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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
NVDA icon
26
NVIDIA
NVDA
$5.56T
$5.89M 1.18%
29,413
+4,046
+16% +$832K
VOX icon
27
Vanguard Communication Services ETF
VOX
$5.9B
$4.91M 0.98%
26,696
-859
-3% -$165K
SDY icon
28
State Street SPDR S&P Dividend ETF
SDY
$21.8B
$4.72M 0.94%
31,040
-695
-2% -$104K
EFA icon
29
iShares MSCI EAFE ETF
EFA
$80.1B
$4.58M 0.92%
44,126
-2,355
-5% -$242K
IGSB icon
30
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$4.16M 0.83%
79,362
-937
-1% -$49.1K
VOT icon
31
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.4B
$3.78M 0.75%
12,325
+391
+3% +$113K
VOE icon
32
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.3B
$3.74M 0.75%
18,914
+146
+0.8% +$28.2K
PEY icon
33
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.15B
$3.68M 0.74%
158,932
-6,071
-4% -$135K
VB icon
34
Vanguard Morningstar Small-Cap ETF
VB
$81.1B
$3.51M 0.7%
11,580
-10
-0.1% -$2.87K
FDL icon
35
First Trust Morningstar Dividend Leaders Index Fund
FDL
$8.08B
$3.42M 0.68%
70,236
-1,814
-3% -$90.5K
IJK icon
36
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$3.31M 0.66%
28,159
-81
-0.3% -$9K
BND icon
37
Vanguard Total Bond Market
BND
$160B
$3.3M 0.66%
+45,003
New +$3.3M
GOOGL icon
38
Alphabet (Google) Class A
GOOGL
$4.14T
$3.3M 0.66%
9,234
+596
+7% +$215K
VDC icon
39
Vanguard Consumer Staples ETF
VDC
$7.87B
$3.25M 0.65%
14,435
-914
-6% -$208K
DON icon
40
WisdomTree US MidCap Dividend Fund
DON
$4.05B
$3.25M 0.65%
57,442
-281
-0.5% -$15.5K
AIVL icon
41
WisdomTree US AI Enhanced Value Fund
AIVL
$428M
$3.06M 0.61%
23,362
-131
-0.6% -$16.3K
IEMG icon
42
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$2.91M 0.58%
35,075
-23
-0.1% -$1.83K
VDE icon
43
Vanguard Energy ETF
VDE
$10.9B
$2.72M 0.54%
18,141
-2,887
-14% -$468K
GOOG icon
44
Alphabet (Google) Class C
GOOG
$4.1T
$2.6M 0.52%
7,356
+2,074
+39% +$741K
TSLA icon
45
Tesla
TSLA
$1.4T
$2.49M 0.5%
5,913
+126
+2% +$50.1K
SPY icon
46
State Street SPDR S&P 500 ETF Trust
SPY
$815B
$2.48M 0.5%
3,322
-1
-0% -$725
IJR icon
47
iShares Core S&P Small-Cap ETF
IJR
$110B
$2.46M 0.49%
16,591
-309
-2% -$42.4K
DES icon
48
WisdomTree US SmallCap Dividend Fund
DES
$2.2B
$2.44M 0.49%
59,927
-102
-0.2% -$3.93K
IJJ icon
49
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.87B
$2.27M 0.45%
15,374
-661
-4% -$93.5K
IWM icon
50
iShares Russell 2000 ETF
IWM
$81.2B
$2.2M 0.44%
7,333
-180
-2% -$50.6K
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.