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: $444.6M151 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$622K	0.1%Prev: 0.1%	4,966 SH	Decreased+308 SH
ABBVIE INC	COM	$606K	0.1%Prev: 0.1%	2,654 SH	Increased+181 SH
ADVANCED MICRO DEVICES INC	COM	$213K	0.0%	996 SH	New
AFLAC INC	COM	$386K	0.1%Prev: 0.1%	3,501 SH	Decreased+21 SH
ALBEMARLE CORP	COM	$214K	0.0%	1,510 SH	New
ALPHABET INC	CAP STK CL A	$2.3M	0.5%Prev: 0.3%	7,356 SH	Increased+1,788 SH
ALPHABET INC	CAP STK CL C	$1.6M	0.3%Prev: 0.3%	4,941 SH	Increased+314 SH
ALTRIA GROUP INC	COM	$355K	0.1%Prev: 0.1%	6,157 SH	Decreased+376 SH
AMAZON COM INC	COM	$2.0M	0.5%Prev: 0.4%	8,788 SH	Increased+1,622 SH
AMERICAN EXPRESS CO	COM	$495K	0.1%Prev: 0.1%	1,339 SH	Increased+78 SH
APPLE INC	COM	$9.2M	2.1%Prev: 1.9%	33,999 SH	Increased+2,342 SH
ASML HOLDING N V	N Y REGISTRY SHS	$307K	0.1%	287 SH	New
ASTRAZENECA PLC	SPONSORED ADR	$249K	0.1%	2,714 SH	New
AT&T INC	COM	$240K	0.1%Prev: 0.1%	9,663 SH	Increased+1,180 SH
AUTOMATIC DATA PROCESSING IN	COM	$609K	0.1%Prev: 0.2%	2,366 SH	Decreased-16 SH
BANCO SANTANDER SA	ADR	$131K	0.0%	11,190 SH	New
BANK AMERICA CORP	COM	$803K	0.2%Prev: 0.1%	14,600 SH	Increased+2,533 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$755K	0.2%Prev: 0.2%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	0.3%Prev: 0.3%	2,539 SH	Increased+305 SH
BLACKROCK ETF TRUST II	FLEXIBLE INCOME	$9.5M	2.1%Prev: 2.1%	179,651 SH	Increased+15,766 SH
BOOKING HOLDINGS INC	COM	$220K	0.0%	41 SH	New
BROADCOM INC	COM	$1.3M	0.3%Prev: 0.2%	3,631 SH	Increased+1,048 SH
CAPITAL ONE FINL CORP	COM	$230K	0.1%Prev: 0.1%	947 SH	Decreased-498 SH
CATERPILLAR INC	COM	$367K	0.1%Prev: 0.1%	640 SH	Increased+90 SH
CENCORA INC	COM	$231K	0.1%Prev: 0.0%	684 SH	Increased+42 SH
CISCO SYS INC	COM	$558K	0.1%Prev: 0.1%	7,242 SH	Increased+754 SH
CITIGROUP INC	COM NEW	$219K	0.0%	1,876 SH	New
COCA COLA CO	COM	$572K	0.1%Prev: 0.1%	8,184 SH	Increased+94 SH
COSTCO WHSL CORP NEW	COM	$267K	0.1%Prev: 0.1%	310 SH	Increased+47 SH
CYBERARK SOFTWARE LTD	SHS	$227K	0.1%Prev: 0.1%	510 SH	Decreased
DOMINION ENERGY INC	COM	$209K	0.0%	3,571 SH	New
DUKE ENERGY CORP NEW	COM NEW	$245K	0.1%Prev: 0.1%	2,086 SH	Decreased+90 SH
ELEVANCE HEALTH INC FORMERLY	COM	$602K	0.1%Prev: 0.1%	1,718 SH	Increased+46 SH
ELI LILLY & CO	COM	$18.7M	4.2%Prev: 3.8%	17,414 SH	Increased-3,956 SH
EXXON MOBIL CORP	COM	$1.2M	0.3%Prev: 0.2%	10,049 SH	Increased+1,646 SH
FEDEX CORP	COM	$257K	0.1%	888 SH	New
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$301K	0.1%Prev: 0.1%	1,353 SH	Increased+55 SH
FIRST NATL CORP	COM	$276K	0.1%Prev: 0.1%	10,941 SH	Increased
FIRST TR EXCHANGE-TRADED FD	SHS	$3.3M	0.7%Prev: 0.8%	74,717 SH	Increased-603 SH
GILEAD SCIENCES INC	COM	$238K	0.1%	1,943 SH	New
GLOBAL X FDS	S&P 500 CATHOLIC	$545K	0.1%Prev: 0.1%	6,622 SH	Increased+843 SH
GOLDMAN SACHS GROUP INC	COM	$214K	0.0%	244 SH	New
HOME DEPOT INC	COM	$844K	0.2%Prev: 0.2%	2,453 SH	Decreased-19 SH
HONEYWELL INTL INC	COM	$340K	0.1%Prev: 0.1%	1,744 SH	Increased+136 SH
INTEL CORP	COM	$221K	0.0%	5,993 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$225K	0.1%	758 SH	New
INVESCO EXCHANGE TRADED FD T	HIG YLD EQ DIV	$3.9M	0.9%Prev: 1.0%	189,243 SH	Decreased-7,096 SH
INVESCO QQQ TR	UNIT SER 1	$427K	0.1%Prev: 0.1%	695 SH	Increased
ISHARES INC	CORE MSCI EMKT	$2.4M	0.5%Prev: 0.6%	35,783 SH	Increased-473 SH
ISHARES TR	0-5YR HI YL CP	$254K	0.1%	5,924 SH	New
ISHARES TR	1 3 YR TREAS BD	$2.1M	0.5%Prev: 0.4%	24,787 SH	Increased+5,034 SH
ISHARES TR	3 7 YR TREAS BD	$1.6M	0.4%Prev: 0.3%	13,043 SH	Increased+3,359 SH
ISHARES TR	7-10 YR TRSY BD	$517K	0.1%Prev: 0.1%	5,380 SH	Increased+1,359 SH
ISHARES TR	CORE S&P MCP ETF	$5.8M	1.3%Prev: 1.4%	88,519 SH	Decreased-1,004 SH
ISHARES TR	CORE S&P SCP ETF	$2.1M	0.5%Prev: 0.5%	17,847 SH	Decreased-1,210 SH
ISHARES TR	CORE S&P500 ETF	$1.9M	0.4%Prev: 0.4%	2,732 SH	Increased
ISHARES TR	CORE US AGGBD ET	$11.7M	2.6%Prev: 2.1%	116,691 SH	Increased+27,071 SH
ISHARES TR	GLOBAL FINLS ETF	$2.0M	0.4%Prev: 0.4%	16,315 SH	Increased-84 SH
ISHARES TR	IBOXX INV CP ETF	$778K	0.2%Prev: 0.1%	7,057 SH	Increased+1,748 SH
ISHARES TR	ISHS 1-5YR INVS	$4.2M	0.9%Prev: 0.7%	78,601 SH	Increased+20,283 SH
ISHARES TR	MSCI EAFE ETF	$4.6M	1.0%Prev: 1.1%	47,949 SH	Increased-1,211 SH
ISHARES TR	MSCI EMG MKT ETF	$1.3M	0.3%Prev: 0.3%	23,978 SH	Decreased-2,182 SH
ISHARES TR	NATIONAL MUN ETF	$1.1M	0.2%Prev: 0.2%	10,053 SH	Increased+1,191 SH
ISHARES TR	RUSSELL 2000 ETF	$1.9M	0.4%Prev: 0.5%	7,699 SH	Decreased-740 SH
ISHARES TR	S&P 500 GRWT ETF	$14.0M	3.1%Prev: 3.2%	113,208 SH	Increased-942 SH
ISHARES TR	S&P 500 VAL ETF	$5.7M	1.3%Prev: 1.3%	26,811 SH	Increased-413 SH
ISHARES TR	S&P MC 400GR ETF	$2.8M	0.6%Prev: 0.7%	28,455 SH	Decreased-409 SH
ISHARES TR	S&P MC 400VL ETF	$2.1M	0.5%Prev: 0.5%	16,228 SH	Decreased-333 SH
ISHARES TR	S&P SML 600 GWT	$1.1M	0.2%Prev: 0.3%	7,617 SH	Decreased-186 SH
ISHARES TR	SELECT DIVID ETF	$222K	0.1%Prev: 0.1%	1,576 SH	Decreased
ISHARES TR	SHORT TREAS BD	$1.2M	0.3%Prev: 0.2%	10,810 SH	Increased+2,847 SH
ISHARES TR	SHRT NAT MUN ETF	$2.1M	0.5%Prev: 0.8%	19,283 SH	Decreased-14,229 SH
ISHARES TR	SP SMCP600VL ETF	$634K	0.1%Prev: 0.2%	5,577 SH	Decreased-265 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.5M	0.3%Prev: 0.2%	28,570 SH	Increased+11,258 SH
JOHNSON & JOHNSON	COM	$1.7M	0.4%Prev: 0.3%	8,234 SH	Increased+954 SH
JOHNSON CTLS INTL PLC	SHS	$301K	0.1%Prev: 0.1%	2,511 SH	Increased+242 SH
JPMORGAN CHASE & CO	COM	$1.1M	0.2%Prev: 0.2%	3,339 SH	Increased+343 SH
MARATHON PETE CORP	COM	$934K	0.2%Prev: 0.3%	5,742 SH	Decreased+3 SH
MARKEL GROUP INC	COM	$417K	0.1%Prev: 0.1%	194 SH	Increased+1 SH
MASTERCARD INCORPORATED	CL A	$496K	0.1%Prev: 0.1%	869 SH	Increased+115 SH
MCDONALDS CORP	COM	$258K	0.1%Prev: 0.0%	844 SH	Increased+165 SH
MCKESSON CORP	COM	$275K	0.1%Prev: 0.0%	335 SH	Increased+65 SH
MERCK & CO INC	COM	$433K	0.1%Prev: 0.1%	4,112 SH	Increased+533 SH
META PLATFORMS INC	CL A	$489K	0.1%Prev: 0.2%	741 SH	Decreased-236 SH
MICROSOFT CORP	COM	$7.7M	1.7%Prev: 1.9%	15,984 SH	Decreased+405 SH
NETFLIX INC	COM	$298K	0.1%Prev: 0.1%	3,178 SH	Decreased+2,813 SH
NORFOLK SOUTHN CORP	COM	$1.3M	0.3%Prev: 0.3%	4,339 SH	Decreased+24 SH
NORTHROP GRUMMAN CORP	COM	$267K	0.1%Prev: 0.1%	469 SH	Decreased-15 SH
NVIDIA CORPORATION	COM	$4.8M	1.1%Prev: 0.9%	25,670 SH	Increased+4,867 SH
ORACLE CORP	COM	$383K	0.1%Prev: 0.1%	1,967 SH	Decreased+47 SH
PALANTIR TECHNOLOGIES INC	CL A	$292K	0.1%Prev: 0.0%	1,645 SH	Increased+546 SH
PHILIP MORRIS INTL INC	COM	$664K	0.1%Prev: 0.1%	4,140 SH	Increased+279 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$1.6M	0.4%Prev: 0.2%	31,570 SH	Increased+14,059 SH
PROCTER AND GAMBLE CO	COM	$1.1M	0.3%Prev: 0.3%	7,814 SH	Decreased-64 SH
RAYTHEON TECHNOLOGIES CORP	COM	$260K	0.1%Prev: 0.1%	1,419 SH	Increased+144 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$495K	0.1%Prev: 0.1%	15,171 SH	Increased+76 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$894K	0.2%Prev: 0.2%	7,597 SH	Decreased+8 SH
SELECT SECTOR SPDR TR	FINANCIAL	$1.9M	0.4%Prev: 0.4%	34,467 SH	Increased
SELECT SECTOR SPDR TR	INDL	$1.3M	0.3%Prev: 0.3%	8,616 SH	Increased+4 SH
SELECT SECTOR SPDR TR	SBI CONS DISCR	$2.4M	0.5%Prev: 0.6%	20,458 SH	Decreased+10,183 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$593K	0.1%Prev: 0.2%	7,629 SH	Decreased-1,576 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$1.3M	0.3%Prev: 0.3%	8,307 SH	Increased-546 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$10.6M	2.4%Prev: 2.4%	73,366 SH	Increased+36,549 SH
SOUTHERN CO	COM	$217K	0.0%	2,490 SH	New
SPDR GOLD TR	GOLD SHS	$222K	0.1%	561 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.3M	0.5%Prev: 0.6%	3,408 SH	Decreased-171 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$425K	0.1%Prev: 0.1%	704 SH	Increased
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$23.6M	5.3%Prev: 5.1%	258,693 SH	Increased+21,987 SH
SPDR SERIES TRUST	S&P 600 SMCP VAL	$1.4M	0.3%Prev: 0.3%	15,060 SH	Increased+154 SH
SPDR SERIES TRUST	S&P DIVID ETF	$4.5M	1.0%Prev: 1.1%	32,655 SH	Decreased-346 SH
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$703K	0.2%	15,357 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$842K	0.2%Prev: 0.1%	2,771 SH	Increased+800 SH
TESLA INC	COM	$2.4M	0.5%Prev: 0.5%	5,433 SH	Increased+421 SH
TIMOTHY PLAN	US LRGMD CP CORE	$509K	0.1%Prev: 0.1%	11,205 SH	Increased+1,566 SH
TRUIST FINL CORP	COM	$290K	0.1%Prev: 0.1%	5,883 SH	Decreased-1,641 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$422K	0.1%Prev: 0.1%	950 SH	Increased
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$12.3M	2.8%Prev: 2.6%	245,918 SH	Increased+24,181 SH
VANGUARD INDEX FDS	GROWTH ETF	$21.3M	4.8%Prev: 5.0%	43,711 SH	Decreased-1,043 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$14.8M	3.3%Prev: 3.4%	46,933 SH	Increased+210 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$3.2M	0.7%Prev: 0.8%	11,533 SH	Decreased+40 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$3.3M	0.7%Prev: 0.7%	18,333 SH	Increased+403 SH
VANGUARD INDEX FDS	MID CAP ETF	$5.4M	1.2%Prev: 1.3%	18,652 SH	Increased+377 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.3M	0.3%Prev: 0.3%	14,725 SH	Decreased+6 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$9.3M	2.1%Prev: 2.2%	14,794 SH	Decreased-480 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.4M	0.3%Prev: 0.3%	6,426 SH	Increased+106 SH
VANGUARD INDEX FDS	SMALL CP ETF	$3.0M	0.7%Prev: 0.7%	11,643 SH	Increased+106 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$1.4M	0.3%Prev: 0.3%	4,713 SH	Increased+35 SH
VANGUARD INDEX FDS	VALUE ETF	$8.3M	1.9%Prev: 1.9%	43,499 SH	Increased+273 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$8.2M	1.8%Prev: 2.0%	152,077 SH	Decreased-1,927 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$489K	0.1%Prev: 0.2%	9,722 SH	Decreased-8,588 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$9.7M	2.2%Prev: 2.3%	162,303 SH	Decreased+57 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$599K	0.1%Prev: 0.4%	10,205 SH	Decreased-21,525 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$423K	0.1%Prev: 0.1%	1,924 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$34.3M	7.7%Prev: 7.9%	548,491 SH	Increased-12,249 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$7.3M	1.6%Prev: 1.8%	50,977 SH	Decreased-2,706 SH
VANGUARD WORLD FD	COMM SRVC ETF	$5.3M	1.2%Prev: 1.2%	27,208 SH	Increased-369 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$8.1M	1.8%Prev: 1.9%	20,516 SH	Decreased-300 SH
VANGUARD WORLD FD	CONSUM STP ETF	$2.8M	0.6%Prev: 0.7%	13,462 SH	Decreased-29 SH
VANGUARD WORLD FD	ENERGY ETF	$2.6M	0.6%Prev: 0.6%	20,702 SH	Increased+154 SH
VANGUARD WORLD FD	FINANCIALS ETF	$7.5M	1.7%Prev: 1.8%	56,494 SH	Increased-564 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$7.4M	1.7%Prev: 1.6%	25,709 SH	Increased-51 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$7.1M	1.6%Prev: 1.7%	23,735 SH	Decreased-186 SH
VANGUARD WORLD FD	INF TECH ETF	$19.6M	4.4%Prev: 4.8%	26,037 SH	Decreased-1,251 SH
VANGUARD WORLD FD	MATERIALS ETF	$1.3M	0.3%Prev: 0.3%	6,477 SH	Increased+37 SH
VANGUARD WORLD FD	UTILITIES ETF	$1.4M	0.3%Prev: 0.3%	7,712 SH	Decreased-99 SH
VISA INC	COM CL A	$1.1M	0.2%Prev: 0.2%	3,063 SH	Increased+88 SH
WALMART INC	COM	$275K	0.1%	2,467 SH	New
WHEATON PRECIOUS METALS CORP	COM	$334K	0.1%	2,845 SH	New
WISDOMTREE TR	US AI ENHANCED	$2.8M	0.6%Prev: 0.7%	24,579 SH	Decreased-158 SH
WISDOMTREE TR	US MIDCAP DIVID	$3.1M	0.7%Prev: 0.7%	59,572 SH	Decreased-432 SH
WISDOMTREE TR	US SMALLCAP DIVD	$2.1M	0.5%Prev: 0.5%	62,748 SH	Decreased

Sold (vs prior filing)

ABRDN PRECIOUS METALS BASKET — $234K
ECOLAB INC — $220K
ISHARES TR — $225K
SPDR SERIES TRUST — $314K
SYSCO CORP — $222K
TEXAS INSTRS INC — $217K

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