Founders Grove Wealth Partners, LLC — 13F Holdings

2026 Q3  ·  203 Positions

2026 Q3 Portfolio Activity

In 2026 Q3, FOUNDERS GROVE WEALTH PARTNERS, LLC maintained a portfolio of 203 distinct positions. The most significant new addition was SPDR SERIES TRUST, now representing 0.11% of the total fund value. They heavily accumulated shares in VANGUARD SCOTTSDALE FDS, increasing the position by 619.9%. The fund also reduced its exposure to ISHARES TR by 34.4%.
Position History hover any row below to update
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FOUNDERS GROVE WEALTH PARTNERS, LLC AUM $505M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
203
Quarter
2026 Q3
Top Holding
VEA (7.4%)
Top 10 Concentration
39.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 203
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VEA
VANGUARD TAX-MA...
ETF 7.37% 7.50% #1
Prev: #1
5.4
—
2,136 0.4%
P
S
529,138 $37,362,434 2024 Q4 13F Filing 2026-09-30 2026-10-16
BIL
SPDR SERIES TRU...
ETF 5.15% 5.14% #2
Prev: #2
4.1
—
3,939 1.4%
P
S
285,018 $26,119,027 2024 Q4 13F Filing 2026-09-30 2026-10-16
VUG
VANGUARD INDEX ...
Warrant 4.73% 4.59% #3
Prev: #3
3.4
—
-654 -0.2%
P
S
266,179 $23,985,426 2024 Q4 13F Filing 2026-09-30 2026-10-16
VGT
VANGUARD WORLD ...
ETF 4.50% 4.29% #4
Prev: #4
2.8
—
1,850 1.0%
P
S
181,757 $22,841,461 2024 Q4 13F Filing 2026-09-30 2026-10-16
LLY
ELI LILLY & CO
Healthcare 3.43% 3.68% #5
Prev: #5
2.4
—
-338 -2.2%
P
S
15,028 $17,389,152 2024 Q4 13F Filing 2026-09-30 2026-10-16
VV
VANGUARD INDEX ...
ETF 3.34% 3.30% #6
Prev: #6
1.8
—
7 0.0%
P
S
48,115 $16,929,263 2024 Q4 13F Filing 2026-09-30 2026-10-16
IVW
ISHARES TR
Warrant 3.05% 3.03% #7
Prev: #7
1.7
—
-1,378 -1.3%
P
S
108,840 $15,483,614 2024 Q4 13F Filing 2026-09-30 2026-10-16
VUSB
VANGUARD BD IND...
ETF 2.84% 2.86% #8
Prev: #8
1.6
—
2,885 1.0%
P
S
290,369 $14,387,784 2024 Q4 13F Filing 2026-09-30 2026-10-16
XLK
SELECT SECTOR S...
ETF 2.66% 2.67% #9
Prev: #9
1.6
—
-1,393 -2.0%
P
S
68,791 $13,465,913 2024 Q4 13F Filing 2026-09-30 2026-10-16
AAPL
APPLE INC
Technology 2.40% 2.15% #10 1
Prev: #11
1.5
—
-720 -1.9%
P
S
36,472 $12,145,905 2024 Q4 13F Filing 2026-09-30 2026-10-16
BINC
BLACKROCK ETF T...
ETF 2.10% 2.16% #11 1
Prev: #10
1.3
—
3,350 1.6%
P
S
209,987 $10,665,240 2024 Q4 13F Filing 2026-09-30 2026-10-16
VGIT
VANGUARD SCOTTS...
Bond/Debt 2.07% 2.14% #12
Prev: #12
1.3
—
3,260 1.8%
P
S
185,225 $10,494,836 2024 Q4 13F Filing 2026-09-30 2026-10-16
VOO
VANGUARD INDEX ...
ETF 1.93% 1.99% #13
Prev: #13
1.3
—
-537 -3.7%
P
S
13,983 $9,800,206 2024 Q4 13F Filing 2026-09-30 2026-10-16
VTV
VANGUARD INDEX ...
ETF 1.88% 1.94% #14
Prev: #14
1.3
—
-312 -0.7%
P
S
44,208 $9,552,510 2024 Q4 13F Filing 2026-09-30 2026-10-16
MSFT
MICROSOFT CORP
Technology 1.79% 1.28% #15 8
Prev: #23
1.2
—
573 3.3%
P
S
17,744 $9,100,898 2024 Q4 13F Filing 2026-09-30 2026-10-16
VWO
VANGUARD INTL E...
ETF 1.79% 1.81% #16
Prev: #16
1.2
—
1,208 0.8%
P
S
153,335 $9,094,299 2024 Q4 13F Filing 2026-09-30 2026-10-16
AGG
ISHARES TR
ETF 1.79% 1.83% #17 2
Prev: #15
1.2
—
3,586 3.9%
P
S
96,171 $9,092,006 2025 Q2 13F Filing 2026-09-30 2026-10-16
VHT
VANGUARD WORLD ...
ETF 1.65% 1.59% #18 2
Prev: #20
1.2
—
-184 -0.7%
P
S
26,529 $8,385,226 2024 Q4 13F Filing 2026-09-30 2026-10-16
VFH
VANGUARD WORLD ...
ETF 1.62% 1.64% #19 1
Prev: #18
1.1
—
742 1.2%
P
S
63,048 $8,201,926 2024 Q4 13F Filing 2026-09-30 2026-10-16
VCR
VANGUARD WORLD ...
ETF 1.49% 1.61% #20 1
Prev: #19
1.1
—
295 1.4%
P
S
20,663 $7,535,383 2024 Q4 13F Filing 2026-09-30 2026-10-16
VYM
VANGUARD WHITEH...
ETF 1.42% 1.50% #21
Prev: #21
1.1
—
-1,165 -2.5%
P
S
46,306 $7,186,691 2024 Q4 13F Filing 2026-09-30 2026-10-16
VIS
VANGUARD WORLD ...
ETF 1.41% 1.67% #22 5
Prev: #17
1.1
—
-776 -3.4%
P
S
22,370 $7,169,809 2024 Q4 13F Filing 2026-09-30 2026-10-16
NVDA
NVIDIA CORPORAT...
Technology 1.41% 1.18% #23 3
Prev: #26
2.6
—
1,899 6.5%
P
S
31,312 $7,151,088 2024 Q4 13F Filing 2026-09-30 2026-10-16
IJH
ISHARES TR
ETF 1.23% 1.35% #24 2
Prev: #22
1.0
—
-1,088 -1.2%
P
S
86,868 $6,250,153 2024 Q4 13F Filing 2026-09-30 2026-10-16
VO
VANGUARD INDEX ...
ETF 1.20% 1.25% #25 1
Prev: #24
1.0
—
15 0.0%
P
S
77,826 $6,103,147 2024 Q4 13F Filing 2026-09-30 2026-10-16
IVE
ISHARES TR
ETF 1.15% 1.19% #26 1
Prev: #25
1.0
—
-795 -3.0%
P
S
25,490 $5,818,793 2024 Q4 13F Filing 2026-09-30 2026-10-16
VOX
VANGUARD WORLD ...
ETF 1.04% 0.98% #27
Prev: #27
0.9
—
867 3.2%
P
S
27,563 $5,253,232 2024 Q4 13F Filing 2026-09-30 2026-10-16
EFA
ISHARES TR
ETF 0.89% 0.92% #28 1
Prev: #29
0.9
—
-850 -1.9%
P
S
43,276 $4,495,960 2024 Q4 13F Filing 2026-09-30 2026-10-16
SDY
SPDR SERIES TRU...
Unknown 0.89% 0.94% #29 1
Prev: #28
0.9
—
-351 -1.1%
P
S
30,689 $4,495,387 2024 Q4 13F Filing 2026-09-30 2026-10-16
BND
VANGUARD BD IND...
ETF 0.78% 0.66% #30 7
Prev: #37
2.8
—
11,182 24.8%
P
S
56,185 $3,941,378 2026 Q2 13F Filing 2026-09-30 2026-10-16
VOE
VANGUARD INDEX ...
ETF 0.73% 0.75% #31 1
Prev: #32
0.8
—
-78 -0.4%
P
S
18,836 $3,683,003 2024 Q4 13F Filing 2026-09-30 2026-10-16
VOT
VANGUARD INDEX ...
ETF 0.71% 0.75% #32 1
Prev: #31
0.8
—
-28 -0.2%
P
S
12,297 $3,591,954 2024 Q4 13F Filing 2026-09-30 2026-10-16
PEY
INVESCO EXCHANG...
ETF 0.70% 0.74% #33
Prev: #33
0.8
—
-2,931 -1.8%
P
S
156,001 $3,559,038 2024 Q4 13F Filing 2026-09-30 2026-10-16
FDL
FIRST TR EXCHAN...
Unknown 0.67% 0.68% #34 1
Prev: #35
0.8
—
-864 -1.2%
P
S
69,372 $3,406,859 2024 Q4 13F Filing 2026-09-30 2026-10-16
GOOGL
ALPHABET INC
Communication Services 0.64% 0.66% #35 3
Prev: #38
0.8
—
164 1.8%
P
S
9,398 $3,233,664 2024 Q4 13F Filing 2026-09-30 2026-10-16
VDC
VANGUARD WORLD ...
ETF 0.63% 0.65% #36 3
Prev: #39
0.8
—
216 1.5%
P
S
14,651 $3,196,941 2024 Q4 13F Filing 2026-09-30 2026-10-16
VB
VANGUARD INDEX ...
ETF 0.63% 0.70% #37 3
Prev: #34
0.8
—
-351 -3.0%
P
S
11,229 $3,194,479 2024 Q4 13F Filing 2026-09-30 2026-10-16
VDE
VANGUARD WORLD ...
ETF 0.63% 0.54% #38 5
Prev: #43
0.8
—
268 1.5%
P
S
18,409 $3,169,293 2024 Q4 13F Filing 2026-09-30 2026-10-16
DON
WISDOMTREE TR
Unknown 0.61% 0.65% #39 1
Prev: #40
0.7
—
-351 -0.6%
P
S
57,091 $3,080,059 2024 Q4 13F Filing 2026-09-30 2026-10-16
IJK
ISHARES TR
ETF 0.60% 0.66% #40 4
Prev: #36
0.7
—
-556 -2.0%
P
S
27,603 $3,025,565 2024 Q4 13F Filing 2026-09-30 2026-10-16
AIVL
WISDOMTREE TR
Unknown 0.59% 0.61% #41
Prev: #41
0.7
—
-168 -0.7%
P
S
23,194 $2,967,522 2024 Q4 13F Filing 2026-09-30 2026-10-16
IEMG
ISHARES INC
ETF 0.56% 0.58% #42
Prev: #42
0.7
—
-198 -0.6%
P
S
34,877 $2,830,617 2024 Q4 13F Filing 2026-09-30 2026-10-16
IGSB
ISHARES TR
ETF 0.53% 0.83% #43 13
Prev: #30
0.2
—
-27,275 -34.4%
P
S
52,087 $2,668,417 2025 Q2 13F Filing 2026-09-30 2026-10-16
SPY
STATE STR SPDR ...
ETF 0.50% 0.50% #44 2
Prev: #46
0.7
—
-8 -0.2%
P
S
3,314 $2,527,537 2024 Q4 13F Filing 2026-09-30 2026-10-16
GOOG
ALPHABET INC
Communication Services 0.47% 0.52% #45 1
Prev: #44
0.7
—
-321 -4.4%
P
S
7,035 $2,397,106 2024 Q4 13F Filing 2026-09-30 2026-10-16
JNJ
JOHNSON & JOHNS...
Healthcare 0.46% 0.42% #46 8
Prev: #54
2.2
—
529 6.4%
P
S
8,856 $2,344,537 2024 Q4 13F Filing 2026-09-30 2026-10-16
AMZN
AMAZON COM INC
Consumer Cyclical 0.45% 0.44% #47 4
Prev: #51
0.7
—
17 0.2%
P
S
9,259 $2,306,880 2024 Q4 13F Filing 2026-09-30 2026-10-16
SUB
ISHARES TR
ETF 0.45% 0.33% #48 16
Prev: #64
2.7
—
6,215 40.2%
P
S
21,671 $2,265,486 2024 Q4 13F Filing 2026-09-30 2026-10-16
IJR
ISHARES TR
ETF 0.44% 0.49% #49 2
Prev: #47
0.7
—
-193 -1.2%
P
S
16,398 $2,230,784 2024 Q4 13F Filing 2026-09-30 2026-10-16
DES
WISDOMTREE TR
Unknown 0.43% 0.49% #50 2
Prev: #48
0.7
—
-1,934 -3.2%
P
S
57,993 $2,197,935 2024 Q4 13F Filing 2026-09-30 2026-10-16
Showing 1-50 of 203 holdings

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