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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
VOX icon
26
Vanguard Communication Services ETF
VOX
$5.79B
$4.96M 1.13%
27,555
+347
+1% +$66K
SDY icon
27
State Street SPDR S&P Dividend ETF
SDY
$21.6B
$4.63M 1.05%
31,735
-920
-3% -$137K
EFA icon
28
iShares MSCI EAFE ETF
EFA
$75.8B
$4.51M 1.03%
46,481
-1,468
-3% -$147K
NVDA icon
29
NVIDIA
NVDA
$4.92T
$4.42M 1.01%
25,367
-303
-1% -$55.6K
IGSB icon
30
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.9B
$4.22M 0.96%
80,299
+1,698
+2% +$89.8K
FDL icon
31
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.62B
$3.66M 0.83%
72,050
-2,667
-4% -$130K
VDE icon
32
Vanguard Energy ETF
VDE
$9.8B
$3.64M 0.83%
21,028
+326
+2% +$49.3K
PEY icon
33
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.14B
$3.53M 0.8%
165,003
-24,240
-13% -$520K
VOE icon
34
Vanguard Mid-Cap Value ETF
VOE
$23.4B
$3.46M 0.79%
18,768
+435
+2% +$81.3K
VDC icon
35
Vanguard Consumer Staples ETF
VDC
$7.93B
$3.45M 0.78%
15,349
+1,887
+14% +$432K
VOT icon
36
Vanguard Mid-Cap Growth ETF
VOT
$19B
$3.07M 0.7%
11,934
+401
+3% +$110K
VB icon
37
Vanguard Small-Cap ETF
VB
$79.2B
$3.04M 0.69%
11,590
-53
-0.5% -$14.3K
DON icon
38
WisdomTree US MidCap Dividend Fund
DON
$4B
$3.03M 0.69%
57,723
-1,849
-3% -$99.7K
IJK icon
39
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.7B
$2.84M 0.65%
28,240
-215
-0.8% -$22.1K
AIVL icon
40
WisdomTree US AI Enhanced Value Fund
AIVL
$423M
$2.72M 0.62%
23,493
-1,086
-4% -$129K
GOOGL icon
41
Alphabet (Google) Class A
GOOGL
$4.3T
$2.48M 0.56%
8,638
+1,282
+17% +$403K
IEMG icon
42
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$2.45M 0.56%
35,098
-685
-2% -$49.4K
SPY icon
43
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$2.16M 0.49%
3,323
-85
-2% -$57.8K
DES icon
44
WisdomTree US SmallCap Dividend Fund
DES
$2.19B
$2.16M 0.49%
60,029
-2,719
-4% -$98K
TSLA icon
45
Tesla
TSLA
$1.39T
$2.15M 0.49%
5,787
+354
+7% +$146K
IJJ icon
46
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.75B
$2.12M 0.48%
16,035
-193
-1% -$26.4K
IJR icon
47
iShares Core S&P Small-Cap ETF
IJR
$109B
$2.1M 0.48%
16,900
-947
-5% -$120K
SHY icon
48
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$2.05M 0.47%
24,809
+22
+0.1% +$1.82K
XLY icon
49
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.4B
$2.03M 0.46%
18,609
-1,849
-9% -$216K
JNJ icon
50
Johnson & Johnson
JNJ
$599B
$2M 0.45%
8,167
-67
-0.8% -$15.6K
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.