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 25.20% of Founders Grove Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$19M), VGT (+$18M), VO, BND, BIL, Exxon Mobil Corp, VUSB, AAPL, NVDA, AVGO.
- Started 33 new stock positions in VT, WDAY, CSX, SNDK, SYK, MRVL, ADBE, DOCU, BKNG, SCHQ.
- Reduced shares in these 10 stocks: AGG, LLY, , VEA, IEI, CEF, XLK, VDE, Honeywell International, .
- Sold out of its positions in T, GLTR, CVX, ECL, XOM, Honeywell International, PLTR, PFE, SHEL, VZ. LIN.
- Founders Grove Wealth Partners was a net buyer of stock by $54M.
- Founders Grove Wealth Partners has $501M in assets under management (AUM), dropping by 13.85%.
- Central Index Key (CIK): 0002046157
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Portfolio Holdings for Founders Grove Wealth Partners
Founders Grove Wealth Partners holds 184 positions in its portfolio as reported in the June 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) | 7.5 | $38M | -3% | 527k | 71.25 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 5.1 | $26M | +7% | 281k | 91.64 |
|
| Vanguard Index Fds Growth Etf (VUG) | 4.6 | $23M | +504% | 267k | 86.14 |
|
| Vanguard World Inf Tech Etf (VGT) | 4.3 | $22M | +604% | 180k | 119.52 |
|
| Eli Lilly & Co. (LLY) | 3.7 | $18M | -11% | 15k | 1199.47 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 3.3 | $17M | 48k | 343.91 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 3.0 | $15M | -2% | 110k | 137.53 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 2.9 | $14M | +9% | 288k | 49.78 |
|
| Select Sector Spdr Tr Technology (XLK) | 2.7 | $13M | -3% | 70k | 190.52 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 2.2 | $11M | +7% | 207k | 52.34 |
|
| Apple (AAPL) | 2.1 | $11M | +9% | 37k | 289.36 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.1 | $11M | +7% | 182k | 58.98 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.0 | $10M | 15k | 686.82 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 1.9 | $9.7M | 45k | 217.93 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.8 | $9.2M | -22% | 93k | 98.98 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.8 | $9.1M | -2% | 152k | 59.69 |
|
| Vanguard World Industrial Etf (VIS) | 1.7 | $8.3M | -2% | 23k | 360.38 |
|
| Vanguard World Financials Etf (VFH) | 1.6 | $8.2M | +5% | 62k | 131.60 |
|
| Vanguard World Consum Dis Etf (VCR) | 1.6 | $8.1M | 20k | 396.61 |
|
|
| Vanguard World Health Car Etf (VHT) | 1.6 | $8.0M | 27k | 299.01 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.5 | $7.5M | -3% | 48k | 158.03 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.4 | $6.8M | 88k | 77.11 |
|
|
| Microsoft Corporation (MSFT) | 1.3 | $6.4M | +2% | 17k | 373.02 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.3 | $6.3M | +308% | 78k | 80.57 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.2 | $6.0M | 26k | 227.06 |
|
|
| NVIDIA Corporation (NVDA) | 1.2 | $5.9M | +15% | 29k | 200.09 |
|
| Vanguard World Comm Srvc Etf (VOX) | 1.0 | $4.9M | -3% | 27k | 183.95 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.9 | $4.7M | -2% | 31k | 152.18 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.9 | $4.6M | -5% | 44k | 103.88 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.8 | $4.2M | 79k | 52.41 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.8 | $3.8M | +3% | 12k | 306.30 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.7 | $3.7M | 19k | 197.60 |
|
|
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.7 | $3.7M | -3% | 159k | 23.18 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $3.5M | 12k | 303.11 |
|
|
| First Tr Exchange-traded SHS (FDL) | 0.7 | $3.4M | -2% | 70k | 48.66 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.7 | $3.3M | 28k | 117.50 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.7 | $3.3M | NEW | 45k | 73.41 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $3.3M | +6% | 9.2k | 357.37 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.6 | $3.3M | -5% | 14k | 225.49 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.6 | $3.2M | 57k | 56.52 |
|
|
| Wisdomtree Tr Us Ai Enhanced (AIVL) | 0.6 | $3.1M | 23k | 131.13 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.6 | $2.9M | 35k | 82.84 |
|
|
| Vanguard World Energy Etf (VDE) | 0.5 | $2.7M | -13% | 18k | 150.13 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.6M | +39% | 7.4k | 353.33 |
|
| Tesla Motors (TSLA) | 0.5 | $2.5M | +2% | 5.9k | 420.60 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $2.5M | 3.3k | 746.81 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $2.5M | 17k | 148.31 |
|
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.5 | $2.4M | 60k | 40.68 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.5 | $2.3M | -4% | 15k | 147.73 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $2.2M | -2% | 7.3k | 300.45 |
|
| Amazon (AMZN) | 0.4 | $2.2M | +2% | 9.2k | 238.34 |
|
| Broadcom (AVGO) | 0.4 | $2.2M | +53% | 5.7k | 377.75 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.4 | $2.1M | -2% | 18k | 117.28 |
|
| Johnson & Johnson (JNJ) | 0.4 | $2.1M | 8.3k | 253.97 |
|
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.4 | $2.1M | +28% | 41k | 50.50 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $2.0M | 2.7k | 748.89 |
|
|
| Ishares Tr Global Finls Etf (IXG) | 0.4 | $2.0M | -3% | 16k | 124.50 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.4 | $1.9M | +32% | 38k | 51.00 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $1.9M | -5% | 23k | 82.11 |
|
| Norfolk Southern (NSC) | 0.4 | $1.9M | +39% | 6.0k | 314.59 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.4 | $1.8M | 34k | 53.61 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.8M | +59% | 5.4k | 327.33 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $1.7M | -3% | 4.6k | 365.70 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.3 | $1.6M | -2% | 16k | 106.47 |
|
| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.3 | $1.6M | 15k | 109.11 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.3 | $1.6M | 8.7k | 185.23 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $1.6M | -2% | 17k | 96.43 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $1.6M | 6.5k | 242.99 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $1.6M | +6% | 3.3k | 477.57 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $1.6M | -2% | 23k | 68.41 |
|
| Vanguard World Utilities Etf (VPU) | 0.3 | $1.5M | -4% | 7.8k | 195.73 |
|
| Vanguard World Materials Etf (VAW) | 0.3 | $1.5M | -5% | 6.5k | 228.79 |
|
| Marathon Petroleum Corp (MPC) | 0.3 | $1.5M | 5.8k | 255.67 |
|
|
| Micron Technology (MU) | 0.3 | $1.4M | +52% | 1.2k | 1154.29 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.4M | +36% | 2.8k | 500.39 |
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| Ishares Tr National Mun Etf (MUB) | 0.3 | $1.3M | +19% | 12k | 107.62 |
|
| Exxon Mobil Corp | 0.3 | $1.3M | NEW | 9.5k | 136.71 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.3 | $1.3M | +10% | 12k | 110.35 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.3 | $1.3M | -3% | 7.2k | 178.60 |
|
| Procter & Gamble Company (PG) | 0.2 | $1.2M | +6% | 8.4k | 146.65 |
|
| Visa Com Cl A (V) | 0.2 | $1.2M | 3.4k | 343.09 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.1M | -7% | 7.0k | 158.66 |
|
| Advanced Micro Devices (AMD) | 0.2 | $1.1M | +49% | 1.8k | 580.91 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $993k | -36% | 8.5k | 117.45 |
|
| Intel Corporation (INTC) | 0.2 | $990k | +14% | 7.1k | 139.63 |
|
| Meta Platforms Cl A (META) | 0.2 | $932k | +55% | 1.7k | 563.29 |
|
| Coca-Cola Company (KO) | 0.2 | $851k | +32% | 11k | 81.27 |
|
| Home Depot (HD) | 0.2 | $848k | 2.4k | 352.62 |
|
|
| Philip Morris International (PM) | 0.2 | $817k | +4% | 4.5k | 180.91 |
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| Caterpillar (CAT) | 0.2 | $777k | +3% | 730.00 | 1064.90 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $749k | 1.00 | 748850.00 |
|
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| Bank of America Corporation (BAC) | 0.1 | $745k | +3% | 13k | 56.98 |
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| Abbvie (ABBV) | 0.1 | $740k | +5% | 2.9k | 251.64 |
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| Spdr Series Trust Portfli Intrmdit (SPTI) | 0.1 | $731k | NEW | 26k | 28.39 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $709k | -4% | 6.6k | 107.14 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $706k | -2% | 355.00 | 1989.44 |
|
| Cisco Systems (CSCO) | 0.1 | $706k | +2% | 6.0k | 117.46 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $698k | -7% | 5.1k | 136.68 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $691k | +3% | 6.3k | 109.07 |
|
| Anthem (ELV) | 0.1 | $666k | +5% | 1.7k | 386.73 |
|
| Merck & Co (MRK) | 0.1 | $638k | +15% | 5.0k | 128.50 |
|
| Global X Fds S&p 500 Catholic (CATH) | 0.1 | $584k | 6.6k | 88.50 |
|
|
| Timothy Plan Us Lrgmd Cp Core (TPLC) | 0.1 | $561k | 11k | 50.35 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $553k | -4% | 6.7k | 83.07 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $550k | NEW | 2.7k | 205.02 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $517k | 15k | 33.84 |
|
|
| Lam Research Corp Com New (LRCX) | 0.1 | $510k | +6% | 1.2k | 433.33 |
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| Twilio Cl A (TWLO) | 0.1 | $500k | NEW | 2.4k | 206.33 |
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| Applied Materials (AMAT) | 0.1 | $497k | 687.00 | 723.00 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $495k | 704.00 | 703.34 |
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| Abbott Laboratories (ABT) | 0.1 | $485k | +2% | 5.3k | 90.74 |
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| Palo Alto Networks (PANW) | 0.1 | $481k | +6% | 1.4k | 341.02 |
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| Automatic Data Processing (ADP) | 0.1 | $475k | +7% | 2.1k | 223.95 |
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| Altria (MO) | 0.1 | $475k | +6% | 6.6k | 71.95 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $471k | +500% | 5.7k | 82.62 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $455k | 1.9k | 236.62 |
|
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| Costco Wholesale Corporation (COST) | 0.1 | $454k | +42% | 485.00 | 935.47 |
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| salesforce (CRM) | 0.1 | $451k | NEW | 2.9k | 156.66 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.1 | $451k | +6% | 24k | 18.87 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $445k | -13% | 604.00 | 736.40 |
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| AFLAC Incorporated (AFL) | 0.1 | $419k | 3.6k | 117.25 |
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| Ge Vernova (GEV) | 0.1 | $417k | +29% | 355.00 | 1174.86 |
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| American Express Company (AXP) | 0.1 | $404k | 1.2k | 338.25 |
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| Sprott Asset Management Physical Gold An (CEF) | 0.1 | $392k | -56% | 9.7k | 40.23 |
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| Illinois Tool Works (ITW) | 0.1 | $382k | NEW | 1.4k | 270.47 |
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| Markel Corporation (MKL) | 0.1 | $377k | 193.00 | 1953.01 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $373k | 1.3k | 298.07 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $359k | -25% | 6.2k | 58.20 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $356k | 3.2k | 112.32 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $343k | -27% | 3.6k | 94.57 |
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| Netflix (NFLX) | 0.1 | $343k | -5% | 4.8k | 71.40 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $342k | 2.3k | 146.11 |
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| First National Corporation (FXNC) | 0.1 | $329k | 11k | 30.02 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $322k | +5% | 3.4k | 95.09 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $318k | 1.3k | 237.33 |
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| Capital One Financial (COF) | 0.1 | $315k | -4% | 1.6k | 200.57 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $315k | 2.5k | 126.58 |
|
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $313k | 6.2k | 50.58 |
|
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| Fastenal Company (FAST) | 0.1 | $311k | NEW | 6.5k | 48.03 |
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| Kla Corp Com New (KLAC) | 0.1 | $307k | NEW | 1.0k | 301.71 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $306k | NEW | 3.9k | 79.03 |
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| FedEx Corporation (FDX) | 0.1 | $305k | 973.00 | 313.13 |
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| Intuit (INTU) | 0.1 | $301k | NEW | 1.2k | 261.00 |
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| Citigroup Com New (C) | 0.1 | $299k | +5% | 2.1k | 139.96 |
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| Truist Financial Corp equities (TFC) | 0.1 | $299k | +7% | 6.0k | 49.82 |
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| Gilead Sciences (GILD) | 0.1 | $296k | +10% | 2.3k | 126.34 |
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| Sandisk Corp (SNDK) | 0.1 | $291k | NEW | 128.00 | 2273.73 |
|
| Wal-Mart Stores (WMT) | 0.1 | $289k | 2.5k | 113.26 |
|
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| McKesson Corporation (MCK) | 0.1 | $282k | +17% | 373.00 | 755.25 |
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| Wells Fargo & Company (WFC) | 0.1 | $279k | NEW | 3.4k | 82.64 |
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| Docusign (DOCU) | 0.1 | $277k | NEW | 6.2k | 44.42 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $276k | +13% | 541.00 | 509.31 |
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| Southern Company (SO) | 0.1 | $267k | -8% | 2.8k | 95.71 |
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| Goldman Sachs (GS) | 0.1 | $262k | +5% | 259.00 | 1011.37 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $259k | -53% | 505.00 | 513.60 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $255k | -4% | 1.3k | 189.73 |
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| Oracle Corporation (ORCL) | 0.1 | $253k | +5% | 1.7k | 146.55 |
|
| Marvell Technology (MRVL) | 0.1 | $252k | NEW | 846.00 | 297.89 |
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| Penumbra (PEN) | 0.0 | $250k | NEW | 791.00 | 315.75 |
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| Emerson Electric (EMR) | 0.0 | $241k | NEW | 1.7k | 143.15 |
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| McDonald's Corporation (MCD) | 0.0 | $236k | +13% | 873.00 | 270.31 |
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| International Business Machines (IBM) | 0.0 | $236k | NEW | 839.00 | 281.21 |
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| Workday Cl A (WDAY) | 0.0 | $235k | NEW | 1.9k | 122.42 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $234k | -4% | 1.5k | 156.30 |
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| CSX Corporation (CSX) | 0.0 | $227k | NEW | 4.8k | 47.53 |
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| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $227k | NEW | 2.7k | 83.31 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $224k | 2.6k | 86.65 |
|
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| Novartis Sponsored Adr (NVS) | 0.0 | $220k | -4% | 1.4k | 156.72 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $220k | NEW | 1.6k | 137.54 |
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| Newmont Mining Corporation (NEM) | 0.0 | $219k | NEW | 2.3k | 93.40 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $217k | NEW | 1.4k | 156.95 |
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| Morgan Stanley Com New (MS) | 0.0 | $216k | NEW | 1.0k | 209.04 |
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| SYSCO Corporation (SYY) | 0.0 | $216k | NEW | 2.6k | 83.58 |
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| Western Digital (WDC) | 0.0 | $216k | NEW | 338.00 | 638.72 |
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| Schwab Strategic Tr Long Term Us (SCHQ) | 0.0 | $212k | NEW | 6.8k | 31.30 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $210k | 5.0k | 42.41 |
|
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| Dell Technologies CL C (DELL) | 0.0 | $210k | NEW | 487.00 | 431.46 |
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| Stryker Corporation (SYK) | 0.0 | $209k | NEW | 665.00 | 314.84 |
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| Booking Holdings (BKNG) | 0.0 | $208k | NEW | 1.2k | 178.24 |
|
| Nextera Energy (NEE) | 0.0 | $207k | -10% | 2.4k | 87.77 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $203k | NEW | 606.00 | 334.82 |
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| Albemarle Corporation (ALB) | 0.0 | $201k | 1.5k | 135.03 |
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| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.0 | $201k | NEW | 2.2k | 91.38 |
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| Banco Santander Sa Adr (SAN) | 0.0 | $164k | +5% | 12k | 13.80 |
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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 Q2 filed July 22, 2026
- 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