Founders Grove Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Founders Grove Wealth Partners, LLC

Investment Activity

Founders Grove Wealth Partners, LLC has $439.93 million in total holdings as of March 31, 2026.
Founders Grove Wealth Partners, LLC owns shares of 162 different stocks, but just 44 companies or ETFs make up 80% of its holdings.
Approximately 2.91% of the portfolio was purchased this quarter.
About 1.48% of the portfolio was sold this quarter.
This quarter, Founders Grove Wealth Partners, LLC has purchased 151 new stocks and bought additional shares in 72 stocks.
Founders Grove Wealth Partners, LLC sold shares of 62 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Vanguard FTSE Developed Markets ETF: $34,993,511
SPDR Bloomberg 1-3 Month T-Bill ETF: $24,000,354
Vanguard Growth ETF: $19,280,839
Vanguard Information Technology ETF: $17,828,141
Eli Lilly and Company: $15,976,845

Largest New Holdings this Quarter

85207K107 - SPROTT ASSET MANAGEMENT LP: $548,287 Holding
595112103 - Micron Technology: $273,650 Holding
404280406 - HSBC: $264,298 Holding
780259305 - Shell: $245,799 Holding
65339F101 - NextEra Energy: $243,160 Holding

Largest Purchases this Quarter

Vanguard Ultra-Short Bond ETF: 17,634 shares (about $877.91K)
iShares Flexible Income Active ETF: 12,965 shares (about $673.27K)
SPROTT ASSET MANAGEMENT LP: 22,480 shares (about $548.29K)
Vanguard Intermediate-Term Treasury ETF: 7,278 shares (about $433.41K)
Vanguard Consumer Staples ETF: 1,887 shares (about $423.79K)

Largest Sales this Quarter

Invesco High Yield Equity Dividend Achievers ETF: 24,240 shares (about $519.19K)
iShares Short-Term National Muni Bond ETF: 3,360 shares (about $357.84K)
Vanguard Information Technology ETF: 485 shares (about $338.39K)
Vanguard High Dividend Yield ETF: 1,762 shares (about $260.95K)
Berkshire Hathaway: 523 shares (about $250.62K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VEA Vanguard FTSE Developed Markets ETF	$34,993,511	$153,792 â–¼	-0.4%	546,091	8.0%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$24,000,354	$293,706 â–²	1.2%	261,898	5.5%	ETF
VUG Vanguard Growth ETF	$19,280,839	$188,257 â–²	1.0%	44,142	4.4%	ETF
VGT Vanguard Information Technology ETF	$17,828,141	$338,394 â–¼	-1.9%	25,552	4.1%	ETF
LLY Eli Lilly and Company	$15,976,845	$40,471 â–¼	-0.3%	17,370	3.6%	Medical
VV Vanguard Large-Cap ETF	$14,275,168	$249,241 â–²	1.8%	47,767	3.2%	ETF
VUSB Vanguard Ultra-Short Bond ETF	$13,120,937	$877,909 â–²	7.2%	263,552	3.0%	ETF
IVW iShares S&P 500 Growth ETF	$12,749,985	$54,971 â–¼	-0.4%	112,722	2.9%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$11,900,686	$316,771 â–²	2.7%	119,882	2.7%	Finance
VGIT Vanguard Intermediate-Term Treasury ETF	$10,098,576	$433,406 â–²	4.5%	169,581	2.3%	ETF
BINC iShares Flexible Income Active ETF	$10,002,549	$673,272 â–²	7.2%	192,616	2.3%	ETF
XLK Technology Select Sector SPDR Fund	$9,688,195	$62,198 â–¼	-0.6%	72,898	2.2%	ETF
VOO Vanguard S&P 500 ETF	$8,736,252	$103,975 â–¼	-1.2%	14,620	2.0%	ETF
AAPL Apple	$8,603,989	$24,618 â–¼	-0.3%	33,902	2.0%	Computer and Technology
VTV Vanguard Value ETF	$8,571,039	$36,493 â–²	0.4%	43,685	1.9%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$8,464,554	$244,792 â–²	3.0%	156,606	1.9%	ETF
VCR Vanguard Consumer Discretionary ETF	$7,443,051	$77,191 â–²	1.0%	20,731	1.7%	ETF
VIS Vanguard Industrials ETF	$7,438,954	$28,412 â–²	0.4%	23,826	1.7%	ETF
VHT Vanguard Health Care ETF	$7,385,810	$384,527 â–²	5.5%	27,121	1.7%	ETF
VYM Vanguard High Dividend Yield ETF	$7,288,742	$260,952 â–¼	-3.5%	49,215	1.7%	Financial Services
VFH Vanguard Financials ETF	$7,138,070	$313,019 â–²	4.6%	59,085	1.6%	ETF
MSFT Microsoft	$6,231,072	$314,274 â–²	5.3%	16,833	1.4%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$5,968,099	$9,589 â–¼	-0.2%	88,377	1.4%	ETF
IVE iShares S&P 500 Value ETF	$5,648,523	$12,669 â–¼	-0.2%	26,751	1.3%	ETF
VO Vanguard Mid-Cap ETF	$5,475,650	$119,179 â–²	2.2%	19,067	1.2%	ETF
VOX Vanguard Communication Services ETF	$4,955,491	$62,404 â–²	1.3%	27,555	1.1%	ETF
SDY SPDR S&P Dividend ETF	$4,631,430	$134,265 â–¼	-2.8%	31,735	1.1%	ETF
EFA iShares MSCI EAFE ETF	$4,514,715	$142,587 â–¼	-3.1%	46,481	1.0%	Finance
NVDA NVIDIA	$4,424,035	$52,844 â–¼	-1.2%	25,367	1.0%	Computer and Technology
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$4,220,515	$89,247 â–²	2.2%	80,299	1.0%	Manufacturing
FDL First Trust Morningstar Dividend Leaders Index Fund	$3,660,140	$135,484 â–¼	-3.6%	72,050	0.8%	ETF
VDE Vanguard Energy ETF	$3,638,685	$56,411 â–²	1.6%	21,028	0.8%	ETF
PEY Invesco High Yield Equity Dividend Achievers ETF	$3,534,166	$519,192 â–¼	-12.8%	165,003	0.8%	ETF
VOE Vanguard Mid-Cap Value ETF	$3,458,567	$80,162 â–²	2.4%	18,768	0.8%	ETF
VDC Vanguard Consumer Staples ETF	$3,447,177	$423,795 â–²	14.0%	15,349	0.8%	ETF
VOT Vanguard Mid-Cap Growth ETF	$3,071,215	$103,197 â–²	3.5%	11,934	0.7%	ETF
VB Vanguard Small-Cap ETF	$3,035,598	$13,882 â–¼	-0.5%	11,590	0.7%	ETF
DON WisdomTree U.S. MidCap Dividend Fund	$3,032,766	$97,146 â–¼	-3.1%	57,723	0.7%	Finance
IJK iShares S&P Mid-Cap 400 Growth ETF	$2,841,509	$21,633 â–¼	-0.8%	28,240	0.6%	ETF
AIVL WisdomTree U.S. AI Enhanced Value Fund	$2,718,359	$125,660 â–¼	-4.4%	23,493	0.6%	Finance
GOOGL Alphabet	$2,483,943	$368,652 â–²	17.4%	8,638	0.6%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$2,448,086	$47,779 â–¼	-1.9%	35,098	0.6%	ETF
SPY SPDR S&P 500 ETF Trust	$2,161,150	$55,281 â–¼	-2.5%	3,323	0.5%	Finance
DES WisdomTree U.S. SmallCap Dividend Fund	$2,157,442	$97,721 â–¼	-4.3%	60,029	0.5%	Finance
TSLA Tesla	$2,151,317	$131,599 â–²	6.5%	5,787	0.5%	Auto/Tires/Trucks
IJJ iShares S&P Mid-Cap 400 Value ETF	$2,124,638	$25,573 â–¼	-1.2%	16,035	0.5%	ETF
IJR iShares Core S&P Small-Cap ETF	$2,100,839	$117,722 â–¼	-5.3%	16,900	0.5%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$2,048,479	$1,817 â–²	0.1%	24,809	0.5%	Manufacturing
XLY Consumer Discretionary Select Sector SPDR Fund	$2,027,990	$201,502 â–¼	-9.0%	18,609	0.5%	Finance
JNJ Johnson & Johnson	$1,996,341	$16,377 â–¼	-0.8%	8,167	0.5%	Medical
AMZN Amazon.com	$1,886,718	$56,441 â–²	3.1%	9,059	0.4%	Retail/Wholesale
IWM iShares Russell 2000 ETF	$1,863,224	$46,128 â–¼	-2.4%	7,513	0.4%	Finance
IXG iShares Global Financials ETF	$1,859,454	$456 â–¼	0.0%	16,311	0.4%	ETF
IVV iShares Core S&P 500 ETF	$1,784,570		0.0%	2,732	0.4%	ETF
SUB iShares Short-Term National Muni Bond ETF	$1,695,800	$357,840 â–¼	-17.4%	15,923	0.4%	ETF
XLF Financial Select Sector SPDR Fund	$1,667,274	$34,362 â–¼	-2.0%	33,771	0.4%	ETF
XOM ExxonMobil	$1,649,519	$55,482 â–¼	-3.3%	9,722	0.4%	Energy
VPU Vanguard Utilities ETF	$1,615,237	$87,182 â–²	5.7%	8,152	0.4%	ETF
SMMU PIMCO Short Term Municipal Bond Exchange-Traded Fund	$1,612,886	$20,180 â–²	1.3%	31,970	0.4%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$1,579,278	$32,378 â–²	2.1%	13,316	0.4%	ETF
VAW Vanguard Materials ETF	$1,542,227	$82,700 â–²	5.7%	6,844	0.4%	ETF
VNQ Vanguard Real Estate ETF	$1,520,318	$214,211 â–²	16.4%	17,140	0.3%	ETF
GOOG Alphabet	$1,515,195	$97,819 â–²	6.9%	5,282	0.3%	Computer and Technology
JMST JPMorgan Ultra-Short Municipal ETF	$1,456,601	$102 â–²	0.0%	28,572	0.3%	ETF
VBK Vanguard Small-Cap Growth ETF	$1,436,292	$11,788 â–²	0.8%	4,752	0.3%	ETF
SLYV SPDR S&P 600 Small Cap Value ETF	$1,424,375		0.0%	15,060	0.3%	ETF
VBR Vanguard Small-Cap Value ETF	$1,406,694	$10,645 â–²	0.8%	6,475	0.3%	ETF
MPC Marathon Petroleum	$1,402,105		0.0%	5,742	0.3%	Energy
XLI Industrial Select Sector SPDR Fund	$1,393,478		0.0%	8,616	0.3%	ETF
EEM iShares MSCI Emerging Markets ETF	$1,337,568	$24,136 â–¼	-1.8%	23,553	0.3%	Finance
NSC Norfolk Southern	$1,242,710	$2,583 â–¼	-0.2%	4,330	0.3%	Transportation
SHV iShares Short Treasury Bond ETF	$1,172,894	$20,422 â–¼	-1.7%	10,625	0.3%	ETF
AVGO Broadcom	$1,153,544	$29,713 â–²	2.6%	3,727	0.3%	Computer and Technology
PG Procter & Gamble	$1,129,879	$1,156 â–²	0.1%	7,822	0.3%	Consumer Staples
XLV Health Care Select Sector SPDR Fund	$1,099,282	$118,608 â–¼	-9.7%	7,498	0.2%	ETF
MUB iShares National Muni Bond ETF	$1,093,239	$26,113 â–²	2.4%	10,299	0.2%	ETF
IJT iShares S&P Small-Cap 600 Growth ETF	$1,080,984	$21,272 â–¼	-1.9%	7,470	0.2%	ETF
SPROTT ASSET MANAGEMENT LP	$1,079,570	$346,734 â–²	47.3%	22,623	0.2%	PHYSICAL GOLD AN
TSM Taiwan Semiconductor Manufacturing	$1,044,266	$107,806 â–²	11.5%	3,090	0.2%	Computer and Technology
V Visa	$1,011,295	$85,534 â–²	9.2%	3,346	0.2%	Business Services
JPM JPMorgan Chase & Co.	$995,143	$12,943 â–²	1.3%	3,383	0.2%	Finance
BRK.B Berkshire Hathaway	$966,067	$250,622 â–¼	-20.6%	2,016	0.2%	Finance
HD Home Depot	$779,015	$27,622 â–¼	-3.4%	2,369	0.2%	Retail/Wholesale
XLC Communication Services Select Sector SPDR Fund	$768,201	$74,059 â–¼	-8.8%	6,929	0.2%	ETF
BRK.A Berkshire Hathaway	$718,140		0.0%	1	0.2%	Finance
PM Philip Morris International	$717,245	$32,737 â–²	4.8%	4,338	0.2%	Consumer Staples
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$667,128	$102,015 â–¼	-13.3%	6,121	0.2%	Finance
IJS iShares S&P Small-Cap 600 Value ETF	$651,120	$9,476 â–¼	-1.4%	5,497	0.1%	ETF
BAC Bank of America	$616,785	$94,965 â–¼	-13.3%	12,652	0.1%	Finance
META Meta Platforms	$607,030	$183,082 â–²	43.2%	1,061	0.1%	Computer and Technology
ABBV AbbVie	$604,405	$27,186 â–²	4.7%	2,779	0.1%	Medical
KO CocaCola	$602,468	$19,925 â–¼	-3.2%	7,922	0.1%	Consumer Staples
XLP Consumer Staples Select Sector SPDR Fund	$572,466	$52,959 â–¼	-8.5%	6,983	0.1%	ETF
SPROTT ASSET MANAGEMENT LP	$548,287	$548,287 â–²	New Holding	22,480	0.1%	PHYSICAL SILVER
MA Mastercard	$537,134	$102,930 â–²	23.7%	1,075	0.1%	Business Services
ABT Abbott Laboratories	$533,576	$23,717 â–²	4.7%	5,197	0.1%	Medical
TPLC Timothy Plan US Large/Mid Cap Core ETF	$520,685	$325 â–²	0.1%	11,212	0.1%	ETF
MRK Merck & Co., Inc.	$518,330	$23,697 â–²	4.8%	4,309	0.1%	Medical
CATH Global X S&P 500 Catholic Values ETF	$517,822	$313 â–²	0.1%	6,626	0.1%	Manufacturing
CAT Caterpillar	$499,464	$46,050 â–²	10.2%	705	0.1%	Industrials

Showing largest 100 holdings. View all holdings.

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Founders Grove Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Founders Grove Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Founders Grove Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Founders Grove Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFounders Grove Wealth Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools