Founders Grove Wealth Partners

Latest statistics and disclosures from Founders Grove Wealth Partners's latest quarterly 13F-HR filing:

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Positions held by Founders Grove Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Founders Grove Wealth Partners

Founders Grove Wealth Partners holds 191 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.4 $37M 529k 70.61
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Spdr Series Trust St Str Blo 1 Etf (BIL) 5.2 $26M 285k 91.64
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Vanguard Index Fds Mrngstr Grwt Etf (VUG) 4.7 $24M 266k 90.11
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Vanguard World Inf Tech Etf (VGT) 4.5 $23M 182k 125.67
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Eli Lilly & Co. (LLY) 3.4 $17M -2% 15k 1157.12
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Vanguard Index Fds Mrngstr Lrg Cap (VV) 3.3 $17M 48k 351.85
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Ishares Tr S&p 500 Grwt Etf (IVW) 3.1 $16M 109k 142.26
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.8 $14M 290k 49.55
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Select Sector Spdr Tr St Str Techn Etf (XLK) 2.7 $14M 69k 195.75
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Apple (AAPL) 2.4 $12M 37k 333.02
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Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 2.1 $11M 210k 50.79
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.1 $11M 185k 56.66
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.9 $9.8M -3% 14k 700.87
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Vanguard Index Fds Mrngstr Val Etf (VTV) 1.9 $9.6M 44k 216.08
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Microsoft Corporation (MSFT) 1.8 $9.1M +3% 18k 512.90
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $9.1M 153k 59.31
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Ishares Tr Core Us Aggbd Et (AGG) 1.8 $9.1M +3% 96k 94.54
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Vanguard World Health Car Etf (VHT) 1.7 $8.4M 27k 316.08
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Vanguard World Financials Etf (VFH) 1.6 $8.2M 63k 130.09
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Vanguard World Consum Dis Etf (VCR) 1.5 $7.5M 21k 364.68
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Vanguard Whitehall Fds High Div Yld (VYM) 1.4 $7.2M -2% 46k 155.20
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Vanguard World Industrial Etf (VIS) 1.4 $7.2M -3% 22k 320.51
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NVIDIA Corporation (NVDA) 1.4 $7.2M +6% 31k 228.38
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Ishares Tr Core S&p Mcp Etf (IJH) 1.2 $6.3M 87k 71.95
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Vanguard Index Fds Mrngstr Mid Cap (VO) 1.2 $6.1M 78k 78.42
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Ishares Tr S&p 500 Val Etf (IVE) 1.1 $5.8M -3% 26k 228.28
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Vanguard World Comm Srvc Etf (VOX) 1.0 $5.3M +3% 28k 190.59
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Ishares Tr Msci Eafe Etf (EFA) 0.9 $4.5M 43k 103.89
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Spdr Series Trust St Str Sp Div (SDY) 0.9 $4.5M 31k 146.48
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $3.9M +24% 56k 70.15
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Vanguard Index Fds Mrngstr Md Cp Va (VOE) 0.7 $3.7M 19k 195.53
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Vanguard Index Fds MRNGSTR MD CP GR (VOT) 0.7 $3.6M 12k 292.10
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Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.7 $3.6M 156k 22.81
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First Tr Exchange-traded SHS (FDL) 0.7 $3.4M 69k 49.11
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Alphabet Cap Stk Cl A (GOOGL) 0.6 $3.2M 9.4k 344.08
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Vanguard World Consum Stp Etf (VDC) 0.6 $3.2M 15k 218.21
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Vanguard Index Fds Mrngstr Sml Cap (VB) 0.6 $3.2M -3% 11k 284.48
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Vanguard World Energy Etf (VDE) 0.6 $3.2M 18k 172.16
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Wisdomtree Tr Us Midcap Divid (DON) 0.6 $3.1M 57k 53.95
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.6 $3.0M 28k 109.61
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Wisdomtree Tr Us Ai Enhanced (AIVL) 0.6 $3.0M 23k 127.94
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Ishares Core Msci Emkt (IEMG) 0.6 $2.8M 35k 81.16
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.5 $2.7M -34% 52k 51.23
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $2.5M 3.3k 762.68
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Alphabet Cap Stk Cl C (GOOG) 0.5 $2.4M -4% 7.0k 340.74
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Johnson & Johnson (JNJ) 0.5 $2.3M +6% 8.9k 264.74
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Amazon (AMZN) 0.5 $2.3M 9.3k 249.15
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $2.3M +40% 22k 104.54
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Ishares Tr Core S&p Scp Etf (IJR) 0.4 $2.2M 16k 136.04
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Wisdomtree Tr Us Smallcap Divd (DES) 0.4 $2.2M -3% 58k 37.90
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Marathon Petroleum Corp (MPC) 0.4 $2.2M -4% 5.5k 395.43
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $2.2M +619% 28k 77.25
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Micron Technology (MU) 0.4 $2.1M +62% 2.0k 1065.11
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Tesla Motors (TSLA) 0.4 $2.1M 5.9k 354.81
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Ishares Tr Core S&p500 Etf (IVV) 0.4 $2.1M 2.7k 765.85
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Broadcom (AVGO) 0.4 $2.1M +2% 5.8k 351.19
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.4 $1.9M 38k 50.56
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Select Sector Spdr Tr St Str Discr Etf (XLY) 0.4 $1.9M -3% 18k 108.84
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.4 $1.9M -9% 14k 137.71
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Norfolk Southern (NSC) 0.4 $1.9M 6.0k 309.00
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JPMorgan Chase & Co. (JPM) 0.4 $1.9M +3% 5.6k 330.83
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $1.8M -5% 22k 81.20
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $1.8M -13% 6.4k 277.89
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Select Sector Spdr Tr St Str Finl Etf (XLF) 0.3 $1.7M -4% 32k 53.40
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Ishares Tr Global Finls Etf (IXG) 0.3 $1.6M -18% 13k 127.00
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Exxonmobil Holdings Corp Com Shs (XOM) 0.3 $1.6M +4% 10k 162.76
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Vanguard Index Fds MRNGSTR SM CP GR (VBK) 0.3 $1.6M 4.6k 337.83
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Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $1.5M +2% 17k 89.63
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Vanguard Index Fds MRNGSTR SML CP V (VBR) 0.3 $1.5M 6.5k 231.03
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Spdr Series Trust ST STR SP600SM C (SLYV) 0.3 $1.5M -3% 15k 102.15
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $1.5M -4% 22k 66.79
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Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.3 $1.5M -27% 30k 49.41
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Select Sector Spdr Tr St Str Indl Etf (XLI) 0.3 $1.4M 8.6k 166.98
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $1.4M -3% 3.2k 456.19
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Vanguard World Materials Etf (VAW) 0.3 $1.4M +2% 6.6k 218.17
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.4M 2.8k 497.95
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Vanguard World Utilities Etf (VPU) 0.3 $1.4M 8.0k 171.00
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Ishares Tr Trust Ishare 0-1 (SHV) 0.3 $1.3M 12k 110.32
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Visa Com Cl A (V) 0.3 $1.3M +3% 3.5k 359.33
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Advanced Micro Devices (AMD) 0.2 $1.2M +8% 2.0k 611.76
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Meta Platforms Cl A (META) 0.2 $1.2M 1.7k 725.18
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Select Sector Spdr Tr St Str Care Etf (XLV) 0.2 $1.2M 7.0k 168.42
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Ishares Tr S&P SML 600 GWT (IJT) 0.2 $1.1M 7.2k 160.33
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Procter & Gamble Company (PG) 0.2 $1.1M -6% 7.8k 145.29
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Intel Corporation (INTC) 0.2 $1.0M +18% 8.4k 120.23
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Spdr Series Trust St Inter Etf (SPTI) 0.2 $960k +36% 35k 27.28
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Sprott Asset Management Physical Gold An (CEF) 0.2 $916k +126% 22k 41.54
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Abbvie (ABBV) 0.2 $902k +17% 3.4k 261.59
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Coca-Cola Company (KO) 0.2 $896k 10k 86.08
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Philip Morris International (PM) 0.2 $885k +2% 4.6k 190.82
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $860k -10% 7.6k 113.44
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Ishares Tr National Mun Etf (MUB) 0.2 $792k -36% 7.8k 101.10
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $747k 1.00 747005.00
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Select Sector Spdr Tr St Str Svc Etf (XLC) 0.1 $727k 6.5k 110.98
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Bank of America Corporation (BAC) 0.1 $724k 13k 54.43
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Cisco Systems (CSCO) 0.1 $712k +9% 6.6k 107.63
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Merck & Co (MRK) 0.1 $711k 4.9k 145.31
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Home Depot (HD) 0.1 $672k 2.4k 284.44
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salesforce (CRM) 0.1 $662k 2.9k 229.57
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Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $647k 357.00 1811.67
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Adobe Systems Incorporated (ADBE) 0.1 $630k -2% 2.6k 239.94
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $627k -4% 4.9k 128.10
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Caterpillar (CAT) 0.1 $602k 743.00 810.79
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Global X Fds S&p 500 Catholic (CATH) 0.1 $598k 6.6k 90.68
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Anthem (ELV) 0.1 $598k -10% 1.5k 388.82
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Applied Materials (AMAT) 0.1 $592k +68% 1.2k 511.38
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Palo Alto Networks (PANW) 0.1 $583k +4% 1.5k 397.31
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Automatic Data Processing (ADP) 0.1 $574k +4% 2.2k 258.06
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Spdr Series Trust St Sho Treas Etf (SPTS) 0.1 $571k NEW 20k 28.67
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $549k 15k 35.93
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Abbott Laboratories (ABT) 0.1 $544k +3% 5.5k 98.83
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Timothy Plan Us Lrgmd Cp Core (TPLC) 0.1 $540k 11k 48.38
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $487k 5.7k 85.48
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Citigroup Com New (C) 0.1 $466k +68% 3.6k 129.48
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Sprott Asset Management Physical Silver (PSLV) 0.1 $463k 24k 19.37
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Altria (MO) 0.1 $460k +3% 6.8k 67.34
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $453k 612.00 740.09
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $449k 1.9k 233.31
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State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $447k -3% 681.00 656.71
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Spdr Series Trust St Str Corpo Etf (SPBO) 0.1 $444k NEW 16k 27.49
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Docusign (DOCU) 0.1 $440k +5% 6.6k 67.15
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Wheaton Precious Metals Corp (WPM) 0.1 $425k 3.2k 133.72
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $425k -34% 4.2k 102.18
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Costco Wholesale Corporation (COST) 0.1 $404k -8% 444.00 910.34
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AFLAC Incorporated (AFL) 0.1 $395k 3.5k 111.78
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Capital One Financial (COF) 0.1 $392k +29% 2.0k 193.03
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Sandisk Corp (SNDK) 0.1 $383k +71% 220.00 1739.89
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Dell Technologies CL C (DELL) 0.1 $380k +44% 706.00 537.95
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Lam Research Corp Com New (LRCX) 0.1 $375k -3% 1.1k 328.51
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Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.1 $375k -30% 4.7k 80.60
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Illinois Tool Works (ITW) 0.1 $373k +2% 1.4k 257.28
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American Express Company (AXP) 0.1 $370k 1.2k 304.10
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McKesson Corporation (MCK) 0.1 $366k +15% 429.00 853.47
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Gilead Sciences (GILD) 0.1 $363k +3% 2.4k 149.05
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Workday Cl A (WDAY) 0.1 $356k -2% 1.9k 190.46
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Newmont Mining Corporation (NEM) 0.1 $356k +31% 3.1k 115.34
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Valero Energy Corporation (VLO) 0.1 $355k NEW 915.00 387.61
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HSBC HLDGS Spon Adr New (HSBC) 0.1 $348k +3% 3.5k 99.31
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Texas Instruments Incorporated (TXN) 0.1 $348k 1.2k 280.09
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Johnson Controls Internation SHS (JCI) 0.1 $347k 2.3k 148.65
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FedEx Corporation (FDX) 0.1 $337k +21% 1.2k 285.09
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Markel Corporation (MKL) 0.1 $331k 193.00 1712.45
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Fastenal Company (FAST) 0.1 $328k +2% 6.6k 49.53
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Servicenow (NOW) 0.1 $328k NEW 2.4k 134.01
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Twilio Cl A (TWLO) 0.1 $327k -53% 1.1k 292.46
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Intuit (INTU) 0.1 $326k +2% 1.2k 275.71
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Palantir Technologies Cl A (PLTR) 0.1 $324k NEW 1.7k 187.05
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $322k -9% 5.6k 57.56
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First National Corporation (FXNC) 0.1 $322k 11k 29.38
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Ge Vernova (GEV) 0.1 $319k -5% 336.00 950.49
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Goldman Sachs (GS) 0.1 $316k +35% 351.00 900.36
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Ferguson Enterprises Common Stock New (FERG) 0.1 $303k 1.4k 222.62
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $303k NEW 1.7k 183.37
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Chevron Corporation (CVX) 0.1 $303k NEW 1.5k 204.21
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $300k NEW 325.00 922.34
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Schwab Strategic Tr Long Term Us (SCHQ) 0.1 $295k +53% 10k 28.46
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UnitedHealth (UNH) 0.1 $294k NEW 800.00 367.08
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Phillips 66 (PSX) 0.1 $294k NEW 1.2k 255.31
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Wells Fargo & Company (WFC) 0.1 $288k +6% 3.6k 80.05
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Netflix (NFLX) 0.1 $284k -15% 4.1k 69.58
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Raytheon Technologies Corp (RTX) 0.1 $283k +13% 1.5k 185.65
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Truist Financial Corp equities (TFC) 0.1 $277k 6.0k 46.30
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $275k -14% 3.1k 89.31
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $272k -7% 5.7k 47.36
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Duke Energy Corp Com New (DUK) 0.1 $269k -4% 2.4k 114.01
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Emerson Electric (EMR) 0.1 $263k 1.7k 155.10
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Northrop Grumman Corporation (NOC) 0.1 $258k 534.00 483.48
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Penumbra (PEN) 0.0 $252k 791.00 318.34
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Dropbox Cl A (DBX) 0.0 $252k NEW 7.4k 33.85
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $240k NEW 907.00 264.75
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Bhp Billiton Sponsored Ads (BHP) 0.0 $236k +2% 2.8k 84.84
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Wal-Mart Stores (WMT) 0.0 $234k -11% 2.3k 103.92
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CSX Corporation (CSX) 0.0 $230k +3% 4.9k 46.51
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Ishares Tr Select Divid Etf (DVY) 0.0 $228k 1.5k 152.07
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At&t (T) 0.0 $226k NEW 9.3k 24.40
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Marvell Technology (MRVL) 0.0 $226k 855.00 264.21
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International Business Machines (IBM) 0.0 $223k +21% 1.0k 219.93
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Canadian Pacific Kansas City (CP) 0.0 $220k 2.6k 85.10
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $219k +6% 5.3k 41.25
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $218k 1.4k 157.85
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ConocoPhillips (COP) 0.0 $216k NEW 1.7k 125.15
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Mastercard Incorporated Cl A (MA) 0.0 $212k -23% 385.00 551.47
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Anglogold Ashanti Com Shs (AU) 0.0 $209k NEW 2.2k 93.95
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Oracle Corporation (ORCL) 0.0 $203k -14% 1.5k 137.30
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Ishares Tr Mrgstr Md Cp Val (IMCV) 0.0 $202k 2.2k 91.75
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AmerisourceBergen (COR) 0.0 $201k NEW 670.00 300.25
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SYSCO Corporation (SYY) 0.0 $201k 2.6k 77.96
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Banco Santander Sa Adr (SAN) 0.0 $163k 12k 13.83
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Western Union Company (WU) 0.0 $81k NEW 14k 5.90
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Flowers Foods (FLO) 0.0 $73k NEW 13k 5.55
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Adt (ADT) 0.0 $71k NEW 12k 6.08
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Past Filings by Founders Grove Wealth Partners

SEC 13F filings are viewable for Founders Grove Wealth Partners going back to 2024