Founders Grove Wealth Partners, Llc Portfolio Stock Holdings
Founders Grove Wealth Partners, Llc disclosed 162 stock positions valued at approximately $439.9 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 March 31, 2026 and was filed on April 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 162
- Portfolio Value
- $439.9M
Holdings by Sector
Founders Grove Wealth Partners, Llc Portfolio Holdings in Q1 2026
162 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 | 7.95% | 546,091 | -2,400 | -0.44% | $34,993,511 |
| SPDR SERIES TRUST | BIL | Other | 5.46% | 261,898 | +3,205 | +1.24% | $24,000,354 |
| VANGUARD INDEX FDS | VUG | Other | 4.38% | 44,142 | +431 | +0.99% | $19,280,839 |
| VANGUARD WORLD FD | VGT | Other | 4.05% | 25,552 | -485 | -1.86% | $17,828,141 |
| ELI LILLY & CO | LLY | Healthcare | 3.63% | 17,370 | -44 | -0.25% | $15,976,845 |
| VANGUARD INDEX FDS | VV | Other | 3.24% | 47,767 | +834 | +1.78% | $14,275,168 |
| VANGUARD BD INDEX FDS | VUSB | Other | 2.98% | 263,552 | +17,634 | +7.17% | $13,120,937 |
| ISHARES TR | IVW | Other | 2.90% | 112,722 | -486 | -0.43% | $12,749,985 |
| ISHARES TR | AGG | Other | 2.71% | 119,882 | +3,191 | +2.73% | $11,900,686 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 2.30% | 169,581 | +7,278 | +4.48% | $10,098,576 |
| BLACKROCK ETF TRUST II | BINC | Other | 2.27% | 192,616 | +12,965 | +7.22% | $10,002,549 |
| SELECT SECTOR SPDR TR | XLK | Other | 2.20% | 72,898 | -468 | -0.64% | $9,688,195 |
| VANGUARD INDEX FDS | VOO | Other | 1.99% | 14,620 | -174 | -1.18% | $8,736,252 |
| APPLE INC | AAPL | Technology | 1.96% | 33,902 | -97 | -0.29% | $8,603,989 |
| VANGUARD INDEX FDS | VTV | Other | 1.95% | 43,685 | +186 | +0.43% | $8,571,039 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.92% | 156,606 | +4,529 | +2.98% | $8,464,554 |
| VANGUARD WORLD FD | VCR | Other | 1.69% | 20,731 | +215 | +1.05% | $7,443,051 |
| VANGUARD WORLD FD | VIS | Other | 1.69% | 23,826 | +91 | +0.38% | $7,438,954 |
| VANGUARD WORLD FD | VHT | Other | 1.68% | 27,121 | +1,412 | +5.49% | $7,385,810 |
| VANGUARD WHITEHALL FDS | VYM | Other | 1.66% | 49,215 | -1,762 | -3.46% | $7,288,742 |
| VANGUARD WORLD FD | VFH | Other | 1.62% | 59,085 | +2,591 | +4.59% | $7,138,070 |
| MICROSOFT CORP | MSFT | Technology | 1.42% | 16,833 | +849 | +5.31% | $6,231,072 |
| ISHARES TR | IJH | Other | 1.36% | 88,377 | -142 | -0.16% | $5,968,099 |
| ISHARES TR | IVE | Other | 1.28% | 26,751 | -60 | -0.22% | $5,648,523 |
| VANGUARD INDEX FDS | VO | Other | 1.24% | 19,067 | +415 | +2.22% | $5,475,650 |
| VANGUARD WORLD FD | VOX | Other | 1.13% | 27,555 | +347 | +1.28% | $4,955,491 |
| SPDR SERIES TRUST | SDY | Other | 1.05% | 31,735 | -920 | -2.82% | $4,631,430 |
| ISHARES TR | EFA | Other | 1.03% | 46,481 | -1,468 | -3.06% | $4,514,715 |
| NVIDIA CORPORATION | NVDA | Technology | 1.01% | 25,367 | -303 | -1.18% | $4,424,035 |
| ISHARES TR | IGSB | Other | 0.96% | 80,299 | +1,698 | +2.16% | $4,220,515 |
| FIRST TR EXCHANGE-TRADED FD | FDL | Other | 0.83% | 72,050 | -2,667 | -3.57% | $3,660,140 |
| VANGUARD WORLD FD | VDE | Other | 0.83% | 21,028 | +326 | +1.57% | $3,638,685 |
| INVESCO EXCHANGE TRADED FD T | PEY | Other | 0.80% | 165,003 | -24,240 | -12.81% | $3,534,166 |
| VANGUARD INDEX FDS | VOE | Other | 0.79% | 18,768 | +435 | +2.37% | $3,458,567 |
| VANGUARD WORLD FD | VDC | Other | 0.78% | 15,349 | +1,887 | +14.02% | $3,447,177 |
| VANGUARD INDEX FDS | VOT | Other | 0.70% | 11,934 | +401 | +3.48% | $3,071,215 |
| VANGUARD INDEX FDS | VB | Other | 0.69% | 11,590 | -53 | -0.46% | $3,035,598 |
| WISDOMTREE TR | DON | Other | 0.69% | 57,723 | -1,849 | -3.10% | $3,032,766 |
| ISHARES TR | IJK | Other | 0.65% | 28,240 | -215 | -0.76% | $2,841,509 |
| WISDOMTREE TR | AIVL | Other | 0.62% | 23,493 | -1,086 | -4.42% | $2,718,359 |
| ALPHABET INC | GOOGL | Communication Services | 0.56% | 8,638 | +1,282 | +17.43% | $2,483,943 |
| ISHARES INC | IEMG | Other | 0.56% | 35,098 | -685 | -1.91% | $2,448,086 |
| SPDR S&P 500 ETF TR | SPY | Other | 0.49% | 3,323 | -85 | -2.49% | $2,161,150 |
| WISDOMTREE TR | DES | Other | 0.49% | 60,029 | -2,719 | -4.33% | $2,157,442 |
| TESLA INC | TSLA | Consumer Cyclical | 0.49% | 5,787 | +354 | +6.52% | $2,151,317 |
| ISHARES TR | IJJ | Other | 0.48% | 16,035 | -193 | -1.19% | $2,124,638 |
| ISHARES TR | IJR | Other | 0.48% | 16,900 | -947 | -5.31% | $2,100,839 |
| ISHARES TR | SHY | Other | 0.47% | 24,809 | +22 | +0.09% | $2,048,479 |
| SELECT SECTOR SPDR TR | XLY | Other | 0.46% | 18,609 | -1,849 | -9.04% | $2,027,990 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.45% | 8,167 | -67 | -0.81% | $1,996,341 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.43% | 9,059 | +271 | +3.08% | $1,886,718 |
| ISHARES TR | IWM | Other | 0.42% | 7,513 | -186 | -2.42% | $1,863,224 |
| ISHARES TR | IXG | Other | 0.42% | 16,311 | -4 | -0.02% | $1,859,454 |
| ISHARES TR | IVV | Other | 0.41% | 2,732 | - | - | $1,784,570 |
| ISHARES TR | SUB | Other | 0.39% | 15,923 | -3,360 | -17.42% | $1,695,800 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.38% | 33,771 | -696 | -2.02% | $1,667,274 |
| EXXON MOBIL CORP | XOM | Energy | 0.37% | 9,722 | -327 | -3.25% | $1,649,519 |
| VANGUARD WORLD FD | VPU | Other | 0.37% | 8,152 | +440 | +5.71% | $1,615,237 |
| PIMCO ETF TR | SMMU | Other | 0.37% | 31,970 | +400 | +1.27% | $1,612,886 |
| ISHARES TR | IEI | Other | 0.36% | 13,316 | +273 | +2.09% | $1,579,278 |
| VANGUARD WORLD FD | VAW | Other | 0.35% | 6,844 | +367 | +5.67% | $1,542,227 |
| VANGUARD INDEX FDS | VNQ | Other | 0.35% | 17,140 | +2,415 | +16.40% | $1,520,318 |
| ALPHABET INC | GOOG | Communication Services | 0.34% | 5,282 | +341 | +6.90% | $1,515,195 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.33% | 28,572 | +2 | +0.01% | $1,456,601 |
| VANGUARD INDEX FDS | VBK | Other | 0.33% | 4,752 | +39 | +0.83% | $1,436,292 |
| SPDR SERIES TRUST | SLYV | Other | 0.32% | 15,060 | - | - | $1,424,375 |
| VANGUARD INDEX FDS | VBR | Other | 0.32% | 6,475 | +49 | +0.76% | $1,406,694 |
| MARATHON PETE CORP | MPC | Energy | 0.32% | 5,742 | - | - | $1,402,105 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.32% | 8,616 | - | - | $1,393,478 |
| ISHARES TR | EEM | Other | 0.30% | 23,553 | -425 | -1.77% | $1,337,568 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.28% | 4,330 | -9 | -0.21% | $1,242,710 |
| ISHARES TR | SHV | Other | 0.27% | 10,625 | -185 | -1.71% | $1,172,894 |
| BROADCOM INC | AVGO | Technology | 0.26% | 3,727 | +96 | +2.64% | $1,153,544 |
| PROCTER AND GAMBLE CO | PG | Consumer Defensive | 0.26% | 7,822 | +8 | +0.10% | $1,129,879 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.25% | 7,498 | -809 | -9.74% | $1,099,282 |
| ISHARES TR | MUB | Other | 0.25% | 10,299 | +246 | +2.45% | $1,093,239 |
| ISHARES TR | IJT | Other | 0.25% | 7,470 | -147 | -1.93% | $1,080,984 |
| SPROTT ASSET MANAGEMENT LP | CEF | Other | 0.25% | 22,623 | +7,266 | +47.31% | $1,079,570 |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | Technology | 0.24% | 3,090 | +319 | +11.51% | $1,044,266 |
| VISA INC | V | Financial Services | 0.23% | 3,346 | +283 | +9.24% | $1,011,295 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.23% | 3,383 | +44 | +1.32% | $995,143 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.22% | 2,016 | -523 | -20.60% | $966,067 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.18% | 2,369 | -84 | -3.42% | $779,015 |
| SELECT SECTOR SPDR TR | XLC | Other | 0.17% | 6,929 | -668 | -8.79% | $768,201 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.16% | 1 | - | - | $718,140 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.16% | 4,338 | +198 | +4.78% | $717,245 |
| ISHARES TR | LQD | Other | 0.15% | 6,121 | -936 | -13.26% | $667,128 |
| ISHARES TR | IJS | Other | 0.15% | 5,497 | -80 | -1.43% | $651,120 |
| BANK AMERICA CORP | BAC | Financial Services | 0.14% | 12,652 | -1,948 | -13.34% | $616,785 |
| META PLATFORMS INC | META | Communication Services | 0.14% | 1,061 | +320 | +43.18% | $607,030 |
| ABBVIE INC | ABBV | Healthcare | 0.14% | 2,779 | +125 | +4.71% | $604,405 |
| COCA COLA CO | KO | Consumer Defensive | 0.14% | 7,922 | -262 | -3.20% | $602,468 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.13% | 6,983 | -646 | -8.47% | $572,466 |
| SPROTT ASSET MANAGEMENT LP | PSLV | Other | 0.12% | 22,480 | +22,480 | +100.00% | $548,287 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.12% | 1,075 | +206 | +23.71% | $537,134 |
| ABBOTT LABS | ABT | Healthcare | 0.12% | 5,197 | +231 | +4.65% | $533,576 |
| TIMOTHY PLAN | TPLC | Other | 0.12% | 11,212 | +7 | +0.06% | $520,685 |
| MERCK & CO INC | MRK | Healthcare | 0.12% | 4,309 | +197 | +4.79% | $518,330 |
| GLOBAL X FDS | CATH | Other | 0.12% | 6,626 | +4 | +0.06% | $517,822 |
| CATERPILLAR INC | CAT | Industrials | 0.11% | 705 | +65 | +10.16% | $499,464 |