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FOUNDERS GROVE WEALTH PARTNERS, LLC

hedge fundUpdated 20 days ago

Managed by Founders Grove Wealth Partners, Llc • Latest filing Q3 2026

Portfolio value
$507.1M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
19.1%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$444.6M
Q1 2026$439.9M
Q2 2026$500.9M
Q3 2026$507.1M

Top holdings

191 positions as of Q3 2026

View filing
V

VANGUARD TAX-MANAGED FDS

+0.4%
Value
$37.4M
Shares
529.1K
% Port
7.37%
S

SPDR SERIES TRUST

+1.4%
Value
$26.1M
Shares
285.0K
% Port
5.15%
V

VANGUARD INDEX FDS

-0.3%
Value
$24M
Shares
266.2K
% Port
4.73%
V

VANGUARD WORLD FD

+1.0%
Value
$22.8M
Shares
181.8K
% Port
4.50%
L

ELI LILLY & CO

-2.2%
Value
$17.4M
Shares
15.0K
% Port
3.43%
V

VANGUARD INDEX FDS

+0.0%
Value
$16.9M
Shares
48.1K
% Port
3.34%
E

ISHARES TR

-1.3%
Value
$15.5M
Shares
108.8K
% Port
3.05%
V

VANGUARD BD INDEX FDS

+1.0%
Value
$14.4M
Shares
290.4K
% Port
2.84%
S

SELECT SECTOR SPDR TR

-2.0%
Value
$13.5M
Shares
68.8K
% Port
2.66%
A

APPLE INC

-1.9%
Value
$12.1M
Shares
36.5K
% Port
2.40%
E

BLACKROCK ETF TRUST II

+1.6%
Value
$10.7M
Shares
210.0K
% Port
2.10%
V

VANGUARD SCOTTSDALE FDS

+1.8%
Value
$10.5M
Shares
185.2K
% Port
2.07%
V

VANGUARD INDEX FDS

-3.7%
Value
$9.8M
Shares
14.0K
% Port
1.93%
V

VANGUARD INDEX FDS

-0.7%
Value
$9.6M
Shares
44.2K
% Port
1.88%
M

MICROSOFT CORP

+3.3%
Value
$9.1M
Shares
17.7K
% Port
1.79%
V

VANGUARD INTL EQUITY INDEX F

+0.8%
Value
$9.1M
Shares
153.3K
% Port
1.79%
E

ISHARES TR

+3.9%
Value
$9.1M
Shares
96.2K
% Port
1.79%
V

VANGUARD WORLD FD

-0.7%
Value
$8.4M
Shares
26.5K
% Port
1.65%
V

VANGUARD WORLD FD

+1.2%
Value
$8.2M
Shares
63.0K
% Port
1.62%
V

VANGUARD WORLD FD

+1.4%
Value
$7.5M
Shares
20.7K
% Port
1.49%

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