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: $439.9M162 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$534K	0.1%Prev: 0.2%	5,197 SH	Decreased+1,018 SH
ABBVIE INC	COM	$604K	0.1%Prev: 0.1%	2,779 SH	Increased+399 SH
ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$202K	0.0%	925 SH	New
ADVANCED MICRO DEVICES INC	COM	$249K	0.1%	1,223 SH	New
AFLAC INC	COM	$388K	0.1%Prev: 0.1%	3,533 SH	Increased+165 SH
ALBEMARLE CORP	COM	$271K	0.1%	1,510 SH	New
ALPHABET INC	CAP STK CL A	$2.5M	0.6%Prev: 0.2%	8,638 SH	Increased+4,586 SH
ALPHABET INC	CAP STK CL C	$1.5M	0.3%Prev: 0.2%	5,282 SH	Increased+1,718 SH
ALTRIA GROUP INC	COM	$409K	0.1%Prev: 0.1%	6,196 SH	Increased+544 SH
AMAZON COM INC	COM	$1.9M	0.4%Prev: 0.2%	9,059 SH	Increased+4,660 SH
AMERICAN EXPRESS CO	COM	$363K	0.1%Prev: 0.1%	1,201 SH	Increased+196 SH
APPLE INC	COM	$8.6M	2.0%Prev: 1.7%	33,902 SH	Increased+6,581 SH
APPLIED MATLS INC	COM	$236K	0.1%	691 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$479K	0.1%	363 SH	New
AT&T INC	COM	$371K	0.1%	12,792 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$403K	0.1%Prev: 0.2%	1,984 SH	Decreased+68 SH
BANCO SANTANDER SA	ADR	$127K	0.0%	11,260 SH	New
BANK AMERICA CORP	COM	$617K	0.1%Prev: 0.1%	12,652 SH	Increased+7,819 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$718K	0.2%Prev: 0.2%	1 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$966K	0.2%Prev: 0.2%	2,016 SH	Increased+525 SH
BLACKROCK ETF TRUST II	FLEXIBLE INCOME	$10.0M	2.3%	192,616 SH	New
BROADCOM INC	COM	$1.2M	0.3%Prev: 0.1%	3,727 SH	Increased+2,395 SH
CANADIAN PACIFIC KANSAS CITY	COM	$205K	0.0%Prev: 0.1%	2,612 SH	Decreased-936 SH
CAPITAL ONE FINL CORP	COM	$299K	0.1%Prev: 0.1%	1,640 SH	Increased+416 SH
CATERPILLAR INC	COM	$499K	0.1%	705 SH	New
CHEVRON CORPORATION	COM	$211K	0.0%	1,019 SH	New
CISCO SYS INC	COM	$456K	0.1%Prev: 0.1%	5,883 SH	Increased-438 SH
CITIGROUP INC	COM NEW	$231K	0.1%	2,033 SH	New
COCA COLA CO	COM	$602K	0.1%Prev: 0.2%	7,922 SH	Increased+371 SH
COSTCO WHSL CORP NEW	COM	$340K	0.1%Prev: 0.1%	341 SH	Increased+111 SH
DUKE ENERGY CORP NEW	COM NEW	$324K	0.1%Prev: 0.1%	2,472 SH	Increased+431 SH
ECOLAB INC	COM	$200K	0.0%	752 SH	New
ELEVANCE HEALTH INC FORMERLY	COM	$477K	0.1%	1,631 SH	New
ELI LILLY & CO	COM	$16.0M	3.6%Prev: 4.9%	17,370 SH	Decreased-4,029 SH
EXXON MOBIL CORP	COM	$1.6M	0.4%Prev: 0.3%	9,722 SH	Increased+49 SH
FEDEX CORP	COM	$350K	0.1%	982 SH	New
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$309K	0.1%Prev: 0.1%	1,324 SH	Increased+1 SH
FIRST NATL CORP	COM	$295K	0.1%Prev: 0.1%	10,954 SH	Increased+13 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$3.7M	0.8%	72,050 SH	New
GE VERNOVA INC	COM	$240K	0.1%	275 SH	New
GILEAD SCIENCES INC	COM	$296K	0.1%	2,127 SH	New
GLOBAL X FDS	S&P 500 CATHOLIC	$518K	0.1%Prev: 0.1%	6,626 SH	Increased+1,885 SH
GOLDMAN SACHS GROUP INC	COM	$207K	0.0%	245 SH	New
HOME DEPOT INC	COM	$779K	0.2%Prev: 0.2%	2,369 SH	Decreased+90 SH
HONEYWELL INTL INC	COM	$394K	0.1%Prev: 0.1%	1,743 SH	Increased+620 SH
HSBC HLDGS PLC	SPON ADR NEW	$264K	0.1%	3,204 SH	New
INTEL CORP	COM	$272K	0.1%	6,169 SH	New
INVESCO EXCHANGE TRADED FD T	HIG YLD EQ DIV	$3.5M	0.8%Prev: 1.4%	165,003 SH	Decreased-62,543 SH
INVESCO QQQ TR	UNIT SER 1	$401K	0.1%Prev: 0.1%	695 SH	Increased+166 SH
ISHARES INC	CORE MSCI EMKT	$2.4M	0.6%Prev: 0.5%	35,098 SH	Increased-1,270 SH
ISHARES TR	0-5YR HI YL CP	$207K	0.0%	4,900 SH	New
ISHARES TR	1 3 YR TREAS BD	$2.0M	0.5%Prev: 0.2%	24,809 SH	Increased+15,177 SH
ISHARES TR	3 7 YR TREAS BD	$1.6M	0.4%	13,316 SH	New
ISHARES TR	7-10 YR TRSY BD	$475K	0.1%	4,975 SH	New
ISHARES TR	CORE S&P MCP ETF	$6.0M	1.4%Prev: 1.4%	88,377 SH	Increased+1,250 SH
ISHARES TR	CORE S&P SCP ETF	$2.1M	0.5%Prev: 0.6%	16,900 SH	Decreased-5,159 SH
ISHARES TR	CORE S&P500 ETF	$1.8M	0.4%Prev: 0.4%	2,732 SH	Increased-44 SH
ISHARES TR	CORE US AGGBD ET	$11.9M	2.7%	119,882 SH	New
ISHARES TR	GLOBAL FINLS ETF	$1.9M	0.4%Prev: 0.4%	16,311 SH	Increased+1,338 SH
ISHARES TR	IBOXX INV CP ETF	$667K	0.2%	6,121 SH	New
ISHARES TR	ISHS 1-5YR INVS	$4.2M	1.0%	80,299 SH	New
ISHARES TR	MSCI EAFE ETF	$4.5M	1.0%Prev: 1.1%	46,481 SH	Increased-1,690 SH
ISHARES TR	MSCI EMG MKT ETF	$1.3M	0.3%Prev: 0.3%	23,553 SH	Increased-5,047 SH
ISHARES TR	NATIONAL MUN ETF	$1.1M	0.2%Prev: 0.6%	10,299 SH	Decreased-10,141 SH
ISHARES TR	RUSSELL 2000 ETF	$1.9M	0.4%Prev: 0.6%	7,513 SH	Decreased-3,853 SH
ISHARES TR	S&P 500 GRWT ETF	$12.7M	2.9%Prev: 3.1%	112,722 SH	Increased-5,342 SH
ISHARES TR	S&P 500 VAL ETF	$5.6M	1.3%Prev: 1.5%	26,751 SH	Increased-1,447 SH
ISHARES TR	S&P MC 400GR ETF	$2.8M	0.6%Prev: 0.7%	28,240 SH	Increased-3,361 SH
ISHARES TR	S&P MC 400VL ETF	$2.1M	0.5%Prev: 0.5%	16,035 SH	Increased-43 SH
ISHARES TR	S&P SML 600 GWT	$1.1M	0.2%Prev: 0.3%	7,470 SH	Decreased-1,887 SH
ISHARES TR	SELECT DIVID ETF	$237K	0.1%Prev: 0.1%	1,562 SH	Increased+65 SH
ISHARES TR	SHORT TREAS BD	$1.2M	0.3%	10,625 SH	New
ISHARES TR	SHRT NAT MUN ETF	$1.7M	0.4%Prev: 1.7%	15,923 SH	Decreased-40,288 SH
ISHARES TR	SP SMCP600VL ETF	$651K	0.1%Prev: 0.1%	5,497 SH	Increased+1,027 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.5M	0.3%Prev: 0.6%	28,572 SH	Decreased-12,335 SH
JOHNSON & JOHNSON	COM	$2.0M	0.5%Prev: 0.3%	8,167 SH	Increased+1,281 SH
JOHNSON CTLS INTL PLC	SHS	$307K	0.1%	2,342 SH	New
JPMORGAN CHASE & CO	COM	$995K	0.2%	3,383 SH	New
LAM RESEARCH CORP	COM NEW	$235K	0.1%	1,102 SH	New
LINDE PLC	SHS	$201K	0.0%	405 SH	New
MARATHON PETE CORP	COM	$1.4M	0.3%Prev: 0.2%	5,742 SH	Increased+45 SH
MARKEL GROUP INC	COM	$369K	0.1%Prev: 0.1%	193 SH	Increased
MASTERCARD INCORPORATED	CL A	$537K	0.1%	1,075 SH	New
MCDONALDS CORP	COM	$239K	0.1%	769 SH	New
MCKESSON CORP	COM	$275K	0.1%	318 SH	New
MERCK & CO INC	COM	$518K	0.1%Prev: 0.1%	4,309 SH	Increased+943 SH
META PLATFORMS INC	CL A	$607K	0.1%	1,061 SH	New
MICRON TECHNOLOGY INC	COM	$274K	0.1%	810 SH	New
MICROSOFT CORP	COM	$6.2M	1.4%Prev: 1.4%	16,833 SH	Increased+3,145 SH
NETFLIX INC	COM	$487K	0.1%Prev: 0.1%	5,066 SH	Increased+4,834 SH
NEXTERA ENERGY INC	COM	$243K	0.1%Prev: 0.1%	2,618 SH	Increased-535 SH
NORFOLK SOUTHN CORP	COM	$1.2M	0.3%Prev: 0.3%	4,330 SH	Increased-119 SH
NORTHROP GRUMMAN CORP	COM	$325K	0.1%Prev: 0.1%	477 SH	Increased+34 SH
NOVARTIS AG	SPONSORED ADR	$225K	0.1%	1,471 SH	New
NVIDIA CORPORATION	COM	$4.4M	1.0%Prev: 0.3%	25,367 SH	Increased+16,781 SH
ORACLE CORP	COM	$241K	0.1%Prev: 0.1%	1,639 SH	Increased-60 SH
PALANTIR TECHNOLOGIES INC	CL A	$250K	0.1%	1,708 SH	New
PALO ALTO NETWORKS INC	COM	$211K	0.0%	1,319 SH	New
PFIZER INC	COM	$238K	0.1%	8,493 SH	New
PHILIP MORRIS INTL INC	COM	$717K	0.2%Prev: 0.1%	4,338 SH	Increased+1,147 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$1.6M	0.4%Prev: 0.3%	31,970 SH	Increased+11,935 SH
PROCTER AND GAMBLE CO	COM	$1.1M	0.3%Prev: 0.4%	7,822 SH	Decreased-515 SH
RAYTHEON TECHNOLOGIES CORP	COM	$271K	0.1%	1,406 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$445K	0.1%	15,285 SH	New
SELECT SECTOR SPDR TR	COMMUNICATION	$768K	0.2%Prev: 0.2%	6,929 SH	Decreased-1,161 SH
SELECT SECTOR SPDR TR	FINANCIAL	$1.7M	0.4%Prev: 0.5%	33,771 SH	Decreased-2,068 SH
SELECT SECTOR SPDR TR	INDL	$1.4M	0.3%Prev: 0.4%	8,616 SH	Increased-1,128 SH
SELECT SECTOR SPDR TR	SBI CONS DISCR	$2.0M	0.5%Prev: 0.6%	18,609 SH	Increased+8,562 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$572K	0.1%Prev: 0.2%	6,983 SH	Decreased-3,334 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$1.1M	0.2%Prev: 0.6%	7,498 SH	Decreased-6,699 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$9.7M	2.2%Prev: 2.3%	72,898 SH	Increased+33,250 SH
SHELL PLC	SPON ADS	$246K	0.1%	2,643 SH	New
SOUTHERN CO	COM	$294K	0.1%	3,041 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.2M	0.5%Prev: 0.6%	3,323 SH	Decreased-573 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$434K	0.1%Prev: 0.1%	704 SH	Increased-74 SH
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$24.0M	5.5%	261,898 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$1.4M	0.3%	15,060 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$4.6M	1.1%	31,735 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$1.1M	0.2%	22,623 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$548K	0.1%	22,480 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.0M	0.2%	3,090 SH	New
TESLA INC	COM	$2.2M	0.5%Prev: 0.3%	5,787 SH	Increased+1,757 SH
TEXAS INSTRS INC	COM	$243K	0.1%Prev: 0.1%	1,250 SH	Increased+43 SH
TIMOTHY PLAN	US LRGMD CP CORE	$521K	0.1%Prev: 0.1%	11,212 SH	Increased+3,753 SH
TRUIST FINL CORP	COM	$256K	0.1%Prev: 0.1%	5,578 SH	Decreased-2,620 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$387K	0.1%	950 SH	New
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$13.1M	3.0%Prev: 2.9%	263,552 SH	Increased+57,226 SH
VANGUARD INDEX FDS	GROWTH ETF	$19.3M	4.4%Prev: 4.6%	44,142 SH	Increased-849 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$14.3M	3.2%Prev: 3.0%	47,767 SH	Increased+6,134 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$3.1M	0.7%Prev: 0.8%	11,934 SH	Increased+819 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$3.5M	0.8%Prev: 0.8%	18,768 SH	Increased+1,644 SH
VANGUARD INDEX FDS	MID CAP ETF	$5.5M	1.2%Prev: 1.2%	19,067 SH	Increased+1,758 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.5M	0.3%Prev: 0.4%	17,140 SH	Increased+2,406 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.7M	2.0%Prev: 1.7%	14,620 SH	Increased+2,658 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.4M	0.3%Prev: 0.3%	6,475 SH	Increased+682 SH
VANGUARD INDEX FDS	SMALL CP ETF	$3.0M	0.7%Prev: 0.5%	11,590 SH	Increased+3,009 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$1.4M	0.3%Prev: 0.3%	4,752 SH	Increased+391 SH
VANGUARD INDEX FDS	VALUE ETF	$8.6M	1.9%Prev: 2.0%	43,685 SH	Increased+2,404 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$8.5M	1.9%Prev: 1.9%	156,606 SH	Increased+7,181 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$312K	0.1%Prev: 0.5%	6,256 SH	Decreased-30,140 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$10.1M	2.3%Prev: 2.9%	169,581 SH	Decreased-8,159 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$483K	0.1%Prev: 0.7%	8,256 SH	Decreased-35,277 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$414K	0.1%Prev: 0.1%	1,924 SH	Increased+149 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$35.0M	8.0%Prev: 8.1%	546,091 SH	Increased-26,226 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$7.3M	1.7%Prev: 2.0%	49,215 SH	Increased-6,101 SH
VANGUARD WORLD FD	COMM SRVC ETF	$5.0M	1.1%Prev: 1.2%	27,555 SH	Increased-729 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$7.4M	1.7%Prev: 1.9%	20,731 SH	Increased-264 SH
VANGUARD WORLD FD	CONSUM STP ETF	$3.4M	0.8%Prev: 0.8%	15,349 SH	Increased+1,468 SH
VANGUARD WORLD FD	ENERGY ETF	$3.6M	0.8%Prev: 0.7%	21,028 SH	Increased+1,095 SH
VANGUARD WORLD FD	FINANCIALS ETF	$7.1M	1.6%Prev: 2.0%	59,085 SH	Increased+90 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$7.4M	1.7%Prev: 1.8%	27,121 SH	Increased+2,625 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$7.4M	1.7%Prev: 1.6%	23,826 SH	Increased+93 SH
VANGUARD WORLD FD	INF TECH ETF	$17.8M	4.1%Prev: 3.7%	25,552 SH	Increased+1,144 SH
VANGUARD WORLD FD	MATERIALS ETF	$1.5M	0.4%Prev: 0.3%	6,844 SH	Increased+423 SH
VANGUARD WORLD FD	UTILITIES ETF	$1.6M	0.4%Prev: 0.4%	8,152 SH	Increased+267 SH
VERIZON COMMUNICATIONS INC	COM	$208K	0.0%	4,138 SH	New
VISA INC	COM CL A	$1.0M	0.2%Prev: 0.3%	3,346 SH	Decreased+72 SH
WALMART INC	COM	$317K	0.1%	2,550 SH	New
WHEATON PRECIOUS METALS CORP	COM	$421K	0.1%	3,211 SH	New
WISDOMTREE TR	US AI ENHANCED	$2.7M	0.6%Prev: 0.8%	23,493 SH	Decreased-1,368 SH
WISDOMTREE TR	US MIDCAP DIVID	$3.0M	0.7%Prev: 0.9%	57,723 SH	Decreased-4,392 SH
WISDOMTREE TR	US SMALLCAP DIVD	$2.2M	0.5%Prev: 0.6%	60,029 SH	Decreased-8,101 SH

Sold (vs prior filing)

BLACKROCK ETF TRUST II — $8.8M
DOMINION ENERGY INC — $201K
ELEVANCE HEALTH INC — $745K
FIRST TR MORNINGSTAR DIVID L — $3.4M
ISHARES TR — $784K
JPMORGAN CHASE & CO. — $589K
SELECT SECTOR SPDR TR — $527K
SPDR SER TR — $21.8M
SPDR SER TR — $1.1M
SPDR SER TR — $1.2M
SPDR SER TR — $4.6M
SYSCO CORP — $201K
UNITEDHEALTH GROUP INC — $200K
VANGUARD ADMIRAL FDS INC — $228K

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