# FOUNDERS GROVE WEALTH PARTNERS, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2046157. Source: https://holderbook.com/funds/2046157-founders-grove-wealth-partners-llc/

- Reported value: $500.9M
- Positions: 184
- Weight of the ten largest: 39.2%
- Filed: 2026-07-22

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $37.5M | 527,002 | 7.5% | 7 |
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $25.8M | 281,079 | 5.1% | 7 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $23.0M | 266,833 | 4.6% | 7 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $21.5M | 179,907 | 4.3% | 7 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $18.4M | 15,366 | 3.7% | 7 |
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $16.5M | 48,108 | 3.3% | 7 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $15.2M | 110,218 | 3.0% | 7 |
| VANGUARD BD INDEX FDS | [VUSB](https://holderbook.com/stocks/VUSB/) | $14.3M | 287,484 | 2.9% | 7 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $13.4M | 70,184 | 2.7% | 7 |
| BLACKROCK ETF TRUST II | [BINC](https://holderbook.com/stocks/BINC/) | $10.8M | 206,637 | 2.2% | 7 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $10.8M | 37,192 | 2.1% | 7 |
| VANGUARD SCOTTSDALE FDS | [VGIT](https://holderbook.com/stocks/VGIT/) | $10.7M | 181,965 | 2.1% | 7 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $10.0M | 14,520 | 2.0% | 7 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $9.7M | 44,520 | 1.9% | 7 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $9.2M | 92,585 | 1.8% | 5 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $9.1M | 152,127 | 1.8% | 7 |
| VANGUARD WORLD FD | [VIS](https://holderbook.com/stocks/VIS/) | $8.3M | 23,146 | 1.7% | 7 |
| VANGUARD WORLD FD | [VFH](https://holderbook.com/stocks/VFH/) | $8.2M | 62,306 | 1.6% | 7 |
| VANGUARD WORLD FD | [VCR](https://holderbook.com/stocks/VCR/) | $8.1M | 20,368 | 1.6% | 7 |
| VANGUARD WORLD FD | [VHT](https://holderbook.com/stocks/VHT/) | $8.0M | 26,713 | 1.6% | 7 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $7.5M | 47,471 | 1.5% | 7 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $6.8M | 87,956 | 1.4% | 7 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $6.4M | 17,171 | 1.3% | 7 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $6.3M | 77,811 | 1.3% | 7 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $6.0M | 26,285 | 1.2% | 7 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $5.9M | 29,413 | 1.2% | 7 |
| VANGUARD WORLD FD | [VOX](https://holderbook.com/stocks/VOX/) | $4.9M | 26,696 | 1.0% | 7 |
| SPDR SERIES TRUST | [SDY](https://holderbook.com/stocks/SDY/) | $4.7M | 31,040 | 0.9% | 7 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $4.6M | 44,126 | 0.9% | 7 |
| ISHARES TR | [IGSB](https://holderbook.com/stocks/IGSB/) | $4.2M | 79,362 | 0.8% | 5 |
| VANGUARD INDEX FDS | [VOT](https://holderbook.com/stocks/VOT/) | $3.8M | 12,325 | 0.8% | 7 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $3.7M | 18,914 | 0.7% | 7 |
| INVESCO EXCHANGE TRADED FD T | [PEY](https://holderbook.com/stocks/PEY/) | $3.7M | 158,932 | 0.7% | 7 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $3.5M | 11,580 | 0.7% | 7 |
| FIRST TR EXCHANGE-TRADED FD | [FDL](https://holderbook.com/stocks/FDL/) | $3.4M | 70,236 | 0.7% | 7 |
| ISHARES TR | [IJK](https://holderbook.com/stocks/IJK/) | $3.3M | 28,159 | 0.7% | 7 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $3.3M | 45,003 | 0.7% | 1 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $3.3M | 9,234 | 0.7% | 7 |
| VANGUARD WORLD FD | [VDC](https://holderbook.com/stocks/VDC/) | $3.3M | 14,435 | 0.6% | 7 |
| WISDOMTREE TR | [DON](https://holderbook.com/stocks/DON/) | $3.2M | 57,442 | 0.6% | 7 |
| WISDOMTREE TR | [AIVL](https://holderbook.com/stocks/AIVL/) | $3.1M | 23,362 | 0.6% | 7 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $2.9M | 35,075 | 0.6% | 7 |
| VANGUARD WORLD FD | [VDE](https://holderbook.com/stocks/VDE/) | $2.7M | 18,141 | 0.5% | 7 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $2.6M | 7,356 | 0.5% | 7 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $2.5M | 5,913 | 0.5% | 7 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $2.5M | 3,322 | 0.5% | 7 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $2.5M | 16,591 | 0.5% | 7 |
| WISDOMTREE TR | [DES](https://holderbook.com/stocks/DES/) | $2.4M | 59,927 | 0.5% | 7 |
| ISHARES TR | [IJJ](https://holderbook.com/stocks/IJJ/) | $2.3M | 15,374 | 0.5% | 7 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $2.2M | 7,333 | 0.4% | 7 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $2.2M | 9,242 | 0.4% | 7 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $2.2M | 5,712 | 0.4% | 7 |
| SELECT SECTOR SPDR TR | [XLY](https://holderbook.com/stocks/XLY/) | $2.1M | 18,147 | 0.4% | 7 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $2.1M | 8,327 | 0.4% | 7 |
| PIMCO ETF TR | [SMMU](https://holderbook.com/stocks/SMMU/) | $2.1M | 40,993 | 0.4% | 7 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $2.0M | 2,730 | 0.4% | 7 |
| ISHARES TR | [IXG](https://holderbook.com/stocks/IXG/) | $2.0M | 15,799 | 0.4% | 7 |
| J P MORGAN EXCHANGE TRADED F | [JMST](https://holderbook.com/stocks/JMST/) | $1.9M | 37,719 | 0.4% | 7 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $1.9M | 23,404 | 0.4% | 7 |
| NORFOLK SOUTHN CORP | [NSC](https://holderbook.com/stocks/NSC/) | $1.9M | 6,019 | 0.4% | 7 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $1.8M | 33,579 | 0.4% | 7 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.8M | 5,395 | 0.4% | 7 |
| VANGUARD INDEX FDS | [VBK](https://holderbook.com/stocks/VBK/) | $1.7M | 4,590 | 0.3% | 7 |
| ISHARES TR | [SUB](https://holderbook.com/stocks/SUB/) | $1.6M | 15,456 | 0.3% | 7 |
| SPDR SERIES TRUST | [SLYV](https://holderbook.com/stocks/SLYV/) | $1.6M | 14,971 | 0.3% | 7 |
| SELECT SECTOR SPDR TR | [XLI](https://holderbook.com/stocks/XLI/) | $1.6M | 8,665 | 0.3% | 7 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $1.6M | 16,640 | 0.3% | 7 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $1.6M | 6,524 | 0.3% | 7 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $1.6M | 3,277 | 0.3% | 5 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $1.6M | 22,859 | 0.3% | 7 |
| VANGUARD WORLD FD | [VPU](https://holderbook.com/stocks/VPU/) | $1.5M | 7,821 | 0.3% | 7 |
| VANGUARD WORLD FD | [VAW](https://holderbook.com/stocks/VAW/) | $1.5M | 6,461 | 0.3% | 7 |
| MARATHON PETE CORP | [MPC](https://holderbook.com/stocks/MPC/) | $1.5M | 5,770 | 0.3% | 7 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $1.4M | 1,236 | 0.3% | 2 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $1.4M | 2,755 | 0.3% | 7 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $1.3M | 12,307 | 0.3% | 7 |
| EXXONMOBIL HOLDINGS CORP COM SHS | [XOM](https://holderbook.com/stocks/XOM/) | $1.3M | 9,546 | 0.3% | 1 |
| ISHARES TR | [SHV](https://holderbook.com/stocks/SHV/) | $1.3M | 11,791 | 0.3% | 5 |
| ISHARES TR | [IJT](https://holderbook.com/stocks/IJT/) | $1.3M | 7,180 | 0.3% | 7 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $1.2M | 8,358 | 0.2% | 7 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $1.2M | 3,398 | 0.2% | 7 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $1.1M | 6,952 | 0.2% | 7 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.1M | 1,830 | 0.2% | 3 |
| ISHARES TR | [IEI](https://holderbook.com/stocks/IEI/) | $992.7K | 8,452 | 0.2% | 5 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $989.8K | 7,089 | 0.2% | 3 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $931.7K | 1,654 | 0.2% | 5 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $850.6K | 10,466 | 0.2% | 7 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $848.1K | 2,405 | 0.2% | 7 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $817.4K | 4,518 | 0.2% | 7 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $777.4K | 730 | 0.2% | 4 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $748.9K | 1 | 0.1% | 7 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $744.6K | 13,067 | 0.1% | 7 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $739.6K | 2,939 | 0.1% | 7 |
| SPDR SERIES TRUST | [SPTI](https://holderbook.com/stocks/SPTI/) | $731.4K | 25,761 | 0.1% | 1 |
| SELECT SECTOR SPDR TR | [XLC](https://holderbook.com/stocks/XLC/) | $709.0K | 6,618 | 0.1% | 7 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $706.3K | 355 | 0.1% | 3 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $706.2K | 6,012 | 0.1% | 7 |
| ISHARES TR | [IJS](https://holderbook.com/stocks/IJS/) | $698.4K | 5,110 | 0.1% | 7 |
| ISHARES TR | [LQD](https://holderbook.com/stocks/LQD/) | $690.7K | 6,333 | 0.1% | 4 |
| ELEVANCE HEALTH INC FORMERLY | [ELV](https://holderbook.com/stocks/ELV/) | $665.9K | 1,722 | 0.1% | 7 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.8% | +14.8% | -3.0% | 100% |
| Q1 2026 | -2.5% | -4.6% | +2.2% | 100% |
| Q4 2025 | +2.8% | +2.4% | +0.5% | 100% |
| Q3 2025 | +5.8% | +7.8% | -2.0% | 100% |
| Q2 2025 | +6.7% | +10.5% | -3.8% | 100% |
| Q1 2025 | -1.9% | -4.6% | +2.7% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $500.9M | 184 |
| Q1 2026 | $439.9M | 162 |
| Q4 2025 | $444.6M | 151 |
| Q3 2025 | $425.5M | 138 |
| Q2 2025 | $398.5M | 129 |
| Q1 2025 | $358.9M | 122 |
| Q4 2024 | $345.4M | 116 |