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: $425.5M138 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$624K	0.1%Prev: 0.1%	4,658 SH	Increased-684 SH
ABBVIE INC	COM	$573K	0.1%Prev: 0.1%	2,473 SH	Decreased-466 SH
ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$234K	0.1%	1,413 SH	New
AFLAC INC	COM	$389K	0.1%Prev: 0.1%	3,480 SH	Decreased-92 SH
ALPHABET INC	CAP STK CL A	$1.4M	0.3%Prev: 0.7%	5,568 SH	Decreased-3,666 SH
ALPHABET INC	CAP STK CL C	$1.1M	0.3%Prev: 0.5%	4,627 SH	Decreased-2,729 SH
ALTRIA GROUP INC	COM	$382K	0.1%Prev: 0.1%	5,781 SH	Decreased-815 SH
AMAZON COM INC	COM	$1.6M	0.4%Prev: 0.4%	7,166 SH	Decreased-2,076 SH
AMERICAN EXPRESS CO	COM	$419K	0.1%Prev: 0.1%	1,261 SH	Increased+68 SH
APPLE INC	COM	$8.1M	1.9%Prev: 2.1%	31,657 SH	Decreased-5,535 SH
AT&T INC	COM	$240K	0.1%	8,483 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$699K	0.2%Prev: 0.1%	2,382 SH	Increased+259 SH
BANK AMERICA CORP	COM	$623K	0.1%Prev: 0.1%	12,067 SH	Decreased-1,000 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$754K	0.2%Prev: 0.1%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	0.3%Prev: 0.3%	2,234 SH	Decreased-521 SH
BLACKROCK ETF TRUST II	FLEXIBLE INCOME	$8.7M	2.1%Prev: 2.2%	163,885 SH	Decreased-42,752 SH
BROADCOM INC	COM	$852K	0.2%Prev: 0.4%	2,583 SH	Decreased-3,129 SH
CAPITAL ONE FINL CORP	COM	$307K	0.1%Prev: 0.1%	1,445 SH	Decreased-127 SH
CATERPILLAR INC	COM	$262K	0.1%Prev: 0.2%	550 SH	Decreased-180 SH
CENCORA INC	COM	$201K	0.0%	642 SH	New
CISCO SYS INC	COM	$444K	0.1%Prev: 0.1%	6,488 SH	Decreased+476 SH
COCA COLA CO	COM	$537K	0.1%Prev: 0.2%	8,090 SH	Decreased-2,376 SH
COSTCO WHSL CORP NEW	COM	$243K	0.1%Prev: 0.1%	263 SH	Decreased-222 SH
CYBERARK SOFTWARE LTD	SHS	$246K	0.1%	510 SH	New
DUKE ENERGY CORP NEW	COM NEW	$247K	0.1%Prev: 0.1%	1,996 SH	Decreased-490 SH
ECOLAB INC	COM	$220K	0.1%	803 SH	New
ELEVANCE HEALTH INC FORMERLY	COM	$540K	0.1%Prev: 0.1%	1,672 SH	Decreased-50 SH
ELI LILLY & CO	COM	$16.3M	3.8%Prev: 3.7%	21,370 SH	Decreased+6,004 SH
EXXON MOBIL CORP	COM	$947K	0.2%Prev: 0.3%	8,403 SH	Decreased-1,143 SH
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$292K	0.1%Prev: 0.1%	1,298 SH	Decreased-43 SH
FIRST NATL CORP	COM	$248K	0.1%Prev: 0.1%	10,941 SH	Decreased-13 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$3.3M	0.8%Prev: 0.7%	75,320 SH	Decreased+5,084 SH
GLOBAL X FDS	S&P 500 CATHOLIC	$468K	0.1%Prev: 0.1%	5,779 SH	Decreased-820 SH
HOME DEPOT INC	COM	$1.0M	0.2%Prev: 0.2%	2,472 SH	Increased+67 SH
HONEYWELL INTL INC	COM	$338K	0.1%	1,608 SH	New
INVESCO EXCHANGE TRADED FD T	HIG YLD EQ DIV	$4.1M	1.0%Prev: 0.7%	196,339 SH	Increased+37,407 SH
INVESCO QQQ TR	UNIT SER 1	$417K	0.1%Prev: 0.1%	695 SH	Decreased+91 SH
ISHARES INC	CORE MSCI EMKT	$2.4M	0.6%Prev: 0.6%	36,256 SH	Decreased+1,181 SH
ISHARES TR	0-3 MNTH TREASRY	$225K	0.1%	2,236 SH	New
ISHARES TR	1 3 YR TREAS BD	$1.6M	0.4%Prev: 0.4%	19,753 SH	Decreased-3,651 SH
ISHARES TR	3 7 YR TREAS BD	$1.2M	0.3%Prev: 0.2%	9,684 SH	Increased+1,232 SH
ISHARES TR	7-10 YR TRSY BD	$388K	0.1%Prev: 0.1%	4,021 SH	Increased+395 SH
ISHARES TR	CORE S&P MCP ETF	$5.8M	1.4%Prev: 1.4%	89,523 SH	Decreased+1,567 SH
ISHARES TR	CORE S&P SCP ETF	$2.3M	0.5%Prev: 0.5%	19,057 SH	Decreased+2,466 SH
ISHARES TR	CORE S&P500 ETF	$1.8M	0.4%Prev: 0.4%	2,732 SH	Decreased+2 SH
ISHARES TR	CORE US AGGBD ET	$9.0M	2.1%Prev: 1.8%	89,620 SH	Decreased-2,965 SH
ISHARES TR	GLOBAL FINLS ETF	$1.9M	0.4%Prev: 0.4%	16,399 SH	Decreased+600 SH
ISHARES TR	IBOXX INV CP ETF	$592K	0.1%Prev: 0.1%	5,309 SH	Decreased-1,024 SH
ISHARES TR	ISHS 1-5YR INVS	$3.1M	0.7%Prev: 0.8%	58,318 SH	Decreased-21,044 SH
ISHARES TR	MSCI EAFE ETF	$4.6M	1.1%Prev: 0.9%	49,160 SH	Increased+5,034 SH
ISHARES TR	MSCI EMG MKT ETF	$1.4M	0.3%Prev: 0.3%	26,160 SH	Decreased+3,301 SH
ISHARES TR	NATIONAL MUN ETF	$944K	0.2%Prev: 0.3%	8,862 SH	Decreased-3,445 SH
ISHARES TR	RUSSELL 2000 ETF	$2.0M	0.5%Prev: 0.4%	8,439 SH	Decreased+1,106 SH
ISHARES TR	S&P 500 GRWT ETF	$13.8M	3.2%Prev: 3.0%	114,150 SH	Decreased+3,932 SH
ISHARES TR	S&P 500 VAL ETF	$5.6M	1.3%Prev: 1.2%	27,224 SH	Decreased+939 SH
ISHARES TR	S&P MC 400GR ETF	$2.8M	0.7%Prev: 0.7%	28,864 SH	Decreased+705 SH
ISHARES TR	S&P MC 400VL ETF	$2.1M	0.5%Prev: 0.5%	16,561 SH	Decreased+1,187 SH
ISHARES TR	S&P SML 600 GWT	$1.1M	0.3%Prev: 0.3%	7,803 SH	Decreased+623 SH
ISHARES TR	SELECT DIVID ETF	$224K	0.1%Prev: 0.0%	1,576 SH	Decreased+79 SH
ISHARES TR	SHORT TREAS BD	$880K	0.2%Prev: 0.3%	7,963 SH	Decreased-3,828 SH
ISHARES TR	SHRT NAT MUN ETF	$3.6M	0.8%Prev: 0.3%	33,512 SH	Increased+18,056 SH
ISHARES TR	SP SMCP600VL ETF	$646K	0.2%Prev: 0.1%	5,842 SH	Decreased+732 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$884K	0.2%Prev: 0.4%	17,312 SH	Decreased-20,407 SH
JOHNSON & JOHNSON	COM	$1.3M	0.3%Prev: 0.4%	7,280 SH	Decreased-1,047 SH
JOHNSON CTLS INTL PLC	SHS	$249K	0.1%Prev: 0.1%	2,269 SH	Decreased-73 SH
JPMORGAN CHASE & CO	COM	$945K	0.2%Prev: 0.4%	2,996 SH	Decreased-2,399 SH
MARATHON PETE CORP	COM	$1.1M	0.3%Prev: 0.3%	5,739 SH	Decreased-31 SH
MARKEL GROUP INC	COM	$369K	0.1%Prev: 0.1%	193 SH	Decreased
MASTERCARD INCORPORATED	CL A	$429K	0.1%Prev: 0.1%	754 SH	Increased+249 SH
MCDONALDS CORP	COM	$206K	0.0%Prev: 0.0%	679 SH	Decreased-194 SH
MCKESSON CORP	COM	$208K	0.0%Prev: 0.1%	270 SH	Decreased-103 SH
MERCK & CO INC	COM	$300K	0.1%Prev: 0.1%	3,579 SH	Decreased-1,382 SH
META PLATFORMS INC	CL A	$717K	0.2%Prev: 0.2%	977 SH	Decreased-677 SH
MICROSOFT CORP	COM	$8.1M	1.9%Prev: 1.3%	15,579 SH	Increased-1,592 SH
NETFLIX INC	COM	$438K	0.1%Prev: 0.1%	365 SH	Increased-4,433 SH
NORFOLK SOUTHN CORP	COM	$1.3M	0.3%Prev: 0.4%	4,315 SH	Decreased-1,704 SH
NORTHROP GRUMMAN CORP	COM	$295K	0.1%Prev: 0.1%	484 SH	Increased-57 SH
NVIDIA CORPORATION	COM	$3.9M	0.9%Prev: 1.2%	20,803 SH	Decreased-8,610 SH
ORACLE CORP	COM	$540K	0.1%Prev: 0.1%	1,920 SH	Increased+197 SH
PALANTIR TECHNOLOGIES INC	CL A	$200K	0.0%	1,099 SH	New
PHILIP MORRIS INTL INC	COM	$626K	0.1%Prev: 0.2%	3,861 SH	Decreased-657 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$886K	0.2%Prev: 0.4%	17,511 SH	Decreased-23,482 SH
PROCTER AND GAMBLE CO	COM	$1.2M	0.3%Prev: 0.2%	7,878 SH	Decreased-480 SH
RAYTHEON TECHNOLOGIES CORP	COM	$213K	0.1%Prev: 0.1%	1,275 SH	Decreased-69 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$482K	0.1%Prev: 0.1%	15,095 SH	Decreased-190 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$898K	0.2%Prev: 0.1%	7,589 SH	Increased+971 SH
SELECT SECTOR SPDR TR	FINANCIAL	$1.9M	0.4%Prev: 0.4%	34,467 SH	Increased+888 SH
SELECT SECTOR SPDR TR	INDL	$1.3M	0.3%Prev: 0.3%	8,612 SH	Decreased-53 SH
SELECT SECTOR SPDR TR	SBI CONS DISCR	$2.5M	0.6%Prev: 0.4%	10,275 SH	Increased-7,872 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$721K	0.2%Prev: 0.1%	9,205 SH	Increased+2,545 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$1.2M	0.3%Prev: 0.2%	8,853 SH	Increased+1,901 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$10.4M	2.4%Prev: 2.7%	36,817 SH	Decreased-33,367 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.4M	0.6%Prev: 0.5%	3,579 SH	Decreased+257 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$420K	0.1%Prev: 0.1%	704 SH	Decreased
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$21.7M	5.1%Prev: 5.1%	236,706 SH	Decreased-44,373 SH
SPDR SERIES TRUST	PORTFLI INTRMDIT	$314K	0.1%Prev: 0.1%	10,871 SH	Decreased-14,890 SH
SPDR SERIES TRUST	S&P 600 SMCP VAL	$1.3M	0.3%Prev: 0.3%	14,906 SH	Decreased-65 SH
SPDR SERIES TRUST	S&P DIVID ETF	$4.6M	1.1%Prev: 0.9%	33,001 SH	Decreased+1,961 SH
SYSCO CORP	COM	$222K	0.1%Prev: 0.0%	2,698 SH	Increased+114 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$550K	0.1%Prev: 0.3%	1,971 SH	Decreased-1,306 SH
TESLA INC	COM	$2.2M	0.5%Prev: 0.5%	5,012 SH	Decreased-901 SH
TEXAS INSTRS INC	COM	$217K	0.1%Prev: 0.1%	1,179 SH	Decreased-72 SH
TIMOTHY PLAN	US LRGMD CP CORE	$446K	0.1%Prev: 0.1%	9,639 SH	Decreased-1,502 SH
TRUIST FINL CORP	COM	$344K	0.1%Prev: 0.1%	7,524 SH	Increased+1,523 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$414K	0.1%Prev: 0.1%	950 SH	Decreased-4,750 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$11.1M	2.6%Prev: 2.9%	221,737 SH	Decreased-65,747 SH
VANGUARD INDEX FDS	GROWTH ETF	$21.5M	5.0%Prev: 4.6%	44,754 SH	Decreased-222,079 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$14.4M	3.4%Prev: 3.3%	46,723 SH	Decreased-1,385 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$3.4M	0.8%Prev: 0.8%	11,493 SH	Decreased-832 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$3.1M	0.7%Prev: 0.7%	17,930 SH	Decreased-984 SH
VANGUARD INDEX FDS	MID CAP ETF	$5.4M	1.3%Prev: 1.3%	18,275 SH	Decreased-59,536 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.3M	0.3%Prev: 0.3%	14,719 SH	Decreased-1,921 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$9.4M	2.2%Prev: 2.0%	15,274 SH	Decreased+754 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.3M	0.3%Prev: 0.3%	6,320 SH	Decreased-204 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.9M	0.7%Prev: 0.7%	11,537 SH	Decreased-43 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$1.4M	0.3%Prev: 0.3%	4,678 SH	Decreased+88 SH
VANGUARD INDEX FDS	VALUE ETF	$8.1M	1.9%Prev: 1.9%	43,226 SH	Decreased-1,294 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$8.3M	2.0%Prev: 1.8%	154,004 SH	Decreased+1,877 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$917K	0.2%Prev: 0.1%	18,310 SH	Increased+12,120 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$9.7M	2.3%Prev: 2.1%	162,246 SH	Decreased-19,719 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.9M	0.4%Prev: 0.1%	31,730 SH	Increased+25,558 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$415K	0.1%Prev: 0.1%	1,924 SH	Decreased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$33.6M	7.9%Prev: 7.5%	560,740 SH	Decreased+33,738 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$7.6M	1.8%Prev: 1.5%	53,683 SH	Increased+6,212 SH
VANGUARD WORLD FD	COMM SRVC ETF	$5.2M	1.2%Prev: 1.0%	27,577 SH	Increased+881 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$8.2M	1.9%Prev: 1.6%	20,816 SH	Increased+448 SH
VANGUARD WORLD FD	CONSUM STP ETF	$2.9M	0.7%Prev: 0.6%	13,491 SH	Decreased-944 SH
VANGUARD WORLD FD	ENERGY ETF	$2.6M	0.6%Prev: 0.5%	20,548 SH	Decreased+2,407 SH
VANGUARD WORLD FD	FINANCIALS ETF	$7.5M	1.8%Prev: 1.6%	57,058 SH	Decreased-5,248 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$6.7M	1.6%Prev: 1.6%	25,760 SH	Decreased-953 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$7.1M	1.7%Prev: 1.7%	23,921 SH	Decreased+775 SH
VANGUARD WORLD FD	INF TECH ETF	$20.4M	4.8%Prev: 4.3%	27,288 SH	Decreased-152,619 SH
VANGUARD WORLD FD	MATERIALS ETF	$1.3M	0.3%Prev: 0.3%	6,440 SH	Decreased-21 SH
VANGUARD WORLD FD	UTILITIES ETF	$1.5M	0.3%Prev: 0.3%	7,811 SH	Decreased-10 SH
VISA INC	COM CL A	$1.0M	0.2%Prev: 0.2%	2,975 SH	Decreased-423 SH
WISDOMTREE TR	US AI ENHANCED	$2.8M	0.7%Prev: 0.6%	24,737 SH	Decreased+1,375 SH
WISDOMTREE TR	US MIDCAP DIVID	$3.1M	0.7%Prev: 0.6%	60,004 SH	Decreased+2,562 SH
WISDOMTREE TR	US SMALLCAP DIVD	$2.1M	0.5%Prev: 0.5%	62,748 SH	Decreased+2,821 SH

Sold (vs prior filing)

ADOBE INC — $550K
ADVANCED MICRO DEVICES INC — $1.1M
ALBEMARLE CORP — $201K
APPLIED MATLS INC — $497K
ASML HLDG NV — $706K
BANCO SANTANDER SA — $164K
BHP BILLITON LIMITED — $227K
BOOKING HOLDINGS INC — $207K
CANADIAN PACIFIC KANSAS CITY — $224K
CITIGROUP INC — $299K
CSX CORP — $227K
DELL TECHNOLOGIES INC — $210K
DOCUSIGN INC — $277K
EMERSON ELEC CO — $241K
FASTENAL CO — $311K
FEDEX CORP — $305K
GE VERNOVA INC — $417K
GILEAD SCIENCES INC — $296K
GOLDMAN SACHS GROUP INC — $262K
HSBC HLDGS PLC — $322K
… and 34 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