FOUNDERS GROVE WEALTH PARTNERS, LLC

CIK 0002046157 · RICHMOND, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source

FOUNDERS GROVE WEALTH PARTNERS, LLC reported 184 positions worth $500.9M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: VEA (7.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$500.9M
2026 Q2
Positions
184
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.2%
Est. Net Flow (Q)
2026 Q2
10 / 184 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VEAVANGUARD TAX-MANAGED FDSSH$37.5M7.50%527,002
2BILSPDR SERIES TRUSTSH$25.8M5.14%281,079
3VUGVANGUARD INDEX FDSSH$23.0M4.59%266,833
4VGTVANGUARD WORLD FDSH$21.5M4.29%179,907
5LLYELI LILLY & COSH$18.4M3.68%15,366
6VVVANGUARD INDEX FDSSH$16.5M3.30%48,108
7IVWISHARES TRSH$15.2M3.03%110,218
8VUSBVANGUARD BD INDEX FDSSH$14.3M2.86%287,484
9XLKSELECT SECTOR SPDR TRSH$13.4M2.67%70,184
10BINCBLACKROCK ETF TRUST IISH$10.8M2.16%206,637

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does FOUNDERS GROVE WEALTH PARTNERS, LLC hold as of Q2 2026?

FOUNDERS GROVE WEALTH PARTNERS, LLC reported 184 positions worth $500.9M in its Q2 2026 13F filing. Largest positions: VEA (7.5%), BIL (5.1%), VUG (4.6%), VGT (4.3%) and LLY (3.7%).

What did FOUNDERS GROVE WEALTH PARTNERS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did FOUNDERS GROVE WEALTH PARTNERS, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.