FOUNDERS GROVE WEALTH PARTNERS, LLC

CIK 0002046157 • 7 13F filings • Apr 16, 2025 – Oct 16, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $398.5M129 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$590K	0.1%Prev: 0.1%	4,339 SH	Increased-858 SH
ABBVIE INC	COM	$443K	0.1%Prev: 0.1%	2,387 SH	Decreased-392 SH
AFLAC INC	COM	$363K	0.1%Prev: 0.1%	3,445 SH	Decreased-88 SH
ALPHABET INC	CAP STK CL A	$837K	0.2%Prev: 0.6%	4,752 SH	Decreased-3,886 SH
ALPHABET INC	CAP STK CL C	$734K	0.2%Prev: 0.3%	4,139 SH	Decreased-1,143 SH
ALTRIA GROUP INC	COM	$329K	0.1%Prev: 0.1%	5,616 SH	Decreased-580 SH
AMAZON COM INC	COM	$1.3M	0.3%Prev: 0.4%	5,728 SH	Decreased-3,331 SH
AMERICAN EXPRESS CO	COM	$344K	0.1%Prev: 0.1%	1,077 SH	Decreased-124 SH
APPLE INC	COM	$6.0M	1.5%Prev: 2.0%	29,071 SH	Decreased-4,831 SH
AUTOMATIC DATA PROCESSING IN	COM	$592K	0.1%Prev: 0.1%	1,921 SH	Increased-63 SH
BANK AMERICA CORP	COM	$518K	0.1%Prev: 0.1%	10,942 SH	Decreased-1,710 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$729K	0.2%Prev: 0.2%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$791K	0.2%Prev: 0.2%	1,629 SH	Decreased-387 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$9.1M	2.3%	171,634 SH	New
BROADCOM INC	COM	$552K	0.1%Prev: 0.3%	2,003 SH	Decreased-1,724 SH
CANADIAN PACIFIC KANSAS CITY	COM	$201K	0.1%Prev: 0.0%	2,531 SH	Decreased-81 SH
CAPITAL ONE FINL CORP	COM	$287K	0.1%Prev: 0.1%	1,347 SH	Decreased-293 SH
CISCO SYS INC	COM	$450K	0.1%Prev: 0.1%	6,487 SH	Decreased+604 SH
COCA COLA CO	COM	$527K	0.1%Prev: 0.1%	7,453 SH	Decreased-469 SH
COSTCO WHSL CORP NEW	COM	$230K	0.1%Prev: 0.1%	232 SH	Decreased-109 SH
CYBERARK SOFTWARE LTD	SHS	$208K	0.1%	510 SH	New
DUKE ENERGY CORP NEW	COM NEW	$219K	0.1%Prev: 0.1%	1,860 SH	Decreased-612 SH
ECOLAB INC	COM	$217K	0.1%Prev: 0.0%	805 SH	Increased+53 SH
ELEVANCE HEALTH INC	COM	$666K	0.2%	1,712 SH	New
ELI LILLY & CO	COM	$16.7M	4.2%Prev: 3.6%	21,460 SH	Increased+4,090 SH
EXXON MOBIL CORP	COM	$1.0M	0.3%Prev: 0.4%	9,327 SH	Decreased-395 SH
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$297K	0.1%Prev: 0.1%	1,363 SH	Decreased+39 SH
FIRST NATL CORP	COM	$213K	0.1%Prev: 0.1%	10,941 SH	Decreased-13 SH
FIRST TR MORNINGSTAR DIVID L	SHS	$3.2M	0.8%	76,434 SH	New
GLOBAL X FDS	S&P 500 CATHOLIC	$484K	0.1%Prev: 0.1%	6,416 SH	Decreased-210 SH
HOME DEPOT INC	COM	$828K	0.2%Prev: 0.2%	2,259 SH	Increased-110 SH
HONEYWELL INTL INC	COM	$275K	0.1%Prev: 0.1%	1,183 SH	Decreased-560 SH
INTERNATIONAL BUSINESS MACHS	COM	$210K	0.1%	714 SH	New
INVESCO EXCHANGE TRADED FD T	HIG YLD EQ DIV	$4.5M	1.1%Prev: 0.8%	222,547 SH	Increased+57,544 SH
INVESCO QQQ TR	UNIT SER 1	$383K	0.1%Prev: 0.1%	695 SH	Decreased
ISHARES INC	CORE MSCI EMKT	$2.2M	0.5%Prev: 0.6%	36,388 SH	Decreased+1,290 SH
ISHARES TR	0-3 MNTH TREASRY	$514K	0.1%	5,102 SH	New
ISHARES TR	1 3 YR TREAS BD	$890K	0.2%Prev: 0.5%	10,743 SH	Decreased-14,066 SH
ISHARES TR	3 7 YR TREAS BD	$313K	0.1%Prev: 0.4%	2,625 SH	Decreased-10,691 SH
ISHARES TR	CORE S&P MCP ETF	$5.4M	1.4%Prev: 1.4%	87,526 SH	Decreased-851 SH
ISHARES TR	CORE S&P SCP ETF	$2.3M	0.6%Prev: 0.5%	21,175 SH	Increased+4,275 SH
ISHARES TR	CORE S&P500 ETF	$1.7M	0.4%Prev: 0.4%	2,734 SH	Decreased+2 SH
ISHARES TR	CORE US AGGBD ET	$2.1M	0.5%Prev: 2.7%	21,098 SH	Decreased-98,784 SH
ISHARES TR	GLOBAL FINLS ETF	$1.8M	0.5%Prev: 0.4%	16,468 SH	Decreased+157 SH
ISHARES TR	ISHS 1-5YR INVS	$836K	0.2%Prev: 1.0%	15,843 SH	Decreased-64,456 SH
ISHARES TR	MSCI EAFE ETF	$5.0M	1.2%Prev: 1.0%	55,577 SH	Increased+9,096 SH
ISHARES TR	MSCI EMG MKT ETF	$1.3M	0.3%Prev: 0.3%	26,303 SH	Decreased+2,750 SH
ISHARES TR	NATIONAL MUN ETF	$1.4M	0.4%Prev: 0.2%	13,621 SH	Increased+3,322 SH
ISHARES TR	RUSSELL 2000 ETF	$2.3M	0.6%Prev: 0.4%	10,730 SH	Increased+3,217 SH
ISHARES TR	S&P 500 GRWT ETF	$12.8M	3.2%Prev: 2.9%	116,304 SH	Increased+3,582 SH
ISHARES TR	S&P 500 VAL ETF	$5.1M	1.3%Prev: 1.3%	26,331 SH	Decreased-420 SH
ISHARES TR	S&P MC 400GR ETF	$2.8M	0.7%Prev: 0.6%	31,121 SH	Decreased+2,881 SH
ISHARES TR	S&P MC 400VL ETF	$1.9M	0.5%Prev: 0.5%	15,502 SH	Decreased-533 SH
ISHARES TR	S&P SML 600 GWT	$1.2M	0.3%Prev: 0.2%	8,925 SH	Increased+1,455 SH
ISHARES TR	SHORT TREAS BD	$222K	0.1%Prev: 0.3%	2,012 SH	Decreased-8,613 SH
ISHARES TR	SHRT NAT MUN ETF	$4.9M	1.2%Prev: 0.4%	46,004 SH	Increased+30,081 SH
ISHARES TR	SP SMCP600VL ETF	$374K	0.1%Prev: 0.1%	3,759 SH	Decreased-1,738 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.7M	0.4%Prev: 0.3%	32,625 SH	Increased+4,053 SH
JOHNSON & JOHNSON	COM	$1.0M	0.3%Prev: 0.5%	6,594 SH	Decreased-1,573 SH
JOHNSON CTLS INTL PLC	SHS	$228K	0.1%Prev: 0.1%	2,160 SH	Decreased-182 SH
JPMORGAN CHASE & CO.	COM	$786K	0.2%	2,711 SH	New
MARATHON PETE CORP	COM	$949K	0.2%Prev: 0.3%	5,715 SH	Decreased-27 SH
MARKEL GROUP INC	COM	$385K	0.1%Prev: 0.1%	193 SH	Increased
MERCK & CO INC	COM	$253K	0.1%Prev: 0.1%	3,191 SH	Decreased-1,118 SH
META PLATFORMS INC	CL A	$373K	0.1%Prev: 0.1%	506 SH	Decreased-555 SH
MICROSOFT CORP	COM	$7.3M	1.8%Prev: 1.4%	14,645 SH	Increased-2,188 SH
NETFLIX INC	COM	$435K	0.1%Prev: 0.1%	325 SH	Decreased-4,741 SH
NORFOLK SOUTHN CORP	COM	$1.1M	0.3%Prev: 0.3%	4,380 SH	Decreased+50 SH
NORTHROP GRUMMAN CORP	COM	$227K	0.1%Prev: 0.1%	455 SH	Decreased-22 SH
NVIDIA CORPORATION	COM	$2.2M	0.5%Prev: 1.0%	13,827 SH	Decreased-11,540 SH
ORACLE CORP	COM	$393K	0.1%Prev: 0.1%	1,796 SH	Increased+157 SH
PHILIP MORRIS INTL INC	COM	$707K	0.2%Prev: 0.2%	3,881 SH	Decreased-457 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$1.0M	0.3%Prev: 0.4%	20,035 SH	Decreased-11,935 SH
PROCTER AND GAMBLE CO	COM	$1.1M	0.3%Prev: 0.3%	7,067 SH	Decreased-755 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$441K	0.1%Prev: 0.1%	15,095 SH	Decreased-190 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$831K	0.2%Prev: 0.2%	7,656 SH	Increased+727 SH
SELECT SECTOR SPDR TR	FINANCIAL	$1.8M	0.5%Prev: 0.4%	34,656 SH	Increased+885 SH
SELECT SECTOR SPDR TR	INDL	$1.3M	0.3%Prev: 0.3%	8,783 SH	Decreased+167 SH
SELECT SECTOR SPDR TR	SBI CONS DISCR	$2.2M	0.6%Prev: 0.5%	10,342 SH	Increased-8,267 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$885K	0.2%Prev: 0.1%	10,936 SH	Increased+3,953 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$1.7M	0.4%Prev: 0.2%	12,760 SH	Increased+5,262 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$9.6M	2.4%Prev: 2.2%	38,100 SH	Decreased-34,798 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.4M	0.6%Prev: 0.5%	3,957 SH	Increased+634 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$441K	0.1%Prev: 0.1%	779 SH	Increased+75 SH
SPDR SER TR	BLOOMBERG 1-3 MO	$22.7M	5.7%	247,054 SH	New
SPDR SER TR	PORTFLI INTRMDIT	$462K	0.1%	16,072 SH	New
SPDR SER TR	S&P 600 SMCP VAL	$1.2M	0.3%	15,087 SH	New
SPDR SER TR	S&P DIVID ETF	$4.6M	1.1%	33,638 SH	New
STRYKER CORPORATION	COM	$201K	0.1%	508 SH	New
SYSCO CORP	COM	$206K	0.1%	2,724 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$234K	0.1%Prev: 0.2%	1,035 SH	Decreased-2,055 SH
TESLA INC	COM	$1.5M	0.4%Prev: 0.5%	4,565 SH	Decreased-1,222 SH
TEXAS INSTRS INC	COM	$281K	0.1%Prev: 0.1%	1,352 SH	Increased+102 SH
TIMOTHY PLAN	US LRGMD CP CORE	$472K	0.1%Prev: 0.1%	10,508 SH	Decreased-704 SH
TRUIST FINL CORP	COM	$354K	0.1%Prev: 0.1%	8,239 SH	Increased+2,661 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$403K	0.1%Prev: 0.1%	1,016 SH	Increased+66 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$10.8M	2.7%Prev: 3.0%	216,366 SH	Decreased-47,186 SH
VANGUARD INDEX FDS	GROWTH ETF	$20.8M	5.2%Prev: 4.4%	47,449 SH	Increased+3,307 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$13.8M	3.5%Prev: 3.2%	48,449 SH	Decreased+682 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$3.4M	0.9%Prev: 0.7%	11,973 SH	Increased+39 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$3.0M	0.7%Prev: 0.8%	18,152 SH	Decreased-616 SH
VANGUARD INDEX FDS	MID CAP ETF	$5.2M	1.3%Prev: 1.2%	18,733 SH	Decreased-334 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.3M	0.3%Prev: 0.3%	14,894 SH	Decreased-2,246 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$9.3M	2.3%Prev: 2.0%	16,299 SH	Increased+1,679 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.3M	0.3%Prev: 0.3%	6,466 SH	Decreased-9 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.8M	0.7%Prev: 0.7%	11,784 SH	Decreased+194 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$1.3M	0.3%Prev: 0.3%	4,849 SH	Decreased+97 SH
VANGUARD INDEX FDS	VALUE ETF	$7.8M	1.9%Prev: 1.9%	43,889 SH	Decreased+204 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$7.7M	1.9%Prev: 1.9%	155,423 SH	Decreased-1,183 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.0M	0.3%Prev: 0.1%	21,286 SH	Increased+15,030 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$10.3M	2.6%Prev: 2.3%	172,918 SH	Increased+3,337 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$2.2M	0.5%Prev: 0.1%	37,109 SH	Increased+28,853 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$394K	0.1%Prev: 0.1%	1,923 SH	Decreased-1 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$32.7M	8.2%Prev: 8.0%	573,507 SH	Decreased+27,416 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$7.3M	1.8%Prev: 1.7%	54,684 SH	Increased+5,469 SH
VANGUARD WORLD FD	COMM SRVC ETF	$4.9M	1.2%Prev: 1.1%	28,861 SH	Decreased+1,306 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$7.8M	2.0%Prev: 1.7%	21,531 SH	Increased+800 SH
VANGUARD WORLD FD	CONSUM STP ETF	$3.0M	0.8%Prev: 0.8%	13,874 SH	Decreased-1,475 SH
VANGUARD WORLD FD	ENERGY ETF	$2.5M	0.6%Prev: 0.8%	20,879 SH	Decreased-149 SH
VANGUARD WORLD FD	FINANCIALS ETF	$7.5M	1.9%Prev: 1.6%	59,265 SH	Increased+180 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$6.4M	1.6%Prev: 1.7%	25,670 SH	Decreased-1,451 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$6.9M	1.7%Prev: 1.7%	24,563 SH	Decreased+737 SH
VANGUARD WORLD FD	INF TECH ETF	$19.4M	4.9%Prev: 4.1%	29,175 SH	Increased+3,623 SH
VANGUARD WORLD FD	MATERIALS ETF	$1.3M	0.3%Prev: 0.4%	6,506 SH	Decreased-338 SH
VANGUARD WORLD FD	UTILITIES ETF	$1.4M	0.4%Prev: 0.4%	7,907 SH	Decreased-245 SH
VISA INC	COM CL A	$1.0M	0.3%Prev: 0.2%	2,937 SH	Increased-409 SH
WISDOMTREE TR	US AI ENHANCED	$2.8M	0.7%Prev: 0.6%	24,790 SH	Increased+1,297 SH
WISDOMTREE TR	US MIDCAP DIVID	$3.0M	0.8%Prev: 0.7%	60,011 SH	Decreased+2,288 SH
WISDOMTREE TR	US SMALLCAP DIVD	$2.0M	0.5%Prev: 0.5%	64,501 SH	Decreased+4,472 SH

Sold (vs prior filing)

ABRDN PRECIOUS METALS BASKET — $202K
ADVANCED MICRO DEVICES INC — $249K
ALBEMARLE CORP — $271K
APPLIED MATLS INC — $236K
ASML HLDG NV — $479K
AT&T INC — $371K
BANCO SANTANDER SA — $127K
BLACKROCK ETF TRUST II — $10.0M
CATERPILLAR INC — $499K
CHEVRON CORPORATION — $211K
CITIGROUP INC — $231K
ELEVANCE HEALTH INC FORMERLY — $477K
FEDEX CORP — $350K
FIRST TR EXCHANGE-TRADED FD — $3.7M
GE VERNOVA INC — $240K
GILEAD SCIENCES INC — $296K
GOLDMAN SACHS GROUP INC — $207K
HSBC HLDGS PLC — $264K
INTEL CORP — $272K
ISHARES TR — $207K
… and 26 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 16, 2026	Q3 2026	13F-HR	0002046157-26-000005	—	View
Jan 12, 2026	Q4 2025	13F-HR	0002046157-26-000001	$444.6M	View
Oct 17, 2025	Q3 2025