AI Portfolio Summary
In 2026 Q1, FOUNDERS GROVE WEALTH PARTNERS, LLC maintained a portfolio of 169 distinct positions. They heavily accumulated shares in SPDR SERIES TRUST, increasing their position by 1.2%. The fund also reduced its exposure to INVESCO EXCHANGE TRA by 12.8%.
Total Positions
169
Quarter
2026 Q1
Top Holding
VEA (8.0%)
Top 10 Concentration
39.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 169
| 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 | 7.95% | 7.71% |
#1
Prev: #1
|
5.7 | -2,400 | -0.4% |
P
S
|
546,091 | $34,993,511 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 5.46% | 5.32% |
#2
Prev: #2
|
4.2 | 3,205 | 1.2% |
P
S
|
261,898 | $24,000,354 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 4.38% | 4.80% |
#3
Prev: #3
|
3.3 | 431 | 1.0% |
P
S
|
44,142 | $19,280,839 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 4.05% | 4.41% |
#4
Prev: #4
|
2.6 | -485 | -1.9% |
P
S
|
25,552 | $17,828,141 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 3.63% | 4.21% |
#5
Prev: #5
|
2.5 | -44 | -0.3% |
P
S
|
17,370 | $15,976,845 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 3.24% | 3.32% |
#6
Prev: #6
|
1.8 | 834 | 1.8% |
P
S
|
47,767 | $14,275,168 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VUSB
VANGUARD BD IND...
|
ETF | 2.98% | 2.76% |
#7
1
Prev: #8
|
3.2 | 17,634 | 7.2% |
P
S
|
263,552 | $13,120,937 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IVW
ISHARES TR
|
Warrant | 2.90% | 3.14% |
#8
1
Prev: #7
|
1.7 | -486 | -0.4% |
P
S
|
112,722 | $12,749,985 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AGG
ISHARES TR
|
ETF | 2.71% | 2.62% |
#9
Prev: #9
|
1.6 | 3,191 | 2.7% |
P
S
|
119,882 | $11,900,686 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 2.30% | 2.19% |
#10
1
Prev: #11
|
1.4 | 7,278 | 4.5% |
P
S
|
169,581 | $10,098,576 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
BINC
BLACKROCK ETF T...
|
ETF | 2.27% | 2.13% |
#11
1
Prev: #12
|
2.9 | 12,965 | 7.2% |
P
S
|
192,616 | $10,002,549 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 2.20% | 2.38% |
#12
2
Prev: #10
|
1.4 | -468 | -0.6% |
P
S
|
72,898 | $9,688,195 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.99% | 2.09% |
#13
Prev: #13
|
1.3 | -174 | -1.2% |
P
S
|
14,620 | $8,736,252 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AAPL
APPLE INC
|
Technology | 1.96% | 2.08% |
#14
Prev: #14
|
1.3 | -97 | -0.3% |
P
S
|
33,902 | $8,603,989 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 1.95% | 1.87% |
#15
Prev: #15
|
1.3 | 186 | 0.4% |
P
S
|
43,685 | $8,571,039 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 1.92% | 1.84% |
#16
Prev: #16
|
1.3 | 4,529 | 3.0% |
P
S
|
156,606 | $8,464,554 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VCR
VANGUARD WORLD ...
|
ETF | 1.69% | 1.82% |
#17
Prev: #17
|
1.2 | 215 | 1.0% |
P
S
|
20,731 | $7,443,051 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VIS
VANGUARD WORLD ...
|
ETF | 1.69% | 1.59% |
#18
4
Prev: #22
|
1.2 | 91 | 0.4% |
P
S
|
23,826 | $7,438,954 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VHT
VANGUARD WORLD ...
|
ETF | 1.68% | 1.66% |
#19
1
Prev: #20
|
2.7 | 1,412 | 5.5% |
P
S
|
27,121 | $7,385,810 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 1.66% | 1.65% |
#20
1
Prev: #21
|
1.2 | -1,762 | -3.5% |
P
S
|
49,215 | $7,288,742 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VFH
VANGUARD WORLD ...
|
ETF | 1.62% | 1.70% |
#21
2
Prev: #19
|
1.1 | 2,591 | 4.6% |
P
S
|
59,085 | $7,138,070 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.42% | 1.74% |
#22
4
Prev: #18
|
2.6 | 849 | 5.3% |
P
S
|
16,833 | $6,231,072 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IJH
ISHARES TR
|
ETF | 1.36% | 1.31% |
#23
Prev: #23
|
1.0 | -142 | -0.2% |
P
S
|
88,377 | $5,968,099 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IVE
ISHARES TR
|
ETF | 1.28% | 1.28% |
#24
Prev: #24
|
1.0 | -60 | -0.2% |
P
S
|
26,751 | $5,648,523 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 1.24% | 1.22% |
#25
Prev: #25
|
1.0 | 415 | 2.2% |
P
S
|
19,067 | $5,475,650 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VOX
VANGUARD WORLD ...
|
ETF | 1.13% | 1.18% |
#26
Prev: #26
|
1.0 | 347 | 1.3% |
P
S
|
27,555 | $4,955,491 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SDY
SPDR SERIES TRU...
|
ETF | 1.05% | 1.02% |
#27
2
Prev: #29
|
0.9 | -920 | -2.8% |
P
S
|
31,735 | $4,631,430 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
EFA
ISHARES TR
|
ETF | 1.03% | 1.04% |
#28
Prev: #28
|
0.9 | -1,468 | -3.1% |
P
S
|
46,481 | $4,514,715 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.01% | 1.08% |
#29
2
Prev: #27
|
0.9 | -303 | -1.2% |
P
S
|
25,367 | $4,424,035 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IGSB
ISHARES TR
|
ETF | 0.96% | 0.93% |
#30
Prev: #30
|
0.9 | 1,698 | 2.2% |
P
S
|
80,299 | $4,220,515 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
FDL
FIRST TR EXCHAN...
|
Unknown | 0.83% | 0.75% |
#31
1
Prev: #32
|
0.8 | -2,667 | -3.6% |
P
S
|
72,050 | $3,660,140 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VDE
VANGUARD WORLD ...
|
ETF | 0.83% | 0.59% |
#32
8
Prev: #40
|
0.8 | 326 | 1.6% |
P
S
|
21,028 | $3,638,685 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
PEY
INVESCO EXCHANG...
|
ETF | 0.80% | 0.87% |
#33
2
Prev: #31
|
0.8 | -24,240 | -12.8% |
P
S
|
165,003 | $3,534,166 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 0.79% | 0.73% |
#34
1
Prev: #33
|
0.8 | 435 | 2.4% |
P
S
|
18,768 | $3,458,567 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VDC
VANGUARD WORLD ...
|
ETF | 0.78% | 0.64% |
#35
2
Prev: #37
|
2.3 | 1,887 | 14.0% |
P
S
|
15,349 | $3,447,177 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VOT
VANGUARD INDEX ...
|
ETF | 0.70% | 0.72% |
#36
2
Prev: #34
|
0.8 | 401 | 3.5% |
P
S
|
11,934 | $3,071,215 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.69% | 0.68% |
#37
1
Prev: #36
|
0.8 | -53 | -0.5% |
P
S
|
11,590 | $3,035,598 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
DON
WISDOMTREE TR
|
Unknown | 0.69% | 0.69% |
#38
3
Prev: #35
|
0.8 | -1,849 | -3.1% |
P
S
|
57,723 | $3,032,766 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IJK
ISHARES TR
|
ETF | 0.65% | 0.62% |
#39
Prev: #39
|
0.8 | -215 | -0.8% |
P
S
|
28,240 | $2,841,509 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AIVL
WISDOMTREE TR
|
Unknown | 0.62% | 0.64% |
#40
2
Prev: #38
|
0.7 | -1,086 | -4.4% |
P
S
|
23,493 | $2,718,359 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.56% | 0.52% |
#41
4
Prev: #45
|
2.2 | 1,282 | 17.4% |
P
S
|
8,638 | $2,483,943 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IEMG
ISHARES INC
|
ETF | 0.56% | 0.54% |
#42
1
Prev: #43
|
0.7 | -685 | -1.9% |
P
S
|
35,098 | $2,448,086 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.49% | 0.52% |
#43
1
Prev: #44
|
0.7 | -85 | -2.5% |
P
S
|
3,323 | $2,161,150 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
DES
WISDOMTREE TR
|
Unknown | 0.49% | 0.47% |
#44
4
Prev: #48
|
0.7 | -2,719 | -4.3% |
P
S
|
60,029 | $2,157,442 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.49% | 0.55% |
#45
4
Prev: #41
|
2.2 | 354 | 6.5% |
P
S
|
5,787 | $2,151,317 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IJJ
ISHARES TR
|
ETF | 0.48% | 0.48% |
#46
1
Prev: #47
|
0.7 | -193 | -1.2% |
P
S
|
16,035 | $2,124,638 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IJR
ISHARES TR
|
ETF | 0.48% | 0.48% |
#47
1
Prev: #46
|
0.7 | -947 | -5.3% |
P
S
|
16,900 | $2,100,839 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SHY
ISHARES TR
|
ETF | 0.47% | 0.46% |
#48
2
Prev: #50
|
0.7 | 22 | 0.1% |
P
S
|
24,809 | $2,048,479 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XLY
SELECT SECTOR S...
|
Unknown | 0.46% | 0.55% |
#49
7
Prev: #42
|
0.7 | -1,849 | -9.0% |
P
S
|
18,609 | $2,027,990 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.45% | 0.38% |
#50
6
Prev: #56
|
0.7 | -67 | -0.8% |
P
S
|
8,167 | $1,996,341 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 |
Showing 1-50 of 169 holdings