $2.2M | 0.5% | -4% | 62.9 |
| 45 | $TSLA | Tesla, Inc. | $2.2M | 0.5% | +7% | 50.1 |
| 46 | — | ISHARES TR | $2.1M | 0.5% | -1% | — |
| 47 | — | ISHARES TR | $2.1M | 0.5% | -5% | — |
| 48 | — | ISHARES TR | $2.0M | 0.5% | +0% | — |
| 49 | — | SELECT SECTOR SPDR TR | $2.0M | 0.5% | -9% | — |
| 50 |  $JNJ | JOHNSON & JOHNSON | $2.0M | 0.5% | -1% | 72.8 |
| 51 | $AMZN | AMAZON COM INC | $1.9M | 0.4% | +3% | 74.6 |
| 52 | — | ISHARES TR | $1.9M | 0.4% | -2% | — |
| 53 | — | ISHARES TR | $1.9M | 0.4% | -0% | — |
| 54 | — | ISHARES TR | $1.8M | 0.4% | +0% | — |
| 55 | — | ISHARES TR | $1.7M | 0.4% | -17% | — |
| 56 | — | SELECT SECTOR SPDR TR | $1.7M | 0.4% | -2% | — |
| 57 |  $XOM | EXXON MOBIL CORP | $1.6M | 0.4% | -3% | 61.8 |
| 58 | — | VANGUARD WORLD FD | $1.6M | 0.4% | +6% | — |
| 59 | — | PIMCO ETF TR | $1.6M | 0.4% | +1% | — |
| 60 | — | ISHARES TR | $1.6M | 0.4% | +2% | — |
| 61 | — | VANGUARD WORLD FD | $1.5M | 0.3% | +6% | — |
| 62 | — | VANGUARD INDEX FDS | $1.5M | 0.3% | +16% | — |
| 63 |  $GOOGL | Alphabet Inc. | $1.5M | 0.3% | +7% | 80.2 |
| 64 | — | J P MORGAN EXCHANGE TRADED F | $1.5M | 0.3% | +0% | — |
| 65 | — | VANGUARD INDEX FDS | $1.4M | 0.3% | +1% | — |
| 66 | — | SPDR SERIES TRUST | $1.4M | 0.3% | +0% | — |
| 67 | — | VANGUARD INDEX FDS | $1.4M | 0.3% | +1% | — |
| 68 |  $MPC | Marathon Petroleum Corp | $1.4M | 0.3% | +0% | 50.7 |
| 69 | — | SELECT SECTOR SPDR TR | $1.4M | 0.3% | +0% | — |
| 70 | — | ISHARES TR | $1.3M | 0.3% | -2% | — |
| 71 |  $NSC | NORFOLK SOUTHERN CORP | $1.2M | 0.3% | -0% | 70.8 |
| 72 | — | ISHARES TR | $1.2M | 0.3% | -2% | — |
| 73 |  $AVGO | Broadcom Inc. | $1.2M | 0.3% | +3% | 86.4 |
| 74 |  $PG | PROCTER & GAMBLE Co | $1.1M | 0.3% | +0% | 72.9 |
| 75 | — | SELECT SECTOR SPDR TR | $1.1M | 0.3% | -10% | — |
| 76 | — | ISHARES TR | $1.1M | 0.3% | +2% | — |
| 77 | — | ISHARES TR | $1.1M | 0.3% | -2% | — |
| 78 |  $CEF | Sprott Physical Gold & Silver Trust | $1.1M | 0.3% | +47% | — |
| 79 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.0M | 0.2% | +12% | — |
| 80 |  $V | VISA INC. | $1.0M | 0.2% | +9% | 83.5 |
| 81 |  $JPM | JPMORGAN CHASE & CO | $995,143 | 0.2% | +1% | 35.6 |
| 82 |  $BRK.B | BERKSHIRE HATHAWAY INC | $966,067 | 0.2% | -21% | 64.5 |
| 83 |  $HD | HOME DEPOT, INC. | $779,015 | 0.2% | -3% | 69.2 |
| 84 | — | SELECT SECTOR SPDR TR | $768,201 | 0.2% | -9% | — |
| 85 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.2% | +0% | 64.5 |
| 86 |  $PM | Philip Morris International Inc. | $717,245 | 0.2% | +5% | 80.5 |
| 87 | — | ISHARES TR | $667,128 | 0.1% | -13% | — |
| 88 | — | ISHARES TR | $651,120 | 0.1% | -1% | — |
| 89 |  $BAC | BANK OF AMERICA CORP /DE/ | $616,785 | 0.1% | -13% | 68.4 |
| 90 |  $META | Meta Platforms, Inc. | $607,030 | 0.1% | +43% | 80.9 |
| 91 |  $ABBV | AbbVie Inc. | $604,405 | 0.1% | +5% | 59.3 |
| 92 |  $KO | COCA COLA CO | $602,468 | 0.1% | -3% | 74 |
| 93 | — | SELECT SECTOR SPDR TR | $572,466 | 0.1% | -8% | — |
| 94 |  $PSLV | Sprott Physical Silver Trust | $548,287 | 0.1% | +46% | — |
| 95 |  $MA | Mastercard Inc | $537,134 | 0.1% | +24% | 81.7 |
| 96 | $ABT | ABBOTT LABORATORIES | $533,576 | 0.1% | +5% | 67 |
| 97 | — | TIMOTHY PLAN | $520,685 | 0.1% | +0% | — |
| 98 |  $MRK | Merck & Co., Inc. | $518,330 | 0.1% | +5% | 70.9 |
| 99 | — | GLOBAL X FDS | $517,822 | 0.1% | +0% | — |
| 100 |  $CAT | CATERPILLAR INC | $499,464 | 0.1% | +10% | 67.8 |
| 101 | $NFLX | NETFLIX INC | $487,096 | 0.1% | +59% | 86.7 |
| 102 | — | VANGUARD SCOTTSDALE FDS | $483,278 | 0.1% | -19% | — |
| 103 |  $ASML | ASML HOLDING NV | $479,461 | 0.1% | +26% | — |
| 104 |  $ELV | Elevance Health, Inc. | $477,475 | 0.1% | -5% | 59.4 |
| 105 | — | ISHARES TR | $474,814 | 0.1% | -8% | — |
| 106 |  $CSCO | CISCO SYSTEMS, INC. | $456,462 | 0.1% | -19% | 72.3 |
| 107 | — | SCHWAB STRATEGIC TR | $445,252 | 0.1% | +1% | — |
| 108 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $434,199 | 0.1% | +0% | — |
| 109 |  $WPM | Wheaton Precious Metals Corp. | $420,673 | 0.1% | +13% | — |
| 110 | — | VANGUARD SPECIALIZED FUNDS | $413,775 | 0.1% | +0% | — |
| 111 |  $MO | ALTRIA GROUP, INC. | $408,874 | 0.1% | +1% | 72.1 |
| 112 |  $ADP | AUTOMATIC DATA PROCESSING INC | $403,109 | 0.1% | -16% | 77.9 |
| 113 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $401,140 | 0.1% | +0% | — |
| 114 |  $HON | HONEYWELL INTERNATIONAL INC | $393,970 | 0.1% | -0% | 65.7 |
| 115 |  $AFL | AFLAC INC | $387,605 | 0.1% | +1% | 60.3 |
| 116 | — | VANGUARD ADMIRAL FDS INC | $387,306 | 0.1% | +0% | — |
| 117 |  $T | AT&T INC. | $370,834 | 0.1% | +32% | 71.9 |
| 118 |  $MKL | MARKEL GROUP INC. | $369,416 | 0.1% | -1% | 68.2 |
| 119 |  $AXP | AMERICAN EXPRESS CO | $363,278 | 0.1% | -10% | 73.2 |
| 120 |  $FDX | FEDEX CORP | $349,769 | 0.1% | +11% | 60.3 |
| 121 |  $COST | COSTCO WHOLESALE CORP /NEW | $339,783 | 0.1% | +10% | 67 |
| 122 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $325,428 | 0.1% | +2% | 60.5 |
| 123 |  $DUK | Duke Energy CORP | $323,684 | 0.1% | +19% | 64 |
| 124 |  $WMT | Walmart Inc. | $316,914 | 0.1% | +3% | 63.2 |
| 125 | — | VANGUARD MUN BD FDS | $312,112 | 0.1% | -36% | — |
| 126 |  $FERG | Ferguson Enterprises Inc. /DE/ | $308,836 | 0.1% | -2% | 58.9 |
| 127 |  $JCI | Johnson Controls International plc | $306,685 | 0.1% | -7% | — |
| 128 |  $COF | CAPITAL ONE FINANCIAL CORP | $299,114 | 0.1% | +73% | 71 |
| 129 |  $GILD | GILEAD SCIENCES, INC. | $296,440 | 0.1% | +9% | 77.8 |
| 130 |  $FXNC | FIRST NATIONAL CORP /VA/ | $294,882 | 0.1% | +0% | 59.1 |
| 131 |  $SO | SOUTHERN CO | $293,517 | 0.1% | +22% | 65.1 |
| 132 |  $MCK | MCKESSON CORP | $275,036 | 0.1% | -5% | 63.7 |
| 133 |  $MU | MICRON TECHNOLOGY INC | $273,650 | 0.1% | NEW | 88.4 |
| 134 |  $INTC | INTEL CORP | $272,238 | 0.1% | +3% | 41.5 |
| 135 |  $RTX | RTX Corp | $271,217 | 0.1% | -1% | 70 |
| 136 |  $ALB | ALBEMARLE CORP | $271,090 | 0.1% | +0% | 50.2 |
| 137 |  $HSBC | HSBC HOLDINGS PLC | $264,298 | 0.1% | NEW | — |
| 138 |  $TFC | TRUIST FINANCIAL CORP | $256,421 | 0.1% | -5% | — |
| 139 |  $PLTR | Palantir Technologies Inc. | $249,846 | 0.1% | +4% | 85.8 |
| 140 |  $AMD | ADVANCED MICRO DEVICES INC | $248,795 | 0.1% | +23% | 78.8 |
| 141 |  $SHEL | Shell plc | $245,799 | 0.1% | NEW | — |
| 142 |  $NEE | NEXTERA ENERGY INC | $243,160 | 0.1% | NEW | 71.7 |
| 143 |  $TXN | TEXAS INSTRUMENTS INC | $242,675 | 0.1% | NEW | 70.4 |
| 144 |  $ORCL | ORACLE CORP | $241,113 | 0.1% | -17% | 67.2 |
| 145 |  $GEV | GE Vernova Inc. | $240,048 | 0.1% | NEW | 70.1 |
| 146 |  $MCD | MCDONALDS CORP | $238,998 | 0.1% | -9% | 73.9 |
| 147 |  $PFE | PFIZER INC | $238,481 | 0.1% | NEW | 69 |
| 148 | — | ISHARES TR | $236,502 | 0.1% | -1% | — |
| 149 |  $AMAT | APPLIED MATERIALS INC /DE | $236,177 | 0.1% | NEW | 74.8 |
| 150 |  $LRCX | LAM RESEARCH CORP | $235,453 | 0.1% | NEW | 82.4 |
| 151 |  $C | CITIGROUP INC | $230,563 | 0.1% | +8% | 54.8 |
| 152 |  $NVS | NOVARTIS AG | $224,695 | 0.1% | NEW | — |
| 153 |  $PANW | Palo Alto Networks Inc | $211,462 | 0.1% | NEW | 66.5 |
| 154 |  $CVX | CHEVRON CORP | $210,831 | 0.1% | NEW | 54.7 |
| 155 |  $VZ | VERIZON COMMUNICATIONS INC | $207,728 | 0.1% | NEW | 71.6 |
| 156 | — | ISHARES TR | $207,319 | 0.1% | -17% | — |
| 157 |  $GS | GOLDMAN SACHS GROUP INC | $207,268 | 0.1% | +0% | — |
| 158 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $205,460 | 0.1% | NEW | — |
| 159 |  $GLTR | abrdn Precious Metals Basket ETF Trust | $202,316 | 0.1% | NEW | — |
| 160 |  $LIN | LINDE PLC | $200,783 | 0.1% | NEW | — |
| 161 |  $ECL | ECOLAB INC. | $200,047 | 0.1% | NEW | 64.3 |
| 162 |  $SAN | Banco Santander, S.A. | $127,013 | 0.0% | +1% | — |
New Positions (17)
$MU MICRON TECHNOLOGY INC$273,650$HSBC HSBC HOLDINGS PLC$264,298$SHEL Shell plc$245,799$NEE NEXTERA ENERGY INC$243,160$TXN TEXAS INSTRUMENTS INC$242,675$GEV GE Vernova Inc.$240,048$PFE PFIZER INC$238,481$AMAT APPLIED MATERIALS INC /DE$236,177$LRCX LAM RESEARCH CORP$235,453$NVS NOVARTIS AG$224,695$PANW Palo Alto Networks Inc$211,462$CVX CHEVRON CORP$210,831$VZ VERIZON COMMUNICATIONS INC$207,728$CP CANADIAN PACIFIC KANSAS CITY LTD/CN$205,460$GLTR abrdn Precious Metals Basket ETF Trust$202,316
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