Founders Grove Wealth Partners
Latest statistics and disclosures from Founders Grove Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, BIL, VUG, VGT, LLY, and represent 25.48% of Founders Grove Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: VUSB, BINC, PSLV, VGIT, VDC, VHT, GOOGL, CEF, AGG, MSFT.
- Started 18 new stock positions in PFE, CP, LIN, VZ, NVS, PSLV, NEE, LRCX, SHEL, GLTR. MU, AMAT, GEV, TXN, HSBC, ECL, CVX, PANW.
- Reduced shares in these 10 stocks: PEY, SUB, VGT, VYM, BRK.B, AstraZeneca, , CYBR, IBM, .
- Sold out of its positions in COR, AstraZeneca, BKNG, D, IBM, GLD, CYBR.
- Founders Grove Wealth Partners was a net buyer of stock by $6.3M.
- Founders Grove Wealth Partners has $440M in assets under management (AUM), dropping by -1.05%.
- Central Index Key (CIK): 0002046157
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Portfolio Holdings for Founders Grove Wealth Partners
Founders Grove Wealth Partners holds 162 positions in its portfolio as reported in the March 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) | 8.0 | $35M | 546k | 64.08 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 5.5 | $24M | 262k | 91.64 |
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| Vanguard Index Fds Growth Etf (VUG) | 4.4 | $19M | 44k | 436.79 |
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| Vanguard World Inf Tech Etf (VGT) | 4.1 | $18M | 26k | 697.72 |
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| Eli Lilly & Co. (LLY) | 3.6 | $16M | 17k | 919.80 |
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| Vanguard Index Fds Large Cap Etf (VV) | 3.2 | $14M | 48k | 298.85 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 3.0 | $13M | +7% | 264k | 49.78 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.9 | $13M | 113k | 113.11 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.7 | $12M | +2% | 120k | 99.27 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.3 | $10M | +4% | 170k | 59.55 |
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| Blackrock Etf Trust Ii Flexible Income (BINC) | 2.3 | $10M | +7% | 193k | 51.93 |
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| Select Sector Spdr Tr Technology (XLK) | 2.2 | $9.7M | 73k | 132.90 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.0 | $8.7M | 15k | 597.55 |
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| Apple (AAPL) | 2.0 | $8.6M | 34k | 253.79 |
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| Vanguard Index Fds Value Etf (VTV) | 1.9 | $8.6M | 44k | 196.20 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.9 | $8.5M | +2% | 157k | 54.05 |
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| Vanguard World Consum Dis Etf (VCR) | 1.7 | $7.4M | 21k | 359.03 |
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| Vanguard World Industrial Etf (VIS) | 1.7 | $7.4M | 24k | 312.22 |
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| Vanguard World Health Car Etf (VHT) | 1.7 | $7.4M | +5% | 27k | 272.33 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.7 | $7.3M | -3% | 49k | 148.10 |
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| Vanguard World Financials Etf (VFH) | 1.6 | $7.1M | +4% | 59k | 120.81 |
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| Microsoft Corporation (MSFT) | 1.4 | $6.2M | +5% | 17k | 370.17 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.4 | $6.0M | 88k | 67.53 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.3 | $5.6M | 27k | 211.15 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.2 | $5.5M | +2% | 19k | 287.18 |
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| Vanguard World Comm Srvc Etf (VOX) | 1.1 | $5.0M | 28k | 179.84 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 1.1 | $4.6M | -2% | 32k | 145.94 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.0 | $4.5M | -3% | 47k | 97.13 |
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| NVIDIA Corporation (NVDA) | 1.0 | $4.4M | 25k | 174.40 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.0 | $4.2M | +2% | 80k | 52.56 |
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| First Tr Exchange-traded SHS (FDL) | 0.8 | $3.7M | -3% | 72k | 50.80 |
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| Vanguard World Energy Etf (VDE) | 0.8 | $3.6M | 21k | 173.04 |
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| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.8 | $3.5M | -12% | 165k | 21.42 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.8 | $3.5M | +2% | 19k | 184.28 |
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| Vanguard World Consum Stp Etf (VDC) | 0.8 | $3.4M | +14% | 15k | 224.59 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.7 | $3.1M | +3% | 12k | 257.35 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $3.0M | 12k | 261.92 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.7 | $3.0M | -3% | 58k | 52.54 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.6 | $2.8M | 28k | 100.62 |
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| Wisdomtree Tr Us Ai Enhanced (AIVL) | 0.6 | $2.7M | -4% | 24k | 115.71 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $2.5M | +17% | 8.6k | 287.56 |
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| Ishares Core Msci Emkt (IEMG) | 0.6 | $2.4M | 35k | 69.75 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $2.2M | -2% | 3.3k | 650.36 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.5 | $2.2M | -4% | 60k | 35.94 |
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| Tesla Motors (TSLA) | 0.5 | $2.2M | +6% | 5.8k | 371.75 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.5 | $2.1M | 16k | 132.50 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $2.1M | -5% | 17k | 124.31 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $2.0M | 25k | 82.57 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.5 | $2.0M | -9% | 19k | 108.98 |
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| Johnson & Johnson (JNJ) | 0.5 | $2.0M | 8.2k | 244.44 |
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| Amazon (AMZN) | 0.4 | $1.9M | +3% | 9.1k | 208.27 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $1.9M | -2% | 7.5k | 248.00 |
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| Ishares Tr Global Finls Etf (IXG) | 0.4 | $1.9M | 16k | 114.00 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $1.8M | 2.7k | 653.21 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.4 | $1.7M | -17% | 16k | 106.50 |
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| Select Sector Spdr Tr Financial (XLF) | 0.4 | $1.7M | -2% | 34k | 49.37 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $1.6M | -3% | 9.7k | 169.67 |
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| Vanguard World Utilities Etf (VPU) | 0.4 | $1.6M | +5% | 8.2k | 198.14 |
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| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.4 | $1.6M | 32k | 50.45 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.4 | $1.6M | +2% | 13k | 118.60 |
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| Vanguard World Materials Etf (VAW) | 0.4 | $1.5M | +5% | 6.8k | 225.34 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $1.5M | +16% | 17k | 88.70 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.5M | +6% | 5.3k | 286.86 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.3 | $1.5M | 29k | 50.98 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $1.4M | 4.8k | 302.25 |
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| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.3 | $1.4M | 15k | 94.58 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $1.4M | 6.5k | 217.25 |
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| Marathon Petroleum Corp (MPC) | 0.3 | $1.4M | 5.7k | 244.18 |
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| Select Sector Spdr Tr Indl (XLI) | 0.3 | $1.4M | 8.6k | 161.73 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $1.3M | 24k | 56.79 |
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| Norfolk Southern (NSC) | 0.3 | $1.2M | 4.3k | 287.00 |
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| Ishares Tr Short Treas Bd (SHV) | 0.3 | $1.2M | 11k | 110.39 |
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| Broadcom (AVGO) | 0.3 | $1.2M | +2% | 3.7k | 309.51 |
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| Procter & Gamble Company (PG) | 0.3 | $1.1M | 7.8k | 144.45 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.1M | -9% | 7.5k | 146.61 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $1.1M | +2% | 10k | 106.15 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $1.1M | 7.5k | 144.71 |
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| Sprott Asset Management Physical Gold An (CEF) | 0.2 | $1.1M | +47% | 23k | 47.72 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.0M | +11% | 3.1k | 337.95 |
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| Visa Com Cl A (V) | 0.2 | $1.0M | +9% | 3.3k | 302.24 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $995k | 3.4k | 294.16 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $966k | -20% | 2.0k | 479.20 |
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| Home Depot (HD) | 0.2 | $779k | -3% | 2.4k | 328.84 |
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| Select Sector Spdr Tr Communication (XLC) | 0.2 | $768k | -8% | 6.9k | 110.87 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $718k | 1.00 | 718140.00 |
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| Philip Morris International (PM) | 0.2 | $717k | +4% | 4.3k | 165.34 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $667k | -13% | 6.1k | 108.99 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $651k | 5.5k | 118.45 |
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| Bank of America Corporation (BAC) | 0.1 | $617k | -13% | 13k | 48.75 |
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| Meta Platforms Cl A (META) | 0.1 | $607k | +43% | 1.1k | 572.13 |
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| Abbvie (ABBV) | 0.1 | $604k | +4% | 2.8k | 217.49 |
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| Coca-Cola Company (KO) | 0.1 | $603k | -3% | 7.9k | 76.05 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $573k | -8% | 7.0k | 81.98 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.1 | $548k | NEW | 23k | 24.39 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $537k | +23% | 1.1k | 499.66 |
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| Abbott Laboratories (ABT) | 0.1 | $534k | +4% | 5.2k | 102.67 |
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| Timothy Plan Us Lrgmd Cp Core (TPLC) | 0.1 | $521k | 11k | 46.44 |
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| Merck & Co (MRK) | 0.1 | $518k | +4% | 4.3k | 120.29 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.1 | $518k | 6.6k | 78.15 |
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| Caterpillar (CAT) | 0.1 | $500k | +10% | 705.00 | 708.46 |
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| Netflix (NFLX) | 0.1 | $487k | +59% | 5.1k | 96.15 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $483k | -19% | 8.3k | 58.54 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $480k | +26% | 363.00 | 1320.83 |
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| Anthem (ELV) | 0.1 | $478k | -5% | 1.6k | 292.75 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $475k | -7% | 5.0k | 95.44 |
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| Cisco Systems (CSCO) | 0.1 | $457k | -18% | 5.9k | 77.59 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $445k | 15k | 29.13 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $434k | 704.00 | 616.76 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $421k | +12% | 3.2k | 131.01 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $414k | 1.9k | 215.06 |
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| Altria (MO) | 0.1 | $409k | 6.2k | 65.99 |
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| Automatic Data Processing (ADP) | 0.1 | $403k | -16% | 2.0k | 203.18 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $401k | 695.00 | 577.18 |
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| Honeywell International (HON) | 0.1 | $394k | 1.7k | 226.03 |
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| AFLAC Incorporated (AFL) | 0.1 | $388k | 3.5k | 109.71 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $387k | 950.00 | 407.69 |
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| At&t (T) | 0.1 | $371k | +32% | 13k | 28.99 |
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| Markel Corporation (MKL) | 0.1 | $369k | 193.00 | 1914.07 |
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| American Express Company (AXP) | 0.1 | $363k | -10% | 1.2k | 302.48 |
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| FedEx Corporation (FDX) | 0.1 | $350k | +10% | 982.00 | 356.18 |
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| Costco Wholesale Corporation (COST) | 0.1 | $340k | +10% | 341.00 | 996.43 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $325k | 477.00 | 682.24 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $324k | +18% | 2.5k | 130.94 |
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| Wal-Mart Stores (WMT) | 0.1 | $317k | +3% | 2.6k | 124.28 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $312k | -35% | 6.3k | 49.89 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $309k | -2% | 1.3k | 233.26 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $307k | -6% | 2.3k | 130.95 |
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| Capital One Financial (COF) | 0.1 | $299k | +73% | 1.6k | 182.39 |
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| Gilead Sciences (GILD) | 0.1 | $296k | +9% | 2.1k | 139.37 |
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| First National Corporation (FXNC) | 0.1 | $295k | 11k | 26.92 |
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| Southern Company (SO) | 0.1 | $294k | +22% | 3.0k | 96.52 |
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| McKesson Corporation (MCK) | 0.1 | $275k | -5% | 318.00 | 864.89 |
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| Micron Technology (MU) | 0.1 | $274k | NEW | 810.00 | 337.84 |
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| Intel Corporation (INTC) | 0.1 | $272k | +2% | 6.2k | 44.13 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $271k | 1.4k | 192.90 |
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| Albemarle Corporation (ALB) | 0.1 | $271k | 1.5k | 179.53 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $264k | NEW | 3.2k | 82.49 |
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| Truist Financial Corp equities (TFC) | 0.1 | $256k | -5% | 5.6k | 45.97 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $250k | +3% | 1.7k | 146.28 |
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| Advanced Micro Devices (AMD) | 0.1 | $249k | +22% | 1.2k | 203.43 |
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| Shell Spon Ads (SHEL) | 0.1 | $246k | NEW | 2.6k | 93.00 |
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| Nextera Energy (NEE) | 0.1 | $243k | NEW | 2.6k | 92.88 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $243k | NEW | 1.3k | 194.14 |
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| Oracle Corporation (ORCL) | 0.1 | $241k | -16% | 1.6k | 147.11 |
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| Ge Vernova (GEV) | 0.1 | $240k | NEW | 275.00 | 872.90 |
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| McDonald's Corporation (MCD) | 0.1 | $239k | -8% | 769.00 | 310.79 |
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| Pfizer (PFE) | 0.1 | $239k | NEW | 8.5k | 28.08 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $237k | 1.6k | 151.41 |
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| Applied Materials (AMAT) | 0.1 | $236k | NEW | 691.00 | 341.79 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $236k | NEW | 1.1k | 213.66 |
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| Citigroup Com New (C) | 0.1 | $231k | +8% | 2.0k | 113.41 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $225k | NEW | 1.5k | 152.75 |
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| Palo Alto Networks (PANW) | 0.0 | $212k | NEW | 1.3k | 160.32 |
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| Chevron Corporation (CVX) | 0.0 | $211k | NEW | 1.0k | 206.90 |
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| Verizon Communications (VZ) | 0.0 | $208k | NEW | 4.1k | 50.20 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $207k | -17% | 4.9k | 42.31 |
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| Goldman Sachs (GS) | 0.0 | $207k | 245.00 | 845.99 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $206k | NEW | 2.6k | 78.66 |
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| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.0 | $202k | NEW | 925.00 | 218.72 |
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| Linde SHS (LIN) | 0.0 | $201k | NEW | 405.00 | 495.76 |
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| Ecolab (ECL) | 0.0 | $200k | NEW | 752.00 | 266.02 |
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| Banco Santander Sa Adr (SAN) | 0.0 | $127k | 11k | 11.28 |
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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
- Founders Grove Wealth Partners 2026 Q1 filed April 15, 2026
- Founders Grove Wealth Partners 2025 Q4 filed Jan. 12, 2026
- Founders Grove Wealth Partners 2025 Q3 filed Oct. 17, 2025
- Founders Grove Wealth Partners 2025 Q2 filed July 28, 2025
- Founders Grove Wealth Partners 2025 Q1 filed April 16, 2025
- Founders Grove Wealth Partners 2024 Q4 filed Jan. 14, 2025