FOUNDERS GROVE WEALTH PARTNERS, LLC — 13F Holdings & Portfolio
CIK 2046157 · latest 13F-HR filed 2026-04-15
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$439.9M
Long-equity book
Holdings
162
Distinct positions
Period
2026-03-31
Filed 2026-04-15
Q/Q Activity
+18 / −7 / ↑42 / ↓46
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD WORLD FD$1.0M +39.6%
- VANGUARD BD INDEX FDS$864.4K +7.1%
- VANGUARD WORLD FD$603.5K +21.2%
- BLACKROCK ETF TRUST II$522.4K +5.5%
- MARATHON PETE CORP$468.3K +50.1%
Top Trims
- ELI LILLY & CO-$2.7M -14.6%
- VANGUARD INDEX FDS-$2.0M -9.6%
- VANGUARD WORLD FD-$1.8M -9.2%
- MICROSOFT CORP-$1.5M -19.4%
- ISHARES TR-$1.2M -8.6%
New Positions
- SPROTT ASSET MANAGEMENT LP$548.3K
- MICRON TECHNOLOGY INC$273.6K
- HSBC HLDGS PLC$264.3K
- SHELL PLC$245.8K
- NEXTERA ENERGY INC$243.2K
Exited Positions
- ASTRAZENECA PLC$249.5K
- CENCORA INC$231.0K
- CYBERARK SOFTWARE LTD$227.5K
- INTERNATIONAL BUSINESS MACHS$224.5K
- SPDR GOLD TR$222.3K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $35.0M | 7.95% | 546,091 | SH |
| 2 | SPDR SERIES TRUST | BIL | 78468R663 | $24.0M | 5.46% | 261,898 | SH |
| 3 | VANGUARD INDEX FDS | VUG | 922908736 | $19.3M | 4.38% | 44,142 | SH |
| 4 | VANGUARD WORLD FD | VGT | 92204A702 | $17.8M | 4.05% | 25,552 | SH |
| 5 | ELI LILLY & CO | LLY | 532457108 | $16.0M | 3.63% | 17,370 | SH |
| 6 | VANGUARD INDEX FDS | VV | 922908637 | $14.3M | 3.24% | 47,767 | SH |
| 7 | VANGUARD BD INDEX FDS | VUSB | 92203C303 | $13.1M | 2.98% | 263,552 | SH |
| 8 | ISHARES TR | IVW | 464287309 | $12.7M | 2.90% | 112,722 | SH |
| 9 | ISHARES TR | AGG | 464287226 | $11.9M | 2.71% | 119,882 | SH |
| 10 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $10.1M | 2.30% | 169,581 | SH |
| 11 | BLACKROCK ETF TRUST II | BINC | 092528603 | $10.0M | 2.27% | 192,616 | SH |
| 12 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $9.7M | 2.20% | 72,898 | SH |
| 13 | VANGUARD INDEX FDS | VOO | 922908363 | $8.7M | 1.99% | 14,620 | SH |
| 14 | APPLE INC | AAPL | 037833100 | $8.6M | 1.96% | 33,902 | SH |
| 15 | VANGUARD INDEX FDS | VTV | 922908744 | $8.6M | 1.95% | 43,685 | SH |
| 16 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $8.5M | 1.92% | 156,606 | SH |
| 17 | VANGUARD WORLD FD | VCR | 92204A108 | $7.4M | 1.69% | 20,731 | SH |
| 18 | VANGUARD WORLD FD | VIS | 92204A603 | $7.4M | 1.69% | 23,826 | SH |
| 19 | VANGUARD WORLD FD | VHT | 92204A504 | $7.4M | 1.68% | 27,121 | SH |
| 20 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $7.3M | 1.66% | 49,215 | SH |
| 21 | VANGUARD WORLD FD | VFH | 92204A405 | $7.1M | 1.62% | 59,085 | SH |
| 22 | MICROSOFT CORP | MSFT | 594918104 | $6.2M | 1.42% | 16,833 | SH |
| 23 | ISHARES TR | IJH | 464287507 | $6.0M | 1.36% | 88,377 | SH |
| 24 | ISHARES TR | IVE | 464287408 | $5.6M | 1.28% | 26,751 | SH |
| 25 | VANGUARD INDEX FDS | VO | 922908629 | $5.5M | 1.24% | 19,067 | SH |
| 26 | VANGUARD WORLD FD | VOX | 92204A884 | $5.0M | 1.13% | 27,555 | SH |
| 27 | SPDR SERIES TRUST | SDY | 78464A763 | $4.6M | 1.05% | 31,735 | SH |
| 28 | ISHARES TR | EFA | 464287465 | $4.5M | 1.03% | 46,481 | SH |
| 29 | NVIDIA CORPORATION | NVDA | 67066G104 | $4.4M | 1.01% | 25,367 | SH |
| 30 | ISHARES TR | IGSB | 464288646 | $4.2M | 0.96% | 80,299 | SH |
| 31 | FIRST TR EXCHANGE-TRADED FD | FDL | 336917109 | $3.7M | 0.83% | 72,050 | SH |
| 32 | VANGUARD WORLD FD | VDE | 92204A306 | $3.6M | 0.83% | 21,028 | SH |
| 33 | INVESCO EXCHANGE TRADED FD T | PEY | 46137V563 | $3.5M | 0.80% | 165,003 | SH |
| 34 | VANGUARD INDEX FDS | VOE | 922908512 | $3.5M | 0.79% | 18,768 | SH |
| 35 | VANGUARD WORLD FD | VDC | 92204A207 | $3.4M | 0.78% | 15,349 | SH |
| 36 | VANGUARD INDEX FDS | VOT | 922908538 | $3.1M | 0.70% | 11,934 | SH |
| 37 | VANGUARD INDEX FDS | VB | 922908751 | $3.0M | 0.69% | 11,590 | SH |
| 38 | WISDOMTREE TR | DON | 97717W505 | $3.0M | 0.69% | 57,723 | SH |
| 39 | ISHARES TR | IJK | 464287606 | $2.8M | 0.65% | 28,240 | SH |
| 40 | WISDOMTREE TR | AIVL | 97717W406 | $2.7M | 0.62% | 23,493 | SH |
| 41 | ALPHABET INC | GOOGL | 02079K305 | $2.5M | 0.56% | 8,638 | SH |
| 42 | ISHARES INC | IEMG | 46434G103 | $2.4M | 0.56% | 35,098 | SH |
| 43 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $2.2M | 0.49% | 3,323 | SH |
| 44 | WISDOMTREE TR | DES | 97717W604 | $2.2M | 0.49% | 60,029 | SH |
| 45 | TESLA INC | TSLA | 88160R101 | $2.2M | 0.49% | 5,787 | SH |
| 46 | ISHARES TR | IJJ | 464287705 | $2.1M | 0.48% | 16,035 | SH |
| 47 | ISHARES TR | IJR | 464287804 | $2.1M | 0.48% | 16,900 | SH |
| 48 | ISHARES TR | SHY | 464287457 | $2.0M | 0.47% | 24,809 | SH |
| 49 | SELECT SECTOR SPDR TR | XLY | 81369Y407 | $2.0M | 0.46% | 18,609 | SH |
| 50 | JOHNSON & JOHNSON | JNJ | 478160104 | $2.0M | 0.45% | 8,167 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-15 | $439.9M | 162 | 0002046157-26-000002 |
| 2025-12-31 | 2026-01-12 | $444.6M | 151 | 0002046157-26-000001 |