FOUNDERS GROVE WEALTH PARTNERS, LLC — 13F Holdings & Portfolio
CIK 2046157 · latest 13F-HR filed 2026-07-22
FOUNDERS GROVE WEALTH PARTNERS, LLC manages $500.9M in 13F-reported U.S. long-equity assets across 184 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VEA (7.50%), BIL (5.14%), VUG (4.59%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 33 new positions, exited 11, added to 103, and trimmed 23.
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.
SUITE 300
RICHMOND, VA 23230
$500.9M
Long-equity book
184
Distinct positions
2026-06-30
Filed 2026-07-22
+33 / −11 / ↑103 / ↓23
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$3.7M +19.2%
- SELECT SECTOR SPDR TR$3.7M +38.0%
- VANGUARD WORLD FD$3.7M +20.6%
- VANGUARD TAX-MANAGED FDS$2.6M +7.3%
- ELI LILLY & CO$2.5M +15.4%
Top Trims
- ISHARES TR-$2.7M -23.0%
- VANGUARD WORLD FD-$915.2K -25.2%
- SPROTT ASSET MANAGEMENT LP-$687.6K -63.7%
- ISHARES TR-$586.6K -37.1%
- MASTERCARD INCORPORATED-$277.8K -51.7%
New Positions
- VANGUARD BD INDEX FDS$3.3M
- EXXON MOBIL CORP$1.3M
- SPDR SERIES TRUST$731.4K
- ADOBE INC$549.7K
- TWILIO INC$499.5K
Exited Positions
- EXXON MOBIL CORP$1.6M
- HONEYWELL INTL INC$394.0K
- AT&T INC$370.8K
- PALANTIR TECHNOLOGIES INC$249.8K
- SHELL PLC$245.8K
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 | $37.5M | 7.50% | 527,002 | SH |
| 2 | SPDR SERIES TRUST | BIL | 78468R663 | $25.8M | 5.14% | 281,079 | SH |
| 3 | VANGUARD INDEX FDS | VUG | 922908736 | $23.0M | 4.59% | 266,833 | SH |
| 4 | VANGUARD WORLD FD | VGT | 92204A702 | $21.5M | 4.29% | 179,907 | SH |
| 5 | ELI LILLY & CO | LLY | 532457108 | $18.4M | 3.68% | 15,366 | SH |
| 6 | VANGUARD INDEX FDS | VV | 922908637 | $16.5M | 3.30% | 48,108 | SH |
| 7 | ISHARES TR | IVW | 464287309 | $15.2M | 3.03% | 110,218 | SH |
| 8 | VANGUARD BD INDEX FDS | VUSB | 92203C303 | $14.3M | 2.86% | 287,484 | SH |
| 9 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $13.4M | 2.67% | 70,184 | SH |
| 10 | BLACKROCK ETF TRUST II | BINC | 092528603 | $10.8M | 2.16% | 206,637 | SH |
| 11 | APPLE INC | AAPL | 037833100 | $10.8M | 2.15% | 37,192 | SH |
| 12 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $10.7M | 2.14% | 181,965 | SH |
| 13 | VANGUARD INDEX FDS | VOO | 922908363 | $10.0M | 1.99% | 14,520 | SH |
| 14 | VANGUARD INDEX FDS | VTV | 922908744 | $9.7M | 1.94% | 44,520 | SH |
| 15 | ISHARES TR | AGG | 464287226 | $9.2M | 1.83% | 92,585 | SH |
| 16 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $9.1M | 1.81% | 152,127 | SH |
| 17 | VANGUARD WORLD FD | VIS | 92204A603 | $8.3M | 1.67% | 23,146 | SH |
| 18 | VANGUARD WORLD FD | VFH | 92204A405 | $8.2M | 1.64% | 62,306 | SH |
| 19 | VANGUARD WORLD FD | VCR | 92204A108 | $8.1M | 1.61% | 20,368 | SH |
| 20 | VANGUARD WORLD FD | VHT | 92204A504 | $8.0M | 1.59% | 26,713 | SH |
| 21 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $7.5M | 1.50% | 47,471 | SH |
| 22 | ISHARES TR | IJH | 464287507 | $6.8M | 1.35% | 87,956 | SH |
| 23 | MICROSOFT CORP | MSFT | 594918104 | $6.4M | 1.28% | 17,171 | SH |
| 24 | VANGUARD INDEX FDS | VO | 922908629 | $6.3M | 1.25% | 77,811 | SH |
| 25 | ISHARES TR | IVE | 464287408 | $6.0M | 1.19% | 26,285 | SH |
| 26 | NVIDIA CORPORATION | NVDA | 67066G104 | $5.9M | 1.18% | 29,413 | SH |
| 27 | VANGUARD WORLD FD | VOX | 92204A884 | $4.9M | 0.98% | 26,696 | SH |
| 28 | SPDR SERIES TRUST | SDY | 78464A763 | $4.7M | 0.94% | 31,040 | SH |
| 29 | ISHARES TR | EFA | 464287465 | $4.6M | 0.92% | 44,126 | SH |
| 30 | ISHARES TR | IGSB | 464288646 | $4.2M | 0.83% | 79,362 | SH |
| 31 | VANGUARD INDEX FDS | VOT | 922908538 | $3.8M | 0.75% | 12,325 | SH |
| 32 | VANGUARD INDEX FDS | VOE | 922908512 | $3.7M | 0.75% | 18,914 | SH |
| 33 | INVESCO EXCHANGE TRADED FD T | PEY | 46137V563 | $3.7M | 0.74% | 158,932 | SH |
| 34 | VANGUARD INDEX FDS | VB | 922908751 | $3.5M | 0.70% | 11,580 | SH |
| 35 | FIRST TR EXCHANGE-TRADED FD | FDL | 336917109 | $3.4M | 0.68% | 70,236 | SH |
| 36 | ISHARES TR | IJK | 464287606 | $3.3M | 0.66% | 28,159 | SH |
| 37 | VANGUARD BD INDEX FDS | BND | 921937835 | $3.3M | 0.66% | 45,003 | SH |
| 38 | ALPHABET INC | GOOGL | 02079K305 | $3.3M | 0.66% | 9,234 | SH |
| 39 | VANGUARD WORLD FD | VDC | 92204A207 | $3.3M | 0.65% | 14,435 | SH |
| 40 | WISDOMTREE TR | DON | 97717W505 | $3.2M | 0.65% | 57,442 | SH |
| 41 | WISDOMTREE TR | AIVL | 97717W406 | $3.1M | 0.61% | 23,362 | SH |
| 42 | ISHARES INC | IEMG | 46434G103 | $2.9M | 0.58% | 35,075 | SH |
| 43 | VANGUARD WORLD FD | VDE | 92204A306 | $2.7M | 0.54% | 18,141 | SH |
| 44 | ALPHABET INC | GOOG | 02079K107 | $2.6M | 0.52% | 7,356 | SH |
| 45 | TESLA INC | TSLA | 88160R101 | $2.5M | 0.50% | 5,913 | SH |
| 46 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $2.5M | 0.50% | 3,322 | SH |
| 47 | ISHARES TR | IJR | 464287804 | $2.5M | 0.49% | 16,591 | SH |
| 48 | WISDOMTREE TR | DES | 97717W604 | $2.4M | 0.49% | 59,927 | SH |
| 49 | ISHARES TR | IJJ | 464287705 | $2.3M | 0.45% | 15,374 | SH |
| 50 | ISHARES TR | IWM | 464287655 | $2.2M | 0.44% | 7,333 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |