Filed: 1/12/2026ACC: 0002046157-26-000001
📋 What this filing means
FOUNDERS GROVE WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 151 equity positions with a total reported market value of $444.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
151
Positions
$444.61M
Total AUM (reported)
3.87M
Total Shares
Allocation by class
COM$68.29M15.4%
VAN FTSE DEV MKT$34.26M7.7%
BLOOMBERG 1-3 MO$23.64M5.3%
GROWTH ETF$21.32M4.8%
INF TECH ETF$19.63M4.4%
LARGE CAP ETF$14.77M3.3%
S&P 500 GRWT ETF$13.95M3.1%
Portfolio Concentration
Top 3$79.23M17.8%
4–10$101.54M22.8%
11–25$116.30M26.2%
Rest$147.53M33.2%
Top 3 weight
17.8%
Top 10 weight
40.7%
Voting Authority Distribution
Total shares with voting rights: 3.87M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.87M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole151
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings151
Rows:
VANGUARD TAX-MANAGED FDS
SOLEShares548.49K
TypeSH
Market value$34.26M
7.71%
Sole
0.00
Shared
0.00
None
548.49K
SPDR SERIES TRUST
SOLEShares258.69K
TypeSH
Market value$23.64M
5.32%
Sole
0.00
Shared
0.00
None
258.69K
VANGUARD INDEX FDS
SOLEShares43.71K
TypeSH
Market value$21.32M
4.80%
Sole
0.00
Shared
0.00
None
43.71K
VANGUARD WORLD FD
SOLEShares26.04K
TypeSH
Market value$19.63M
4.41%
Sole
0.00
Shared
0.00
None
26.04K
ELI LILLY & CO
SOLEShares17.41K
TypeSH
Market value$18.71M
4.21%
Sole
0.00
Shared
0.00
None
17.41K
VANGUARD INDEX FDS
SOLEShares46.93K
TypeSH
Market value$14.77M
3.32%
Sole
0.00
Shared
0.00
None
46.93K
ISHARES TR
SOLEShares113.21K
TypeSH
Market value$13.95M
3.14%
Sole
0.00
Shared
0.00
None
113.21K
VANGUARD BD INDEX FDS
SOLEShares245.92K
TypeSH
Market value$12.26M
2.76%
Sole
0.00
Shared
0.00
None
245.92K
ISHARES TR
SOLEShares116.69K
TypeSH
Market value$11.66M
2.62%
Sole
0.00
Shared
0.00
None
116.69K
SELECT SECTOR SPDR TR
SOLEShares73.37K
TypeSH
Market value$10.56M
2.38%
Sole
0.00
Shared
0.00
None
73.37K
VANGUARD SCOTTSDALE FDS
SOLEShares162.30K
TypeSH
Market value$9.73M
2.19%
Sole
0.00
Shared
0.00
None
162.30K
BLACKROCK ETF TRUST II
SOLEShares179.65K
TypeSH
Market value$9.48M
2.13%
Sole
0.00
Shared
0.00
None
179.65K
VANGUARD INDEX FDS
SOLEShares14.79K
TypeSH
Market value$9.28M
2.09%
Sole
0.00
Shared
0.00
None
14.79K
APPLE INC
SOLEShares34K
TypeSH
Market value$9.24M
2.08%
Sole
0.00
Shared
0.00
None
34K
VANGUARD INDEX FDS
SOLEShares43.50K
TypeSH
Market value$8.31M
1.87%
Sole
0.00
Shared
0.00
None
43.50K
VANGUARD INTL EQUITY INDEX F
SOLEShares152.08K
TypeSH
Market value$8.18M
1.84%
Sole
0.00
Shared
0.00
None
152.08K
VANGUARD WORLD FD
SOLEShares20.52K
TypeSH
Market value$8.08M
1.82%
Sole
0.00
Shared
0.00
None
20.52K
MICROSOFT CORP
SOLEShares15.98K
TypeSH
Market value$7.73M
1.74%
Sole
0.00
Shared
0.00
None
15.98K
VANGUARD WORLD FD
SOLEShares56.49K
TypeSH
Market value$7.54M
1.70%
Sole
0.00
Shared
0.00
None
56.49K
VANGUARD WORLD FD
SOLEShares25.71K
TypeSH
Market value$7.40M
1.66%
Sole
0.00
Shared
0.00
None
25.71K
VANGUARD WHITEHALL FDS
SOLEShares50.98K
TypeSH
Market value$7.32M
1.65%
Sole
0.00
Shared
0.00
None
50.98K
VANGUARD WORLD FD
SOLEShares23.73K
TypeSH
Market value$7.08M
1.59%
Sole
0.00
Shared
0.00
None
23.73K
ISHARES TR
SOLEShares88.52K
TypeSH
Market value$5.84M
1.31%
Sole
0.00
Shared
0.00
None
88.52K
ISHARES TR
SOLEShares26.81K
TypeSH
Market value$5.69M
1.28%
Sole
0.00
Shared
0.00
None
26.81K
VANGUARD INDEX FDS
SOLEShares18.65K
TypeSH
Market value$5.41M
1.22%
Sole
0.00
Shared
0.00
None
18.65K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 548.49K | SH | $34.26M 7.71% | 0.00 | 0.00 | 548.49K |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 258.69K | SH | $23.64M 5.32% | 0.00 | 0.00 | 258.69K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 43.71K | SH | $21.32M 4.80% | 0.00 | 0.00 | 43.71K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 26.04K | SH | $19.63M 4.41% | 0.00 | 0.00 | 26.04K |
ELI LILLY & COSOLE | COM | 17.41K | SH | $18.71M 4.21% | 0.00 | 0.00 | 17.41K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 46.93K | SH | $14.77M 3.32% | 0.00 | 0.00 | 46.93K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 113.21K | SH | $13.95M 3.14% | 0.00 | 0.00 | 113.21K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 245.92K | SH | $12.26M 2.76% | 0.00 | 0.00 | 245.92K |
ISHARES TRSOLE | CORE US AGGBD ET | 116.69K | SH | $11.66M 2.62% | 0.00 | 0.00 | 116.69K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 73.37K | SH | $10.56M 2.38% | 0.00 | 0.00 | 73.37K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 162.30K | SH | $9.73M 2.19% | 0.00 | 0.00 | 162.30K |
BLACKROCK ETF TRUST IISOLE | FLEXIBLE INCOME | 179.65K | SH | $9.48M 2.13% | 0.00 | 0.00 | 179.65K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 14.79K | SH | $9.28M 2.09% | 0.00 | 0.00 | 14.79K |
APPLE INCSOLE | COM | 34K | SH | $9.24M 2.08% | 0.00 | 0.00 | 34K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 43.50K | SH | $8.31M 1.87% | 0.00 | 0.00 | 43.50K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 152.08K | SH | $8.18M 1.84% | 0.00 | 0.00 | 152.08K |
VANGUARD WORLD FDSOLE | CONSUM DIS ETF | 20.52K | SH | $8.08M 1.82% | 0.00 | 0.00 | 20.52K |
MICROSOFT CORPSOLE | COM | 15.98K | SH | $7.73M 1.74% | 0.00 | 0.00 | 15.98K |
VANGUARD WORLD FDSOLE | FINANCIALS ETF | 56.49K | SH | $7.54M 1.70% | 0.00 | 0.00 | 56.49K |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 25.71K | SH | $7.40M 1.66% | 0.00 | 0.00 | 25.71K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 50.98K | SH | $7.32M 1.65% | 0.00 | 0.00 | 50.98K |
VANGUARD WORLD FDSOLE | INDUSTRIAL ETF | 23.73K | SH | $7.08M 1.59% | 0.00 | 0.00 | 23.73K |
ISHARES TRSOLE | CORE S&P MCP ETF | 88.52K | SH | $5.84M 1.31% | 0.00 | 0.00 | 88.52K |
ISHARES TRSOLE | S&P 500 VAL ETF | 26.81K | SH | $5.69M 1.28% | 0.00 | 0.00 | 26.81K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 18.65K | SH | $5.41M 1.22% | 0.00 | 0.00 | 18.65K |
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