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FGWP

Founders Grove Wealth Partners Portfolio holdings

AUM $501M
1-Year Est. Return 23.49%
This Fund
S&P 500
This Quarter Est. Return
+14.41%
1 Year Est. Return
+23.49%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$501M
AUM Growth
+$60.9M
Cap. Flow
+$8.46M
Cap. Flow %
1.69%
Top 10 Hldgs %
39.22%
Holding
194
New
32
Increased
70
Reduced
74
Closed
10

Top Buys

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$3.3M
2
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.76M
3
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.19M
4
AAPL icon
Apple
AAPL
+$941K
5
NVDA icon
NVIDIA
NVDA
+$832K

Top Sells

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.7M
2
VGT icon
Vanguard Information Technology ETF
VGT
+$2.68M
3
LLY icon
Eli Lilly
LLY
+$2.05M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.33M
5
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$602K

Sector Composition

Rank Sector Weight
1 Miscellaneous 79.96%
2 Technology 7.6%
3 Healthcare 4.86%
4 Financials 1.95%
5 Communication Services 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEA icon
1
Vanguard FTSE Developed Markets ETF
VEA
$239B
$37.5M 7.5%
527,002
-19,089
-3% -$1.33M
BIL icon
2
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$25.8M 5.14%
281,079
+19,181
+7% +$1.76M
VUG icon
3
Vanguard Morningstar Growth ETF
VUG
$229B
$23M 4.59%
266,833
+1,981
+0.7% +$167K
VGT icon
4
Vanguard Information Technology ETF
VGT
$148B
$21.5M 4.29%
179,907
-24,509
-12% -$2.68M
LLY icon
5
Eli Lilly
LLY
$1.03T
$18.4M 3.68%
15,366
-2,004
-12% -$2.05M
VV icon
6
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$16.5M 3.3%
48,108
+341
+0.7% +$114K
IVW icon
7
iShares S&P 500 Growth ETF
IVW
$77.2B
$15.2M 3.03%
110,218
-2,504
-2% -$331K
VUSB icon
8
Vanguard Ultra-Short Bond ETF
VUSB
$9.31B
$14.3M 2.86%
287,484
+23,932
+9% +$1.19M
XLK icon
9
State Street Technology Select Sector SPDR ETF
XLK
$121B
$13.4M 2.67%
70,184
-2,714
-4% -$464K
BINC icon
10
BlackRock Flexible Income ETF
BINC
$16.6B
$10.8M 2.16%
206,637
+14,021
+7% +$732K
AAPL icon
11
Apple
AAPL
$4.79T
$10.8M 2.15%
37,192
+3,290
+10% +$941K
VGIT icon
12
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.1B
$10.7M 2.14%
181,965
+12,384
+7% +$732K
VOO icon
13
Vanguard S&P 500 ETF
VOO
$1.03T
$9.97M 1.99%
14,520
-100
-0.7% -$66.7K
VTV icon
14
Vanguard Morningstar Value ETF
VTV
$194B
$9.7M 1.94%
44,520
+835
+2% +$174K
AGG icon
15
iShares Core US Aggregate Bond ETF
AGG
$138B
$9.16M 1.83%
92,585
-27,297
-23% -$2.7M
VWO icon
16
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$9.08M 1.81%
152,127
-4,479
-3% -$263K
VIS icon
17
Vanguard Industrials ETF
VIS
$7.96B
$8.34M 1.67%
23,146
-680
-3% -$230K
VFH icon
18
Vanguard Financials ETF
VFH
$14B
$8.2M 1.64%
62,306
+3,221
+5% +$411K
VCR icon
19
Vanguard Consumer Discretionary ETF
VCR
$6B
$8.08M 1.61%
20,368
-363
-2% -$141K
VHT icon
20
Vanguard Health Care ETF
VHT
$19.5B
$7.99M 1.59%
26,713
-408
-2% -$113K
VYM icon
21
Vanguard High Dividend Yield ETF
VYM
$83.1B
$7.5M 1.5%
47,471
-1,744
-4% -$273K
IJH icon
22
iShares Core S&P Mid-Cap ETF
IJH
$125B
$6.78M 1.35%
87,956
-421
-0.5% -$30.9K
MSFT icon
23
Microsoft
MSFT
$3.79T
$6.41M 1.28%
17,171
+338
+2% +$137K
VO icon
24
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$6.27M 1.25%
77,811
+1,543
+2% +$120K
IVE icon
25
iShares S&P 500 Value ETF
IVE
$50.4B
$5.97M 1.19%
26,285
-466
-2% -$104K
1
2 3 4 5

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Founders Grove Wealth Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Founders Grove Wealth Partners held 194 positions worth $501M, up 14% from $440M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Founders Grove Wealth Partners's Q2 2026 filing shows 32 new, 70 increased, 74 reduced and 10 closed positions. Its largest new stake was Vanguard Total Bond Market: 45,003 shares worth $3.3M. The largest sale was iShares Core US Aggregate Bond ETF, an estimated $2.7M.

By sector, the portfolio is most concentrated in Miscellaneous at 80% of assets, down from 82% a quarter earlier, followed by Technology and Healthcare.

  • Founders Grove Wealth Partners's largest Q2 2026 buy was Vanguard Total Bond Market: 45,003 shares worth $3.3M.
  • Founders Grove Wealth Partners added most to State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2026, an estimated $1.76M increase.
  • Founders Grove Wealth Partners's biggest Q2 2026 reduction was iShares Core US Aggregate Bond ETF, cutting an estimated $2.7M.
  • Founders Grove Wealth Partners fully exited Honeywell in Q2 2026, selling an estimated $394K.
  • Founders Grove Wealth Partners's ten largest holdings make up 39% of its $501M portfolio in Q2 2026.
  • Founders Grove Wealth Partners opened 32 new positions and closed 10 in Q2 2026.
  • Founders Grove Wealth Partners's portfolio value rose 14% quarter-over-quarter to $501M.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.