FOUNDERS GROVE WEALTH PARTNERS, LLC
13F Reported Value
ⓘ$500.9M
Holdings
184
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
FOUNDERS GROVE WEALTH PARTNERS, LLC disclosed 184 positions worth $500.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 32 new positions and exited 10 and a full exit from $HON. The portfolio is most concentrated in Other (77.3% 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
Stable
$LLY
$TSLA
$AMZN
$ABT
$COSTSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$37.5M527,002 shSPDR SERIES TRUST - BLOOMBERG 1-3 MO
—Quality
$25.8M281,079 shVANGUARD INDEX FDS - GROWTH ETF
—Quality
$23.0M266,833 shVANGUARD WORLD FD - INF TECH ETF
—Quality
$21.5M179,907 sh- 87.5
Quality
$18.4M15,366 sh VANGUARD INDEX FDS - LARGE CAP ETF
—Quality
$16.5M48,108 shISHARES TR - S&P 500 GRWT ETF
—Quality
$15.2M110,218 shVANGUARD BD INDEX FDS - VANGUARD ULTRA
—Quality
$14.3M287,484 shSELECT SECTOR SPDR TR - TECHNOLOGY
—Quality
$13.4M70,184 shBLACKROCK ETF TRUST II - FLEXIBLE INCOME
—Quality
$10.8M206,637 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $37.5M | 527,002 |
| SPDR SERIES TRUST - BLOOMBERG 1-3 MO | — | $25.8M | 281,079 |
| VANGUARD INDEX FDS - GROWTH ETF | — | $23.0M | 266,833 |
| VANGUARD WORLD FD - INF TECH ETF | — | $21.5M | 179,907 |
| ELI LILLY & Co$LLY | 87.5 | $18.4M | 15,366 |
| VANGUARD INDEX FDS - LARGE CAP ETF | — | $16.5M | 48,108 |
| ISHARES TR - S&P 500 GRWT ETF | — | $15.2M | 110,218 |
| VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $14.3M | 287,484 |
| SELECT SECTOR SPDR TR - TECHNOLOGY | — | $13.4M | 70,184 |
| BLACKROCK ETF TRUST II - FLEXIBLE INCOME | — | $10.8M | 206,637 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of FOUNDERS GROVE WEALTH PARTNERS, LLC's 184 positions.
Showing top 10 of 184 holdings.
Sector Allocation
Other
$387.0M
Technology
$44.6M
Healthcare
$24.0M
Financials
$23.0M
Industrials
$8.6M
Consumer Discretionary
$5.1M
Consumer Staples
$3.6M
Energy
$2.8M
Top Holdings — FOUNDERS GROVE WEALTH PARTNERS, LLC (Q2 2026)
Top 150 of 184 disclosed positions (by reported value) 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 - VAN FTSE DEV MKT | $37.5M | 7.5% | -3% | — |
| 2 | — | SPDR SERIES TRUST - BLOOMBERG 1-3 MO | $25.8M | 5.1% | +7% | — |
| 3 | — | VANGUARD INDEX FDS - GROWTH ETF | $23.0M | 4.6% | +504% | — |
| 4 | — | VANGUARD WORLD FD - INF TECH ETF | $21.5M | 4.3% | +604% | — |
| 5 | $LLY | ELI LILLY & Co | $18.4M | 3.7% | -12% | 87.5 |
| 6 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $16.5M | 3.3% | +1% | — |
| 7 | — | ISHARES TR - S&P 500 GRWT ETF | $15.2M | 3.0% | -2% | — |
| 8 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | $14.3M | 2.9% | +9% | — |
| 9 | — | SELECT SECTOR SPDR TR - TECHNOLOGY | $13.4M | 2.7% | -4% | — |
| 10 | — | BLACKROCK ETF TRUST II - FLEXIBLE INCOME | $10.8M | 2.2% | +7% | — |
| 11 |  $AAPL | Apple Inc. | $10.8M | 2.1% | +10% | 76.4 |
| 12 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $10.7M | 2.1% | +7% | — |
| 13 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $10.0M | 2.0% | -1% | — |
| 14 | — | VANGUARD INDEX FDS - VALUE ETF | $9.7M | 1.9% | +2% | — |
| 15 | — | ISHARES TR - CORE US AGGBD ET | $9.2M | 1.8% | -23% | — |
| 16 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $9.1M | 1.8% | -3% | — |
| 17 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | $8.3M | 1.7% | -3% | — |
| 18 | — | VANGUARD WORLD FD - FINANCIALS ETF | $8.2M | 1.6% | +5% | — |
| 19 | — | VANGUARD WORLD FD - CONSUM DIS ETF | $8.1M | 1.6% | -2% | — |
| 20 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $8.0M | 1.6% | -2% | — |
| 21 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $7.5M | 1.5% | -4% | — |
| 22 | — | ISHARES TR - CORE S&P MCP ETF | $6.8M | 1.4% | -0% | — |
| 23 |  $MSFT | MICROSOFT CORP | $6.4M | 1.3% | +2% | 79.8 |
| 24 | — | VANGUARD INDEX FDS - MID CAP ETF | $6.3M | 1.3% | +308% | — |
| 25 | — | ISHARES TR - S&P 500 VAL ETF | $6.0M | 1.2% | -2% | — |
| 26 |  $NVDA | NVIDIA CORP | $5.9M | 1.2% | +16% | 85.9 |
| 27 | — | VANGUARD WORLD FD - COMM SRVC ETF | $4.9M | 1.0% | -3% | — |
| 28 | — | SPDR SERIES TRUST - S&P DIVID ETF | $4.7M | 0.9% | -2% | — |
| 29 | — | ISHARES TR - MSCI EAFE ETF | $4.6M | 0.9% | -5% | — |
| 30 | — | ISHARES TR - ISHS 1-5YR INVS | $4.2M | 0.8% | -1% | — |
| 31 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $3.8M | 0.8% | +3% | — |
| 32 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $3.7M | 0.8% | +1% | — |
| 33 |  $IVZ | Invesco Ltd. | $3.7M | 0.7% | -4% | — |
| 34 | — | VANGUARD INDEX FDS - SMALL CP ETF | $3.5M | 0.7% | -0% | — |
| 35 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $3.4M | 0.7% | -3% | — |
| 36 | — | ISHARES TR - S&P MC 400GR ETF | $3.3M | 0.7% | -0% | — |
| 37 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $3.3M | 0.7% | NEW | — |
| 38 |  $GOOG | Alphabet Inc. | $3.3M | 0.7% | +7% | 78.2 |
| 39 | — | VANGUARD WORLD FD - CONSUM STP ETF | $3.3M | 0.7% | -6% | — |
| 40 |  $WT | WisdomTree, Inc. | $3.2M | 0.7% | -0% | 59.9 |
| 41 | $WT | WisdomTree, Inc. | $3.1M | 0.6% | -1% | 59.9 |
| 42 | — | ISHARES INC - CORE MSCI EMKT | $2.9M | 0.6% | -0% | — |
| 43 | — | VANGUARD WORLD FD - ENERGY ETF | $2.7M | 0.5% | -14% | — |
| 44 |  $GOOGL | Alphabet Inc. | $2.6M | 0.5% | +39% | 78.2 |
| 45 | $TSLA | Tesla, Inc. | $2.5M | 0.5% | +2% | 53.9 |
| 46 |  $SPY | SPDR S&P 500 ETF TRUST | $2.5M | 0.5% | -0% | — |
| 47 | — | ISHARES TR - CORE S&P SCP ETF | $2.5M | 0.5% | -2% | — |
| 48 | $WT | WisdomTree, Inc. | $2.4M | 0.5% | -0% | 59.9 |
| 49 | — | ISHARES TR - S&P MC 400VL ETF | $2.3M | 0.5% | -4% | — |
| 50 | — | ISHARES TR - RUSSELL 2000 ETF | $2.2M | 0.4% | -2% | — |
| 51 | $AMZN | AMAZON COM INC | $2.2M | 0.4% | +2% | 68.7 |
| 52 |  $AVGO | Broadcom Inc. | $2.2M | 0.4% | +53% | 84.5 |
| 53 | — | SELECT SECTOR SPDR TR - SBI CONS DISCR | $2.1M | 0.4% | -2% | — |
| 54 |  $JNJ | JOHNSON & JOHNSON | $2.1M | 0.4% | +2% | 69 |
| 55 | — | PIMCO ETF TR - SHTRM MUN BD ACT | $2.1M | 0.4% | +28% | — |
| 56 | — | ISHARES TR - CORE S&P500 ETF | $2.0M | 0.4% | -0% | — |
| 57 | — | ISHARES TR - GLOBAL FINLS ETF | $2.0M | 0.4% | -3% | — |
| 58 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $1.9M | 0.4% | +32% | — |
| 59 | — | ISHARES TR - 1 3 YR TREAS BD | $1.9M | 0.4% | -6% | — |
| 60 |  $NSC | NORFOLK SOUTHERN CORP | $1.9M | 0.4% | +39% | 63.2 |
| 61 | — | SELECT SECTOR SPDR TR - FINANCIAL | $1.8M | 0.4% | -1% | — |
| 62 |  $JPM | JPMORGAN CHASE & CO | $1.8M | 0.3% | +59% | 70.7 |
| 63 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $1.7M | 0.3% | -3% | — |
| 64 | — | ISHARES TR - SHRT NAT MUN ETF | $1.6M | 0.3% | -3% | — |
| 65 | — | SPDR SERIES TRUST - S&P 600 SMCP VAL | $1.6M | 0.3% | -1% | — |
| 66 | — | SELECT SECTOR SPDR TR - INDL | $1.6M | 0.3% | +1% | — |
| 67 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $1.6M | 0.3% | -3% | — |
| 68 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $1.6M | 0.3% | +1% | — |
| 69 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.6M | 0.3% | +6% | — |
| 70 | — | ISHARES TR - MSCI EMG MKT ETF | $1.6M | 0.3% | -3% | — |
| 71 | — | VANGUARD WORLD FD - UTILITIES ETF | $1.5M | 0.3% | -4% | — |
| 72 | — | VANGUARD WORLD FD - MATERIALS ETF | $1.5M | 0.3% | -6% | — |
| 73 |  $MPC | Marathon Petroleum Corp | $1.5M | 0.3% | +0% | 61 |
| 74 |  $MU | MICRON TECHNOLOGY INC | $1.4M | 0.3% | +53% | 86.2 |
| 75 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.4M | 0.3% | +37% | 73.8 |
| 76 | — | ISHARES TR - NATIONAL MUN ETF | $1.3M | 0.3% | +19% | — |
| 77 |  $XOM.R34088 | EXXON MOBIL CORP | $1.3M | 0.3% | -2% | 57.9 |
| 78 | — | ISHARES TR - SHORT TREAS BD | $1.3M | 0.3% | +11% | — |
| 79 | — | ISHARES TR - S&P SML 600 GWT | $1.3M | 0.3% | -4% | — |
| 80 |  $PG | PROCTER & GAMBLE Co | $1.2M | 0.2% | +7% | 64.6 |
| 81 |  $V | VISA INC. | $1.2M | 0.2% | +2% | 82.9 |
| 82 | — | SELECT SECTOR SPDR TR - SBI HEALTHCARE | $1.1M | 0.2% | -7% | — |
| 83 |  $AMD | ADVANCED MICRO DEVICES INC | $1.1M | 0.2% | +50% | 79.8 |
| 84 | — | ISHARES TR - 3 7 YR TREAS BD | $992,687 | 0.2% | -37% | — |
| 85 |  $INTC | INTEL CORP | $989,837 | 0.2% | +15% | 45.6 |
| 86 |  $META | Meta Platforms, Inc. | $931,682 | 0.2% | +56% | 79.6 |
| 87 |  $KO | COCA COLA CO | $850,572 | 0.2% | +32% | 69.5 |
| 88 |  $HD | HOME DEPOT, INC. | $848,061 | 0.2% | +2% | 60.3 |
| 89 |  $PM | Philip Morris International Inc. | $817,351 | 0.2% | +4% | 75.9 |
| 90 |  $CAT | CATERPILLAR INC | $777,377 | 0.2% | +4% | 66.5 |
| 91 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.1% | +0% | 73.8 |
| 92 |  $BAC | BANK OF AMERICA CORP /DE/ | $744,558 | 0.1% | +3% | 67.6 |
| 93 |  $ABBV | AbbVie Inc. | $739,570 | 0.1% | +6% | 72.6 |
| 94 | — | SPDR SERIES TRUST - PORTFLI INTRMDIT | $731,355 | 0.1% | NEW | — |
| 95 | — | SELECT SECTOR SPDR TR - COMMUNICATION | $709,036 | 0.1% | -4% | — |
| 96 |  $ASML | ASML HOLDING NV | $706,251 | 0.1% | -2% | — |
| 97 |  $CSCO | CISCO SYSTEMS, INC. | $706,170 | 0.1% | +2% | 70.3 |
| 98 | — | ISHARES TR - SP SMCP600VL ETF | $698,435 | 0.1% | -7% | — |
| 99 | — | ISHARES TR - IBOXX INV CP ETF | $690,740 | 0.1% | +3% | — |
| 100 |  $ELV | Elevance Health, Inc. | $665,949 | 0.1% | +6% | 59 |
| 101 |  $MRK | Merck & Co., Inc. | $637,488 | 0.1% | +15% | 59.9 |
| 102 | — | GLOBAL X FDS - S&P 500 CATHOLIC | $584,012 | 0.1% | -0% | — |
| 103 | — | TIMOTHY PLAN - US LRGMD CP CORE | $560,949 | 0.1% | -1% | — |
| 104 | — | SELECT SECTOR SPDR TR - SBI CONS STPLS | $553,246 | 0.1% | -5% | — |
| 105 |  $ADBE | ADOBE INC. | $549,659 | 0.1% | NEW | 77.6 |
| 106 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $517,244 | 0.1% | +0% | — |
| 107 |  $LRCX | LAM RESEARCH CORP | $510,029 | 0.1% | +7% | 79.4 |
| 108 |  $TWLO | TWILIO INC | $499,525 | 0.1% | NEW | 70.4 |
| 109 |  $AMAT | APPLIED MATERIALS INC /DE | $496,701 | 0.1% | -1% | 72.3 |
| 110 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $495,151 | 0.1% | +0% | — |
| 111 | $ABT | ABBOTT LABORATORIES | $484,733 | 0.1% | +3% | 65.5 |
| 112 |  $PANW | Palo Alto Networks Inc | $480,497 | 0.1% | +7% | 65.5 |
| 113 |  $ADP | AUTOMATIC DATA PROCESSING INC | $475,446 | 0.1% | +7% | 69.8 |
| 114 |  $MO | ALTRIA GROUP, INC. | $474,582 | 0.1% | +6% | 67.4 |
| 115 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $470,934 | 0.1% | +500% | — |
| 116 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $455,257 | 0.1% | +0% | — |
| 117 | $COST | COSTCO WHOLESALE CORP /NEW | $453,703 | 0.1% | +42% | 66.2 |
| 118 |  $CRM | Salesforce, Inc. | $451,024 | 0.1% | NEW | 77 |
| 119 |  $PSLV | Sprott Physical Silver Trust | $450,521 | 0.1% | +6% | — |
| 120 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $444,786 | 0.1% | -13% | — |
| 121 |  $AFL | AFLAC INC | $418,817 | 0.1% | +1% | 61.3 |
| 122 |  $GEV | GE Vernova Inc. | $417,075 | 0.1% | +29% | 81.1 |
| 123 |  $AXP | AMERICAN EXPRESS CO | $403,532 | 0.1% | -1% | 69.4 |
| 124 |  $CEF | Sprott Physical Gold & Silver Trust | $391,961 | 0.1% | -57% | — |
| 125 |  $ITW | ILLINOIS TOOL WORKS INC | $382,445 | 0.1% | NEW | 63.6 |
| 126 |  $MKL | MARKEL GROUP INC. | $376,931 | 0.1% | +0% | 60.2 |
| 127 |  $TXN | TEXAS INSTRUMENTS INC | $372,886 | 0.1% | +0% | 73.4 |
| 128 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $359,216 | 0.1% | -25% | — |
| 129 |  $WPM | Wheaton Precious Metals Corp. | $355,942 | 0.1% | -1% | — |
| 130 | — | ISHARES TR - 7-10 YR TRSY BD | $342,911 | 0.1% | -27% | — |
| 131 |  $NFLX | NETFLIX INC | $342,577 | 0.1% | -5% | 78.8 |
| 132 |  $JCI | Johnson Controls International plc | $342,190 | 0.1% | +0% | — |
| 133 |  $FXNC | FIRST NATIONAL CORP /VA/ | $328,839 | 0.1% | +0% | 58.2 |
| 134 |  $HSBC | HSBC HOLDINGS PLC | $322,165 | 0.1% | +6% | — |
| 135 |  $FERG | Ferguson Enterprises Inc. /DE/ | $318,260 | 0.1% | +1% | 52.2 |
| 136 |  $COF | CAPITAL ONE FINANCIAL CORP | $315,296 | 0.1% | -4% | 62.4 |
| 137 |  $DUK | Duke Energy CORP | $314,678 | 0.1% | +1% | 56.4 |
| 138 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $313,090 | 0.1% | -1% | — |
| 139 |  $FAST | FASTENAL CO | $310,610 | 0.1% | NEW | 66.9 |
| 140 |  $KLAC | KLA CORP | $307,141 | 0.1% | NEW | 78.6 |
| 141 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $306,004 | 0.1% | NEW | — |
| 142 |  $FDX | FEDEX CORP | $304,675 | 0.1% | -1% | 60.3 |
| 143 |  $INTU | INTUIT INC. | $300,672 | 0.1% | NEW | 79.3 |
| 144 |  $C | CITIGROUP INC | $299,234 | 0.1% | +5% | 65 |
| 145 |  $TFC | TRUIST FINANCIAL CORP | $298,970 | 0.1% | +8% | 76.4 |
| 146 |  $GILD | GILEAD SCIENCES, INC. | $296,394 | 0.1% | +10% | 57.4 |
| 147 |  $SNDK | Sandisk Corp | $291,037 | 0.1% | NEW | 87.7 |
| 148 |  $WMT | Walmart Inc. | $288,473 | 0.1% | -0% | 60.2 |
| 149 |  $MCK | MCKESSON CORP | $281,709 | 0.1% | +17% | 63.4 |
| 150 |  $WFC | WELLS FARGO & COMPANY/MN | $278,993 | 0.1% | NEW | 61.8 |
New Positions (32)
$ADBE ADOBE INC.$549,659$TWLO TWILIO INC$499,525$CRM Salesforce, Inc.$451,024$ITW ILLINOIS TOOL WORKS INC$382,445$FAST FASTENAL CO$310,610$KLAC KLA CORP$307,141$INTU INTUIT INC.$300,672$SNDK Sandisk Corp$291,037$WFC WELLS FARGO & COMPANY/MN$278,993
$DOCU DOCUSIGN, INC.$276,781
$MRVL Marvell Technology, Inc.$252,015
$PEN Penumbra Inc$249,758
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