FG
Founders Grove Wealth Partners, LLC Institutional Portfolio & 13F Holdings (Q2 2026)
Founders Grove Wealth Partners, LLCCIK: 0002046157
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$500.9M
Reporting period: 2026-06-30 · Number of holdings: 184
FOUNDERS GROVE WEALTH PARTNERS, LLC disclosed 184 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $500.9M and a quarterly turnover rate of 17.7%.
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Personality snowflake
- Concentration
- 9.41
- Portfolio Stability
- 17.73
- Momentum
- 100
- Sector conviction
- 72.49
- Diversification
- 100
- Sizing Uniformity
- 81.71
Founders Grove Wealth Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.024 — mathematically equivalent to about 43 equally-sized positions, well below its 184 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 1.83), 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 19% 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.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim AGG
-22.8% -$2.7M
New buy BND
Add XLK
-3.7% $3.7M
Trim VEA
-3.5% $2.6M
Sold out XOM
Trim BIL
+7.3% $1.8M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.50% | -0.45% | -3.50% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 5.14% | -0.32% | +7.32% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 4.59% | +0.21% | +504.49% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.29% | +0.24% | +604.08% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.68% | +0.05% | -11.54% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 3.30% | +0.06% | +0.71% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.03% | +0.13% | -2.22% | |
| 8 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 2.86% | -0.12% | +9.08% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 2.67% | +0.47% | -3.72% | |
| 10 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.16% | -0.11% | +7.28% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.15% | +0.19% | +9.70% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.14% | -0.16% | +7.30% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.99% | — | -0.68% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.94% | -0.01% | +1.91% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.83% | -0.88% | -22.77% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.81% | -0.11% | -2.86% | |
| 17 | VIS | Vanguard Industrials ETF | ETF-Other | 1.67% | -0.02% | -2.85% | |
| 18 | VFH | Vanguard Financials ETF | ETF-Other | 1.64% | +0.02% | +5.45% | |
| 19 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.61% | -0.08% | -1.75% | |
| 20 | VHT | Vanguard Health Care ETF | ETF-Other | 1.59% | -0.09% | -1.50% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.50% | -0.16% | -3.54% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.35% | -0.01% | -0.48% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.28% | -0.14% | +2.01% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.25% | +0.01% | +308.09% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.19% | -0.09% | -1.74% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.18% | +0.17% | +15.95% | |
| 27 | VOX | Vanguard Communication Servi | ETF-Other | 0.98% | -0.15% | -3.12% | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.94% | -0.11% | -2.19% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.92% | -0.11% | -5.07% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.83% | -0.13% | -1.17% | |
| 31 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.75% | +0.05% | +3.28% | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.75% | -0.04% | +0.78% | |
| 33 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 0.74% | -0.06% | -3.68% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.70% | +0.01% | -0.09% | |
| 35 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.68% | -0.15% | -2.52% | |
| 36 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.66% | +0.01% | -0.29% | |
| 37 | BND | Vanguard Total Bond Market | ETF-Other | 0.66% | +0.66% | NEW | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | +0.10% | +6.90% | |
| 39 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.65% | -0.13% | -5.95% | |
| 40 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.65% | -0.04% | -0.49% | |
| 41 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.61% | -0.01% | -0.56% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.58% | +0.02% | -0.07% | |
| 43 | VDE | Vanguard Energy ETF | ETF-Other | 0.54% | -0.29% | -13.73% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.18% | +39.27% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | +0.01% | +2.18% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | +0.01% | -0.03% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.49% | +0.01% | -1.83% | |
| 48 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.49% | — | -0.17% | |
| 49 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.45% | -0.03% | -4.12% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.44% | +0.02% | -2.40% |
1–50 of 184
Portfolio Performance
Performance for Q3 2026
+2.8%
Performance Last 4 Quarters
+19.2%
- Stdev
- +8.9%
- Beta
- +0.62
- Alpha
- +4%
- Max Drawdown
- -4.8%
- Annualized Perf
- +16.6%
- Batting Avg vs S&P
- +50%
- Sortino
- +3.23
- Stutzer
- +0.5
- Treynor
- +0.26
- Sterling
- +1.12
- Calmar
- +3.46
- Information Ratio
- -0.54
- Tracking Error
- +6.1%
- Stdev Down
- +4.9%
- Winning Months %
- +77.8%
- Losing Months %
- +22.2%
- Best 12 Months
- +23.8%
- Worst 12 Months
- +14.9%
- Efficiency Ratio
- +0.63
- Sharpe
- +1.78
- Stdev Sectors
- +11.9%
- Skewness
- -0.66
- Kurtosis
- +0.99
- Upside Potential
- +4.41
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Founders Grove Wealth Partners, LLC's most significant position changes for 2026-06-30: New buy: Vanguard Total Bond Market (BND); Sold out: Exxon Mobil CORP (XOM); New buy: ; New buy: Ss Spdr P Int Term Tsy ETF (SPTI); New buy: Adobe Inc (ADBE).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +0.7% | NEW | New buy |
| 2 | XLK | Ss Technology Select Sector | +0.5% | -3.72% | Trim |
| 3 | ✓ | +0.3% | NEW | New buy | |
| 4 | VGT | Vanguard Info Tech ETF | +0.2% | +604.08% | Add |
| 5 | MU | Micron Technology Inc | +0.2% | +52.59% | Add |
| 6 | VUG | Vanguard Growth ETF | +0.2% | +504.49% | Add |
| 7 | AAPL | Apple Inc | +0.2% | +9.70% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +39.27% | Add |
| 9 | NVDA | Nvidia CORP | +0.2% | +15.95% | Add |
| 10 | AVGO | Broadcom Inc | +0.2% | +53.26% | Add |
| 11 | AMD | Advanced Micro Devices | +0.2% | +49.63% | Add |
| 12 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.2% | NEW | New buy |
| 13 | INTC | Intel CORP | +0.1% | +14.91% | Add |
| 14 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -2.22% | Trim |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | +59.47% | Add |
| 16 | ADBE | Adobe Inc | +0.1% | NEW | New buy |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +6.90% | Add |
| 18 | NSC | Norfolk Southern CORP | +0.1% | +39.01% | Add |
| 19 | TWLO | Twilio Inc - A | +0.1% | NEW | New buy |
| 20 | CRM | Salesforce Inc | +0.1% | NEW | New buy |
| 21 | ITW | Illinois Tool Works | +0.1% | NEW | New buy |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +6.05% | Add |
| 23 | VV | Vanguard Large-cap ETF | +0.1% | +0.71% | Add |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +36.66% | Add |
| 25 | FAST | Fastenal Co | +0.1% | NEW | New buy |
| 26 | KLAC | Kla CORP | +0.1% | NEW | New buy |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | NEW | New buy |
| 28 | INTU | Intuit Inc | +0.1% | NEW | New buy |
| 29 | SNDK | Sandisk CORP | +0.1% | NEW | New buy |
| 30 | WFC | Wells Fargo & Co | +0.1% | NEW | New buy |
| 31 | DOCU | Docusign Inc | +0.1% | NEW | New buy |
| 32 | LLY | Eli Lilly & Co | +0.1% | -11.54% | Trim |
| 33 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +3.28% | Add |
| 34 | JMST | JPM Ultra-short Muni Income | +0.1% | +32.01% | Add |
| 35 | META | Meta Platforms Inc-class A | +0.1% | +55.89% | Add |
| 36 | CAT | Caterpillar Inc | +0.1% | +3.55% | Add |
| 37 | LRCX | Lam Research CORP | +0.1% | +6.81% | Add |
| 38 | PANW | Palo Alto Networks Inc | +0.1% | +6.82% | Add |
| 39 | AMAT | Applied Materials Inc | +0.1% | -0.58% | Trim |
| 40 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 41 | PEN | Penumbra Inc | +0.1% | NEW | New buy |
| 42 | EMR | Emerson Electric Co | +0.1% | NEW | New buy |
| 43 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 44 | WDAY | Workday Inc-class A | +0.1% | NEW | New buy |
| 45 | CSX | Csx CORP | +0.1% | NEW | New buy |
| 46 | BHP | Bhp Group Ltd-spon Adr | +0.1% | NEW | New buy |
| 47 | SMMU | Pimco Shrt Trm Muni Bnd ETF | 0% | +28.22% | Add |
| 48 | CSCO | Cisco Systems Inc | 0% | +2.19% | Add |
| 49 | VIOO | Vanguard S&p Small-cap 600 E | 0% | NEW | New buy |
| 50 | NEM | Newmont CORP | 0% | NEW | New buy |
1–50 of 195
Filing History
FAQ
What is Founders Grove Wealth Partners, LLC and what type of investor is it?
Founders Grove Wealth Partners, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $500.9M, spread across 184 disclosed positions.
What are Founders Grove Wealth Partners, LLC's largest equity positions?
Based on the latest 13F filing, Founders Grove Wealth Partners, LLC's top holdings by market value are:
1. Vanguard Ftse Developed ETF (VEA) — $37.5M (7.5%)
2. Ss Spdr Bb 1-3m T-bill ETF (BIL) — $25.8M (5.1%)
3. Vanguard Growth ETF (VUG) — $23.0M (4.6%)
4. Vanguard Info Tech ETF (VGT) — $21.5M (4.3%)
5. Eli Lilly & Co (LLY) — $18.4M (3.7%)
What changes did Founders Grove Wealth Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, Founders Grove Wealth Partners, LLC made 188 notable position adjustments: 33 new positions were initiated, 72 existing holdings were added to, 72 positions were partially reduced, and 11 were completely exited. The largest of these moves: New buy: Vanguard Total Bond Market (BND); Sold out: Exxon Mobil CORP (XOM); New buy: ; New buy: Ss Spdr P Int Term Tsy ETF (SPTI); New buy: Adobe Inc (ADBE)
What sectors does Founders Grove Wealth Partners, LLC focus on?
Founders Grove Wealth Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 39.4%
• Health Care: 25.5%
• Financials: 7.5%
• Communication Services: 7.4%
• Consumer Discretionary: 6.2%
• Industrials: 6.0%
Investment Profile
Founders Grove Wealth Partners, LLC returned an annualized 16.6% over the trailing 18 months — outperforming the S&P 500 by 4.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.62 (less volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 39.4% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 18 over the past 4 quarters — a shift toward more active trading.
It has added to its VEA position over the past two quarters (+$3.3M, now $37.5M), while trimming SUB over the same stretch (-$411.9K, still holding $1.6M).
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Developer Access
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