Founders Grove Wealth Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$439.9M
Q ending 2026-03-31
Prior quarter
$444.6M
Q ending 2025-12-31
Change
-1.1% QoQ · +22.6% YoY
Positions
162
reported holdings
Largest positions
Top 100 of 162 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Tax-Managed Fds | VEA | Shares | $35.0M | 546K |
| Spdr Series Trust | BIL | Shares | $24.0M | 262K |
| Vanguard Index Fds | VUG | Shares | $19.3M | 44K |
| Vanguard World Fd | VGT | Shares | $17.8M | 26K |
| Eli Lilly & Co | LLY | Shares | $16.0M | 17K |
| Vanguard Index Fds | VV | Shares | $14.3M | 48K |
| Vanguard Bd Index Fds | VUSB | Shares | $13.1M | 264K |
| Ishares Tr | IVW | Shares | $12.7M | 113K |
| Ishares Tr | AGG | Shares | $11.9M | 120K |
| Vanguard Scottsdale Fds | VGIT | Shares | $10.1M | 170K |
| Blackrock Etf Trust Ii | BINC | Shares | $10.0M | 193K |
| Select Sector Spdr Tr | XLK | Shares | $9.7M | 73K |
| Vanguard Index Fds | VOO | Shares | $8.7M | 15K |
| Apple Inc | AAPL | Shares | $8.6M | 34K |
| Vanguard Index Fds | VTV | Shares | $8.6M | 44K |
| Vanguard Intl Equity Index F | VWO | Shares | $8.5M | 157K |
| Vanguard World Fd | VCR | Shares | $7.4M | 21K |
| Vanguard World Fd | VIS | Shares | $7.4M | 24K |
| Vanguard World Fd | VHT | Shares | $7.4M | 27K |
| Vanguard Whitehall Fds | VYM | Shares | $7.3M | 49K |
| Vanguard World Fd | VFH | Shares | $7.1M | 59K |
| Microsoft Corp | MSFT | Shares | $6.2M | 17K |
| Ishares Tr | IJH | Shares | $6.0M | 88K |
| Ishares Tr | IVE | Shares | $5.6M | 27K |
| Vanguard Index Fds | VO | Shares | $5.5M | 19K |
| Vanguard World Fd | VOX | Shares | $5.0M | 28K |
| Spdr Series Trust | SDY | Shares | $4.6M | 32K |
| Ishares Tr | EFA | Shares | $4.5M | 46K |
| Nvidia Corporation | NVDA | Shares | $4.4M | 25K |
| Ishares Tr | IGSB | Shares | $4.2M | 80K |
| First Tr Exchange-Traded Fd | FDL | Shares | $3.7M | 72K |
| Vanguard World Fd | VDE | Shares | $3.6M | 21K |
| Invesco Exchange Traded Fd T | PEY | Shares | $3.5M | 165K |
| Vanguard Index Fds | VOE | Shares | $3.5M | 19K |
| Vanguard World Fd | VDC | Shares | $3.4M | 15K |
| Vanguard Index Fds | VOT | Shares | $3.1M | 12K |
| Vanguard Index Fds | VB | Shares | $3.0M | 12K |
| Wisdomtree Tr | DON | Shares | $3.0M | 58K |
| Ishares Tr | IJK | Shares | $2.8M | 28K |
| Wisdomtree Tr | AIVL | Shares | $2.7M | 23K |
| Alphabet Inc | GOOGL | Shares | $2.5M | 9K |
| Ishares Inc | IEMG | Shares | $2.4M | 35K |
| Spdr S&P 500 Etf Tr | SPY | Shares | $2.2M | 3K |
| Wisdomtree Tr | DES | Shares | $2.2M | 60K |
| Tesla Inc | TSLA | Shares | $2.2M | 6K |
| Ishares Tr | IJJ | Shares | $2.1M | 16K |
| Ishares Tr | IJR | Shares | $2.1M | 17K |
| Ishares Tr | SHY | Shares | $2.0M | 25K |
| Select Sector Spdr Tr | XLY | Shares | $2.0M | 19K |
| Johnson & Johnson | JNJ | Shares | $2.0M | 8K |
| Amazon Com Inc | AMZN | Shares | $1.9M | 9K |
| Ishares Tr | IWM | Shares | $1.9M | 8K |
| Ishares Tr | IXG | Shares | $1.9M | 16K |
| Ishares Tr | IVV | Shares | $1.8M | 3K |
| Ishares Tr | SUB | Shares | $1.7M | 16K |
| Select Sector Spdr Tr | XLF | Shares | $1.7M | 34K |
| Exxon Mobil Corp | XOM | Shares | $1.6M | 10K |
| Vanguard World Fd | VPU | Shares | $1.6M | 8K |
| Pimco Etf Tr | SMMU | Shares | $1.6M | 32K |
| Ishares Tr | IEI | Shares | $1.6M | 13K |
| Vanguard World Fd | VAW | Shares | $1.5M | 7K |
| Vanguard Index Fds | VNQ | Shares | $1.5M | 17K |
| Alphabet Inc | GOOG | Shares | $1.5M | 5K |
| J P Morgan Exchange Traded F | JMST | Shares | $1.5M | 29K |
| Vanguard Index Fds | VBK | Shares | $1.4M | 5K |
| Spdr Series Trust | SLYV | Shares | $1.4M | 15K |
| Vanguard Index Fds | VBR | Shares | $1.4M | 6K |
| Marathon Pete Corp | MPC | Shares | $1.4M | 6K |
| Select Sector Spdr Tr | XLI | Shares | $1.4M | 9K |
| Ishares Tr | EEM | Shares | $1.3M | 24K |
| Norfolk Southn Corp | NSC | Shares | $1.2M | 4K |
| Ishares Tr | SHV | Shares | $1.2M | 11K |
| Broadcom Inc | AVGO | Shares | $1.2M | 4K |
| Procter And Gamble Co | PG | Shares | $1.1M | 8K |
| Select Sector Spdr Tr | XLV | Shares | $1.1M | 7K |
| Ishares Tr | MUB | Shares | $1.1M | 10K |
| Ishares Tr | IJT | Shares | $1.1M | 7K |
| Sprott Asset Management Lp | CEF | Shares | $1.1M | 23K |
| Taiwan Semiconductor Mfg Ltd | TSM | Shares | $1.0M | 3K |
| Visa Inc | V | Shares | $1.0M | 3K |
| Jpmorgan Chase & Co | JPM | Shares | $995K | 3K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $966K | 2K |
| Home Depot Inc | HD | Shares | $779K | 2K |
| Select Sector Spdr Tr | XLC | Shares | $768K | 7K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $718K | 1 |
| Philip Morris Intl Inc | PM | Shares | $717K | 4K |
| Ishares Tr | LQD | Shares | $667K | 6K |
| Ishares Tr | IJS | Shares | $651K | 5K |
| Bank America Corp | BAC | Shares | $617K | 13K |
| Meta Platforms Inc | META | Shares | $607K | 1K |
| Abbvie Inc | ABBV | Shares | $604K | 3K |
| Coca Cola Co | KO | Shares | $602K | 8K |
| Select Sector Spdr Tr | XLP | Shares | $572K | 7K |
| Sprott Asset Management Lp | PSLV | Shares | $548K | 22K |
| Mastercard Incorporated | MA | Shares | $537K | 1K |
| Abbott Labs | ABT | Shares | $534K | 5K |
| Timothy Plan | TPLC | Shares | $521K | 11K |
| Merck & Co Inc | MRK | Shares | $518K | 4K |
| Global X Fds | CATH | Shares | $518K | 7K |
| Caterpillar Inc | CAT | Shares | $499K | 705 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.