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FOUNDERS GROVE WEALTH PARTNERS, LLC — 13F Holdings & Portfolio

CIK 2046157 · latest 13F-HR filed 2026-10-16

Backtest portfolio

FOUNDERS GROVE WEALTH PARTNERS, LLC manages $507.1M in 13F-reported U.S. long-equity assets across 191 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are VEA (7.37%), BIL (5.15%), VUG (4.73%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 19 new positions and exited 12; 48 existing positions rose in reported value and 58 fell.

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
$507.1M

Long-equity book

Holdings
191

Distinct positions

Period
2026-09-30

Filed 2026-10-16

Q/Q Activity
+19 / −12 / ↑48 / ↓58

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
VEA7.4% · +0%BIL5.2% · +1%VUG4.7% · -0%VGT4.5% · +1%LLY3.4% · -2%VV3.3% · 0%IVW3.1% · -1%VUSB2.8% · +1%XLK2.7% · -2%AAPL2.4% · -2%BINC2.1% · +2%VGIT2.1% · +2%VOO1.9% · -4%VTV1.9% · -1%MSFT1.8% · +3%VWO1.8% · +1%AGG1.8% · +4%VHT1.7% · -1%VFH1.6% · +1%VCR1.5% · +1%VYM1.4% · -2%VIS1.4% · -3%NVDA1.4% · +6%IJH1.2% · -1%VO1.2% · 0%IVE1.1% · -3%VOX1.0% · +3%EFA0.9% · -2%SDY0.9% · -1%BND0.8% · +25%VOE0.7% · -0%VOT0.7% · -0%PEY0.7% · -2%FDL0.7% · -1%GOOGL0.6% · +2%VDC0.6% · +2%VB0.6% · -3%VDE0.6% · +2%DON0.6% · -1%IJK0.6% · -2%AIVL0.6% · -1%IEMG0.6% · -1%IGSB0.5% · -34%SPY0.5% · -0%GOOG0.5% · -4%JNJ0.5% · +6%AMZN0.5% · +0%SUB0.4% · +40%IJR0.4% · -1%DES0.4% · -3%MPC0.4% · -4%VCSH0.4% · +620%MU0.4% · +63%TSLA0.4% · 0%IVV0.4% · 0%AVGO0.4% · +2%JMST0.4% · +1%XLY0.4% · -3%IJJ0.4% · -10%NSC0.4% · +0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 39.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 11, 2026.

Assets Under Management
$532.3M
Discretionary
$532.3M
Employees
4
Accounts
702
Address
6802 PARAGON PLACE
SUITE 300
RICHMOND, VA 23230
Phone
(804) 910-0001
Website
Name Title / Status Ownership Type
ATWOOD, CATHERINE, MICHAUX CHEWNING ControlMANAGING MEMBER, FOUNDER, PRESIDENT
since May 2024
25–50%Individual
THOMPSON, JENNIFER, WOODY ControlCHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER
since Jan 2025
Less than 5%Individual
WINTERS, JEREMIAH, ROBERT ControlMANAGING MEMBER, CHIEF EXECUTIVE OFFICER
since May 2024
50–75%Individual
Ownership & leadership changes · 4 filings with changes since Apr 22, 2024

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 3, 2025 filing
  • AddedTHOMPSON, JENNIFER, WOODY · CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedWINTERS, JEREMIAH, ROBERT · title MANAGING MEMBER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER → MANAGING MEMBER, CHIEF EXECUTIVE OFFICER
May 24, 2024 filing
  • No longer listedBERNSTEIN, DANIEL, ADAM · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Apr 2024
  • No longer listedCNSL MANAGEMENT ENTERPRISES, LLC · MANAGING MEMBER · 75% or more · control person · listed since Apr 2024
  • ChangedATWOOD, CATHERINE, MICHAUX CHEWNING · title MANAGING MEMBER → MANAGING MEMBER, FOUNDER, PRESIDENT; ownership Less than 5% → 25–50%
  • ChangedWINTERS, JEREMIAH, ROBERT · title MANAGING MEMBER → MANAGING MEMBER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER; ownership Less than 5% → 50–75%
May 22, 2024 filing
  • ChangedATWOOD, CATHERINE, MICHAUX CHEWNING · title INDIRECT CONTROL PERSON → MANAGING MEMBER
  • ChangedWINTERS, JEREMIAH, ROBERT · title INDIRECT CONTROL PERSON → MANAGING MEMBER
May 17, 2024 filing
  • AddedATWOOD, CATHERINE, MICHAUX CHEWNING · INDIRECT CONTROL PERSON · Less than 5% · control person
  • AddedWINTERS, JEREMIAH, ROBERT · INDIRECT CONTROL PERSON · Less than 5% · control person
Apr 22, 2024 filing (earliest on record)
  • ListedBERNSTEIN, DANIEL, ADAM · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedCNSL MANAGEMENT ENTERPRISES, LLC · MANAGING MEMBER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 48 →

Top Trims

Show all 58 →

New Positions

Show all 19 →

Exited Positions

Show all 12 →

FOUNDERS GROVE WEALTH PARTNERS, LLC Holdings (2026-09-30)

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 $37.4M 7.37% 529,138 SH
2 SPDR SERIES TRUST BIL 78468R663 $26.1M 5.15% 285,018 SH
3 VANGUARD INDEX FDS VUG 922908736 $24.0M 4.73% 266,179 SH
4 VANGUARD WORLD FD VGT 92204A702 $22.8M 4.50% 181,757 SH
5 ELI LILLY & CO LLY 532457108 $17.4M 3.43% 15,028 SH
6 VANGUARD INDEX FDS VV 922908637 $16.9M 3.34% 48,115 SH
7 ISHARES TR IVW 464287309 $15.5M 3.05% 108,840 SH
8 VANGUARD BD INDEX FDS VUSB 92203C303 $14.4M 2.84% 290,369 SH
9 SELECT SECTOR SPDR TR XLK 81369Y803 $13.5M 2.66% 68,791 SH
10 APPLE INC AAPL 037833100 $12.1M 2.40% 36,472 SH
11 BLACKROCK ETF TRUST II BINC 092528603 $10.7M 2.10% 209,987 SH
12 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $10.5M 2.07% 185,225 SH
13 VANGUARD INDEX FDS VOO 922908363 $9.8M 1.93% 13,983 SH
14 VANGUARD INDEX FDS VTV 922908744 $9.6M 1.88% 44,208 SH
15 MICROSOFT CORP MSFT 594918104 $9.1M 1.79% 17,744 SH
16 VANGUARD INTL EQUITY INDEX F VWO 922042858 $9.1M 1.79% 153,335 SH
17 ISHARES TR AGG 464287226 $9.1M 1.79% 96,171 SH
18 VANGUARD WORLD FD VHT 92204A504 $8.4M 1.65% 26,529 SH
19 VANGUARD WORLD FD VFH 92204A405 $8.2M 1.62% 63,048 SH
20 VANGUARD WORLD FD VCR 92204A108 $7.5M 1.49% 20,663 SH
21 VANGUARD WHITEHALL FDS VYM 921946406 $7.2M 1.42% 46,306 SH
22 VANGUARD WORLD FD VIS 92204A603 $7.2M 1.41% 22,370 SH
23 NVIDIA CORPORATION NVDA 67066G104 $7.2M 1.41% 31,312 SH
24 ISHARES TR IJH 464287507 $6.3M 1.23% 86,868 SH
25 VANGUARD INDEX FDS VO 922908629 $6.1M 1.20% 77,826 SH
26 ISHARES TR IVE 464287408 $5.8M 1.15% 25,490 SH
27 VANGUARD WORLD FD VOX 92204A884 $5.3M 1.04% 27,563 SH
28 ISHARES TR EFA 464287465 $4.5M 0.89% 43,276 SH
29 SPDR SERIES TRUST SDY 78464A763 $4.5M 0.89% 30,689 SH
30 VANGUARD BD INDEX FDS BND 921937835 $3.9M 0.78% 56,185 SH
31 VANGUARD INDEX FDS VOE 922908512 $3.7M 0.73% 18,836 SH
32 VANGUARD INDEX FDS VOT 922908538 $3.6M 0.71% 12,297 SH
33 INVESCO EXCHANGE TRADED FD T PEY 46137V563 $3.6M 0.70% 156,001 SH
34 FIRST TR EXCHANGE-TRADED FD FDL 336917109 $3.4M 0.67% 69,372 SH
35 ALPHABET INC GOOGL 02079K305 $3.2M 0.64% 9,398 SH
36 VANGUARD WORLD FD VDC 92204A207 $3.2M 0.63% 14,651 SH
37 VANGUARD INDEX FDS VB 922908751 $3.2M 0.63% 11,229 SH
38 VANGUARD WORLD FD VDE 92204A306 $3.2M 0.63% 18,409 SH
39 WISDOMTREE TR DON 97717W505 $3.1M 0.61% 57,091 SH
40 ISHARES TR IJK 464287606 $3.0M 0.60% 27,603 SH
41 WISDOMTREE TR AIVL 97717W406 $3.0M 0.59% 23,194 SH
42 ISHARES INC IEMG 46434G103 $2.8M 0.56% 34,877 SH
43 ISHARES TR IGSB 464288646 $2.7M 0.53% 52,087 SH
44 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.5M 0.50% 3,314 SH
45 ALPHABET INC GOOG 02079K107 $2.4M 0.47% 7,035 SH
46 JOHNSON & JOHNSON JNJ 478160104 $2.3M 0.46% 8,856 SH
47 AMAZON COM INC AMZN 023135106 $2.3M 0.45% 9,259 SH
48 ISHARES TR SUB 464288158 $2.3M 0.45% 21,671 SH
49 ISHARES TR IJR 464287804 $2.2M 0.44% 16,398 SH
50 WISDOMTREE TR DES 97717W604 $2.2M 0.43% 57,993 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-16 $507.1M 191 0002046157-26-000005
2026-06-30 2026-07-22 $500.9M 184 0002046157-26-000003
2026-03-31 2026-04-15 $439.9M 162 0002046157-26-000002
2025-12-31 2026-01-12 $444.6M 151 0002046157-26-000001
Filer Information
Address
6802 PARAGON PLACE
SUITE 300
RICHMOND, VA 23230
Phone
(804) 910-0001
Filing Manager
FOUNDERS GROVE WEALTH PARTNERS, LLC
RICHMOND, VA
Signatory
Jen Thompson
Chief Operating Officer, Chief Compliance Officer