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FGWP

Founders Grove Wealth Partners Portfolio holdings

AUM $440M
1-Year Est. Return 16.56%
This Fund
S&P 500
This Quarter Est. Return
-1.63%
1 Year Est. Return
+16.56%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$440M
AUM Growth
-$4.67M
Cap. Flow
+$6.49M
Cap. Flow %
1.47%
Top 10 Hldgs %
39.6%
Holding
169
New
18
Increased
72
Reduced
62
Closed
7

Top Buys

Rank Stock Value
1
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$879K
2
BINC icon
BlackRock Flexible Income ETF
BINC
+$684K
3
PSLV icon
Sprott Physical Silver Trust
PSLV
+$613K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$436K
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$432K

Top Sells

Rank Stock Value
1
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$520K
2
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$360K
3
VGT icon
Vanguard Information Technology ETF
VGT
+$357K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$265K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$257K

Sector Composition

Rank Sector Weight
1 Technology 5.68%
2 Healthcare 4.81%
3 Financials 1.74%
4 Communication Services 1.29%
5 Consumer Discretionary 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEA icon
1
Vanguard FTSE Developed Markets ETF
VEA
$226B
$35M 7.95%
546,091
-2,400
-0.4% -$158K
BIL icon
2
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$24M 5.46%
261,898
+3,205
+1% +$293K
VUG icon
3
Vanguard Growth ETF
VUG
$221B
$19.3M 4.38%
264,852
+2,586
+1% +$201K
VGT icon
4
Vanguard Information Technology ETF
VGT
$139B
$17.8M 4.05%
204,416
-3,880
-2% -$357K
LLY icon
5
Eli Lilly
LLY
$1.05T
$16M 3.63%
17,370
-44
-0.3% -$44.6K
VV icon
6
Vanguard Large-Cap ETF
VV
$52.2B
$14.3M 3.24%
47,767
+834
+2% +$261K
VUSB icon
7
Vanguard Ultra-Short Bond ETF
VUSB
$8.93B
$13.1M 2.98%
263,552
+17,634
+7% +$879K
IVW icon
8
iShares S&P 500 Growth ETF
IVW
$73.1B
$12.7M 2.9%
112,722
-486
-0.4% -$58.5K
AGG icon
9
iShares Core US Aggregate Bond ETF
AGG
$139B
$11.9M 2.71%
119,882
+3,191
+3% +$319K
VGIT icon
10
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.9B
$10.1M 2.3%
169,581
+7,278
+4% +$436K
BINC icon
11
BlackRock Flexible Income ETF
BINC
$16.1B
$10M 2.27%
192,616
+12,965
+7% +$684K
XLK icon
12
State Street Technology Select Sector SPDR ETF
XLK
$114B
$9.69M 2.2%
72,898
-468
-0.6% -$65.9K
VOO icon
13
Vanguard S&P 500 ETF
VOO
$974B
$8.74M 1.99%
14,620
-174
-1% -$109K
AAPL icon
14
Apple
AAPL
$4.9T
$8.6M 1.96%
33,902
-97
-0.3% -$25.2K
VTV icon
15
Vanguard Value ETF
VTV
$186B
$8.57M 1.95%
43,685
+186
+0.4% +$37.2K
VWO icon
16
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$8.46M 1.92%
156,606
+4,529
+3% +$254K
VCR icon
17
Vanguard Consumer Discretionary ETF
VCR
$6.15B
$7.44M 1.69%
20,731
+215
+1% +$83K
VIS icon
18
Vanguard Industrials ETF
VIS
$8.12B
$7.44M 1.69%
23,826
+91
+0.4% +$29.6K
VHT icon
19
Vanguard Health Care ETF
VHT
$18B
$7.39M 1.68%
27,121
+1,412
+5% +$404K
VYM icon
20
Vanguard High Dividend Yield ETF
VYM
$80B
$7.29M 1.66%
49,215
-1,762
-3% -$265K
VFH icon
21
Vanguard Financials ETF
VFH
$13.4B
$7.14M 1.62%
59,085
+2,591
+5% +$330K
MSFT icon
22
Microsoft
MSFT
$2.93T
$6.23M 1.42%
16,833
+849
+5% +$355K
IJH icon
23
iShares Core S&P Mid-Cap ETF
IJH
$122B
$5.97M 1.36%
88,377
-142
-0.2% -$9.85K
IVE icon
24
iShares S&P 500 Value ETF
IVE
$48.8B
$5.65M 1.28%
26,751
-60
-0.2% -$13K
VO icon
25
Vanguard Mid-Cap ETF
VO
$106B
$5.48M 1.24%
76,268
+1,660
+2% +$123K
1
2 3 4 5

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Founders Grove Wealth Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Founders Grove Wealth Partners held 169 positions worth $440M, down 1.1% from $445M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Founders Grove Wealth Partners's Q1 2026 filing shows 18 new, 72 increased, 62 reduced and 7 closed positions. Its largest new stake was Sprott Physical Silver Trust: 22,480 shares worth $548K. The largest sale was Invesco High Yield Equity Dividend Achievers ETF, an estimated $520K.

By sector, the portfolio is most concentrated in Technology at 5.7% of assets, down from 6% a quarter earlier, followed by Healthcare and Financials.

  • Founders Grove Wealth Partners's largest Q1 2026 buy was Sprott Physical Silver Trust: 22,480 shares worth $548K.
  • Founders Grove Wealth Partners added most to Vanguard Ultra-Short Bond ETF in Q1 2026, an estimated $879K increase.
  • Founders Grove Wealth Partners's biggest Q1 2026 reduction was Invesco High Yield Equity Dividend Achievers ETF, cutting an estimated $520K.
  • Founders Grove Wealth Partners fully exited AstraZeneca in Q1 2026, selling an estimated $249K.
  • Founders Grove Wealth Partners's ten largest holdings make up 40% of its $440M portfolio in Q1 2026.
  • Founders Grove Wealth Partners opened 18 new positions and closed 7 in Q1 2026.
  • Founders Grove Wealth Partners's portfolio value fell 1.1% quarter-over-quarter to $440M.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.