Founders Grove Wealth Partners, Llc Portfolio Stock Holdings
Founders Grove Wealth Partners, Llc disclosed 184 stock positions valued at approximately $500.9 million in its latest SEC 13F filing. The largest holdings include VANGUARD TAX-MANAGED FDS, SPDR SERIES TRUST, and VANGUARD INDEX FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 22, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 184
- Portfolio Value
- $500.9M
Holdings by Sector
Founders Grove Wealth Partners, Llc Portfolio Holdings in Q2 2026
183 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | Other | 7.50% | 527,002 | -19,089 | -3.50% | $37,548,892 |
| SPDR SERIES TRUST | BIL | Other | 5.14% | 281,079 | +19,181 | +7.32% | $25,758,125 |
| VANGUARD INDEX FDS | VUG | Other | 4.59% | 266,833 | +222,691 | +504.49% | $22,985,018 |
| VANGUARD WORLD FD | VGT | Other | 4.29% | 179,907 | +154,355 | +604.08% | $21,502,485 |
| ELI LILLY & CO | LLY | Healthcare | 3.68% | 15,366 | -2,004 | -11.54% | $18,431,016 |
| VANGUARD INDEX FDS | VV | Other | 3.30% | 48,108 | +341 | +0.71% | $16,544,822 |
| ISHARES TR | IVW | Other | 3.03% | 110,218 | -2,504 | -2.22% | $15,158,230 |
| VANGUARD BD INDEX FDS | VUSB | Other | 2.86% | 287,484 | +23,932 | +9.08% | $14,310,954 |
| SELECT SECTOR SPDR TR | XLK | Other | 2.67% | 70,184 | -2,714 | -3.72% | $13,371,529 |
| BLACKROCK ETF TRUST II | BINC | Other | 2.16% | 206,637 | +14,021 | +7.28% | $10,815,381 |
| APPLE INC | AAPL | Technology | 2.15% | 37,192 | +3,290 | +9.70% | $10,761,877 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 2.14% | 181,965 | +12,384 | +7.30% | $10,732,295 |
| VANGUARD INDEX FDS | VOO | Other | 1.99% | 14,520 | -100 | -0.68% | $9,972,563 |
| VANGUARD INDEX FDS | VTV | Other | 1.94% | 44,520 | +835 | +1.91% | $9,702,290 |
| ISHARES TR | AGG | Other | 1.83% | 92,585 | -27,297 | -22.77% | $9,164,063 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.81% | 152,127 | -4,479 | -2.86% | $9,080,461 |
| VANGUARD WORLD FD | VIS | Other | 1.67% | 23,146 | -680 | -2.85% | $8,341,355 |
| VANGUARD WORLD FD | VFH | Other | 1.64% | 62,306 | +3,221 | +5.45% | $8,199,482 |
| VANGUARD WORLD FD | VCR | Other | 1.61% | 20,368 | -363 | -1.75% | $8,078,152 |
| VANGUARD WORLD FD | VHT | Other | 1.59% | 26,713 | -408 | -1.50% | $7,987,397 |
| VANGUARD WHITEHALL FDS | VYM | Other | 1.50% | 47,471 | -1,744 | -3.54% | $7,501,842 |
| ISHARES TR | IJH | Other | 1.35% | 87,956 | -421 | -0.48% | $6,782,287 |
| MICROSOFT CORP | MSFT | Technology | 1.28% | 17,171 | +338 | +2.01% | $6,405,126 |
| VANGUARD INDEX FDS | VO | Other | 1.25% | 77,811 | +58,744 | +308.09% | $6,269,197 |
| ISHARES TR | IVE | Other | 1.19% | 26,285 | -466 | -1.74% | $5,968,161 |
| NVIDIA CORPORATION | NVDA | Technology | 1.18% | 29,413 | +4,046 | +15.95% | $5,885,294 |
| VANGUARD WORLD FD | VOX | Other | 0.98% | 26,696 | -859 | -3.12% | $4,910,729 |
| SPDR SERIES TRUST | SDY | Other | 0.94% | 31,040 | -695 | -2.19% | $4,723,645 |
| ISHARES TR | EFA | Other | 0.92% | 44,126 | -2,355 | -5.07% | $4,583,826 |
| ISHARES TR | IGSB | Other | 0.83% | 79,362 | -937 | -1.17% | $4,159,362 |
| VANGUARD INDEX FDS | VOT | Other | 0.75% | 12,325 | +391 | +3.28% | $3,775,148 |
| VANGUARD INDEX FDS | VOE | Other | 0.75% | 18,914 | +146 | +0.78% | $3,737,406 |
| INVESCO EXCHANGE TRADED FD T | PEY | Other | 0.74% | 158,932 | -6,071 | -3.68% | $3,684,044 |
| VANGUARD INDEX FDS | VB | Other | 0.70% | 11,580 | -10 | -0.09% | $3,510,066 |
| FIRST TR EXCHANGE-TRADED FD | FDL | Other | 0.68% | 70,236 | -1,814 | -2.52% | $3,417,684 |
| ISHARES TR | IJK | Other | 0.66% | 28,159 | -81 | -0.29% | $3,308,682 |
| VANGUARD BD INDEX FDS | BND | Other | 0.66% | 45,003 | +45,003 | +100.00% | $3,303,670 |
| ALPHABET INC | GOOGL | Communication Services | 0.66% | 9,234 | +596 | +6.90% | $3,299,955 |
| VANGUARD WORLD FD | VDC | Other | 0.65% | 14,435 | -914 | -5.95% | $3,254,893 |
| WISDOMTREE TR | DON | Other | 0.65% | 57,442 | -281 | -0.49% | $3,246,622 |
| WISDOMTREE TR | AIVL | Other | 0.61% | 23,362 | -131 | -0.56% | $3,063,489 |
| ISHARES INC | IEMG | Other | 0.58% | 35,075 | -23 | -0.07% | $2,905,613 |
| VANGUARD WORLD FD | VDE | Other | 0.54% | 18,141 | -2,887 | -13.73% | $2,723,508 |
| ALPHABET INC | GOOG | Communication Services | 0.52% | 7,356 | +2,074 | +39.27% | $2,599,095 |
| TESLA INC | TSLA | Consumer Cyclical | 0.50% | 5,913 | +126 | +2.18% | $2,487,008 |
| SPDR S&P 500 ETF TR | SPY | Other | 0.50% | 3,322 | -1 | -0.03% | $2,480,898 |
| ISHARES TR | IJR | Other | 0.49% | 16,591 | -309 | -1.83% | $2,460,611 |
| WISDOMTREE TR | DES | Other | 0.49% | 59,927 | -102 | -0.17% | $2,437,830 |
| ISHARES TR | IJJ | Other | 0.45% | 15,374 | -661 | -4.12% | $2,271,201 |
| ISHARES TR | IWM | Other | 0.44% | 7,333 | -180 | -2.40% | $2,203,200 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.44% | 9,242 | +183 | +2.02% | $2,202,738 |
| BROADCOM INC | AVGO | Technology | 0.43% | 5,712 | +1,985 | +53.26% | $2,157,708 |
| SELECT SECTOR SPDR TR | XLY | Other | 0.42% | 18,147 | -462 | -2.48% | $2,128,260 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.42% | 8,327 | +160 | +1.96% | $2,114,808 |
| PIMCO ETF TR | SMMU | Other | 0.41% | 40,993 | +9,023 | +28.22% | $2,070,146 |
| ISHARES TR | IVV | Other | 0.41% | 2,730 | -2 | -0.07% | $2,044,470 |
| ISHARES TR | IXG | Other | 0.39% | 15,799 | -512 | -3.14% | $1,967,055 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.38% | 37,719 | +9,147 | +32.01% | $1,923,669 |
| ISHARES TR | SHY | Other | 0.38% | 23,404 | -1,405 | -5.66% | $1,921,702 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.38% | 6,019 | +1,689 | +39.01% | $1,893,517 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.36% | 33,579 | -192 | -0.57% | $1,800,170 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.35% | 5,395 | +2,012 | +59.47% | $1,765,945 |
| VANGUARD INDEX FDS | VBK | Other | 0.34% | 4,590 | -162 | -3.41% | $1,678,563 |
| ISHARES TR | SUB | Other | 0.33% | 15,456 | -467 | -2.93% | $1,645,600 |
| SPDR SERIES TRUST | SLYV | Other | 0.33% | 14,971 | -89 | -0.59% | $1,633,486 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.32% | 8,665 | +49 | +0.57% | $1,605,032 |
| VANGUARD INDEX FDS | VNQ | Other | 0.32% | 16,640 | -500 | -2.92% | $1,604,595 |
| VANGUARD INDEX FDS | VBR | Other | 0.32% | 6,524 | +49 | +0.76% | $1,585,267 |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | Technology | 0.31% | 3,277 | +187 | +6.05% | $1,564,997 |
| ISHARES TR | EEM | Other | 0.31% | 22,859 | -694 | -2.95% | $1,563,776 |
| VANGUARD WORLD FD | VPU | Other | 0.31% | 7,821 | -331 | -4.06% | $1,530,804 |
| VANGUARD WORLD FD | VAW | Other | 0.30% | 6,461 | -383 | -5.60% | $1,478,212 |
| MARATHON PETE CORP | MPC | Energy | 0.29% | 5,770 | +28 | +0.49% | $1,475,240 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.28% | 1,236 | +426 | +52.59% | $1,426,702 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.28% | 2,755 | +739 | +36.66% | $1,378,574 |
| ISHARES TR | MUB | Other | 0.26% | 12,307 | +2,008 | +19.50% | $1,324,479 |
| ISHARES TR | SHV | Other | 0.26% | 11,791 | +1,166 | +10.97% | $1,301,137 |
| ISHARES TR | IJT | Other | 0.26% | 7,180 | -290 | -3.88% | $1,282,348 |
| PROCTER AND GAMBLE CO | PG | Consumer Defensive | 0.24% | 8,358 | +536 | +6.85% | $1,225,687 |
| VISA INC | V | Financial Services | 0.23% | 3,398 | +52 | +1.55% | $1,165,820 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.22% | 6,952 | -546 | -7.28% | $1,103,004 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.21% | 1,830 | +607 | +49.63% | $1,063,065 |
| ISHARES TR | IEI | Other | 0.20% | 8,452 | -4,864 | -36.53% | $992,687 |
| INTEL CORP | INTC | Technology | 0.20% | 7,089 | +920 | +14.91% | $989,837 |
| META PLATFORMS INC | META | Communication Services | 0.19% | 1,654 | +593 | +55.89% | $931,682 |
| COCA COLA CO | KO | Consumer Defensive | 0.17% | 10,466 | +2,544 | +32.11% | $850,572 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.17% | 2,405 | +36 | +1.52% | $848,061 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.16% | 4,518 | +180 | +4.15% | $817,351 |
| CATERPILLAR INC | CAT | Industrials | 0.16% | 730 | +25 | +3.55% | $777,377 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.15% | 1 | - | - | $748,850 |
| BANK AMERICA CORP | BAC | Financial Services | 0.15% | 13,067 | +415 | +3.28% | $744,558 |
| ABBVIE INC | ABBV | Healthcare | 0.15% | 2,939 | +160 | +5.76% | $739,570 |
| SPDR SERIES TRUST | SPTI | Other | 0.15% | 25,761 | +25,761 | +100.00% | $731,355 |
| SELECT SECTOR SPDR TR | XLC | Other | 0.14% | 6,618 | -311 | -4.49% | $709,036 |
| ASML HLDG NV | ASML | Other | 0.14% | 355 | -8 | -2.20% | $706,251 |
| CISCO SYS INC | CSCO | Technology | 0.14% | 6,012 | +129 | +2.19% | $706,170 |
| ISHARES TR | IJS | Other | 0.14% | 5,110 | -387 | -7.04% | $698,435 |
| ISHARES TR | LQD | Other | 0.14% | 6,333 | +212 | +3.46% | $690,740 |
| ELEVANCE HEALTH INC FORMERLY | ELV | Healthcare | 0.13% | 1,722 | +91 | +5.58% | $665,949 |
| MERCK & CO INC | MRK | Healthcare | 0.13% | 4,961 | +652 | +15.13% | $637,488 |