FOUNDERS GROVE WEALTH PARTNERS, LLC
Sector Allocation
- Other75.9%$384.8M
- Technology10.5%$53.1M
- Healthcare4.6%$23.4M
- Financials4.5%$23.0M
- Consumer Discretionary1.1%$5.6M
- Industrials1.1%$5.5M
- Energy1.0%$5.0M
- Consumer Staples0.9%$4.7M
- Materials0.2%$1.2M
- Communication Services0.1%$509,791
AUM History
13fpro.ai/research/fund/founders-grove-wealth-partners-llc-2046157
Conviction and streaks
Stable · top 10 = 39.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$37.4M
- SPDR$26.1M
- VANGUARD$24.0M
- VANGUARD$22.8M
LLY
$17.4M- VANGUARD$16.9M
- ISHARES$15.5M
- VANGUARD$14.4M
- SELECT$13.5M
AAPL
$12.1M- BLACKROCK$10.7M
- VANGUARD$10.5M
- VANGUARD$9.8M
- VANGUARD$9.6M
MSFT
$9.1M- VANGUARD$9.1M
- ISHARES$9.1M
- VANGUARD$8.4M
- VANGUARD$8.2M
- VANGUARD$7.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/founders-grove-wealth-partners-llc-2046157
FOUNDERS GROVE WEALTH PARTNERS, LLC 13F holdings — Q3 2026
$507.1M portfolio (+1.2% QoQ) · 191 holdings · Q3 2026 13F · top 10 are 40% of the stock portfolio
- 1
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$37.4M
7.4% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SPDR SERIES TRUST - ST STR BLO 1 ETF
$26.1M
5.2% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INDEX FDS - MRNGSTR GRWT ETF
$24.0M
4.7% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD WORLD FD - INF TECH ETF
$22.8M
4.5% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $17.4M
3.4% of stocks
-2%This quarter+1.8%Since filed8+ qtrsHeld- 6
VANGUARD INDEX FDS - MRNGSTR LRG CAP
$16.9M
3.3% of stocks
+0.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - S&P 500 GRWT ETF
$15.5M
3.0% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD BD INDEX FDS - VANGUARD ULTRA
$14.4M
2.8% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SELECT SECTOR SPDR TR - ST STR TECHN ETF
$13.5M
2.7% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $12.1M
2.4% of stocks
-2%This quarter+0.1%Since filed8+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $37.4M | 7.4% | +0.4% | — | — | — | — | |
| 2 | SPDR SERIES TRUST - ST STR BLO 1 ETF | $26.1M | 5.2% | +1% | — | — | — | — | |
| 3 | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | $24.0M | 4.7% | -0.2% | — | — | — | — | |
| 4 | VANGUARD WORLD FD - INF TECH ETF | $22.8M | 4.5% | +1% | — | — | — | — | |
| 5 | $17.4M | 3.4% | -2% | +1.8% | 8+ qtrsTrimmed 2 qtrs in a row | 85.6#4 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | VANGUARD INDEX FDS - MRNGSTR LRG CAP | $16.9M | 3.3% | +0.0% | — | — | — | — | |
| 7 | ISHARES TR - S&P 500 GRWT ETF | $15.5M | 3.0% | -1% | — | — | — | — | |
| 8 | VANGUARD BD INDEX FDS - VANGUARD ULTRA | $14.4M | 2.8% | +1% | — | — | — | — | |
| 9 | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $13.5M | 2.7% | -2% | — | — | — | — | |
| 10 | $12.1M | 2.4% | -2% | +0.1% | 8+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial |
All holdings — FOUNDERS GROVE WEALTH PARTNERS, LLC (Q3 2026)
191 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETFetf/fund | — | $10.7M | 2.1% | 210K | +2% | — | — | 13F |
| 12 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREASetf/fund | — | $10.5M | 2.1% | 185K | +2% | — | — | 13F |
| 13 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $9.8M | 1.9% | 14K | -4% | — | — | 13F |
| 14 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETFetf/fund | — | $9.6M | 1.9% | 44K | -0.7% | — | — | 13F |
| 15 | MICROSOFT CORP | Technology | $9.1M | 1.8% | 18K | +3% | 8+ qtrsAdded 6 qtrs in a row | 79.8 | 13F | |
| 16 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $9.1M | 1.8% | 153K | +0.8% | — | — | 13F |
| 17 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $9.1M | 1.8% | 96K | +4% | — | — | 13F |
| 18 | — | VANGUARD WORLD FD - HEALTH CAR ETFetf/fund | — | $8.4M | 1.6% | 27K | -0.7% | — | — | 13F |
| 19 | — | VANGUARD WORLD FD - FINANCIALS ETFetf/fund | — | $8.2M | 1.6% | 63K | +1% | — | — | 13F |
| 20 | — | VANGUARD WORLD FD - CONSUM DIS ETFetf/fund | — | $7.5M | 1.5% | 21K | +1% | — | — | 13F |
| 21 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund | — | $7.2M | 1.4% | 46K | -2% | — | — | 13F |
| 22 | — | VANGUARD WORLD FD - INDUSTRIAL ETFetf/fund | — | $7.2M | 1.4% | 22K | -3% | — | — | 13F |
| 23 | NVIDIA CORP | Technology | $7.2M | 1.4% | 31K | +6% | 8+ qtrsAdded 2 qtrs in a row | 86.0 | 13F | |
| 24 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $6.3M | 1.2% | 87K | -1% | — | — | 13F |
| 25 | — | VANGUARD INDEX FDS - MRNGSTR MID CAPetf/fund | — | $6.1M | 1.2% | 78K | +0.0% | — | — | 13F |
| 26 | — | ISHARES TR - S&P 500 VAL ETF | — | $5.8M | 1.1% | 25K | -3% | |||
| 27 | — | VANGUARD WORLD FD - COMM SRVC ETF | — | $5.3M | 1.0% | 28K | +3% | |||
| 28 | — | ISHARES TR - MSCI EAFE ETF | — | $4.5M | 0.9% | 43K | -2% | |||
| 29 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $4.5M | 0.9% | 31K | -1% | |||
| 30 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $3.9M | 0.8% | 56K | +25% | |||
| 31 | — | VANGUARD INDEX FDS - MRNGSTR MD CP VA | — | $3.7M | 0.7% | 19K | -0.4% | |||
| 32 | — | VANGUARD INDEX FDS - MRNGSTR MD CP GR | — | $3.6M | 0.7% | 12K | -0.2% | |||
| 33 | $IVZ | Invesco Ltd. | Financials | $3.6M | 0.7% | 156K | -2% | |||
| 34 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $3.4M | 0.7% | 69K | -1% | |||
| 35 | $GOOGL | Alphabet Inc. | Technology | $3.2M | 0.6% | 9,398 | +2% | |||
| 36 | — | VANGUARD WORLD FD - CONSUM STP ETF | — | $3.2M | 0.6% | 15K | +1% | |||
| 37 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $3.2M | 0.6% | 11K | -3% | |||
| 38 | — | VANGUARD WORLD FD - ENERGY ETF | — | $3.2M | 0.6% | 18K | +1% | |||
| 39 | $WT | WisdomTree, Inc. | Financials | $3.1M | 0.6% | 57K | -0.6% | |||
| 40 | — | ISHARES TR - S&P MC 400GR ETF | — | $3.0M | 0.6% | 28K | -2% | |||
| 41 | $WT | WisdomTree, Inc. | Financials | $3.0M | 0.6% | 23K | -0.7% | |||
| 42 | — | ISHARES INC - CORE MSCI EMKT | — | $2.8M | 0.6% | 35K | -0.6% | |||
| 43 | — | ISHARES TR - ISHS 1-5YR INVS | — | $2.7M | 0.5% | 52K | -34% | |||
| 44 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.5M | 0.5% | 3,314 | -0.2% | |||
| 45 | $GOOG | Alphabet Inc. | Technology | $2.4M | 0.5% | 7,035 | -4% | |||
| 46 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.3M | 0.5% | 8,856 | +6% | |||
| 47 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.3M | 0.5% | 9,259 | +0.2% | |||
| 48 | — | ISHARES TR - SHRT NAT MUN ETF | — | $2.3M | 0.5% | 22K | +40% | |||
| 49 | — | ISHARES TR - CORE S&P SCP ETF | — | $2.2M | 0.4% | 16K | -1% | |||
| 50 | $WT | WisdomTree, Inc. | Financials | $2.2M | 0.4% | 58K | -3% | |||
| 51 | $MPC | Marathon Petroleum Corp | Energy | $2.2M | 0.4% | 5,508 | -5% | |||
| 52 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $2.2M | 0.4% | 28K | +620% | |||
| 53 | $MU | MICRON TECHNOLOGY INC | Technology | $2.1M | 0.4% | 2,012 | +63% | |||
| 54 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.1M | 0.4% | 5,913 | — | |||
| 55 | — | ISHARES TR - CORE S&P500 ETF | — | $2.1M | 0.4% | 2,730 | — | |||
| 56 | $AVGO | Broadcom Inc. | Technology | $2.1M | 0.4% | 5,840 | +2% | |||
| 57 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $1.9M | 0.4% | 38K | +1% | |||
| 58 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $1.9M | 0.4% | 18K | -3% | |||
| 59 | — | ISHARES TR - S&P MC 400VL ETF | — | $1.9M | 0.4% | 14K | -10% | |||
| 60 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $1.9M | 0.4% | 6,042 | +0.4% | |||
| 61 | $JPM | JPMORGAN CHASE & CO | Financials | $1.9M | 0.4% | 5,594 | +4% | |||
| 62 | — | ISHARES TR - 1 3 YR TREAS BD | — | $1.8M | 0.3% | 22K | -6% | |||
| 63 | — | ISHARES TR - RUSSELL 2000 ETF | — | $1.8M | 0.3% | 6,375 | -13% | |||
| 64 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $1.7M | 0.3% | 32K | -5% | |||
| 65 | — | ISHARES TR - GLOBAL FINLS ETF | — | $1.6M | 0.3% | 13K | -18% | |||
| 66 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.6M | 0.3% | 10K | +5% | |||
| 67 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GR | — | $1.6M | 0.3% | 4,610 | +0.4% | |||
| 68 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $1.5M | 0.3% | 17K | +2% | |||
| 69 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $1.5M | 0.3% | 6,504 | -0.3% | |||
| 70 | — | SPDR SERIES TRUST - ST STR SP600SM C | — | $1.5M | 0.3% | 14K | -3% | |||
| 71 | — | ISHARES TR - MSCI EMG MKT ETF | — | $1.5M | 0.3% | 22K | -4% | |||
| 72 | — | PIMCO ETF TR - SHTRM MUN BD ACT | — | $1.5M | 0.3% | 30K | -28% | |||
| 73 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $1.4M | 0.3% | 8,649 | -0.2% | |||
| 74 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.4M | 0.3% | 3,155 | -4% | |||
| 75 | — | VANGUARD WORLD FD - MATERIALS ETF | — | $1.4M | 0.3% | 6,593 | +2% | |||
| 76 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.4M | 0.3% | 2,770 | +0.5% | |||
| 77 | — | VANGUARD WORLD FD - UTILITIES ETF | — | $1.4M | 0.3% | 7,971 | +2% | |||
| 78 | — | ISHARES TR - TRUST ISHARE 0-1 | — | $1.3M | 0.3% | 12K | +0.4% | |||
| 79 | $V | VISA INC. | Financials | $1.3M | 0.3% | 3,530 | +4% | |||
| 80 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.2M | 0.2% | 1,990 | +9% | |||
| 81 | $META | Meta Platforms, Inc. | Technology | $1.2M | 0.2% | 1,670 | +1.0% | |||
| 82 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $1.2M | 0.2% | 6,952 | — | |||
| 83 | — | ISHARES TR - S&P SML 600 GWT | — | $1.1M | 0.2% | 7,171 | -0.1% | |||
| 84 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.1M | 0.2% | 7,796 | -7% | |||
| 85 | $INTC | INTEL CORP | Technology | $1.0M | 0.2% | 8,385 | +18% | |||
| 86 | — | SPDR SERIES TRUST - ST INTER ETF | — | $960K | 0.2% | 35K | +37% | |||
| 87 | $CEF | Sprott Physical Gold & Silver Trust | Financials | $916K | 0.2% | 22K | +126% | |||
| 88 | $ABBV | AbbVie Inc. | Healthcare | $902K | 0.2% | 3,447 | +17% | |||
| 89 | $KO | COCA COLA CO | Consumer Staples | $896K | 0.2% | 10K | -0.5% | |||
| 90 | $PM | Philip Morris International Inc. | Consumer Staples | $885K | 0.2% | 4,636 | +3% | |||
| 91 | — | ISHARES TR - 3 7 YR TREAS BD | — | $860K | 0.2% | 7,583 | -10% | |||
| 92 | — | ISHARES TR - NATIONAL MUN ETF | — | $792K | 0.2% | 7,832 | -36% | |||
| 93 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $747K | 0.1% | 1 | — | |||
| 94 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $726K | 0.1% | 6,546 | -1% | |||
| 95 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $724K | 0.1% | 13K | +2% | |||
| 96 | $CSCO | CISCO SYSTEMS, INC. | Technology | $712K | 0.1% | 6,613 | +10% | |||
| 97 | $MRK | Merck & Co., Inc. | Healthcare | $711K | 0.1% | 4,896 | -1% | |||
| 98 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $672K | 0.1% | 2,364 | -2% | |||
| 99 | $CRM | Salesforce, Inc. | Technology | $662K | 0.1% | 2,884 | +0.2% | |||
| 100 | $ASML | ASML HOLDING NV | Technology | $647K | 0.1% | 357 | +0.6% | |||
| 101 | $ADBE | ADOBE INC. | Technology | $630K | 0.1% | 2,624 | -2% | |||
| 102 | — | ISHARES TR - SP SMCP600VL ETF | — | $627K | 0.1% | 4,898 | -4% | |||
| 103 | $CAT | CATERPILLAR INC | Industrials | $602K | 0.1% | 743 | +2% | |||
| 104 | — | GLOBAL X FDS - S&P 500 CATHOLIC | — | $598K | 0.1% | 6,599 | — | |||
| 105 | $ELV | Elevance Health, Inc. | Healthcare | $598K | 0.1% | 1,539 | -11% | |||
| 106 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $592K | 0.1% | 1,157 | +68% | |||
| 107 | $PANW | Palo Alto Networks Inc | Technology | $582K | 0.1% | 1,466 | +4% | |||
| 108 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $574K | 0.1% | 2,226 | +5% | |||
| 109 | — | SPDR SERIES TRUST - ST SHO TREAS ETF | — | $571K | 0.1% | 20K | New | |||
| 110 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $549K | 0.1% | 15K | — | |||
| 111 | $ABT | ABBOTT LABORATORIES | Healthcare | $544K | 0.1% | 5,504 | +3% | |||
| 112 | — | TIMOTHY PLAN - US LRGMD CP CORE | — | $540K | 0.1% | 11K | +0.2% | |||
| 113 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | — | $487K | 0.1% | 5,700 | — | |||
| 114 | $C | CITIGROUP INC | Financials | $466K | 0.1% | 3,600 | +68% | |||
| 115 | $PSLV | Sprott Physical Silver Trust | Financials | $462K | 0.1% | 24K | — | |||
| 116 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $460K | 0.1% | 6,834 | +4% | |||
| 117 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $453K | 0.1% | 612 | +1% | |||
| 118 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $449K | 0.1% | 1,924 | — | |||
| 119 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $447K | 0.1% | 681 | -3% | |||
| 120 | — | SPDR SERIES TRUST - ST STR CORPO ETF | — | $444K | 0.1% | 16K | New | |||
| 121 | $DOCU | DOCUSIGN, INC. | Technology | $440K | 0.1% | 6,551 | +5% | |||
| 122 | $WPM | Wheaton Precious Metals Corp. | Materials | $425K | 0.1% | 3,180 | +0.3% | |||
| 123 | — | ISHARES TR - IBOXX INV CP ETF | — | $425K | 0.1% | 4,158 | -34% | |||
| 124 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $404K | 0.1% | 444 | -8% | |||
| 125 | $AFL | AFLAC INC | Financials | $395K | 0.1% | 3,532 | -1% | |||
| 126 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $392K | 0.1% | 2,033 | +29% | |||
| 127 | $SNDK | Sandisk Corp | Technology | $383K | 0.1% | 220 | +72% | |||
| 128 | $DELL | Dell Technologies Inc. | Technology | $380K | 0.1% | 706 | +45% | |||
| 129 | $LRCX | LAM RESEARCH CORP | Technology | $375K | 0.1% | 1,141 | -3% | |||
| 130 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $375K | 0.1% | 4,650 | -30% | |||
| 131 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $373K | 0.1% | 1,449 | +2% | |||
| 132 | $AXP | AMERICAN EXPRESS CO | Financials | $370K | 0.1% | 1,216 | +2% | |||
| 133 | $MCK | MCKESSON CORP | Consumer Staples | $366K | 0.1% | 429 | +15% | |||
| 134 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $363K | 0.1% | 2,437 | +4% | |||
| 135 | $WDAY | Workday, Inc. | Technology | $356K | 0.1% | 1,869 | -3% | |||
| 136 | $NEM | NEWMONT Corp /DE/ | Materials | $356K | 0.1% | 3,086 | +32% | |||
| 137 | $VLO | VALERO ENERGY CORP/TX | Energy | $355K | 0.1% | 915 | New | |||
| 138 | $HSBC | HSBC HOLDINGS PLC | Financials | $348K | 0.1% | 3,508 | +4% | |||
| 139 | $TXN | TEXAS INSTRUMENTS INC | Technology | $348K | 0.1% | 1,242 | -0.7% | |||
| 140 | $JCI | Johnson Controls International plc | Industrials | $347K | 0.1% | 2,332 | -0.4% | |||
| 141 | $FDX | FEDEX CORP | Industrials | $337K | 0.1% | 1,181 | +21% | |||
| 142 | $MKL | MARKEL GROUP INC. | Financials | $331K | 0.1% | 193 | — | |||
| 143 | $FAST | FASTENAL CO | Industrials | $328K | 0.1% | 6,624 | +2% | |||
| 144 | $NOW | ServiceNow, Inc. | Technology | $328K | 0.1% | 2,448 | New | |||
| 145 | $TWLO | TWILIO INC | Technology | $327K | 0.1% | 1,118 | -54% | |||
| 146 | $INTU | INTUIT INC. | Technology | $326K | 0.1% | 1,181 | +3% | |||
| 147 | $PLTR | Palantir Technologies Inc. | Technology | $324K | 0.1% | 1,732 | New | |||
| 148 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $322K | 0.1% | 5,598 | -9% | |||
| 149 | $FXNC | FIRST NATIONAL CORP /VA/ | Financials | $322K | 0.1% | 11K | — | |||
| 150 | $GEV | GE Vernova Inc. | Industrials | $319K | 0.1% | 336 | -5% |
What changed in Q3 2026
Against the previous quarter's 13F: 19 new, 81 added to, 76 trimmed, 12 sold out. Share-count changes; largest moves by dollar size first.
New positions (19)
- SPDR SERIES TRUST - ST SHO TREAS ETF$571K
first bought this quarter
- SPDR SERIES TRUST - ST STR CORPO ETF$444K
first bought this quarter
$VLOVALERO ENERGY CORP/TX$355K
first bought this quarter
$NOWServiceNow, Inc.$328K
first bought this quarter
$PLTRPalantir Technologies Inc.$324K
first bought this quarter
$ACNAccenture plc$303K
first bought this quarter
+13 more in the Excel export
Added to (81)
- VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD+620%
now $2.2M
$MUMICRON TECHNOLOGY INC+63%
now $2.1M · held 3 qtrs, 3 adds in a row
- VANGUARD BD INDEX FDS - TOTAL BND MRKT+25%
now $3.9M
- ISHARES TR - SHRT NAT MUN ETF+40%
now $2.3M
$CEFSprott Physical Gold & Silver Trust+126%
now $916K · held 4 qtrs
$NVDANVIDIA CORP+6%
now $7.2M · held 8+ qtrs, 2 adds in a row
+75 more in the Excel export
Trimmed (76)
- ISHARES TR - ISHS 1-5YR INVS-34%
now $2.7M
- PIMCO ETF TR - SHTRM MUN BD ACT-28%
now $1.5M
- ISHARES TR - NATIONAL MUN ETF-36%
now $792K
now $17.4M · held 8+ qtrs, 2 trims in a row
$TWLOTWILIO INC-54%
now $327K · held 2 qtrs
- VANGUARD INDEX FDS - S&P 500 ETF SHS-4%
now $9.8M
+70 more in the Excel export
Holdings by quarter
Every 13F FOUNDERS GROVE WEALTH PARTNERS, LLC has filed, 7 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 16, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of FOUNDERS GROVE WEALTH PARTNERS's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+0.1%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 10% over the last 4
Top 10 weight
40%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
87%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
FOUNDERS GROVE WEALTH PARTNERS, LLC disclosed 191 positions worth $507.1M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 19 new positions and exited 12 and a full exit from $KLAC. The portfolio is most concentrated in Other (75.9% 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.
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AI-Powered Hedge Fund Analysis: FOUNDERS GROVE WEALTH PARTNERS, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For FOUNDERS GROVE WEALTH PARTNERS, LLC (SEC CIK: 2046157), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in FOUNDERS GROVE WEALTH PARTNERS, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.