FOUNDERS GROVE WEALTH PARTNERS, LLC

Est. AUM

$439.9M

13F long equity, this entity only

Positions

162

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$35.0M	546091	7.95%	SOLE
2	SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$24.0M	261898	5.46%	SOLE
3	VANGUARD INDEX FDS	GROWTH ETF	$19.3M	44142	4.38%	SOLE
4	VANGUARD WORLD FD	INF TECH ETF	$17.8M	25552	4.05%	SOLE
5	ELI LILLY & CO	COM	$16.0M	17370	3.63%	SOLE
6	VANGUARD INDEX FDS	LARGE CAP ETF	$14.3M	47767	3.24%	SOLE
7	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$13.1M	263552	2.98%	SOLE
8	ISHARES TR	S&P 500 GRWT ETF	$12.8M	112722	2.90%	SOLE
9	ISHARES TR	CORE US AGGBD ET	$11.9M	119882	2.71%	SOLE
10	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$10.1M	169581	2.30%	SOLE
11	BLACKROCK ETF TRUST II	FLEXIBLE INCOME	$10.0M	192616	2.27%	SOLE
12	SELECT SECTOR SPDR TR	TECHNOLOGY	$9.7M	72898	2.20%	SOLE
13	VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.7M	14620	1.99%	SOLE
14	APPLE INC	COM	$8.6M	33902	1.96%	SOLE
15	VANGUARD INDEX FDS	VALUE ETF	$8.6M	43685	1.95%	SOLE
16	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$8.5M	156606	1.92%	SOLE
17	VANGUARD WORLD FD	CONSUM DIS ETF	$7.4M	20731	1.69%	SOLE
18	VANGUARD WORLD FD	INDUSTRIAL ETF	$7.4M	23826	1.69%	SOLE
19	VANGUARD WORLD FD	HEALTH CAR ETF	$7.4M	27121	1.68%	SOLE
20	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$7.3M	49215	1.66%	SOLE
21	VANGUARD WORLD FD	FINANCIALS ETF	$7.1M	59085	1.62%	SOLE
22	MICROSOFT CORP	COM	$6.2M	16833	1.42%	SOLE
23	ISHARES TR	CORE S&P MCP ETF	$6.0M	88377	1.36%	SOLE
24	ISHARES TR	S&P 500 VAL ETF	$5.6M	26751	1.28%	SOLE
25	VANGUARD INDEX FDS	MID CAP ETF	$5.5M	19067	1.24%	SOLE
26	VANGUARD WORLD FD	COMM SRVC ETF	$5.0M	27555	1.13%	SOLE
27	SPDR SERIES TRUST	S&P DIVID ETF	$4.6M	31735	1.05%	SOLE
28	ISHARES TR	MSCI EAFE ETF	$4.5M	46481	1.03%	SOLE
29	NVIDIA CORPORATION	COM	$4.4M	25367	1.01%	SOLE
30	ISHARES TR	ISHS 1-5YR INVS	$4.2M	80299	0.96%	SOLE
31	FIRST TR EXCHANGE-TRADED FD	SHS	$3.7M	72050	0.83%	SOLE
32	VANGUARD WORLD FD	ENERGY ETF	$3.6M	21028	0.83%	SOLE
33	INVESCO EXCHANGE TRADED FD T	HIG YLD EQ DIV	$3.5M	165003	0.80%	SOLE
34	VANGUARD INDEX FDS	MCAP VL IDXVIP	$3.5M	18768	0.79%	SOLE
35	VANGUARD WORLD FD	CONSUM STP ETF	$3.4M	15349	0.78%	SOLE
36	VANGUARD INDEX FDS	MCAP GR IDXVIP	$3.1M	11934	0.70%	SOLE
37	VANGUARD INDEX FDS	SMALL CP ETF	$3.0M	11590	0.69%	SOLE
38	WISDOMTREE TR	US MIDCAP DIVID	$3.0M	57723	0.69%	SOLE
39	ISHARES TR	S&P MC 400GR ETF	$2.8M	28240	0.65%	SOLE
40	WISDOMTREE TR	US AI ENHANCED	$2.7M	23493	0.62%	SOLE
41	ALPHABET INC	CAP STK CL A	$2.5M	8638	0.56%	SOLE
42	ISHARES INC	CORE MSCI EMKT	$2.4M	35098	0.56%	SOLE
43	SPDR S&P 500 ETF TR	TR UNIT	$2.2M	3323	0.49%	SOLE
44	WISDOMTREE TR	US SMALLCAP DIVD	$2.2M	60029	0.49%	SOLE
45	TESLA INC	COM	$2.2M	5787	0.49%	SOLE
46	ISHARES TR	S&P MC 400VL ETF	$2.1M	16035	0.48%	SOLE
47	ISHARES TR	CORE S&P SCP ETF	$2.1M	16900	0.48%	SOLE
48	ISHARES TR	1 3 YR TREAS BD	$2.0M	24809	0.47%	SOLE
49	SELECT SECTOR SPDR TR	SBI CONS DISCR	$2.0M	18609	0.46%	SOLE
50	JOHNSON & JOHNSON	COM	$2.0M	8167	0.45%	SOLE

1–50 of 162

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.