CIK: 0002046157
Total reported value
$439.9M
Reporting period: 2026-03-31 · Number of holdings: 162
FOUNDERS GROVE WEALTH PARTNERS, LLC disclosed 162 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $439.9M and a quarterly turnover rate of 8.3%.
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Founders Grove Wealth Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.025 — mathematically equivalent to about 41 equally-sized positions, well below its 162 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.73), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 17% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim LLY
-0.3% -$2.7M
Trim VUG
+1.0% -$2.0M
Trim VGT
-1.9% -$1.8M
Trim MSFT
+5.3% -$1.5M
Trim IVW
-0.4% -$1.2M
Add VDE
+1.6% $1.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.95% | +0.24% | -0.44% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 5.46% | +0.14% | +1.24% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 4.38% | -0.42% | +0.99% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.05% | -0.36% | -1.86% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.63% | -0.58% | -0.25% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 3.24% | -0.08% | +1.78% | |
| 7 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 2.98% | +0.22% | +7.17% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.90% | -0.24% | -0.43% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.71% | +0.09% | +2.73% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.30% | +0.11% | +4.48% | |
| 11 | BINC | Ishares Flex I A Etf-usd INC | ETF-Other | 2.27% | +0.14% | +7.22% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 2.20% | -0.18% | -0.64% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.99% | -0.10% | -1.18% | |
| 14 | AAPL | Apple INC | Stock-Tech | 1.96% | -0.12% | -0.29% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.95% | +0.08% | +0.43% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.92% | +0.08% | +2.98% | |
| 17 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.69% | -0.13% | +1.05% | |
| 18 | VIS | Vanguard Industrials ETF | ETF-Other | 1.69% | +0.10% | +0.38% | |
| 19 | VHT | Vanguard Health Care ETF | ETF-Other | 1.68% | — | +5.49% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.66% | — | -3.46% | |
| 21 | VFH | Vanguard Financials ETF | ETF-Other | 1.62% | -0.08% | +4.59% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | -0.32% | +5.31% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.36% | — | -0.16% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.28% | — | -0.22% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.24% | — | +2.23% | |
| 26 | VOX | Vanguard Communication Servi | ETF-Other | 1.13% | -0.05% | +1.28% | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.05% | — | -2.82% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.03% | — | -3.06% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | -0.07% | -1.18% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.96% | — | +2.16% | |
| 31 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.83% | +0.08% | -3.57% | |
| 32 | VDE | Vanguard Energy ETF | ETF-Other | 0.83% | +0.24% | +1.57% | |
| 33 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 0.80% | -0.07% | -12.81% | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.79% | — | +2.37% | |
| 35 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.78% | +0.14% | +14.02% | |
| 36 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.70% | — | +3.48% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.69% | — | -0.46% | |
| 38 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.69% | — | -3.10% | |
| 39 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.65% | — | -0.76% | |
| 40 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.62% | — | -4.42% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | — | +17.43% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.56% | — | -1.91% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | — | -2.49% | |
| 44 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.49% | — | -4.33% | |
| 45 | TSLA | Tesla INC | Stock-Consumer Disc | 0.49% | -0.06% | +6.52% | |
| 46 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.48% | — | -1.19% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.48% | — | -5.31% | |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.47% | — | +0.09% | |
| 49 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.46% | -0.09% | -9.04% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | +0.07% | -0.81% |
Performance for Q3 2026
+2.7%
Performance Last 4 Quarters
+17.3%
Based on 73% of reported portfolio value with available pricing
Founders Grove Wealth Partners, LLC's most significant position changes for 2026-03-31: New buy: Sprott Physical Silver Trust (PSLV); New buy: Micron Technology INC (MU); New buy: Hsbc Holdings Plc-spons Adr (HSBC); Sold out: Astrazeneca Plc-spons Adr (AZNN); New buy: Shell Plc-adr (SHEL).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VDE | Vanguard Energy ETF | +0.2% | +1.57% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.2% | -0.44% | Trim |
| 3 | VUSB | Vanguard Ultra Short Bond Et | +0.2% | +7.17% | Add |
| 4 | VDC | Vanguard Consumer Staple ETF | +0.1% | +14.02% | Add |
| 5 | BINC | Ishares Flex I A Etf-usd INC | +0.1% | +7.22% | Add |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +1.24% | Add |
| 7 | MPC | Marathon Petroleum CORP | +0.1% | — | Unchanged |
| 8 | VGIT | Vanguard Intermediate-term T | +0.1% | +4.48% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.1% | -3.25% | Trim |
| 10 | VIS | Vanguard Industrials ETF | +0.1% | +0.38% | Add |
| 11 | CEF | Sprott Physical Gold And Sil | +0.1% | +47.31% | Add |
| 12 | AGG | Ishares Core U.s. Aggregate | +0.1% | +2.73% | Add |
| 13 | FDL | First Trust Morn Dvd Lead In | +0.1% | -3.57% | Trim |
| 14 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +2.98% | Add |
| 15 | VTV | Vanguard Value ETF | +0.1% | +0.43% | Add |
| 16 | JNJ | Johnson & Johnson | +0.1% | -0.81% | Trim |
| 17 | VOX | Vanguard Communication Servi | -0.1% | +1.28% | Add |
| 18 | TSLA | Tesla INC | -0.1% | +6.52% | Add |
| 19 | NVDA | Nvidia CORP | -0.1% | -1.18% | Trim |
| 20 | SUB | Ishares Short-term National | -0.1% | -17.42% | Trim |
| 21 | PEY | Invesco High Yield Equity Di | -0.1% | -12.81% | Trim |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -20.60% | Trim |
| 23 | VV | Vanguard Large-cap ETF | -0.1% | +1.78% | Add |
| 24 | VFH | Vanguard Financials ETF | -0.1% | +4.59% | Add |
| 25 | XLY | Ss Consumer Disc Select Sect | -0.1% | -9.04% | Trim |
| 26 | VOO | Vanguard S&p 500 ETF | -0.1% | -1.18% | Trim |
| 27 | AAPL | Apple INC | -0.1% | -0.29% | Trim |
| 28 | VCR | Vanguard Consumer Discre ETF | -0.1% | +1.05% | Add |
| 29 | XLK | Ss Technology Select Sector | -0.2% | -0.64% | Trim |
| 30 | IVW | Ishares S&p 500 Growth ETF | -0.2% | -0.43% | Trim |
| 31 | MSFT | Microsoft CORP | -0.3% | +5.31% | Add |
| 32 | VGT | Vanguard Info Tech ETF | -0.4% | -1.86% | Trim |
| 33 | VUG | Vanguard Growth ETF | -0.4% | +0.99% | Add |
| 34 | LLY | Eli Lilly & Co | -0.6% | -0.25% | Trim |
| 35 | PSLV | Sprott Physical Silver Trust | — | NEW | New buy |
| 36 | MU | Micron Technology INC | — | NEW | New buy |
| 37 | HSBC | Hsbc Holdings Plc-spons Adr | — | NEW | New buy |
| 38 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | Sold out |
| 39 | SHEL | Shell Plc-adr | — | NEW | New buy |
| 40 | NEE | Nextera Energy INC | — | NEW | New buy |
| 41 | TXN | Texas Instruments INC | — | NEW | New buy |
| 42 | GEV | GE Vernova INC | — | NEW | New buy |
| 43 | PFE | Pfizer INC | — | NEW | New buy |
| 44 | AMAT | Applied Materials INC | — | NEW | New buy |
| 45 | LRCX | Lam Research CORP | — | NEW | New buy |
| 46 | COR | Cencora INC | — | EXIT | Sold out |
| 47 | ✓ | Cyberark Software LTD | — | EXIT | Sold out |
| 48 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 49 | IBM | Intl Business Machines CORP | — | EXIT | Sold out |
| 50 | GLD | Spdr Gold Shares | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-12 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-17 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-28 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-16 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-14 | 13F-HR | View on EDGAR |
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