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FOUNDERS GROVE WEALTH PARTNERS, LLC

Q3 2026 13F filing

Updated 20 days ago

191 disclosed positions worth $507.1M

Portfolio value
$507.1M
Total holdings
191
New positions
19
Closed positions
12
Increased
81
Decreased
76
Turnover
16.2%
Filed
2026-10-16

Full holdings

Every line item disclosed in Q3 2026

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
5.LLY

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
10.AAPL

APPLE INC

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

BLACKROCK ETF TRUST II

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

VANGUARD SCOTTSDALE FDS

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

VANGUARD INDEX FDS

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

VANGUARD INDEX FDS

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

MICROSOFT CORP

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

VANGUARD INTL EQUITY INDEX F

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

ISHARES TR

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

VANGUARD WORLD FD

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

VANGUARD WORLD FD

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

VANGUARD WORLD FD

+1.4%
Value
$7.5M
Shares
20.7K
% Port
1.49%
V
21.VGES

VANGUARD WHITEHALL FDS

-2.5%
Value
$7.2M
Shares
46.3K
% Port
1.42%
V
22.VGES

VANGUARD WORLD FD

-3.4%
Value
$7.2M
Shares
22.4K
% Port
1.41%
N
23.NVDA

NVIDIA CORPORATION

+6.5%
Value
$7.2M
Shares
31.3K
% Port
1.41%
E
24.ETHA

ISHARES TR

-1.2%
Value
$6.3M
Shares
86.9K
% Port
1.23%
V
25.VGES

VANGUARD INDEX FDS

+0.0%
Value
$6.1M
Shares
77.8K
% Port
1.20%
E
26.ETHA

ISHARES TR

-3.0%
Value
$5.8M
Shares
25.5K
% Port
1.15%
V
27.VGES

VANGUARD WORLD FD

+3.3%
Value
$5.3M
Shares
27.6K
% Port
1.04%
E
28.ETHA

ISHARES TR

-1.9%
Value
$4.5M
Shares
43.3K
% Port
0.89%
S

SPDR SERIES TRUST

-1.1%
Value
$4.5M
Shares
30.7K
% Port
0.89%
V
30.VGES

VANGUARD BD INDEX FDS

+24.9%
Value
$3.9M
Shares
56.2K
% Port
0.78%
V
31.VGES

VANGUARD INDEX FDS

-0.4%
Value
$3.7M
Shares
18.8K
% Port
0.73%
V
32.VGES

VANGUARD INDEX FDS

-0.2%
Value
$3.6M
Shares
12.3K
% Port
0.71%
V
33.VLT

INVESCO EXCHANGE TRADED FD T

-1.8%
Value
$3.6M
Shares
156.0K
% Port
0.70%
F
34.FPF

FIRST TR EXCHANGE-TRADED FD

-1.2%
Value
$3.4M
Shares
69.4K
% Port
0.67%
G

ALPHABET INC

+1.8%
Value
$3.2M
Shares
9.4K
% Port
0.64%
V
36.VGES

VANGUARD WORLD FD

+1.5%
Value
$3.2M
Shares
14.7K
% Port
0.63%
V
37.VGES

VANGUARD INDEX FDS

-3.0%
Value
$3.2M
Shares
11.2K
% Port
0.63%
V
38.VGES

VANGUARD WORLD FD

+1.5%
Value
$3.2M
Shares
18.4K
% Port
0.63%
B
39.BTCW

WISDOMTREE TR

-0.6%
Value
$3.1M
Shares
57.1K
% Port
0.61%
E
40.ETHA

ISHARES TR

-2.0%
Value
$3M
Shares
27.6K
% Port
0.60%
B
41.BTCW

WISDOMTREE TR

-0.7%
Value
$3M
Shares
23.2K
% Port
0.59%
E
42.ETHA

ISHARES INC

-0.6%
Value
$2.8M
Shares
34.9K
% Port
0.56%
E
43.ETHA

ISHARES TR

-34.4%
Value
$2.7M
Shares
52.1K
% Port
0.53%
S
44.SPY

STATE STR SPDR S&P 500 ETF T

-0.2%
Value
$2.5M
Shares
3.3K
% Port
0.50%
G

ALPHABET INC

-4.4%
Value
$2.4M
Shares
7.0K
% Port
0.47%
J
46.JNJ

JOHNSON & JOHNSON

+6.3%
Value
$2.3M
Shares
8.9K
% Port
0.46%
A
47.AMZN

AMAZON COM INC

+0.2%
Value
$2.3M
Shares
9.3K
% Port
0.46%
E
48.ETHA

ISHARES TR

+40.2%
Value
$2.3M
Shares
21.7K
% Port
0.45%
E
49.ETHA

ISHARES TR

-1.2%
Value
$2.2M
Shares
16.4K
% Port
0.44%
B
50.BTCW

WISDOMTREE TR

-3.2%
Value
$2.2M
Shares
58.0K
% Port
0.43%