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: $500.9M184 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$485K	0.1%Prev: 0.1%	5,342 SH	Decreased+1,003 SH
ABBVIE INC	COM	$740K	0.1%Prev: 0.1%	2,939 SH	Increased+552 SH
ADOBE INC	COM	$550K	0.1%	2,681 SH	New
ADVANCED MICRO DEVICES INC	COM	$1.1M	0.2%	1,830 SH	New
AFLAC INC	COM	$419K	0.1%Prev: 0.1%	3,572 SH	Increased+127 SH
ALBEMARLE CORP	COM	$201K	0.0%	1,487 SH	New
ALPHABET INC	CAP STK CL A	$3.3M	0.7%Prev: 0.2%	9,234 SH	Increased+4,482 SH
ALPHABET INC	CAP STK CL C	$2.6M	0.5%Prev: 0.2%	7,356 SH	Increased+3,217 SH
ALTRIA GROUP INC	COM	$475K	0.1%Prev: 0.1%	6,596 SH	Increased+980 SH
AMAZON COM INC	COM	$2.2M	0.4%Prev: 0.3%	9,242 SH	Increased+3,514 SH
AMERICAN EXPRESS CO	COM	$404K	0.1%Prev: 0.1%	1,193 SH	Increased+116 SH
APPLE INC	COM	$10.8M	2.1%Prev: 1.5%	37,192 SH	Increased+8,121 SH
APPLIED MATLS INC	COM	$497K	0.1%	687 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$706K	0.1%	355 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$475K	0.1%Prev: 0.1%	2,123 SH	Decreased+202 SH
BANCO SANTANDER SA	ADR	$164K	0.0%	11,885 SH	New
BANK AMERICA CORP	COM	$745K	0.1%Prev: 0.1%	13,067 SH	Increased+2,125 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$749K	0.1%Prev: 0.2%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	0.3%Prev: 0.2%	2,755 SH	Increased+1,126 SH
BHP BILLITON LIMITED	SPONSORED ADS	$227K	0.0%	2,721 SH	New
BLACKROCK ETF TRUST II	FLEXIBLE INCOME	$10.8M	2.2%	206,637 SH	New
BOOKING HOLDINGS INC	COM	$207K	0.0%	1,164 SH	New
BROADCOM INC	COM	$2.2M	0.4%Prev: 0.1%	5,712 SH	Increased+3,709 SH
CANADIAN PACIFIC KANSAS CITY	COM	$224K	0.0%Prev: 0.1%	2,586 SH	Increased+55 SH
CAPITAL ONE FINL CORP	COM	$315K	0.1%Prev: 0.1%	1,572 SH	Increased+225 SH
CATERPILLAR INC	COM	$777K	0.2%	730 SH	New
CISCO SYS INC	COM	$706K	0.1%Prev: 0.1%	6,012 SH	Increased-475 SH
CITIGROUP INC	COM NEW	$299K	0.1%	2,138 SH	New
COCA COLA CO	COM	$851K	0.2%Prev: 0.1%	10,466 SH	Increased+3,013 SH
COSTCO WHSL CORP NEW	COM	$454K	0.1%Prev: 0.1%	485 SH	Increased+253 SH
CSX CORP	COM	$227K	0.0%	4,776 SH	New
DELL TECHNOLOGIES INC	CL C	$210K	0.0%	487 SH	New
DOCUSIGN INC	COM	$277K	0.1%	6,231 SH	New
DUKE ENERGY CORP NEW	COM NEW	$315K	0.1%Prev: 0.1%	2,486 SH	Increased+626 SH
ELEVANCE HEALTH INC FORMERLY	COM	$666K	0.1%	1,722 SH	New
ELI LILLY & CO	COM	$18.4M	3.7%Prev: 4.2%	15,366 SH	Increased-6,094 SH
EMERSON ELEC CO	COM	$241K	0.0%	1,685 SH	New
EXXON MOBIL CORP	COM	$1.3M	0.3%Prev: 0.3%	9,546 SH	Increased+219 SH
FASTENAL CO	COM	$311K	0.1%	6,467 SH	New
FEDEX CORP	COM	$305K	0.1%	973 SH	New
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$318K	0.1%Prev: 0.1%	1,341 SH	Increased-22 SH
FIRST NATL CORP	COM	$329K	0.1%Prev: 0.1%	10,954 SH	Increased+13 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$3.4M	0.7%	70,236 SH	New
GE VERNOVA INC	COM	$417K	0.1%	355 SH	New
GILEAD SCIENCES INC	COM	$296K	0.1%	2,346 SH	New
GLOBAL X FDS	S&P 500 CATHOLIC	$584K	0.1%Prev: 0.1%	6,599 SH	Increased+183 SH
GOLDMAN SACHS GROUP INC	COM	$262K	0.1%	259 SH	New
HOME DEPOT INC	COM	$848K	0.2%Prev: 0.2%	2,405 SH	Increased+146 SH
HSBC HLDGS PLC	SPON ADR NEW	$322K	0.1%	3,388 SH	New
ILLINOIS TOOL WKS INC	COM	$382K	0.1%	1,414 SH	New
INTEL CORP	COM	$990K	0.2%	7,089 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$236K	0.0%Prev: 0.1%	839 SH	Increased+125 SH
INTUIT	COM	$301K	0.1%	1,152 SH	New
INVESCO EXCHANGE TRADED FD T	HIG YLD EQ DIV	$3.7M	0.7%Prev: 1.1%	158,932 SH	Decreased-63,615 SH
INVESCO QQQ TR	UNIT SER 1	$445K	0.1%Prev: 0.1%	604 SH	Increased-91 SH
ISHARES INC	CORE MSCI EMKT	$2.9M	0.6%Prev: 0.5%	35,075 SH	Increased-1,313 SH
ISHARES TR	0-5YR HI YL CP	$210K	0.0%	4,960 SH	New
ISHARES TR	1 3 YR TREAS BD	$1.9M	0.4%Prev: 0.2%	23,404 SH	Increased+12,661 SH
ISHARES TR	3 7 YR TREAS BD	$993K	0.2%Prev: 0.1%	8,452 SH	Increased+5,827 SH
ISHARES TR	7-10 YR TRSY BD	$343K	0.1%	3,626 SH	New
ISHARES TR	CORE S&P MCP ETF	$6.8M	1.4%Prev: 1.4%	87,956 SH	Increased+430 SH
ISHARES TR	CORE S&P SCP ETF	$2.5M	0.5%Prev: 0.6%	16,591 SH	Increased-4,584 SH
ISHARES TR	CORE S&P500 ETF	$2.0M	0.4%Prev: 0.4%	2,730 SH	Increased-4 SH
ISHARES TR	CORE US AGGBD ET	$9.2M	1.8%Prev: 0.5%	92,585 SH	Increased+71,487 SH
ISHARES TR	GLOBAL FINLS ETF	$2.0M	0.4%Prev: 0.5%	15,799 SH	Increased-669 SH
ISHARES TR	IBOXX INV CP ETF	$691K	0.1%	6,333 SH	New
ISHARES TR	ISHS 1-5YR INVS	$4.2M	0.8%Prev: 0.2%	79,362 SH	Increased+63,519 SH
ISHARES TR	MRGSTR MD CP VAL	$201K	0.0%	2,196 SH	New
ISHARES TR	MSCI EAFE ETF	$4.6M	0.9%Prev: 1.2%	44,126 SH	Decreased-11,451 SH
ISHARES TR	MSCI EMG MKT ETF	$1.6M	0.3%Prev: 0.3%	22,859 SH	Increased-3,444 SH
ISHARES TR	NATIONAL MUN ETF	$1.3M	0.3%Prev: 0.4%	12,307 SH	Decreased-1,314 SH
ISHARES TR	RUSSELL 2000 ETF	$2.2M	0.4%Prev: 0.6%	7,333 SH	Decreased-3,397 SH
ISHARES TR	S&P 500 GRWT ETF	$15.2M	3.0%Prev: 3.2%	110,218 SH	Increased-6,086 SH
ISHARES TR	S&P 500 VAL ETF	$6.0M	1.2%Prev: 1.3%	26,285 SH	Increased-46 SH
ISHARES TR	S&P MC 400GR ETF	$3.3M	0.7%Prev: 0.7%	28,159 SH	Increased-2,962 SH
ISHARES TR	S&P MC 400VL ETF	$2.3M	0.5%Prev: 0.5%	15,374 SH	Increased-128 SH
ISHARES TR	S&P SML 600 GWT	$1.3M	0.3%Prev: 0.3%	7,180 SH	Increased-1,745 SH
ISHARES TR	SELECT DIVID ETF	$234K	0.0%	1,497 SH	New
ISHARES TR	SHORT TREAS BD	$1.3M	0.3%Prev: 0.1%	11,791 SH	Increased+9,779 SH
ISHARES TR	SHRT NAT MUN ETF	$1.6M	0.3%Prev: 1.2%	15,456 SH	Decreased-30,548 SH
ISHARES TR	SP SMCP600VL ETF	$698K	0.1%Prev: 0.1%	5,110 SH	Increased+1,351 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.9M	0.4%Prev: 0.4%	37,719 SH	Increased+5,094 SH
JOHNSON & JOHNSON	COM	$2.1M	0.4%Prev: 0.3%	8,327 SH	Increased+1,733 SH
JOHNSON CTLS INTL PLC	SHS	$342K	0.1%Prev: 0.1%	2,342 SH	Increased+182 SH
JPMORGAN CHASE & CO	COM	$1.8M	0.4%	5,395 SH	New
KLA CORP	COM NEW	$307K	0.1%	1,018 SH	New
LAM RESEARCH CORP	COM NEW	$510K	0.1%	1,177 SH	New
MARATHON PETE CORP	COM	$1.5M	0.3%Prev: 0.2%	5,770 SH	Increased+55 SH
MARKEL GROUP INC	COM	$377K	0.1%Prev: 0.1%	193 SH	Decreased
MARVELL TECHNOLOGY INC	COM	$252K	0.1%	846 SH	New
MASTERCARD INCORPORATED	CL A	$259K	0.1%	505 SH	New
MCDONALDS CORP	COM	$236K	0.0%	873 SH	New
MCKESSON CORP	COM	$282K	0.1%	373 SH	New
MERCK & CO INC	COM	$637K	0.1%Prev: 0.1%	4,961 SH	Increased+1,770 SH
META PLATFORMS INC	CL A	$932K	0.2%Prev: 0.1%	1,654 SH	Increased+1,148 SH
MICRON TECHNOLOGY INC	COM	$1.4M	0.3%	1,236 SH	New
MICROSOFT CORP	COM	$6.4M	1.3%Prev: 1.8%	17,171 SH	Decreased+2,526 SH
MORGAN STANLEY	COM NEW	$216K	0.0%	1,034 SH	New
NETFLIX INC	COM	$343K	0.1%Prev: 0.1%	4,798 SH	Decreased+4,473 SH
NEWMONT CORP	COM	$219K	0.0%	2,341 SH	New
NEXTERA ENERGY INC	COM	$207K	0.0%	2,356 SH	New
NORFOLK SOUTHN CORP	COM	$1.9M	0.4%Prev: 0.3%	6,019 SH	Increased+1,639 SH
NORTHROP GRUMMAN CORP	COM	$276K	0.1%Prev: 0.1%	541 SH	Increased+86 SH
NOVARTIS AG	SPONSORED ADR	$220K	0.0%	1,406 SH	New
NVIDIA CORPORATION	COM	$5.9M	1.2%Prev: 0.5%	29,413 SH	Increased+15,586 SH
ORACLE CORP	COM	$253K	0.1%Prev: 0.1%	1,723 SH	Decreased-73 SH
PALO ALTO NETWORKS INC	COM	$480K	0.1%	1,409 SH	New
PENUMBRA INC	COM	$250K	0.0%	791 SH	New
PHILIP MORRIS INTL INC	COM	$817K	0.2%Prev: 0.2%	4,518 SH	Increased+637 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$2.1M	0.4%Prev: 0.3%	40,993 SH	Increased+20,958 SH
PROCTER AND GAMBLE CO	COM	$1.2M	0.2%Prev: 0.3%	8,358 SH	Increased+1,291 SH
RAYTHEON TECHNOLOGIES CORP	COM	$255K	0.1%	1,344 SH	New
SALESFORCE INC	COM	$451K	0.1%	2,879 SH	New
SANDISK CORP	COM	$291K	0.1%	128 SH	New
SCHWAB STRATEGIC TR	LONG TERM US	$212K	0.0%	6,772 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$517K	0.1%Prev: 0.1%	15,285 SH	Increased+190 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$709K	0.1%Prev: 0.2%	6,618 SH	Decreased-1,038 SH
SELECT SECTOR SPDR TR	FINANCIAL	$1.8M	0.4%Prev: 0.5%	33,579 SH	Decreased-1,077 SH
SELECT SECTOR SPDR TR	INDL	$1.6M	0.3%Prev: 0.3%	8,665 SH	Increased-118 SH
SELECT SECTOR SPDR TR	SBI CONS DISCR	$2.1M	0.4%Prev: 0.6%	18,147 SH	Decreased+7,805 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$553K	0.1%Prev: 0.2%	6,660 SH	Decreased-4,276 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$1.1M	0.2%Prev: 0.4%	6,952 SH	Decreased-5,808 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$13.4M	2.7%Prev: 2.4%	70,184 SH	Increased+32,084 SH
SOUTHERN CO	COM	$267K	0.1%	2,785 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.5M	0.5%Prev: 0.6%	3,322 SH	Increased-635 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$495K	0.1%Prev: 0.1%	704 SH	Increased-75 SH
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$25.8M	5.1%	281,079 SH	New
SPDR SERIES TRUST	PORTFLI INTRMDIT	$731K	0.1%	25,761 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$1.6M	0.3%	14,971 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$4.7M	0.9%	31,040 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$392K	0.1%	9,743 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$451K	0.1%	23,875 SH	New
STRYKER CORPORATION	COM	$209K	0.0%Prev: 0.1%	665 SH	Increased+157 SH
SYSCO CORP	COM	$216K	0.0%Prev: 0.1%	2,584 SH	Increased-140 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.6M	0.3%Prev: 0.1%	3,277 SH	Increased+2,242 SH
TESLA INC	COM	$2.5M	0.5%Prev: 0.4%	5,913 SH	Increased+1,348 SH
TEXAS INSTRS INC	COM	$373K	0.1%Prev: 0.1%	1,251 SH	Increased-101 SH
TIMOTHY PLAN	US LRGMD CP CORE	$561K	0.1%Prev: 0.1%	11,141 SH	Increased+633 SH
TRUIST FINL CORP	COM	$299K	0.1%Prev: 0.1%	6,001 SH	Decreased-2,238 SH
TWILIO INC	CL A	$500K	0.1%	2,421 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$471K	0.1%Prev: 0.1%	5,700 SH	Increased+4,684 SH
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$220K	0.0%	1,600 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$3.3M	0.7%	45,003 SH	New
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$14.3M	2.9%Prev: 2.7%	287,484 SH	Increased+71,118 SH
VANGUARD INDEX FDS	GROWTH ETF	$23.0M	4.6%Prev: 5.2%	266,833 SH	Increased+219,384 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$16.5M	3.3%Prev: 3.5%	48,108 SH	Increased-341 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$3.8M	0.8%Prev: 0.9%	12,325 SH	Increased+352 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$3.7M	0.7%Prev: 0.7%	18,914 SH	Increased+762 SH
VANGUARD INDEX FDS	MID CAP ETF	$6.3M	1.3%Prev: 1.3%	77,811 SH	Increased+59,078 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.6M	0.3%Prev: 0.3%	16,640 SH	Increased+1,746 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.0M	2.0%Prev: 2.3%	14,520 SH	Increased-1,779 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.6M	0.3%Prev: 0.3%	6,524 SH	Increased+58 SH
VANGUARD INDEX FDS	SMALL CP ETF	$3.5M	0.7%Prev: 0.7%	11,580 SH	Increased-204 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$1.7M	0.3%Prev: 0.3%	4,590 SH	Increased-259 SH
VANGUARD INDEX FDS	VALUE ETF	$9.7M	1.9%Prev: 1.9%	44,520 SH	Increased+631 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$9.1M	1.8%Prev: 1.9%	152,127 SH	Increased-3,296 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$217K	0.0%	1,383 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$313K	0.1%Prev: 0.3%	6,190 SH	Decreased-15,096 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$10.7M	2.1%Prev: 2.6%	181,965 SH	Increased+9,047 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$359K	0.1%Prev: 0.5%	6,172 SH	Decreased-30,937 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$306K	0.1%	3,872 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$455K	0.1%Prev: 0.1%	1,924 SH	Increased+1 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$37.5M	7.5%Prev: 8.2%	527,002 SH	Increased-46,505 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$7.5M	1.5%Prev: 1.8%	47,471 SH	Increased-7,213 SH
VANGUARD WORLD FD	COMM SRVC ETF	$4.9M	1.0%Prev: 1.2%	26,696 SH	Decreased-2,165 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$8.1M	1.6%Prev: 2.0%	20,368 SH	Increased-1,163 SH
VANGUARD WORLD FD	CONSUM STP ETF	$3.3M	0.6%Prev: 0.8%	14,435 SH	Increased+561 SH
VANGUARD WORLD FD	ENERGY ETF	$2.7M	0.5%Prev: 0.6%	18,141 SH	Increased-2,738 SH
VANGUARD WORLD FD	FINANCIALS ETF	$8.2M	1.6%Prev: 1.9%	62,306 SH	Increased+3,041 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$8.0M	1.6%Prev: 1.6%	26,713 SH	Increased+1,043 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$8.3M	1.7%Prev: 1.7%	23,146 SH	Increased-1,417 SH
VANGUARD WORLD FD	INF TECH ETF	$21.5M	4.3%Prev: 4.9%	179,907 SH	Increased+150,732 SH
VANGUARD WORLD FD	MATERIALS ETF	$1.5M	0.3%Prev: 0.3%	6,461 SH	Increased-45 SH
VANGUARD WORLD FD	UTILITIES ETF	$1.5M	0.3%Prev: 0.4%	7,821 SH	Increased-86 SH
VERTIV HOLDINGS CO	COM CL A	$203K	0.0%	606 SH	New
VISA INC	COM CL A	$1.2M	0.2%Prev: 0.3%	3,398 SH	Increased+461 SH
WALMART INC	COM	$288K	0.1%	2,547 SH	New
WELLS FARGO & CO	COM	$279K	0.1%	3,376 SH	New
WESTERN DIGITAL CORP	COM	$216K	0.0%	338 SH	New
WHEATON PRECIOUS METALS CORP	COM	$356K	0.1%	3,169 SH	New
WISDOMTREE TR	US AI ENHANCED	$3.1M	0.6%Prev: 0.7%	23,362 SH	Increased-1,428 SH
WISDOMTREE TR	US MIDCAP DIVID	$3.2M	0.6%Prev: 0.8%	57,442 SH	Increased-2,569 SH
WISDOMTREE TR	US SMALLCAP DIVD	$2.4M	0.5%Prev: 0.5%	59,927 SH	Increased-4,574 SH
WORKDAY INC	CL A	$235K	0.0%	1,921 SH	New

Sold (vs prior filing)

BLACKROCK ETF TRUST II — $9.1M
CYBERARK SOFTWARE LTD — $208K
ECOLAB INC — $217K
ELEVANCE HEALTH INC — $666K
FIRST TR MORNINGSTAR DIVID L — $3.2M
HONEYWELL INTL INC — $275K
ISHARES TR — $514K
JPMORGAN CHASE & CO. — $786K
SPDR SER TR — $22.7M
SPDR SER TR — $462K
SPDR SER TR — $1.2M
SPDR SER TR — $4.6M

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