Filed: 4/15/2026ACC: 0002046157-26-000002
๐ What this filing means
FOUNDERS GROVE WEALTH PARTNERS, LLC filed this quarterly 13FโHR report disclosing 162 equity positions with a total reported market value of $439.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
162
Positions
$439.93M
Total AUM (reported)
3.94M
Total Shares
Allocation by class
COM$65.56M14.9%
VAN FTSE DEV MKT$34.99M8.0%
BLOOMBERG 1-3 MO$24.00M5.5%
GROWTH ETF$19.28M4.4%
INF TECH ETF$17.83M4.1%
LARGE CAP ETF$14.28M3.2%
VANGUARD ULTRA$13.12M3.0%
Portfolio Concentration
Top 3$78.27M17.8%
4โ10$95.95M21.8%
11โ25$114.08M25.9%
Rest$151.62M34.5%
Top 3 weight
17.8%
Top 10 weight
39.6%
Voting Authority Distribution
Total shares with voting rights: 3.94M
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
3.94M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole162
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings162
Rows:
VANGUARD TAX-MANAGED FDS
SOLEShares546.09K
TypeSH
Market value$34.99M
7.95%
Sole
0.00
Shared
0.00
None
546.09K
SPDR SERIES TRUST
SOLEShares261.90K
TypeSH
Market value$24.00M
5.46%
Sole
0.00
Shared
0.00
None
261.90K
VANGUARD INDEX FDS
SOLEShares44.14K
TypeSH
Market value$19.28M
4.38%
Sole
0.00
Shared
0.00
None
44.14K
VANGUARD WORLD FD
SOLEShares25.55K
TypeSH
Market value$17.83M
4.05%
Sole
0.00
Shared
0.00
None
25.55K
ELI LILLY & CO
SOLEShares17.37K
TypeSH
Market value$15.98M
3.63%
Sole
0.00
Shared
0.00
None
17.37K
VANGUARD INDEX FDS
SOLEShares47.77K
TypeSH
Market value$14.28M
3.24%
Sole
0.00
Shared
0.00
None
47.77K
VANGUARD BD INDEX FDS
SOLEShares263.55K
TypeSH
Market value$13.12M
2.98%
Sole
0.00
Shared
0.00
None
263.55K
ISHARES TR
SOLEShares112.72K
TypeSH
Market value$12.75M
2.90%
Sole
0.00
Shared
0.00
None
112.72K
ISHARES TR
SOLEShares119.88K
TypeSH
Market value$11.90M
2.71%
Sole
0.00
Shared
0.00
None
119.88K
VANGUARD SCOTTSDALE FDS
SOLEShares169.58K
TypeSH
Market value$10.10M
2.30%
Sole
0.00
Shared
0.00
None
169.58K
BLACKROCK ETF TRUST II
SOLEShares192.62K
TypeSH
Market value$10.00M
2.27%
Sole
0.00
Shared
0.00
None
192.62K
SELECT SECTOR SPDR TR
SOLEShares72.90K
TypeSH
Market value$9.69M
2.20%
Sole
0.00
Shared
0.00
None
72.90K
VANGUARD INDEX FDS
SOLEShares14.62K
TypeSH
Market value$8.74M
1.99%
Sole
0.00
Shared
0.00
None
14.62K
APPLE INC
SOLEShares33.90K
TypeSH
Market value$8.60M
1.96%
Sole
0.00
Shared
0.00
None
33.90K
VANGUARD INDEX FDS
SOLEShares43.69K
TypeSH
Market value$8.57M
1.95%
Sole
0.00
Shared
0.00
None
43.69K
VANGUARD INTL EQUITY INDEX F
SOLEShares156.61K
TypeSH
Market value$8.46M
1.92%
Sole
0.00
Shared
0.00
None
156.61K
VANGUARD WORLD FD
SOLEShares20.73K
TypeSH
Market value$7.44M
1.69%
Sole
0.00
Shared
0.00
None
20.73K
VANGUARD WORLD FD
SOLEShares23.83K
TypeSH
Market value$7.44M
1.69%
Sole
0.00
Shared
0.00
None
23.83K
VANGUARD WORLD FD
SOLEShares27.12K
TypeSH
Market value$7.39M
1.68%
Sole
0.00
Shared
0.00
None
27.12K
VANGUARD WHITEHALL FDS
SOLEShares49.22K
TypeSH
Market value$7.29M
1.66%
Sole
0.00
Shared
0.00
None
49.22K
VANGUARD WORLD FD
SOLEShares59.09K
TypeSH
Market value$7.14M
1.62%
Sole
0.00
Shared
0.00
None
59.09K
MICROSOFT CORP
SOLEShares16.83K
TypeSH
Market value$6.23M
1.42%
Sole
0.00
Shared
0.00
None
16.83K
ISHARES TR
SOLEShares88.38K
TypeSH
Market value$5.97M
1.36%
Sole
0.00
Shared
0.00
None
88.38K
ISHARES TR
SOLEShares26.75K
TypeSH
Market value$5.65M
1.28%
Sole
0.00
Shared
0.00
None
26.75K
VANGUARD INDEX FDS
SOLEShares19.07K
TypeSH
Market value$5.48M
1.24%
Sole
0.00
Shared
0.00
None
19.07K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 546.09K | SH | $34.99M 7.95% | 0.00 | 0.00 | 546.09K |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 261.90K | SH | $24.00M 5.46% | 0.00 | 0.00 | 261.90K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 44.14K | SH | $19.28M 4.38% | 0.00 | 0.00 | 44.14K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 25.55K | SH | $17.83M 4.05% | 0.00 | 0.00 | 25.55K |
ELI LILLY & COSOLE | COM | 17.37K | SH | $15.98M 3.63% | 0.00 | 0.00 | 17.37K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 47.77K | SH | $14.28M 3.24% | 0.00 | 0.00 | 47.77K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 263.55K | SH | $13.12M 2.98% | 0.00 | 0.00 | 263.55K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 112.72K | SH | $12.75M 2.90% | 0.00 | 0.00 | 112.72K |
ISHARES TRSOLE | CORE US AGGBD ET | 119.88K | SH | $11.90M 2.71% | 0.00 | 0.00 | 119.88K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 169.58K | SH | $10.10M 2.30% | 0.00 | 0.00 | 169.58K |
BLACKROCK ETF TRUST IISOLE | FLEXIBLE INCOME | 192.62K | SH | $10.00M 2.27% | 0.00 | 0.00 | 192.62K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 72.90K | SH | $9.69M 2.20% | 0.00 | 0.00 | 72.90K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 14.62K | SH | $8.74M 1.99% | 0.00 | 0.00 | 14.62K |
APPLE INCSOLE | COM | 33.90K | SH | $8.60M 1.96% | 0.00 | 0.00 | 33.90K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 43.69K | SH | $8.57M 1.95% | 0.00 | 0.00 | 43.69K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 156.61K | SH | $8.46M 1.92% | 0.00 | 0.00 | 156.61K |
VANGUARD WORLD FDSOLE | CONSUM DIS ETF | 20.73K | SH | $7.44M 1.69% | 0.00 | 0.00 | 20.73K |
VANGUARD WORLD FDSOLE | INDUSTRIAL ETF | 23.83K | SH | $7.44M 1.69% | 0.00 | 0.00 | 23.83K |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 27.12K | SH | $7.39M 1.68% | 0.00 | 0.00 | 27.12K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 49.22K | SH | $7.29M 1.66% | 0.00 | 0.00 | 49.22K |
VANGUARD WORLD FDSOLE | FINANCIALS ETF | 59.09K | SH | $7.14M 1.62% | 0.00 | 0.00 | 59.09K |
MICROSOFT CORPSOLE | COM | 16.83K | SH | $6.23M 1.42% | 0.00 | 0.00 | 16.83K |
ISHARES TRSOLE | CORE S&P MCP ETF | 88.38K | SH | $5.97M 1.36% | 0.00 | 0.00 | 88.38K |
ISHARES TRSOLE | S&P 500 VAL ETF | 26.75K | SH | $5.65M 1.28% | 0.00 | 0.00 | 26.75K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 19.07K | SH | $5.48M 1.24% | 0.00 | 0.00 | 19.07K |
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