2026 Q2 Portfolio Activity
In 2026 Q2, FOUNDERS GROVE WEALTH PARTNERS, LLC maintained a portfolio of 195 distinct positions. The most significant new addition was VANGUARD BD INDEX FDS, now representing 0.66% of the total fund value. They heavily accumulated shares in VANGUARD WORLD FD, increasing the position by 604.1%. The fund also reduced its exposure to ISHARES TR by 22.8%.
Position History
hover any row below to update
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Total Positions
195
Quarter
2026 Q2
Top Holding
VEA (7.5%)
Top 10 Concentration
39.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 195
FOUNDERS GROVE WEALTH PARTNERS, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VEA
VANGUARD TAX-MA...
|
ETF | 7.50% | 7.95% |
#1
Prev: #1
|
5.5 |
—
|
-19,089 | -3.5% |
P
S
|
527,002 | $37,548,892 |
$46.14
+52.9%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | ||
|
BIL
SPDR SERIES TRU...
|
ETF | 5.14% | 5.46% |
#2
Prev: #2
|
5.6 |
—
|
19,181 | 7.3% |
P
S
|
281,079 | $25,758,125 |
$87.03
+5.2%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | ||
|
VUG
VANGUARD INDEX ...
|
Warrant | 4.59% | 4.38% |
#3
Prev: #3
|
5.8 |
—
|
222,691 | 504.5% |
P
S
|
266,833 | $22,985,018 |
$82.92
+3.5%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | ||
|
VGT
VANGUARD WORLD ...
|
ETF | 4.29% | 4.05% |
#4
Prev: #4
|
5.2 |
—
|
154,355 | 604.1% |
P
S
|
179,907 | $21,502,485 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 3.68% | 3.63% |
#5
Prev: #5
|
2.5 |
—
|
-2,004 | -11.5% |
P
S
|
15,366 | $18,431,016 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 3.30% | 3.24% |
#6
Prev: #6
|
1.8 |
—
|
341 | 0.7% |
P
S
|
48,108 | $16,544,822 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
IVW
ISHARES TR
|
Warrant | 3.03% | 2.90% |
#7
1
Prev: #8
|
1.7 |
—
|
-2,504 | -2.2% |
P
S
|
110,218 | $15,158,230 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VUSB
VANGUARD BD IND...
|
ETF | 2.86% | 2.98% |
#8
1
Prev: #7
|
3.1 |
—
|
23,932 | 9.1% |
P
S
|
287,484 | $14,310,954 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 2.67% | 2.20% |
#9
3
Prev: #12
|
1.6 |
—
|
-2,714 | -3.7% |
P
S
|
70,184 | $13,371,529 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
BINC
BLACKROCK ETF T...
|
ETF | 2.16% | 2.27% |
#10
1
Prev: #11
|
2.9 |
—
|
14,021 | 7.3% |
P
S
|
206,637 | $10,815,381 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
AAPL
APPLE INC
|
Technology | 2.15% | 1.96% |
#11
3
Prev: #14
|
2.9 |
—
|
3,290 | 9.7% |
P
S
|
37,192 | $10,761,877 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 2.14% | 2.30% |
#12
2
Prev: #10
|
2.9 |
—
|
12,384 | 7.3% |
P
S
|
181,965 | $10,732,295 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.99% | 1.99% |
#13
Prev: #13
|
1.3 |
—
|
-100 | -0.7% |
P
S
|
14,520 | $9,972,563 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 1.94% | 1.95% |
#14
1
Prev: #15
|
1.3 |
—
|
835 | 1.9% |
P
S
|
44,520 | $9,702,290 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
AGG
ISHARES TR
|
ETF | 1.83% | 2.71% |
#15
6
Prev: #9
|
0.7 |
—
|
-27,297 | -22.8% |
P
S
|
92,585 | $9,164,063 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 1.81% | 1.92% |
#16
Prev: #16
|
1.2 |
—
|
-4,479 | -2.9% |
P
S
|
152,127 | $9,080,461 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VIS
VANGUARD WORLD ...
|
ETF | 1.67% | 1.69% |
#17
1
Prev: #18
|
1.2 |
—
|
-680 | -2.9% |
P
S
|
23,146 | $8,341,355 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VFH
VANGUARD WORLD ...
|
ETF | 1.64% | 1.62% |
#18
3
Prev: #21
|
2.7 |
—
|
3,221 | 5.5% |
P
S
|
62,306 | $8,199,482 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VCR
VANGUARD WORLD ...
|
ETF | 1.61% | 1.69% |
#19
2
Prev: #17
|
1.1 |
—
|
-363 | -1.8% |
P
S
|
20,368 | $8,078,152 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VHT
VANGUARD WORLD ...
|
ETF | 1.59% | 1.68% |
#20
1
Prev: #19
|
1.1 |
—
|
-408 | -1.5% |
P
S
|
26,713 | $7,987,397 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 1.50% | 1.66% |
#21
1
Prev: #20
|
1.1 |
—
|
-1,744 | -3.5% |
P
S
|
47,471 | $7,501,842 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
IJH
ISHARES TR
|
ETF | 1.35% | 1.36% |
#22
1
Prev: #23
|
1.0 |
—
|
-421 | -0.5% |
P
S
|
87,956 | $6,782,287 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.28% | 1.42% |
#23
1
Prev: #22
|
1.0 |
—
|
338 | 2.0% |
P
S
|
17,171 | $6,405,126 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 1.25% | 1.24% |
#24
1
Prev: #25
|
3.5 |
—
|
58,744 | 308.1% |
P
S
|
77,811 | $6,269,197 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
IVE
ISHARES TR
|
ETF | 1.19% | 1.28% |
#25
1
Prev: #24
|
1.0 |
—
|
-466 | -1.7% |
P
S
|
26,285 | $5,968,161 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.18% | 1.01% |
#26
3
Prev: #29
|
2.5 |
—
|
4,046 | 15.9% |
P
S
|
29,413 | $5,885,294 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VOX
VANGUARD WORLD ...
|
ETF | 0.98% | 1.13% |
#27
1
Prev: #26
|
0.9 |
—
|
-859 | -3.1% |
P
S
|
26,696 | $4,910,729 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
SDY
SPDR SERIES TRU...
|
ETF | 0.94% | 1.05% |
#28
1
Prev: #27
|
0.9 |
—
|
-695 | -2.2% |
P
S
|
31,040 | $4,723,645 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
EFA
ISHARES TR
|
ETF | 0.92% | 1.03% |
#29
1
Prev: #28
|
0.9 |
—
|
-2,355 | -5.1% |
P
S
|
44,126 | $4,583,826 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
IGSB
ISHARES TR
|
ETF | 0.83% | 0.96% |
#30
Prev: #30
|
0.8 |
—
|
-937 | -1.2% |
P
S
|
79,362 | $4,159,362 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VOT
VANGUARD INDEX ...
|
ETF | 0.75% | 0.70% |
#31
5
Prev: #36
|
0.8 |
—
|
391 | 3.3% |
P
S
|
12,325 | $3,775,148 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 0.75% | 0.79% |
#32
2
Prev: #34
|
0.8 |
—
|
146 | 0.8% |
P
S
|
18,914 | $3,737,406 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
PEY
INVESCO EXCHANG...
|
ETF | 0.74% | 0.80% |
#33
Prev: #33
|
0.8 |
—
|
-6,071 | -3.7% |
P
S
|
158,932 | $3,684,044 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.70% | 0.69% |
#34
3
Prev: #37
|
0.8 |
—
|
-10 | -0.1% |
P
S
|
11,580 | $3,510,066 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
FDL
FIRST TR EXCHAN...
|
Unknown | 0.68% | 0.83% |
#35
4
Prev: #31
|
0.8 |
—
|
-1,814 | -2.5% |
P
S
|
70,236 | $3,417,684 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
IJK
ISHARES TR
|
ETF | 0.66% | 0.65% |
#36
3
Prev: #39
|
0.8 |
—
|
-81 | -0.3% |
P
S
|
28,159 | $3,308,682 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.66% | — |
#37
Prev: #—
|
3.8 |
—
|
45,003 | — |
NEW
|
45,003 | $3,303,670 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.66% | 0.56% |
#38
3
Prev: #41
|
2.3 |
—
|
596 | 6.9% |
P
S
|
9,234 | $3,299,955 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VDC
VANGUARD WORLD ...
|
ETF | 0.65% | 0.78% |
#39
4
Prev: #35
|
0.8 |
—
|
-914 | -6.0% |
P
S
|
14,435 | $3,254,893 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
DON
WISDOMTREE TR
|
Unknown | 0.65% | 0.69% |
#40
2
Prev: #38
|
0.8 |
—
|
-281 | -0.5% |
P
S
|
57,442 | $3,246,622 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
AIVL
WISDOMTREE TR
|
Unknown | 0.61% | 0.62% |
#41
1
Prev: #40
|
0.7 |
—
|
-131 | -0.6% |
P
S
|
23,362 | $3,063,489 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
IEMG
ISHARES INC
|
ETF | 0.58% | 0.56% |
#42
Prev: #42
|
0.7 |
—
|
-23 | -0.1% |
P
S
|
35,075 | $2,905,613 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VDE
VANGUARD WORLD ...
|
ETF | 0.54% | 0.83% |
#43
11
Prev: #32
|
0.7 |
—
|
-2,887 | -13.7% |
P
S
|
18,141 | $2,723,508 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.52% | 0.34% |
#44
19
Prev: #63
|
2.7 |
—
|
2,074 | 39.3% |
P
S
|
7,356 | $2,599,095 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.50% | 0.49% |
#45
Prev: #45
|
0.7 |
—
|
126 | 2.2% |
P
S
|
5,913 | $2,487,008 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.50% | 0.49% |
#46
3
Prev: #43
|
0.7 |
—
|
-1 | -0.0% |
P
S
|
3,322 | $2,480,898 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
IJR
ISHARES TR
|
ETF | 0.49% | 0.48% |
#47
Prev: #47
|
0.7 |
—
|
-309 | -1.8% |
P
S
|
16,591 | $2,460,611 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
DES
WISDOMTREE TR
|
Unknown | 0.49% | 0.49% |
#48
4
Prev: #44
|
0.7 |
—
|
-102 | -0.2% |
P
S
|
59,927 | $2,437,830 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
IJJ
ISHARES TR
|
ETF | 0.45% | 0.48% |
#49
3
Prev: #46
|
0.7 |
—
|
-661 | -4.1% |
P
S
|
15,374 | $2,271,201 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
IWM
ISHARES TR
|
ETF | 0.44% | 0.42% |
#50
2
Prev: #52
|
0.7 |
—
|
-180 | -2.4% |
P
S
|
7,333 | $2,203,200 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 |
Showing 1-50 of 195 holdings