FG
Founders Grove Wealth Partners, LLC Institutional Portfolio & 13F Holdings (Q3 2026)
Founders Grove Wealth Partners, LLCCIK: 0002046157
Diversified strategyMomentum followerSector-focused
Total reported value
$507.1M
Reporting period: 2026-09-30 · Number of holdings: 191
FOUNDERS GROVE WEALTH PARTNERS, LLC disclosed 191 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $507.1M and a quarterly turnover rate of 8.5%.
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Personality snowflake
- Concentration
- 9.38
- Portfolio Stability
- 8.51
- Momentum
- 100
- Sector conviction
- 79.3
- Diversification
- 100
- Sizing Uniformity
- 81.3
Founders Grove Wealth Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.023 — mathematically equivalent to about 43 equally-sized positions, well below its 191 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 1.87), 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 21% 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.govAdd MSFT
+3.3% $2.7M
Add VCSH
+619.9% $1.8M
Trim IGSB
-34.4% -$1.5M
Trim VIS
-3.4% -$1.2M
Add AAPL
-1.9% $1.4M
Trim LLY
-2.2% -$1.0M
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 | 7.37% | -0.13% | +0.41% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 5.15% | +0.01% | +1.40% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 4.73% | +0.14% | -0.25% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.50% | +0.21% | +1.03% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.43% | -0.25% | -2.20% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 3.34% | +0.04% | +0.01% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.05% | +0.02% | -1.25% | |
| 8 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 2.84% | -0.02% | +1.00% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 2.66% | -0.01% | -1.98% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.40% | +0.25% | -1.94% | |
| 11 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.10% | -0.06% | +1.62% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.07% | -0.07% | +1.79% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.93% | -0.06% | -3.70% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.88% | -0.06% | -0.70% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.79% | +0.51% | +3.34% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.79% | -0.02% | +0.79% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.79% | -0.04% | +3.87% | |
| 18 | VHT | Vanguard Health Care ETF | ETF-Other | 1.65% | +0.06% | -0.69% | |
| 19 | VFH | Vanguard Financials ETF | ETF-Other | 1.62% | -0.02% | +1.19% | |
| 20 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.49% | -0.12% | +1.45% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.42% | -0.08% | -2.45% | |
| 22 | VIS | Vanguard Industrials ETF | ETF-Other | 1.41% | -0.26% | -3.35% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.41% | +0.23% | +6.46% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.23% | -0.12% | -1.24% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.20% | -0.05% | +0.02% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.15% | -0.04% | -3.02% | |
| 27 | VOX | Vanguard Communication Servi | ETF-Other | 1.04% | +0.06% | +3.25% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.89% | -0.03% | -1.93% | |
| 29 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.89% | -0.05% | -1.13% | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.78% | +0.12% | +24.85% | |
| 31 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.73% | -0.02% | -0.41% | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.71% | -0.04% | -0.23% | |
| 33 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 0.70% | -0.04% | -1.84% | |
| 34 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.67% | -0.01% | -1.23% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | -0.02% | +1.78% | |
| 36 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.63% | -0.02% | +1.50% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.63% | -0.07% | -3.03% | |
| 38 | VDE | Vanguard Energy ETF | ETF-Other | 0.63% | +0.08% | +1.48% | |
| 39 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.61% | -0.04% | -0.61% | |
| 40 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.60% | -0.06% | -1.97% | |
| 41 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.59% | -0.02% | -0.72% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.56% | -0.02% | -0.56% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.53% | -0.30% | -34.37% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | — | -0.24% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | -0.05% | -4.36% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | +0.04% | +6.35% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | +0.02% | +0.18% | |
| 48 | SUB | Ishares Short-term National | ETF-Other | 0.45% | +0.12% | +40.21% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.44% | -0.05% | -1.16% | |
| 50 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.43% | -0.06% | -3.23% |
1–50 of 191
Portfolio Performance
Performance for Q4 2026
+1.3%
Performance Last 4 Quarters
+13.3%
- Stdev
- +8.6%
- Beta
- +0.63
- Alpha
- +2.8%
- Max Drawdown
- -4.8%
- Annualized Perf
- +14%
- Batting Avg vs S&P
- +50%
- Sortino
- +2.85
- Stutzer
- +0.45
- Treynor
- +0.22
- Sterling
- +0.95
- Calmar
- +2.92
- Information Ratio
- -0.62
- Tracking Error
- +5.8%
- Stdev Down
- +4.7%
- Winning Months %
- +75%
- Losing Months %
- +25%
- Best 12 Months
- +23.8%
- Worst 12 Months
- +13.3%
- Efficiency Ratio
- +0.58
- Sharpe
- +1.57
- Stdev Sectors
- +12.8%
- Skewness
- -0.47
- Kurtosis
- +0.87
- Upside Potential
- +4.1
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 2026-09-30: New buy: Ss Spdr P St Term Tsy ETF (SPTS); New buy: Ss Spdr P CORP Bond ETF (SPBO); New buy: Valero Energy CORP (VLO); New buy: Servicenow Inc (NOW); New buy: Palantir Technologies Inc-a (PLTR).
Showing top 200 changes by size (of 203 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.5% | +3.34% | Add |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | +0.4% | +619.89% | Add |
| 3 | AAPL | Apple Inc | +0.3% | -1.94% | Trim |
| 4 | NVDA | Nvidia CORP | +0.2% | +6.46% | Add |
| 5 | VGT | Vanguard Info Tech ETF | +0.2% | +1.03% | Add |
| 6 | VUG | Vanguard Growth ETF | +0.1% | -0.25% | Trim |
| 7 | MU | Micron Technology Inc | +0.1% | +62.78% | Add |
| 8 | MPC | Marathon Petroleum CORP | +0.1% | -4.54% | Trim |
| 9 | BND | Vanguard Total Bond Market | +0.1% | +24.85% | Add |
| 10 | SUB | Ishares Short-term National | +0.1% | +40.21% | Add |
| 11 | SPTS | Ss Spdr P St Term Tsy ETF | +0.1% | NEW | New buy |
| 12 | CEF | Sprott Physical Gold And Sil | +0.1% | +126.24% | Add |
| 13 | SPBO | Ss Spdr P CORP Bond ETF | +0.1% | NEW | New buy |
| 14 | VDE | Vanguard Energy ETF | +0.1% | +1.48% | Add |
| 15 | VLO | Valero Energy CORP | +0.1% | NEW | New buy |
| 16 | VHT | Vanguard Health Care ETF | +0.1% | -0.69% | Trim |
| 17 | VOX | Vanguard Communication Servi | +0.1% | +3.25% | Add |
| 18 | NOW | Servicenow Inc | +0.1% | NEW | New buy |
| 19 | ✓ | +0.1% | +4.90% | Add | |
| 20 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 21 | ACN | Accenture plc | +0.1% | NEW | New buy |
| 22 | CVX | Chevron CORP | +0.1% | NEW | New buy |
| 23 | STX | Seagate Technology Holdings plc | +0.1% | NEW | New buy |
| 24 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 25 | PSX | Phillips 66 | +0.1% | NEW | New buy |
| 26 | META | Meta Platforms Inc-class A | +0.1% | +0.97% | Add |
| 27 | DBX | Dropbox Inc-class A | +0.1% | NEW | New buy |
| 28 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | New buy |
| 29 | VV | Vanguard Large-cap ETF | 0% | +0.01% | Add |
| 30 | JNJ | Johnson & Johnson | 0% | +6.35% | Add |
| 31 | SPTI | Ss Spdr P Int Term Tsy ETF | 0% | +36.63% | Add |
| 32 | T | At&t Inc | 0% | NEW | New buy |
| 33 | COP | Conocophillips | 0% | NEW | New buy |
| 34 | CRM | Salesforce Inc | 0% | +0.17% | Add |
| 35 | AU | AngloGold Ashanti plc | 0% | NEW | New buy |
| 36 | COR | Cencora Inc | 0% | NEW | New buy |
| 37 | DELL | Dell Technologies -c | 0% | +44.97% | Add |
| 38 | C | Citigroup Inc | 0% | +68.38% | Add |
| 39 | DOCU | Docusign Inc | 0% | +5.14% | Add |
| 40 | ABBV | Abbvie Inc | 0% | +17.28% | Add |
| 41 | AMD | Advanced Micro Devices | 0% | +8.74% | Add |
| 42 | NEM | Newmont CORP | 0% | +31.82% | Add |
| 43 | IVW | Ishares S&p 500 Growth ETF | 0% | -1.25% | Trim |
| 44 | WDAY | Workday Inc-class A | 0% | -2.71% | Trim |
| 45 | AMZN | Amazon.com Inc | 0% | +0.18% | Add |
| 46 | V | Visa Inc-class A Shares | 0% | +3.88% | Add |
| 47 | ADP | Automatic Data Processing | 0% | +4.85% | Add |
| 48 | AMAT | Applied Materials Inc | 0% | +68.41% | Add |
| 49 | SNDK | Sandisk CORP | 0% | +71.88% | Add |
| 50 | SCHQ | Schwab Long-term US Treasury | 0% | +53.04% | Add |
1–50 of 200
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 (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $507.1M, spread across 191 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) — $37.4M (7.4%)
2. Ss Spdr Bb 1-3m T-bill ETF (BIL) — $26.1M (5.2%)
3. Vanguard Growth ETF (VUG) — $24.0M (4.7%)
4. Vanguard Info Tech ETF (VGT) — $22.8M (4.5%)
5. Eli Lilly & Co (LLY) — $17.4M (3.4%)
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 186 notable position adjustments: 19 new positions were initiated, 80 existing holdings were added to, 75 positions were partially reduced, and 12 were completely exited. The largest of these moves: New buy: Ss Spdr P St Term Tsy ETF (SPTS); New buy: Ss Spdr P CORP Bond ETF (SPBO); New buy: Valero Energy CORP (VLO); New buy: Servicenow Inc (NOW); New buy: Palantir Technologies Inc-a (PLTR)
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: 43.9%
• Health Care: 23.2%
• Financials: 7.1%
• Communication Services: 7.0%
• Industrials: 5.2%
• Consumer Discretionary: 4.8%
Investment Profile
Founders Grove Wealth Partners, LLC returned an annualized 14.0% over the trailing 20 months — outperforming the S&P 500 by 2.8 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.63 (less volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 43.9% of the portfolio concentrated in Information Technology.
It has added to its VGT position over the past two quarters (+$5.0M, now $22.8M), while trimming AGG over the same stretch (-$2.8M, still holding $9.1M).
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