Founders Grove Wealth Partners

Founders Grove Wealth Partners as of March 31, 2026

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