Founders Grove Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 16, 2026, Founders Grove Wealth Partners, Llc disclosed 191 stock positions valued at approximately $507.06M as of quarter-end September 30, 2026. The largest holdings include VANGUARD TAX-MANAGED FDS, SPDR SERIES TRUST, and VANGUARD INDEX FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 191
- Portfolio Value
- $507.06M
Holdings by Sector
Founders Grove Wealth Partners, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | Other | 7.37% | 529,138 | +2,136 | +0.41% | $37,362,434 |
| SPDR SERIES TRUST | BIL | Other | 5.15% | 285,018 | +3,939 | +1.40% | $26,119,027 |
| VANGUARD INDEX FDS | VUG | Other | 4.73% | 266,179 | -654 | -0.25% | $23,985,426 |
| VANGUARD WORLD FD | VGT | Other | 4.50% | 181,757 | +1,850 | +1.03% | $22,841,461 |
| ELI LILLY & CO | LLY | Healthcare | 3.43% | 15,028 | -338 | -2.20% | $17,389,152 |
| VANGUARD INDEX FDS | VV | Other | 3.34% | 48,115 | +7 | +0.01% | $16,929,263 |
| ISHARES TR | IVW | Other | 3.05% | 108,840 | -1,378 | -1.25% | $15,483,614 |
| VANGUARD BD INDEX FDS | VUSB | Other | 2.84% | 290,369 | +2,885 | +1.00% | $14,387,784 |
| SELECT SECTOR SPDR TR | XLK | Other | 2.66% | 68,791 | -1,393 | -1.98% | $13,465,913 |
| APPLE INC | AAPL | Technology | 2.40% | 36,472 | -720 | -1.94% | $12,145,905 |
| BLACKROCK ETF TRUST II | BINC | Other | 2.10% | 209,987 | +3,350 | +1.62% | $10,665,240 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 2.07% | 185,225 | +3,260 | +1.79% | $10,494,836 |
| VANGUARD INDEX FDS | VOO | Other | 1.93% | 13,983 | -537 | -3.70% | $9,800,206 |
| VANGUARD INDEX FDS | VTV | Other | 1.88% | 44,208 | -312 | -0.70% | $9,552,510 |
| MICROSOFT CORP | MSFT | Technology | 1.79% | 17,744 | +573 | +3.34% | $9,100,898 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.79% | 153,335 | +1,208 | +0.79% | $9,094,299 |
| ISHARES TR | AGG | Other | 1.79% | 96,171 | +3,586 | +3.87% | $9,092,006 |
| VANGUARD WORLD FD | VHT | Other | 1.65% | 26,529 | -184 | -0.69% | $8,385,226 |
| VANGUARD WORLD FD | VFH | Other | 1.62% | 63,048 | +742 | +1.19% | $8,201,926 |
| VANGUARD WORLD FD | VCR | Other | 1.49% | 20,663 | +295 | +1.45% | $7,535,383 |
| VANGUARD WHITEHALL FDS | VYM | Other | 1.42% | 46,306 | -1,165 | -2.45% | $7,186,691 |
| VANGUARD WORLD FD | VIS | Other | 1.41% | 22,370 | -776 | -3.35% | $7,169,809 |
| NVIDIA CORPORATION | NVDA | Technology | 1.41% | 31,312 | +1,899 | +6.46% | $7,151,088 |
| ISHARES TR | IJH | Other | 1.23% | 86,868 | -1,088 | -1.24% | $6,250,153 |
| VANGUARD INDEX FDS | VO | Other | 1.20% | 77,826 | +15 | +0.02% | $6,103,147 |
| ISHARES TR | IVE | Other | 1.15% | 25,490 | -795 | -3.02% | $5,818,793 |
| VANGUARD WORLD FD | VOX | Other | 1.04% | 27,563 | +867 | +3.25% | $5,253,232 |
| ISHARES TR | EFA | Other | 0.89% | 43,276 | -850 | -1.93% | $4,495,960 |
| SPDR SERIES TRUST | SDY | Other | 0.89% | 30,689 | -351 | -1.13% | $4,495,387 |
| VANGUARD BD INDEX FDS | BND | Other | 0.78% | 56,185 | +11,182 | +24.85% | $3,941,378 |
Showing 30 of 191 holdings in the latest reporting period.