Founders Grove Wealth Partners

Founders Grove Wealth Partners as of June 30, 2026

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 527k 71.25
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 5.1 $26M 281k 91.64
Vanguard Index Fds Growth Etf (VUG) 4.6 $23M 267k 86.14
Vanguard World Inf Tech Etf (VGT) 4.3 $22M 180k 119.52
Eli Lilly & Co. (LLY) 3.7 $18M 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 110k 137.53
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.9 $14M 288k 49.78
Select Sector Spdr Tr Technology (XLK) 2.7 $13M 70k 190.52
Blackrock Etf Trust Ii Flexible Income (BINC) 2.2 $11M 207k 52.34
Apple (AAPL) 2.1 $11M 37k 289.36
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.1 $11M 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 93k 98.98
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $9.1M 152k 59.69
Vanguard World Industrial Etf (VIS) 1.7 $8.3M 23k 360.38
Vanguard World Financials Etf (VFH) 1.6 $8.2M 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 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 17k 373.02
Vanguard Index Fds Mid Cap Etf (VO) 1.3 $6.3M 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 29k 200.09
Vanguard World Comm Srvc Etf (VOX) 1.0 $4.9M 27k 183.95
Spdr Series Trust S&p Divid Etf (SDY) 0.9 $4.7M 31k 152.18
Ishares Tr Msci Eafe Etf (EFA) 0.9 $4.6M 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 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 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 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 45k 73.41
Alphabet Cap Stk Cl A (GOOGL) 0.7 $3.3M 9.2k 357.37
Vanguard World Consum Stp Etf (VDC) 0.6 $3.3M 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 18k 150.13
Alphabet Cap Stk Cl C (GOOG) 0.5 $2.6M 7.4k 353.33
Tesla Motors (TSLA) 0.5 $2.5M 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 15k 147.73
Ishares Tr Russell 2000 Etf (IWM) 0.4 $2.2M 7.3k 300.45
Amazon (AMZN) 0.4 $2.2M 9.2k 238.34
Broadcom (AVGO) 0.4 $2.2M 5.7k 377.75
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $2.1M 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 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 16k 124.50
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.4 $1.9M 38k 51.00
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $1.9M 23k 82.11
Norfolk Southern (NSC) 0.4 $1.9M 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 5.4k 327.33
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $1.7M 4.6k 365.70
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $1.6M 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 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 3.3k 477.57
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $1.6M 23k 68.41
Vanguard World Utilities Etf (VPU) 0.3 $1.5M 7.8k 195.73
Vanguard World Materials Etf (VAW) 0.3 $1.5M 6.5k 228.79
Marathon Petroleum Corp (MPC) 0.3 $1.5M 5.8k 255.67
Micron Technology (MU) 0.3 $1.4M 1.2k 1154.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.4M 2.8k 500.39
Ishares Tr National Mun Etf (MUB) 0.3 $1.3M 12k 107.62
Exxon Mobil Corp 0.3 $1.3M 9.5k 136.71
Ishares Tr Short Treas Bd (SHV) 0.3 $1.3M 12k 110.35
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $1.3M 7.2k 178.60
Procter & Gamble Company (PG) 0.2 $1.2M 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 7.0k 158.66
Advanced Micro Devices (AMD) 0.2 $1.1M 1.8k 580.91
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $993k 8.5k 117.45
Intel Corporation (INTC) 0.2 $990k 7.1k 139.63
Meta Platforms Cl A (META) 0.2 $932k 1.7k 563.29
Coca-Cola Company (KO) 0.2 $851k 11k 81.27
Home Depot (HD) 0.2 $848k 2.4k 352.62
Philip Morris International (PM) 0.2 $817k 4.5k 180.91
Caterpillar (CAT) 0.2 $777k 730.00 1064.90
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $749k 1.00 748850.00
Bank of America Corporation (BAC) 0.1 $745k 13k 56.98
Abbvie (ABBV) 0.1 $740k 2.9k 251.64
Spdr Series Trust Portfli Intrmdit (SPTI) 0.1 $731k 26k 28.39
Select Sector Spdr Tr Communication (XLC) 0.1 $709k 6.6k 107.14
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $706k 355.00 1989.44
Cisco Systems (CSCO) 0.1 $706k 6.0k 117.46
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $698k 5.1k 136.68
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $691k 6.3k 109.07
Anthem (ELV) 0.1 $666k 1.7k 386.73
Merck & Co (MRK) 0.1 $638k 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 6.7k 83.07
Adobe Systems Incorporated (ADBE) 0.1 $550k 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 1.2k 433.33
Twilio Cl A (TWLO) 0.1 $500k 2.4k 206.33
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
Abbott Laboratories (ABT) 0.1 $485k 5.3k 90.74
Palo Alto Networks (PANW) 0.1 $481k 1.4k 341.02
Automatic Data Processing (ADP) 0.1 $475k 2.1k 223.95
Altria (MO) 0.1 $475k 6.6k 71.95
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $471k 5.7k 82.62
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $455k 1.9k 236.62
Costco Wholesale Corporation (COST) 0.1 $454k 485.00 935.47
salesforce (CRM) 0.1 $451k 2.9k 156.66
Sprott Asset Management Physical Silver (PSLV) 0.1 $451k 24k 18.87
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $445k 604.00 736.40
AFLAC Incorporated (AFL) 0.1 $419k 3.6k 117.25
Ge Vernova (GEV) 0.1 $417k 355.00 1174.86
American Express Company (AXP) 0.1 $404k 1.2k 338.25
Sprott Asset Management Physical Gold An (CEF) 0.1 $392k 9.7k 40.23
Illinois Tool Works (ITW) 0.1 $382k 1.4k 270.47
Markel Corporation (MKL) 0.1 $377k 193.00 1953.01
Texas Instruments Incorporated (TXN) 0.1 $373k 1.3k 298.07
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $359k 6.2k 58.20
Wheaton Precious Metals Corp (WPM) 0.1 $356k 3.2k 112.32
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $343k 3.6k 94.57
Netflix (NFLX) 0.1 $343k 4.8k 71.40
Johnson Ctls Intl SHS (JCI) 0.1 $342k 2.3k 146.11
First National Corporation (FXNC) 0.1 $329k 11k 30.02
HSBC HLDGS Spon Adr New (HSBC) 0.1 $322k 3.4k 95.09
Ferguson Enterprises Common Stock New (FERG) 0.1 $318k 1.3k 237.33
Capital One Financial (COF) 0.1 $315k 1.6k 200.57
Duke Energy Corp Com New (DUK) 0.1 $315k 2.5k 126.58
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $313k 6.2k 50.58
Fastenal Company (FAST) 0.1 $311k 6.5k 48.03
Kla Corp Com New (KLAC) 0.1 $307k 1.0k 301.71
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $306k 3.9k 79.03
FedEx Corporation (FDX) 0.1 $305k 973.00 313.13
Intuit (INTU) 0.1 $301k 1.2k 261.00
Citigroup Com New (C) 0.1 $299k 2.1k 139.96
Truist Financial Corp equities (TFC) 0.1 $299k 6.0k 49.82
Gilead Sciences (GILD) 0.1 $296k 2.3k 126.34
Sandisk Corp (SNDK) 0.1 $291k 128.00 2273.73
Wal-Mart Stores (WMT) 0.1 $289k 2.5k 113.26
McKesson Corporation (MCK) 0.1 $282k 373.00 755.25
Wells Fargo & Company (WFC) 0.1 $279k 3.4k 82.64
Docusign (DOCU) 0.1 $277k 6.2k 44.42
Northrop Grumman Corporation (NOC) 0.1 $276k 541.00 509.31
Southern Company (SO) 0.1 $267k 2.8k 95.71
Goldman Sachs (GS) 0.1 $262k 259.00 1011.37
Mastercard Incorporated Cl A (MA) 0.1 $259k 505.00 513.60
Raytheon Technologies Corp (RTX) 0.1 $255k 1.3k 189.73
Oracle Corporation (ORCL) 0.1 $253k 1.7k 146.55
Marvell Technology (MRVL) 0.1 $252k 846.00 297.89
Penumbra (PEN) 0.0 $250k 791.00 315.75
Emerson Electric (EMR) 0.0 $241k 1.7k 143.15
McDonald's Corporation (MCD) 0.0 $236k 873.00 270.31
International Business Machines (IBM) 0.0 $236k 839.00 281.21
Workday Cl A (WDAY) 0.0 $235k 1.9k 122.42
Ishares Tr Select Divid Etf (DVY) 0.0 $234k 1.5k 156.30
CSX Corporation (CSX) 0.0 $227k 4.8k 47.53
Bhp Billiton Sponsored Ads (BHP) 0.0 $227k 2.7k 83.31
Canadian Pacific Kansas City (CP) 0.0 $224k 2.6k 86.65
Novartis Sponsored Adr (NVS) 0.0 $220k 1.4k 156.72
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.0 $220k 1.6k 137.54
Newmont Mining Corporation (NEM) 0.0 $219k 2.3k 93.40
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $217k 1.4k 156.95
Morgan Stanley Com New (MS) 0.0 $216k 1.0k 209.04
SYSCO Corporation (SYY) 0.0 $216k 2.6k 83.58
Western Digital (WDC) 0.0 $216k 338.00 638.72
Schwab Strategic Tr Long Term Us (SCHQ) 0.0 $212k 6.8k 31.30
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $210k 5.0k 42.41
Dell Technologies CL C (DELL) 0.0 $210k 487.00 431.46
Stryker Corporation (SYK) 0.0 $209k 665.00 314.84
Booking Holdings (BKNG) 0.0 $208k 1.2k 178.24
Nextera Energy (NEE) 0.0 $207k 2.4k 87.77
Vertiv Holdings Com Cl A (VRT) 0.0 $203k 606.00 334.82
Albemarle Corporation (ALB) 0.0 $201k 1.5k 135.03
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.0 $201k 2.2k 91.38
Banco Santander Sa Adr (SAN) 0.0 $164k 12k 13.80