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Founders Grove Wealth Partners, LLC

CIK 2046157 · latest 13F filed 16 October 2026 · Read the filing on EDGAR

Founders Grove Wealth Partners, LLC reported 191 US-listed holdings worth $507.1 million in its 13F for the quarter ended 30 September 2026, filed 16 October 2026. Its largest: Vanguard Ftse Developed Markets (7.4%), SPDR Ser Trust (5.2%) and Vanguard Growth ETF (4.7%). Against the quarter before, it opened 19 positions, added to 79, trimmed 75 and sold out of 12.

Reported holdings$507.1M+1.2% on Q2 2026
Positions191+7 on Q2 2026
The largest ten39.5%of its reported holdings
Latest 13FQ3 2026filed 16 October 2026
Where the money is
Added toHeldTrimmed
VEA7.4%BIL5.2%VUG4.7%VGT4.5%LLY3.4%VV3.3%IVW3.1%VUSB2.8%XLK2.7%AAPL2.4%BINC2.1%VGIT2.1%VOOVTV177 more52.5%

The 14 largest of its 191 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q4 2024: $345.4 million in 116 positions$345MQ4 24Q1 2025: $358.9 million in 122 positions$359MQ1 25Q2 2025: $398.5 million in 129 positions$399MQ2 25Q3 2025: $425.5 million in 138 positions$426MQ3 25Q4 2025: $444.6 million in 151 positions$445MQ4 25Q1 2026: $439.9 million in 162 positions$440MQ1 26Q2 2026: $500.9 million in 184 positions$501MQ2 26Q3 2026: $507.1 million in 191 positions$507MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +24.6% over the 7 quarters to 30 September 2026, against +30.1% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +24.6%S&P 500 +30.1%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 19Added 79Held 18Trimmed 75Sold out 12
Opened: 19Added: 79Held: 18Trimmed: 75Sold out: 12

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 19

  1. SPDR Ser Trust SPTS$570,906
  2. SPDR Ser Trust SPBO$443,964
  3. Valero Energy Corp. VLO$354,663
  4. ServiceNow, Inc. NOW$328,056
  5. Palantir Technologies Inc. PLTR$323,971
  6. Accenture plc ACN$303,111
  7. Chevron Corp. CVX$302,639
  8. Seagate Technology Holdings plc STX$299,760

and 11 more in the table below

Added to 79

  1. Vanguard Short-Term Corp. BD Idx VCSH+24,002 shares · +620%
  2. Micron Technology Inc. MU+776 shares · +63%
  3. Vanguard Total Bond Market ETF BND+11,182 shares · +25%
  4. iShares Trust SUB+6,215 shares · +40%
  5. Sprott Physical Gold & Silve CEF+12,300 shares · +126%
  6. NVIDIA Corp. NVDA+1,899 shares · +6%
  7. SPDR Ser Trust BIL+3,939 shares · +1%
  8. iShares Trust AGG+3,586 shares · +4%

and 71 more in the table below

Trimmed 75

  1. iShares Trust IGSB-27,275 shares · -34%
  2. PIMCO ETF Trust SMMU-11,469 shares · -28%
  3. iShares Trust MUB-4,475 shares · -36%
  4. Eli Lilly & Co. LLY-338 shares · -2%
  5. Twilio Inc. TWLO-1,303 shares · -54%
  6. Vanguard S&P 500 VOO-537 shares · -4%
  7. iShares Trust IXG-2,894 shares · -18%
  8. Technology Select Sector SPDR ETF XLK-1,393 shares · -2%

and 67 more in the table below

Sold out of 12

  1. KLA Corp. KLAC$307,141 last quarter
  2. Southern Co. SO$266,552 last quarter
  3. McDonald's Corp. MCD$235,981 last quarter
  4. Novartis AG NVS$220,348 last quarter
  5. Vanguard Admiral FDS Inc. VIOO$220,064 last quarter
  6. Morgan Stanley MS$216,147 last quarter
  7. Western Digital Corp. WDC$215,887 last quarter
  8. Stryker Corp. SYK$209,369 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Vanguard Ftse Developed Markets VEA529.1K$37.4 million7.37%+2.1K
SPDR Ser Trust BIL285.0K$26.1 million5.15%+3.9K
Vanguard Growth ETF VUG266.2K$24.0 million4.73%-654
Vanguard World FD VGT181.8K$22.8 million4.50%+1.9K
Eli Lilly & Co. LLY15.0K$17.4 million3.43%-338
Vanguard Large Cap ETF VV48.1K$16.9 million3.34%+7
iShares S&P Growth Index FD IVW108.8K$15.5 million3.05%-1.4K
Vanguard BD Index FDS VUSB290.4K$14.4 million2.84%+2.9K
Technology Select Sector SPDR ETF XLK68.8K$13.5 million2.66%-1.4K
Apple Inc. AAPL36.5K$12.1 million2.40%-720
BlackRock ETF Trust II BINC210.0K$10.7 million2.10%+3.4K
Vanguard Scottsdale FDS VGIT185.2K$10.5 million2.07%+3.3K
Vanguard S&P 500 VOO14.0K$9.8 million1.93%-537
Vanguard Value ETF VTV44.2K$9.6 million1.88%-312
Microsoft Corp. MSFT17.7K$9.1 million1.79%+573
Vanguard Ftse Emerging Markets VWO153.3K$9.1 million1.79%+1.2K
iShares Trust AGG96.2K$9.1 million1.79%+3.6K
Vanguard World FD VHT26.5K$8.4 million1.65%-184
Vanguard World FD VFH63.0K$8.2 million1.62%+742
Vanguard World FD VCR20.7K$7.5 million1.49%+295
Vanguard Whitehall FDS VYM46.3K$7.2 million1.42%-1.2K
Vanguard World FD VIS22.4K$7.2 million1.41%-776
NVIDIA Corp. NVDA31.3K$7.2 million1.41%+1.9K
iShares Core S&P Mid-Cap ETF IJH86.9K$6.3 million1.23%-1.1K
Vanguard Mid Cap Index ETF VO77.8K$6.1 million1.20%+15
iShares S&P 500 Value ETF IVE25.5K$5.8 million1.15%-795
Vanguard World FD VOX27.6K$5.3 million1.04%+867
iShares Trust EFA43.3K$4.5 million0.89%-850
SPDR S&P Dividend ETF SDY30.7K$4.5 million0.89%-351
Vanguard Total Bond Market ETF BND56.2K$3.9 million0.78%+11.2K
Vanguard Mid Cap Value ETF VOE18.8K$3.7 million0.73%-78
Vanguard Index FDS VOT12.3K$3.6 million0.71%-28
Invesco Exchange Traded FD T PEY156.0K$3.6 million0.70%-2.9K
First Trust Morningstar Divid L FDL69.4K$3.4 million0.67%-864
Alphabet Inc. GOOGL9.4K$3.2 million0.64%+164
Vanguard World FD VDC14.7K$3.2 million0.63%+216
Vanguard Small Cap ETF VB11.2K$3.2 million0.63%-351
Vanguard World FD VDE18.4K$3.2 million0.63%+268
Wisdomtree Trust DON57.1K$3.1 million0.61%-351
iShares Trust IJK27.6K$3.0 million0.60%-556
Wisdomtree Trust AIVL23.2K$3.0 million0.59%-168
iShares Core MSCI Emerging Mark IEMG34.9K$2.8 million0.56%-198
iShares Trust IGSB52.1K$2.7 million0.53%-27.3K
SPDR S&P 500 SPY3.3K$2.5 million0.50%-8
Alphabet Inc. GOOG7.0K$2.4 million0.47%-321
Johnson & Johnson JNJ8.9K$2.3 million0.46%+529
Amazon.com Inc. AMZN9.3K$2.3 million0.45%+17
iShares Trust SUB21.7K$2.3 million0.45%+6.2K
iShares Core S&P Small-Cap ETF IJR16.4K$2.2 million0.44%-193
Wisdomtree Trust DES58.0K$2.2 million0.43%-1.9K
Marathon Petroleum Corp. MPC5.5K$2.2 million0.43%-262
Vanguard Short-Term Corp. BD Idx VCSH27.9K$2.2 million0.42%+24.0K
Micron Technology Inc. MU2.0K$2.1 million0.42%+776
Tesla, Inc. TSLA5.9K$2.1 million0.41%no change
iShares Core S&P 500 ETF IVV2.7K$2.1 million0.41%no change
Broadcom Inc. AVGO5.8K$2.1 million0.40%+128
J P Morgan Exchange Traded F JMST38.2K$1.9 million0.38%+478
Select Sector SPDR Trust XLY17.6K$1.9 million0.38%-583
iShares S&P Midcap 400 Value in IJJ13.8K$1.9 million0.38%-1.5K
Norfolk Southern Corp. NSC6.0K$1.9 million0.37%+23
JPMorgan Chase & Co. JPM5.6K$1.9 million0.36%+199
iShares Trust SHY22.1K$1.8 million0.35%-1.3K
iShares Russell 2000 ETF IWM6.4K$1.8 million0.35%-958
Financial Select Sector SPDR ETF XLF32.0K$1.7 million0.34%-1.5K
iShares Trust IXG12.9K$1.6 million0.32%-2.9K
ExxonMobil Holdings Corp. XOM10.0K$1.6 million0.32%+468
Vanguard Small Cap Growth ETF VBK4.6K$1.6 million0.31%+20
Vanguard Real Estate ETF VNQ17.0K$1.5 million0.30%+403
Vanguard Small Cap Value ETF VBR6.5K$1.5 million0.30%-20
SPDR Ser Trust SLYV14.5K$1.5 million0.29%-501
iShares Trust EEM21.9K$1.5 million0.29%-973
PIMCO ETF Trust SMMU29.5K$1.5 million0.29%-11.5K
Select Sector SPDR Trust XLI8.6K$1.4 million0.28%-16
Taiwan Semiconductor Manufacturing Company Limited TSM3.2K$1.4 million0.28%-122
Vanguard ETF VAW6.6K$1.4 million0.28%+132
Berkshire Hathaway Inc. Class B BRKB2.8K$1.4 million0.27%+15
Vanguard World FD VPU8.0K$1.4 million0.27%+150
iShares SHV11.8K$1.3 million0.26%+53
Visa Inc. V3.5K$1.3 million0.25%+132
Advanced Micro Devices Inc. AMD2.0K$1.2 million0.24%+160
Meta Platforms, Inc. META1.7K$1.2 million0.24%+16
Select Sector SPDR Trust XLV7.0K$1.2 million0.23%no change
iShares Trust IJT7.2K$1.1 million0.23%-9
Procter & Gamble Co. PG7.8K$1.1 million0.22%-562
Intel Corp. INTC8.4K$1.0 million0.20%+1.3K
SPDR Ser Trust SPTI35.2K$960,2010.19%+9.4K
Sprott Physical Gold & Silve CEF22.0K$915,6660.18%+12.3K
AbbVie Inc. ABBV3.4K$901,7010.18%+508
Coca-Cola Co. KO10.4K$896,4370.18%-52
Philip Morris International Inc. PM4.6K$884,6420.17%+118
iShares Trust IEI7.6K$860,2160.17%-869
iShares Trust MUB7.8K$791,8150.16%-4.5K
Berkshire Hathaway Inc. Del1$747,0050.15%no change
Select Sector SPDR Trust XLC6.5K$726,4610.14%-72
Bank of America Corp. BAC13.3K$724,0280.14%+235
Cisco Systems, Inc. CSCO6.6K$711,7570.14%+601
Merck & Co., Inc. MRK4.9K$711,4380.14%-65
Home Depot, Inc. HD2.4K$672,4260.13%-41
Salesforce, Inc. CRM2.9K$662,0800.13%+5
ASML Holding N.V. ASML357$646,7660.13%+2
Adobe Inc. ADBE2.6K$629,6030.12%-57
iShares Trust IJS4.9K$627,4340.12%-212
Caterpillar Inc. CAT743$602,4170.12%+13
Global X ETFs CATH6.6K$598,3970.12%no change
Elevance Health, Inc. ELV1.5K$598,3940.12%-183
Applied Materials Inc. AMAT1.2K$591,6670.12%+470
Palo Alto Networks Inc. PANW1.5K$582,4560.11%+57
Automatic Data Processing Inc. ADP2.2K$574,4420.11%+103
SPDR Ser Trust SPTS19.9K$570,9060.11%new
Schwab Strategic Trust SCHG15.3K$549,1900.11%no change
Abbott Laboratories ABT5.5K$543,9600.11%+162
Timothy Plan TPLC11.2K$539,8720.11%+18
Vanguard S&P 500 Growth ETF VOOG5.7K$487,2360.10%no change
Citigroup Inc. C3.6K$466,1280.09%+1.5K
Sprott Physical Silver Trust PSLV23.9K$462,4590.09%no change
Altria Group, Inc. MO6.8K$460,2020.09%+238
Invesco QQQ Trust QQQ612$452,9340.09%+8
Vanguard Specialized Funds VIG1.9K$448,8880.09%no change
SPDR S&P MidCap 400 ETF MDY681$447,2200.09%-23
SPDR Ser Trust SPBO16.1K$443,9640.09%new
Docusign, Inc. DOCU6.6K$439,9000.09%+320
Wheaton Precious Metals Corp. WPM3.2K$425,2300.08%+11
iShares Trust LQD4.2K$424,8640.08%-2.2K
Costco Wholesale Corp. COST444$404,1910.08%-41
Aflac Inc. AFL3.5K$394,8070.08%-40
Capital One Financial Corp. COF2.0K$392,4360.08%+461
Sandisk Corp. SNDK220$382,7760.08%+92
Dell Technologies Inc. DELL706$379,7930.07%+219
Lam Research Corp. LRCX1.1K$374,8300.07%-36
Select Sector SPDR Trust XLP4.7K$374,7900.07%-2.0K
Illinois Tool Works Inc. ITW1.4K$372,7990.07%+35
American Express Co. AXP1.2K$369,7860.07%+23
McKesson Corp. MCK429$366,1380.07%+56
Gilead Sciences, Inc. GILD2.4K$363,2350.07%+91
Workday, Inc. WDAY1.9K$355,9700.07%-52
Newmont Corp. NEM3.1K$355,9390.07%+745
Valero Energy Corp. VLO915$354,6630.07%new
HSBC Holdings plc HSBC3.5K$348,3790.07%+120
Texas Instruments Inc. TXN1.2K$347,8720.07%-9
Johnson Controls International plc JCI2.3K$346,6520.07%-10
FedEx Corp. FDX1.2K$336,6910.07%+208
Markel Group Inc. MKL193$330,5030.07%no change
Fastenal Co. FAST6.6K$328,0870.06%+157
ServiceNow, Inc. NOW2.4K$328,0560.06%new
Twilio Inc. TWLO1.1K$326,9700.06%-1.3K
Intuit Inc. INTU1.2K$325,6140.06%+29
Palantir Technologies Inc. PLTR1.7K$323,9710.06%new
Vanguard Short Term Government VGSH5.6K$322,2270.06%-574
First Natl Corp. FXNC11.0K$321,8290.06%no change
GE Vernova Inc. GEV336$319,3650.06%-19
Goldman Sachs Group Inc. GS351$316,0260.06%+92
Ferguson Enterprises Inc. FERG1.4K$303,4310.06%+22
Accenture plc ACN1.7K$303,1110.06%new
Chevron Corp. CVX1.5K$302,6390.06%new
Seagate Technology Holdings plc STX325$299,7600.06%new
Schwab Strategic Trust SCHQ10.4K$294,9590.06%+3.6K
UnitedHealth Group Inc. UNH800$293,6640.06%new
Phillips 66 PSX1.1K$293,6060.06%new
Wells Fargo & Company WFC3.6K$287,4600.06%+215
Netflix Inc. NFLX4.1K$283,6080.06%-722
RTX Corp. RTX1.5K$282,7450.06%+179
Truist Financial Corp. TFC6.0K$277,0130.05%-18
iShares Trust IEF3.1K$275,3430.05%-543
Vanguard Mun BD FDS VTEB5.7K$271,7040.05%-453
Duke Energy Corp. DUK2.4K$269,2920.05%-124
Emerson Electric Co. EMR1.7K$263,0500.05%+11
Northrop Grumman Corp. NOC534$258,1780.05%-7
Penumbra Inc. PEN791$251,8070.05%no change
Dropbox, Inc. DBX7.4K$251,5730.05%new
CrowdStrike Holdings, Inc. CRWD907$240,1280.05%new
BHP Group Limited BHP2.8K$235,6010.05%+56
Walmart Inc. WMT2.3K$234,0280.05%-295
CSX Corp. CSX4.9K$229,9450.05%+168
iShares Select Dividend ETF DVY1.5K$227,6490.04%no change
AT&T Inc. T9.3K$226,1830.04%new
Marvell Technology, Inc. MRVL855$225,9000.04%+9
International Business Machines Corp. IBM1.0K$223,4490.04%+177
Canadian Pacific Kansas City Ltd. CP2.6K$219,8980.04%-2
iShares Trust SHYG5.3K$218,9140.04%+347
Vanguard Intl Equity Index F VT1.4K$218,3070.04%no change
ConocoPhillips COP1.7K$215,6330.04%new
Mastercard Inc. MA385$212,3160.04%-120
Anglogold Ashanti PLC AU2.2K$209,0390.04%new
Oracle Corp. ORCL1.5K$203,3410.04%-242
iShares Trust IMCV2.2K$201,4820.04%no change
Cencora, Inc. COR670$201,1680.04%new
Sysco Corp. SYY2.6K$200,5130.04%-12
Banco Santander, S.A. SAN11.8K$163,2350.03%-82
Western Union Co. WU13.7K$80,8600.02%new
Flowers Foods Inc. FLO13.2K$73,4150.01%new
ADT Inc. ADT11.7K$71,0810.01%new
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 12 it sold out of are in the box above.