FOUNDERS GROVE WEALTH PARTNERS, LLC
CIK 2046157 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $500.9M
- Posisi
- 184
- Per tanggal
- 30 Juni 2026
#3.768 dari 9.443 berdasarkan nilai 13F · top 39.9%
Nilai portofolio QoQ: +13.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 39,22%
- Bobot 25 kepemilikan teratas
- 64,16%
- Posisi di atas 1%
- 26
- Jumlah posisi efektif
- 42,5
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 3,65% Perkiraan pembelian $70.740.132 · penjualan $17.152.056
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 90,6% masih dipegang
- Posisi baru
- 33
- Meningkat
- 72
- Menurun
- 72
- Tertutup
- 11
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
80,6%
Portofolio lengkap 184 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VEA | $37.548.892 | 7,50% | 527.002 | $2.555.381 | Turun ×4 | ||
| BIL | $25.758.125 | 5,14% | 281.079 | $1.757.771 | Naik ×3 | ||
| VUG | $22.985.018 | 4,59% | 266.833 | $3.704.179 | Naik ×2 | ||
| VGT | $21.502.485 | 4,29% | 179.907 | $3.674.344 | Naik ×1 | ||
| LLY Eli Lilly and Company Common Stock | $18.431.016 | 3,68% | 15.366 | $2.454.171 | Turun ×4 | ||
| VV | $16.544.822 | 3,30% | 48.108 | $2.269.654 | Naik ×3 | ||
| IVW | $15.158.230 | 3,03% | 110.218 | $2.408.245 | Turun ×5 | ||
| VUSB | $14.310.954 | 2,86% | 287.484 | $1.190.017 | Naik ×6 | ||
| XLK XLK | $13.371.529 | 2,67% | 70.184 | $3.683.334 | Turun ×2 | ||
| BINC | $10.815.381 | 2,16% | 206.637 | $812.832 | Naik ×3 | ||
| AAPL Apple Inc. - Common Stock | $10.761.877 | 2,15% | 37.192 | $2.157.888 | Naik ×1 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $10.732.295 | 2,14% | 181.965 | $633.719 | Naik ×3 | ||
| VOO | $9.972.563 | 1,99% | 14.520 | $1.236.311 | Turun ×4 | ||
| VTV | $9.702.290 | 1,94% | 44.520 | $1.131.251 | Naik ×3 | ||
| AGG | $9.164.063 | 1,83% | 92.585 | $-2.736.623 | Turun ×1 | ||
| VWO | $9.080.461 | 1,81% | 152.127 | $615.907 | Turun ×1 | ||
| VIS | $8.341.355 | 1,67% | 23.146 | $902.401 | Turun ×1 | ||
| VFH | $8.199.482 | 1,64% | 62.306 | $1.061.412 | Naik ×2 | ||
| VCR | $8.078.152 | 1,61% | 20.368 | $635.101 | Turun ×1 | ||
| VHT | $7.987.397 | 1,59% | 26.713 | $601.587 | Turun ×1 | ||
| VYM | $7.501.842 | 1,50% | 47.471 | $213.100 | Turun ×5 | ||
| IJH | $6.782.287 | 1,35% | 87.956 | $814.188 | Turun ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $6.405.126 | 1,28% | 17.171 | $174.054 | Naik ×5 | ||
| VO | $6.269.197 | 1,25% | 77.811 | $793.547 | Naik ×3 | ||
| IVE | $5.968.161 | 1,19% | 26.285 | $319.638 | Turun ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $5.885.294 | 1,18% | 29.413 | $1.461.259 | Naik ×1 | ||
| VOX | $4.910.729 | 0,98% | 26.696 | $-44.762 | Turun ×1 | ||
| SDY | $4.723.645 | 0,94% | 31.040 | $92.215 | Turun ×6 | ||
| EFA | $4.583.826 | 0,92% | 44.126 | $69.111 | Turun ×4 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $4.159.362 | 0,83% | 79.362 | $-61.153 | Turun ×1 | ||
| VOT | $3.775.148 | 0,75% | 12.325 | $703.933 | Naik ×3 | ||
| VOE | $3.737.406 | 0,75% | 18.914 | $278.839 | Naik ×3 | ||
| PEY Invesco High Yield Equity Dividend Achievers ETF | $3.684.044 | 0,74% | 158.932 | $149.878 | Turun ×6 | ||
| VB | $3.510.066 | 0,70% | 11.580 | $474.468 | Turun ×2 | ||
| FDL | $3.417.684 | 0,68% | 70.236 | $-242.456 | Turun ×6 | ||
| IJK | $3.308.682 | 0,66% | 28.159 | $467.173 | Turun ×5 | ||
| BND Vanguard Total Bond Market ETF | $3.303.670 | 0,66% | 45.003 | Naik ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $3.299.955 | 0,66% | 9.234 | $816.012 | Naik ×5 | ||
| VDC | $3.254.893 | 0,65% | 14.435 | $-192.284 | Turun ×1 | ||
| DON | $3.246.622 | 0,65% | 57.442 | $213.856 | Turun ×6 | ||
| AIVL | $3.063.489 | 0,61% | 23.362 | $345.130 | Turun ×6 | ||
| IEMG | $2.905.613 | 0,58% | 35.075 | $457.527 | Turun ×4 | ||
| VDE | $2.723.508 | 0,54% | 18.141 | $-915.177 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2.599.095 | 0,52% | 7.356 | $1.083.900 | Naik ×5 | ||
| TSLA Tesla, Inc. - Common Stock | $2.487.008 | 0,50% | 5.913 | $335.691 | Naik ×6 | ||
| SPY SPY | $2.480.898 | 0,50% | 3.322 | $319.748 | Turun ×4 | ||
| IJR | $2.460.611 | 0,49% | 16.591 | $359.772 | Turun ×5 | ||
| DES | $2.437.830 | 0,49% | 59.927 | $280.388 | Turun ×2 | ||
| IJJ | $2.271.201 | 0,45% | 15.374 | $146.563 | Turun ×3 | ||
| IWM | $2.203.200 | 0,44% | 7.333 | $339.976 | Turun ×5 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2.202.738 | 0,44% | 9.242 | $316.020 | Naik ×6 | ||
| AVGO Broadcom Inc. - Common Stock | $2.157.708 | 0,43% | 5.712 | $1.004.164 | Naik ×5 | ||
| XLY XLY | $2.128.260 | 0,42% | 18.147 | $100.270 | Turun ×2 | ||
| JNJ Johnson & Johnson Common Stock | $2.114.808 | 0,42% | 8.327 | $118.467 | Naik ×1 | ||
| SMMU | $2.070.146 | 0,41% | 40.993 | $457.260 | Naik ×3 | ||
| IVV | $2.044.470 | 0,41% | 2.730 | $259.900 | Turun ×1 | ||
| IXG | $1.967.055 | 0,39% | 15.799 | $107.601 | Turun ×4 | ||
| JMST | $1.923.669 | 0,38% | 37.719 | $467.068 | Naik ×3 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $1.921.702 | 0,38% | 23.404 | $-126.777 | Turun ×1 | ||
| NSC Norfolk Southern Corporation Common Stock | $1.893.517 | 0,38% | 6.019 | $650.807 | Naik ×1 | ||
| XLF XLF | $1.800.170 | 0,36% | 33.579 | $132.896 | Turun ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1.765.945 | 0,35% | 5.395 | $770.802 | Naik ×5 | ||
| VBK | $1.678.563 | 0,34% | 4.590 | $242.271 | Turun ×1 | ||
| SUB | $1.645.600 | 0,33% | 15.456 | $-50.200 | Turun ×5 | ||
| SLYV | $1.633.486 | 0,33% | 14.971 | $209.111 | Turun ×1 | ||
| XLI XLI | $1.605.032 | 0,32% | 8.665 | $211.554 | Naik ×1 | ||
| VNQ | $1.604.595 | 0,32% | 16.640 | $84.277 | Turun ×1 | ||
| VBR | $1.585.267 | 0,32% | 6.524 | $178.573 | Naik ×3 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1.564.997 | 0,31% | 3.277 | $520.731 | Naik ×4 | ||
| EEM | $1.563.776 | 0,31% | 22.859 | $226.208 | Turun ×5 | ||
| VPU | $1.530.804 | 0,31% | 7.821 | $-84.433 | Turun ×1 | ||
| VAW | $1.478.212 | 0,30% | 6.461 | $-64.015 | Turun ×1 | ||
| MPC Marathon Petroleum Corporation Common Stock | $1.475.240 | 0,29% | 5.770 | $73.135 | Naik ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $1.426.702 | 0,28% | 1.236 | $1.153.052 | Naik ×1 | ||
| BRKB | $1.378.574 | 0,28% | 2.755 | $412.507 | Naik ×1 | ||
| MUB | $1.324.479 | 0,26% | 12.307 | $231.240 | Naik ×3 | ||
| Penerbit tidak dikenal (CUSIP: 30233Q108) | $1.305.061 | 0,26% | 9.546 | Naik ×1 | |||
| SHV iShares 0-1 Year Treasury Bond ETF | $1.301.137 | 0,26% | 11.791 | $128.243 | Naik ×1 | ||
| IJT iShares S&P SmallCap 600 Growth ETF | $1.282.348 | 0,26% | 7.180 | $201.364 | Turun ×5 | ||
| PG Procter & Gamble Company (The) Common Stock | $1.225.687 | 0,24% | 8.358 | $95.808 | Naik ×2 | ||
| V Visa Inc. | $1.165.820 | 0,23% | 3.398 | $154.525 | Naik ×4 | ||
| XLV XLV | $1.103.004 | 0,22% | 6.952 | $3.722 | Turun ×5 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1.063.065 | 0,21% | 1.830 | $814.270 | Naik ×2 | ||
| IEI iShares 3-7 Year Treasury Bond ETF | $992.687 | 0,20% | 8.452 | $-586.591 | Turun ×1 | ||
| INTC Intel Corporation - Common Stock | $989.837 | 0,20% | 7.089 | $717.599 | Naik ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $931.682 | 0,19% | 1.654 | $324.652 | Naik ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $850.572 | 0,17% | 10.466 | $248.104 | Naik ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $848.061 | 0,17% | 2.405 | $69.046 | Naik ×1 | ||
| PM Philip Morris International Inc Common Stock | $817.351 | 0,16% | 4.518 | $100.106 | Naik ×3 | ||
| CAT Caterpillar, Inc. Common Stock | $777.377 | 0,16% | 730 | $277.913 | Naik ×3 | ||
| BRKA | $748.850 | 0,15% | 1 | $30.710 | |||
| BAC Bank of America Corporation Common Stock | $744.558 | 0,15% | 13.067 | $127.773 | Naik ×1 | ||
| ABBV AbbVie Inc. Common Stock | $739.570 | 0,15% | 2.939 | $135.165 | Naik ×5 | ||
| SPTI | $731.355 | 0,15% | 25.761 | ||||
| XLC XLC | $709.036 | 0,14% | 6.618 | $-59.165 | Turun ×2 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $706.251 | 0,14% | 355 | $226.790 | Turun ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $706.170 | 0,14% | 6.012 | $249.708 | Naik ×1 | ||
| IJS | $698.435 | 0,14% | 5.110 | $47.315 | Turun ×3 | ||
| LQD | $690.740 | 0,14% | 6.333 | $23.612 | Naik ×1 | ||
| ELV Elevance Health, Inc. Common Stock | $665.949 | 0,13% | 1.722 | $188.474 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| BIL | $25.758.125 | 5,14% | naik ×3 |
| VV | $16.544.822 | 3,30% | naik ×3 |
| VUSB | $14.310.954 | 2,86% | naik ×6 |
| BINC | $10.815.381 | 2,16% | naik ×3 |
| VGIT | $10.732.295 | 2,14% | naik ×3 |
| VTV | $9.702.290 | 1,94% | naik ×3 |
| MSFT | $6.405.126 | 1,28% | naik ×5 |
| VO | $6.269.197 | 1,25% | naik ×3 |
| VOT | $3.775.148 | 0,75% | naik ×3 |
| VOE | $3.737.406 | 0,75% | naik ×3 |
| GOOGL | $3.299.955 | 0,66% | naik ×5 |
| GOOG | $2.599.095 | 0,52% | naik ×5 |
| TSLA | $2.487.008 | 0,50% | naik ×6 |
| AMZN | $2.202.738 | 0,44% | naik ×6 |
| AVGO | $2.157.708 | 0,43% | naik ×5 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| BND | $3.303.670 | 45.003 | 0,66% |
| Penerbit tidak dikenal (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% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VUG | Beli lebih banyak | +223K | +$3.7M |
| XLK | Dipangkas | -3K | +$3.7M |
| VGT | Beli lebih banyak | +154K | +$3.7M |
| AGG | Dipangkas | -27K | -$2.7M |
| VEA | Dipangkas | -19K | +$2.6M |
| LLY | Dipangkas | -2K | +$2.5M |
| IVW | Dipangkas | -3K | +$2.4M |
| VV | Beli lebih banyak | +341 | +$2.3M |
| AAPL | Beli lebih banyak | +3K | +$2.2M |
| BIL | Beli lebih banyak | +19K | +$1.8M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| XOM | 30 Juni 2026 | 9.722 | $1.649.519 | 21,7% |
| XLE | 30 Juni 2025 | 5.636 | $526.684 | Tidak lagi dilacak |
| HON | 30 Juni 2026 | 1.743 | $393.970 | -1,9% |
| T | 30 Juni 2026 | 12.792 | $370.834 | 22,6% |
| SPTI | 31 Des. 2025 | 10.871 | $314.172 | Tidak lagi dilacak |
| PLTR | 30 Juni 2026 | 1.708 | $249.846 | 48,3% |
| AZN | 31 Maret 2026 | 2.714 | $249.498 | -16,1% |
| SHEL | 30 Juni 2026 | 2.643 | $245.799 | 20,9% |
| PFE | 30 Juni 2026 | 8.493 | $238.481 | 16,5% |
| FDX | 31 Maret 2025 | 836 | $235.192 | 35,1% |
| GLTR | 31 Des. 2025 | 1.413 | $233.781 | Tidak lagi dilacak |
| COR | 31 Maret 2026 | 684 | $231.021 | 0,9% |
| VIOO | 30 Juni 2025 | 2.364 | $228.150 | Tidak lagi dilacak |
| CYBR | 31 Maret 2026 | 510 | $227.491 | Tidak lagi dilacak |
| SGOV | 31 Des. 2025 | 2.236 | $225.176 | 0,2% |
| IBM | 31 Maret 2026 | 758 | $224.527 | -3,6% |
| NEE | 30 Juni 2025 | 3.153 | $223.516 | 22,4% |
| GLD | 31 Maret 2026 | 561 | $222.330 | Tidak lagi dilacak |
| SYY | 31 Des. 2025 | 2.698 | $222.153 | 14,1% |
| ECL | 31 Des. 2025 | 803 | $219.910 | 7,0% |
| BKNG | 31 Maret 2026 | 41 | $219.569 | 22,9% |
| TXN | 31 Des. 2025 | 1.179 | $216.618 | 52,8% |
| CVX | 30 Juni 2026 | 1.019 | $210.831 | 24,6% |
| IBM | 30 Sep. 2025 | 714 | $210.473 | -17,2% |
| D | 31 Maret 2026 | 3.571 | $209.225 | 9,3% |
| VZ | 30 Juni 2026 | 4.138 | $207.728 | 16,8% |
| GLTR | 30 Juni 2026 | 925 | $202.316 | Tidak lagi dilacak |
| D | 30 Juni 2025 | 3.590 | $201.291 | 19,5% |
| DVY | 30 Juni 2025 | 1.497 | $201.032 | |
| SYK | 30 Sep. 2025 | 508 | $200.980 | -10,6% |
| LIN | 30 Juni 2026 | 405 | $200.783 | -6,0% |
| CP | 30 Sep. 2025 | 2.531 | $200.632 | 28,3% |
| UNH | 30 Juni 2025 | 382 | $200.073 | 24,2% |
| ECL | 30 Juni 2026 | 752 | $200.047 | 0,8% |