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Founders Grove Wealth Partners, LLC Portfolio

$507.1M across 191 positions as of 2026-09-30, with 39% of it in the ten largest. 4 quarters on file.

Largest first

Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.

HoldingValueShareShares
VEAVanguard FTSE Developed Markets ETF$37.4M7.4%529,138
BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF$26.1M5.2%285,018
VUGVanguard Growth ETF$24M4.7%266,179
VGTVanguard Information Tech ETF$22.8M4.5%181,757
LLYEli Lilly and Co$17.4M3.4%15,028
VVVanguard Large-Cap ETF$16.9M3.3%48,115
IVWiShares S&P 500 Growth ETF$15.5M3.1%108,840
VANGUARD BD INDEX FDS$14.4M2.8%290,369
XLKState Street Technology Select Sector SPDR ETF$13.5M2.7%68,791
AAPLApple Inc$12.1M2.4%36,472
BINCiShares Flexible Income Active ETF$10.7M2.1%209,987
VGITVanguard Scottsdale Intermediate Term Treasury$10.5M2.1%185,225
VOOVanguard S&P 500 ETF$9.8M1.9%13,983
VTVVanguard Value ETF$9.6M1.9%44,208
MSFTMicrosoft Corp$9.1M1.8%17,744
VWOVanguard FTSE Emerging Markets ETF$9.1M1.8%153,335
AGGiShares Core U.S. Aggregate Bond ETF$9.1M1.8%96,171
VHTVanguard Health Care ETF$8.4M1.7%26,529
VFHVanguard Financials ETF$8.2M1.6%63,048
VCRVanguard Consumer Discretion ETF$7.5M1.5%20,663
VYMVanguard High Dividend Yield ETF$7.2M1.4%46,306
VISVanguard Industrials ETF$7.2M1.4%22,370
NVDANVIDIA Corp$7.2M1.4%31,312
IJHiShares Core S&P Mid-Cap ETF$6.3M1.2%86,868
VOVanguard Mid-Cap ETF$6.1M1.2%77,826
IVEiShares S&P 500 Value ETF$5.8M1.1%25,490
VOXVanguard Communication Services ETF$5.3M1.0%27,563
EFAiShares MSCI EAFE ETF$4.5M0.9%43,276
SDYState Street SPDR S&P Dividend ETF$4.5M0.9%30,689
BNDVanguard Total Bond Market ETF$3.9M0.8%56,185
VOEVanguard Mid-Cap Value ETF$3.7M0.7%18,836
VOTVanguard Mid-Cap Growth ETF$3.6M0.7%12,297
INVESCO EXCHANGE TRADED FD T$3.6M0.7%156,001
FDLFirst Trust Morningstar ETF$3.4M0.7%69,372
GOOGLAlphabet Inc$3.2M0.6%9,398
VDCVanguard Consumer Staples ETF$3.2M0.6%14,651
VBVanguard Small-Cap ETF$3.2M0.6%11,229
VDEVanguard Energy ETF$3.2M0.6%18,409
DONWisdomTree U.S. MidCap Dividend Fund$3.1M0.6%57,091
IJKiShares S&P Mid-Cap 400 Growth ETF$3M0.6%27,603
WISDOMTREE TR$3M0.6%23,194
IEMGiShares Core MSCI Emerging Markets ETF$2.8M0.6%34,877
IGSBISHARES TR$2.7M0.5%52,087
SPYState Street SPDR S&P 500 ETF Trust$2.5M0.5%3,314
GOOGAlphabet Inc$2.4M0.5%7,035
JNJJohnson & Johnson$2.3M0.5%8,856
AMZNAmazon.com Inc$2.3M0.5%9,259
SUBiShares Short-Term National Muni Bond ETF$2.3M0.4%21,671
IJRiShares Core S&P Small-Cap ETF$2.2M0.4%16,398
DESWisdomTree U.S. SmallCap Dividend Fund$2.2M0.4%57,993
MPCMarathon Petroleum Corp$2.2M0.4%5,508
VCSHVanguard Short-Term Corporate Bond ETF$2.2M0.4%27,874
MUMicron Technology Inc$2.1M0.4%2,012
TSLATesla Inc$2.1M0.4%5,913
IVViShares Core S&P 500 ETF$2.1M0.4%2,730
AVGOBroadcom Inc$2.1M0.4%5,840
JMSTJPMorgan Ultra-Short Municipal Income ETF$1.9M0.4%38,197
XLYSPDR Select Sector Fund - Consumer Discretionary$1.9M0.4%17,564
IJJiShares S&P Mid-Cap 400 Value ETF$1.9M0.4%13,842
NSCNorfolk Southern Corp$1.9M0.4%6,042
JPMJPMorgan Chase & Co$1.9M0.4%5,594
SHYiShares 1-3 Year Treasury Bond ETF$1.8M0.4%22,096
IWMiShares Russell 2000 Index Fund$1.8M0.3%6,375
XLFState Street Financial Select Sector SPDR ETF$1.7M0.3%32,039
ISHARES TR$1.6M0.3%12,905
XOMExxonmobil Holdings Corp$1.6M0.3%10,014
VBKVanguard Small-Cap Growth ETF$1.6M0.3%4,610
VNQVanguard Real Estate ETF$1.5M0.3%17,043
VBRVanguard Small-Cap Value ETF$1.5M0.3%6,504
SPDR SERIES TRUST$1.5M0.3%14,470
EEMiShares MSCI Emerging Index Fund$1.5M0.3%21,886
PIMCO ETF TR$1.5M0.3%29,524
XLIState Street Industrial Select Sector SPDR ETF$1.4M0.3%8,649
TSMTaiwan Semiconductor Manufacturing Co Ltd$1.4M0.3%3,155
VAWVanguard Materials ETF$1.4M0.3%6,593
BRK.BBerkshire Hathaway Inc$1.4M0.3%2,770
VPUVanguard Utilities ETF$1.4M0.3%7,971
SHViShares 0-1 Year Treasury Bond ETF$1.3M0.3%11,844
VVisa Inc$1.3M0.3%3,530
AMDAdvanced Micro Devices Inc$1.2M0.2%1,990
METAMeta Platforms Inc$1.2M0.2%1,670
XLVState Street Health Care Select Sector SPDR ETF$1.2M0.2%6,952
IJTiShares S&P SmallCap 600 Growth ETF$1.1M0.2%7,171
PGProcter & Gamble Co$1.1M0.2%7,796
INTCIntel Corp$1M0.2%8,385
SPTISPDR Portfolio Intermediate Term Treasury ETF$960.2K0.2%35,198
CEFSprott Physical Gold and Silver Trust$915.7K0.2%22,043
ABBVAbbVie Inc$901.7K0.2%3,447
KOCoca-Cola Co$896.4K0.2%10,414
PMPhilip Morris International Inc$884.6K0.2%4,636
IEIiShares 3-7 Year Treasury Bond ETF$860.2K0.2%7,583
MUBiShares National Muni Bond ETF$791.8K0.2%7,832
BRK.ABerkshire Hathaway Inc$747K0.1%1
XLCThe Communication Services Select Sector SPDR Fund$726.5K0.1%6,546
BACBank of America Corp$724K0.1%13,302
CSCOCisco Systems Inc$711.8K0.1%6,613
MRKMerck & Co Inc$711.4K0.1%4,896
HDHome Depot Inc$672.4K0.1%2,364
CRMSalesforce Inc$662.1K0.1%2,884
ASML HLDG NV$646.8K0.1%357
ADBEAdobe Inc$629.6K0.1%2,624
IJSiShares S&P SmallCap 600 Value ETF$627.4K0.1%4,898
CATCaterpillar Inc$602.4K0.1%743
GLOBAL X FDS$598.4K0.1%6,599
ELVElevance Health Inc$598.4K0.1%1,539
AMATApplied Materials Inc$591.7K0.1%1,157
PANWPalo Alto Networks Inc$582.5K0.1%1,466
ADPAutomatic Data Processing Inc$574.4K0.1%2,226
SPTSSPDR Portfolio Short Term Treasury ETF$570.9K0.1%19,913
SCHGSchwab U.S. Large-Cap Growth ETF$549.2K0.1%15,285
ABTAbbott Laboratories$544K0.1%5,504
TIMOTHY PLAN$539.9K0.1%11,159
VOOGVanguard S&P 500 Growth ETF$487.2K0.1%5,700
CCitigroup Inc$466.1K0.1%3,600
SPROTT ASSET MANAGEMENT LP$462.5K0.1%23,875
MOAltria Group Inc$460.2K0.1%6,834
QQQInvesco QQQ Trust, Series 1$452.9K0.1%612
VIGVanguard Div Appreciation ETF$448.9K0.1%1,924
MDYSPDR MidCap Trust Series I$447.2K0.1%681
SPDR SERIES TRUST$444K0.1%16,150
DOCUDocuSign Inc$439.9K0.1%6,551
WPMWheaton Precious Metals Corp$425.2K0.1%3,180
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF$424.9K0.1%4,158
COSTCostco Wholesale Corp$404.2K0.1%444
AFLAflac Inc$394.8K0.1%3,532
COFCapital One Financial Corp$392.4K0.1%2,033
SNDKSandisk Corp$382.8K0.1%220
DELLDell Technologies Inc$379.8K0.1%706
LRCXLam Research Corp$374.8K0.1%1,141
XLPState Street Consumer Staples Select Sector SPDR ETF$374.8K0.1%4,650
ITWIllinois Tool Works Inc$372.8K0.1%1,449
AXPAmerican Express Co$369.8K0.1%1,216
MCKMcKesson Corp$366.1K0.1%429
GILDGilead Sciences, Inc$363.2K0.1%2,437
WDAYWorkday Inc$356K0.1%1,869
NEMNewmont Corporation$355.9K0.1%3,086
VLOValero Energy Corp$354.7K0.1%915
HSBCHSBC Holdings PLC$348.4K0.1%3,508
TXNTexas Instruments Inc$347.9K0.1%1,242
JOHNSON CONTROLS INTERNATION$346.7K0.1%2,332
FDXFedEx Corp$336.7K0.1%1,181
MKLMarkel Group Inc$330.5K0.1%193
FASTFastenal Co$328.1K0.1%6,624
NOWServiceNow Inc$328.1K0.1%2,448
TWLOTwilio Inc$327K0.1%1,118
INTUIntuit Inc$325.6K0.1%1,181
PLTRPalantir Technologies Inc$324K0.1%1,732
VGSHVanguard Short-Term Treasury ETF$322.2K0.1%5,598
FIRST NATL CORP VA$321.8K0.1%10,954
GEVGE Vernova Inc$319.4K0.1%336
GSGoldman Sachs Group Inc$316K0.1%351
FERGFerguson Enterprises Inc$303.4K0.1%1,363
ACCENTURE PLC IRELAND$303.1K0.1%1,653
CVXChevron Corp$302.6K0.1%1,482
SEAGATE TECHNOLOGY HLDNGS PL$299.8K0.1%325
SCHWAB STRATEGIC TR$295K0.1%10,364
UNHUnitedHealth Group Inc$293.7K0.1%800
PSXPhillips 66$293.6K0.1%1,150
WFCWells Fargo & Co$287.5K0.1%3,591
NFLXNetflix Inc$283.6K0.1%4,076
RTXRTX Corp$282.7K0.1%1,523
TFCTruist Financial Corp$277K0.1%5,983
IEFiShares 7-10 Year Treasury Bond ETF$275.3K0.1%3,083
VTEBVanguard Tax-Exempt Bond ETF$271.7K0.1%5,737
DUKDuke Energy Corp$269.3K0.1%2,362
EMREmerson Electric Co$263.1K0.1%1,696
NOCNorthrop Grumman Corp$258.2K0.1%534
PENPenumbra Inc$251.8K0.0%791
DBXDropbox Inc$251.6K0.0%7,432
CRWDCrowdStrike Holdings Inc$240.1K0.0%907
BHPBHP Group Ltd$235.6K0.0%2,777
WMTWalmart Inc$234K0.0%2,252
CSXCSX Corp$229.9K0.0%4,944
DVYISHARES TR$227.6K0.0%1,497
TAT&T Inc$226.2K0.0%9,270
MRVLMarvell Technology Inc$225.9K0.0%855
IBMInternational Business Machines Corp$223.4K0.0%1,016
CPCanadian Pacific Kansas City Ltd$219.9K0.0%2,584
SHYGiShares 0-5 Year High Yield Corporate Bond ETF$218.9K0.0%5,307
VTVanguard Total World Stock Index ETF$218.3K0.0%1,383
COPConocoPhillips$215.6K0.0%1,723
MAMastercard Inc$212.3K0.0%385
ANGLOGOLD ASHANTI PLC$209K0.0%2,225
ORCLOracle Corp$203.3K0.0%1,481
IMCViShares Morningstar Mid-Cap Value ETF$201.5K0.0%2,196
CORCencora Inc$201.2K0.0%670
SYYSysco Corp$200.5K0.0%2,572
SANBanco Santander SA$163.2K0.0%11,803
WUWestern Union Co$80.9K0.0%13,705
FLOFlowers Foods Inc$73.4K0.0%13,228
ADT INC DEL$71.1K0.0%11,691

Quarter ending 2026-09-30.

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