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CIK: 0002046157
Total reported value
$507.1M
$507.1M
184 檔
24.9%
According to the latest 13F quarterly dataset, Founders Grove Wealth Partners, LLC managed an equity portfolio of $507.1M at the end of Q2 2026, spanning 184 distinct U.S. exchange-listed positions.
In Q2 2026, Founders Grove Wealth Partners, LLC displayed an active expansion posture, initiating 33 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 | 7.50% | -0.13% | -3.50% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 5.14% | +0.01% | +7.32% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 4.59% | +0.14% | +504.49% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.29% | +0.21% | +604.08% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.68% | -0.25% | -11.54% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 3.30% | +0.04% | +0.71% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.03% | +0.02% | -2.22% | |
| 8 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 2.86% | -0.02% | +9.08% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 2.67% | -0.01% | -3.72% | |
| 10 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.16% | -0.06% | +7.28% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.15% | +0.25% | +9.70% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.14% | -0.07% | +7.30% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.99% | -0.06% | -0.68% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.94% | -0.06% | +1.91% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.83% | -0.04% | -22.77% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.81% | -0.02% | -2.86% | |
| 17 | VIS | Vanguard Industrials ETF | ETF-Other | 1.67% | -0.26% | -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% | -0.12% | -1.75% | |
| 20 | VHT | Vanguard Health Care ETF | ETF-Other | 1.59% | +0.06% | -1.50% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.50% | -0.08% | -3.54% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.35% | -0.12% | -0.48% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.28% | +0.51% | +2.01% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.25% | -0.05% | +308.09% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.19% | -0.04% | -1.74% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.18% | +0.23% | +15.95% | |
| 27 | VOX | Vanguard Communication Servi | ETF-Other | 0.98% | +0.06% | -3.12% | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.94% | -0.05% | -2.19% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.92% | -0.03% | -5.07% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.83% | -0.30% | -1.17% | |
| 31 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.75% | -0.04% | +3.28% | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.75% | -0.02% | +0.78% | |
| 33 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 0.74% | -0.04% | -3.68% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.70% | -0.07% | -0.09% | |
| 35 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.68% | -0.01% | -2.52% | |
| 36 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.66% | -0.06% | -0.29% | |
| 37 | BND | Vanguard Total Bond Market | ETF-Other | 0.66% | +0.12% | — | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | -0.02% | +6.90% | |
| 39 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.65% | -0.02% | -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% | -0.02% | -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% | +0.08% | -13.73% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | -0.05% | +39.27% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | -0.09% | +2.18% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | — | -0.03% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.49% | -0.05% | -1.83% | |
| 48 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.49% | -0.06% | -0.17% | |
| 49 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.45% | -0.07% | -4.12% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.44% | -0.09% | -2.40% |
| # | 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 |
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 184 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VEA, BIL, VUG) accounted for 24.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
BND
市值: $3.3M
Top Position Liquidated / Trimmed
XOM
前期市值: $1.6M
During Q2 2026, Founders Grove Wealth Partners, LLC's top holdings by market value included VEA (7.5%)、BIL (5.1%)、VUG (4.6%). The largest single position, VEA, represented 7.5% of total portfolio value.
In Q2 2026, Founders Grove Wealth Partners, LLC made 188 total portfolio adjustments, initiating 33 new buys, adding to 72 positions, trimming 72 holdings, and fully liquidating 11 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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