FOUNDERS GROVE WEALTH PARTNERS, LLC

CIK 2046157 · View on SEC EDGAR ↗

Portfolio value: $500.9M
Positions: 184
As of: June 30, 2026

Portfolio value QoQ: +13.9% 13F does not disclose cash

Top 10 holdings weight: 39.22%
Top 25 holdings weight: 64.16%
Positions above 1%: 26
Effective number of positions: 42.5

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 3.65% Est. buys $70,740,132 · sells $17,152,056

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 90.6% still held

New positions: 33
Increased: 72
Decreased: 72
Closed: 11

On this page

Sector breakdown How the portfolio splits across market sectors.
Portfolio Every stock this institution reports holding, from its latest 13F.
High-conviction bets The holdings this manager is most concentrated in.
Biggest new bets Brand-new positions opened in the latest quarter.
Top moves The biggest position increases and decreases this quarter.
Exited positions Positions the manager fully sold out of last quarter.

Sector breakdown

Technology

7.4%

Healthcare

4.9%

Communication Services

1.4%

Industrials

1.3%

Financials

1.0%

Retail

0.8%

Consumer Discretionary

0.6%

Financial Services

0.5%

Consumer Staples

0.4%

Energy

0.3%

Consumer products

0.2%

Materials

0.2%

Utilities

0.2%

Communications

0.1%

Logistics & Transportation

0.1%

Other/Unmapped

80.6%

Full portfolio 184 positions

					Streak
VEA	$37,548,892	7.50%	527,002	$2,555,381	Down ×4
BIL	$25,758,125	5.14%	281,079	$1,757,771	Up ×3
VUG	$22,985,018	4.59%	266,833	$3,704,179	Up ×2
VGT	$21,502,485	4.29%	179,907	$3,674,344	Up ×1
LLY Eli Lilly and Company Common Stock	$18,431,016	3.68%	15,366	$2,454,171	Down ×4
VV	$16,544,822	3.30%	48,108	$2,269,654	Up ×3
IVW	$15,158,230	3.03%	110,218	$2,408,245	Down ×5
VUSB	$14,310,954	2.86%	287,484	$1,190,017	Up ×6
XLK XLK	$13,371,529	2.67%	70,184	$3,683,334	Down ×2
BINC	$10,815,381	2.16%	206,637	$812,832	Up ×3
AAPL Apple Inc. - Common Stock	$10,761,877	2.15%	37,192	$2,157,888	Up ×1
VGIT Vanguard Intermediate-Term Treasury ETF	$10,732,295	2.14%	181,965	$633,719	Up ×3
VOO	$9,972,563	1.99%	14,520	$1,236,311	Down ×4
VTV	$9,702,290	1.94%	44,520	$1,131,251	Up ×3
AGG	$9,164,063	1.83%	92,585	$-2,736,623	Down ×1
VWO	$9,080,461	1.81%	152,127	$615,907	Down ×1
VIS	$8,341,355	1.67%	23,146	$902,401	Down ×1
VFH	$8,199,482	1.64%	62,306	$1,061,412	Up ×2
VCR	$8,078,152	1.61%	20,368	$635,101	Down ×1
VHT	$7,987,397	1.59%	26,713	$601,587	Down ×1
VYM	$7,501,842	1.50%	47,471	$213,100	Down ×5
IJH	$6,782,287	1.35%	87,956	$814,188	Down ×3
MSFT Microsoft Corporation - Common Stock	$6,405,126	1.28%	17,171	$174,054	Up ×5
VO	$6,269,197	1.25%	77,811	$793,547	Up ×3
IVE	$5,968,161	1.19%	26,285	$319,638	Down ×3
NVDA NVIDIA Corporation - Common Stock	$5,885,294	1.18%	29,413	$1,461,259	Up ×1
VOX	$4,910,729	0.98%	26,696	$-44,762	Down ×1
SDY	$4,723,645	0.94%	31,040	$92,215	Down ×6
EFA	$4,583,826	0.92%	44,126	$69,111	Down ×4
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$4,159,362	0.83%	79,362	$-61,153	Down ×1
VOT	$3,775,148	0.75%	12,325	$703,933	Up ×3
VOE	$3,737,406	0.75%	18,914	$278,839	Up ×3
PEY Invesco High Yield Equity Dividend Achievers ETF	$3,684,044	0.74%	158,932	$149,878	Down ×6
VB	$3,510,066	0.70%	11,580	$474,468	Down ×2
FDL	$3,417,684	0.68%	70,236	$-242,456	Down ×6
IJK	$3,308,682	0.66%	28,159	$467,173	Down ×5
BND Vanguard Total Bond Market ETF	$3,303,670	0.66%	45,003		Up ×1
GOOGL Alphabet Inc. - Class A Common Stock	$3,299,955	0.66%	9,234	$816,012	Up ×5
VDC	$3,254,893	0.65%	14,435	$-192,284	Down ×1
DON	$3,246,622	0.65%	57,442	$213,856	Down ×6
AIVL	$3,063,489	0.61%	23,362	$345,130	Down ×6
IEMG	$2,905,613	0.58%	35,075	$457,527	Down ×4
VDE	$2,723,508	0.54%	18,141	$-915,177	Down ×1
GOOG Alphabet Inc. - Class C Capital Stock	$2,599,095	0.52%	7,356	$1,083,900	Up ×5
TSLA Tesla, Inc. - Common Stock	$2,487,008	0.50%	5,913	$335,691	Up ×6
SPY SPY	$2,480,898	0.50%	3,322	$319,748	Down ×4
IJR	$2,460,611	0.49%	16,591	$359,772	Down ×5
DES	$2,437,830	0.49%	59,927	$280,388	Down ×2
IJJ	$2,271,201	0.45%	15,374	$146,563	Down ×3
IWM	$2,203,200	0.44%	7,333	$339,976	Down ×5
AMZN Amazon.com, Inc. - Common Stock	$2,202,738	0.44%	9,242	$316,020	Up ×6
AVGO Broadcom Inc. - Common Stock	$2,157,708	0.43%	5,712	$1,004,164	Up ×5
XLY XLY	$2,128,260	0.42%	18,147	$100,270	Down ×2
JNJ Johnson & Johnson Common Stock	$2,114,808	0.42%	8,327	$118,467	Up ×1
SMMU	$2,070,146	0.41%	40,993	$457,260	Up ×3
IVV	$2,044,470	0.41%	2,730	$259,900	Down ×1
IXG	$1,967,055	0.39%	15,799	$107,601	Down ×4
JMST	$1,923,669	0.38%	37,719	$467,068	Up ×3
SHY iShares 1-3 Year Treasury Bond ETF	$1,921,702	0.38%	23,404	$-126,777	Down ×1
NSC Norfolk Southern Corporation Common Stock	$1,893,517	0.38%	6,019	$650,807	Up ×1
XLF XLF	$1,800,170	0.36%	33,579	$132,896	Down ×2
JPM JP Morgan Chase & Co. Common Stock	$1,765,945	0.35%	5,395	$770,802	Up ×5
VBK	$1,678,563	0.34%	4,590	$242,271	Down ×1
SUB	$1,645,600	0.33%	15,456	$-50,200	Down ×5
SLYV	$1,633,486	0.33%	14,971	$209,111	Down ×1
XLI XLI	$1,605,032	0.32%	8,665	$211,554	Up ×1
VNQ	$1,604,595	0.32%	16,640	$84,277	Down ×1
VBR	$1,585,267	0.32%	6,524	$178,573	Up ×3
TSM Taiwan Semiconductor Manufacturing Company Ltd.	$1,564,997	0.31%	3,277	$520,731	Up ×4
EEM	$1,563,776	0.31%	22,859	$226,208	Down ×5
VPU	$1,530,804	0.31%	7,821	$-84,433	Down ×1
VAW	$1,478,212	0.30%	6,461	$-64,015	Down ×1
MPC Marathon Petroleum Corporation Common Stock	$1,475,240	0.29%	5,770	$73,135	Up ×1
MU Micron Technology, Inc. - Common Stock	$1,426,702	0.28%	1,236	$1,153,052	Up ×1
BRKB	$1,378,574	0.28%	2,755	$412,507	Up ×1
MUB	$1,324,479	0.26%	12,307	$231,240	Up ×3
Unknown issuer (CUSIP: 30233Q108)	$1,305,061	0.26%	9,546		Up ×1
SHV iShares 0-1 Year Treasury Bond ETF	$1,301,137	0.26%	11,791	$128,243	Up ×1
IJT iShares S&P SmallCap 600 Growth ETF	$1,282,348	0.26%	7,180	$201,364	Down ×5
PG Procter & Gamble Company (The) Common Stock	$1,225,687	0.24%	8,358	$95,808	Up ×2
V Visa Inc.	$1,165,820	0.23%	3,398	$154,525	Up ×4
XLV XLV	$1,103,004	0.22%	6,952	$3,722	Down ×5
AMD Advanced Micro Devices, Inc. - Common Stock	$1,063,065	0.21%	1,830	$814,270	Up ×2
IEI iShares 3-7 Year Treasury Bond ETF	$992,687	0.20%	8,452	$-586,591	Down ×1
INTC Intel Corporation - Common Stock	$989,837	0.20%	7,089	$717,599	Up ×2
META Meta Platforms, Inc. - Class A Common Stock	$931,682	0.19%	1,654	$324,652	Up ×2
KO Coca-Cola Company (The) Common Stock	$850,572	0.17%	10,466	$248,104	Up ×1
HD Home Depot, Inc. (The) Common Stock	$848,061	0.17%	2,405	$69,046	Up ×1
PM Philip Morris International Inc Common Stock	$817,351	0.16%	4,518	$100,106	Up ×3
CAT Caterpillar, Inc. Common Stock	$777,377	0.16%	730	$277,913	Up ×3
BRKA	$748,850	0.15%	1	$30,710
BAC Bank of America Corporation Common Stock	$744,558	0.15%	13,067	$127,773	Up ×1
ABBV AbbVie Inc. Common Stock	$739,570	0.15%	2,939	$135,165	Up ×5
SPTI	$731,355	0.15%	25,761
XLC XLC	$709,036	0.14%	6,618	$-59,165	Down ×2
ASML ASML Holding N.V. - New York Registry Shares	$706,251	0.14%	355	$226,790	Down ×1
CSCO Cisco Systems, Inc. - Common Stock	$706,170	0.14%	6,012	$249,708	Up ×1
IJS	$698,435	0.14%	5,110	$47,315	Down ×3
LQD	$690,740	0.14%	6,333	$23,612	Up ×1
ELV Elevance Health, Inc. Common Stock	$665,949	0.13%	1,722	$188,474	Up ×1
No matches

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security	Value	% of portfolio	Streak
BIL	$25,758,125	5.14%	up ×3
VV	$16,544,822	3.30%	up ×3
VUSB	$14,310,954	2.86%	up ×6
BINC	$10,815,381	2.16%	up ×3
VGIT	$10,732,295	2.14%	up ×3
VTV	$9,702,290	1.94%	up ×3
MSFT	$6,405,126	1.28%	up ×5
VO	$6,269,197	1.25%	up ×3
VOT	$3,775,148	0.75%	up ×3
VOE	$3,737,406	0.75%	up ×3
GOOGL	$3,299,955	0.66%	up ×5
GOOG	$2,599,095	0.52%	up ×5
TSLA	$2,487,008	0.50%	up ×6
AMZN	$2,202,738	0.44%	up ×6
AVGO	$2,157,708	0.43%	up ×5

Biggest new bets

New positions opened this quarter, largest first.

Security	Value	Shares	% of portfolio
BND	$3,303,670	45,003	0.66%
Unknown issuer (CUSIP: 30233Q108)	$1,305,061	9,546	0.26%
SPTI	$731,355	25,761	0.15%
ADBE	$549,659	2,681	0.11%
TWLO	$499,525	2,421	0.10%
CRM	$451,024	2,879	0.09%
ITW	$382,445	1,414	0.08%
FAST	$310,610	6,467	0.06%
KLAC	$307,141	1,018	0.06%
VCSH	$306,004	3,872	0.06%
INTU	$300,672	1,152	0.06%
SNDK	$291,037	128	0.06%
WFC	$278,993	3,376	0.06%
DOCU	$276,781	6,231	0.06%
MRVL	$252,015	846	0.05%

Top movers (QoQ)

Security	Action	Shares Δ	Value Δ
VUG	Bought more	+223K	+$3.7M
XLK	Trimmed	-3K	+$3.7M
VGT	Bought more	+154K	+$3.7M
AGG	Trimmed	-27K	-$2.7M
VEA	Trimmed	-19K	+$2.6M
LLY	Trimmed	-2K	+$2.5M
IVW	Trimmed	-3K	+$2.4M
VV	Bought more	+341	+$2.3M
AAPL	Bought more	+3K	+$2.2M
BIL	Bought more	+19K	+$1.8M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

Security	Quarter	Shares before	Value before	Price since exit
XOM	June 30, 2026	9,722	$1,649,519	21.7%
XLE	June 30, 2025	5,636	$526,684	No longer tracked
HON	June 30, 2026	1,743	$393,970	-1.9%
T	June 30, 2026	12,792	$370,834	22.6%
SPTI	Dec. 31, 2025	10,871	$314,172	No longer tracked
PLTR	June 30, 2026	1,708	$249,846	48.3%
AZN	March 31, 2026	2,714	$249,498	-16.1%
SHEL	June 30, 2026	2,643	$245,799	20.9%
PFE	June 30, 2026	8,493	$238,481	16.5%
FDX	March 31, 2025	836	$235,192	35.1%
GLTR	Dec. 31, 2025	1,413	$233,781	No longer tracked
COR	March 31, 2026	684	$231,021	0.9%
VIOO	June 30, 2025	2,364	$228,150	No longer tracked
CYBR	March 31, 2026	510	$227,491	No longer tracked
SGOV	Dec. 31, 2025	2,236	$225,176	0.2%
IBM	March 31, 2026	758	$224,527	-3.6%
NEE	June 30, 2025	3,153	$223,516	22.4%
GLD	March 31, 2026	561	$222,330	No longer tracked
SYY	Dec. 31, 2025	2,698	$222,153	14.1%
ECL	Dec. 31, 2025	803	$219,910	7.0%
BKNG	March 31, 2026	41	$219,569	22.9%
TXN	Dec. 31, 2025	1,179	$216,618	52.8%
CVX	June 30, 2026	1,019	$210,831	24.6%
IBM	Sept. 30, 2025	714	$210,473	-17.2%
D	March 31, 2026	3,571	$209,225	9.3%
VZ	June 30, 2026	4,138	$207,728	16.8%
GLTR	June 30, 2026	925	$202,316	No longer tracked
D	June 30, 2025	3,590	$201,291	19.5%
DVY	June 30, 2025	1,497	$201,032
SYK	Sept. 30, 2025	508	$200,980	-10.6%
LIN	June 30, 2026	405	$200,783	-6.0%
CP	Sept. 30, 2025	2,531	$200,632	28.3%
UNH	June 30, 2025	382	$200,073	24.2%
ECL	June 30, 2026	752	$200,047	0.8%