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CIK: 0002046157
Total reported value
$507.1M
$507.1M
162 檔
22.1%
At the close of Q1 2026, Founders Grove Wealth Partners, LLC disclosed equity holdings valued at approximately $507.1M, spread across 162 reported holdings.
In Q1 2026, Founders Grove Wealth Partners, LLC displayed an active expansion posture, initiating 18 new positions and adding to 72 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.95% | -0.13% | -0.44% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 5.46% | +0.01% | +1.24% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 4.38% | +0.14% | +0.99% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.05% | +0.21% | -1.86% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.63% | -0.25% | -0.25% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 3.24% | +0.04% | +1.78% | |
| 7 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 2.98% | -0.02% | +7.17% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.90% | +0.02% | -0.43% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.71% | -0.04% | +2.73% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.30% | -0.07% | +4.48% | |
| 11 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.27% | -0.06% | +7.22% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 2.20% | -0.01% | -0.64% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.99% | -0.06% | -1.18% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.96% | +0.25% | -0.29% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.95% | -0.06% | +0.43% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.92% | -0.02% | +2.98% | |
| 17 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.69% | -0.12% | +1.05% | |
| 18 | VIS | Vanguard Industrials ETF | ETF-Other | 1.69% | -0.26% | +0.38% | |
| 19 | VHT | Vanguard Health Care ETF | ETF-Other | 1.68% | +0.06% | +5.49% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.66% | -0.08% | -3.46% | |
| 21 | VFH | Vanguard Financials ETF | ETF-Other | 1.62% | -0.02% | +4.59% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | +0.51% | +5.31% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.36% | -0.12% | -0.16% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.28% | -0.04% | -0.22% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.24% | -0.05% | +2.23% | |
| 26 | VOX | Vanguard Communication Servi | ETF-Other | 1.13% | +0.06% | +1.28% | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.05% | -0.05% | -2.82% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.03% | -0.03% | -3.06% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | +0.23% | -1.18% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.96% | -0.30% | +2.16% | |
| 31 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.83% | -0.01% | -3.57% | |
| 32 | VDE | Vanguard Energy ETF | ETF-Other | 0.83% | +0.08% | +1.57% | |
| 33 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 0.80% | -0.04% | -12.81% | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.79% | -0.02% | +2.37% | |
| 35 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.78% | -0.02% | +14.02% | |
| 36 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.70% | -0.04% | +3.48% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.69% | -0.07% | -0.46% | |
| 38 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.69% | -0.04% | -3.10% | |
| 39 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.65% | -0.06% | -0.76% | |
| 40 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.62% | -0.02% | -4.42% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | -0.02% | +17.43% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.56% | -0.02% | -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% | -0.06% | -4.33% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | -0.09% | +6.52% | |
| 46 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.48% | -0.07% | -1.19% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.48% | -0.05% | -5.31% | |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.47% | -0.03% | +0.09% | |
| 49 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.46% | -0.04% | -9.04% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | +0.04% | -0.81% |
According to official SEC Form 13F filings, Founders Grove Wealth Partners, LLC reported a total U.S. public equity portfolio value of $507.1M across 162 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VEA, BIL, VUG) accounted for 22.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
PSLV
市值: $548.3K
Top Position Liquidated / Trimmed
AZNN
前期市值: $249.5K
During Q1 2026, Founders Grove Wealth Partners, LLC's top holdings by market value included VEA (8.0%)、BIL (5.5%)、VUG (4.4%). The largest single position, VEA, represented 8.0% of total portfolio value.
In Q1 2026, Founders Grove Wealth Partners, LLC made 159 total portfolio adjustments, initiating 18 new buys, adding to 72 positions, trimming 62 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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