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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
AMZN icon
51
Amazon
AMZN
$2.69T
$1.89M 0.43%
9,059
+271
+3% +$59.7K
IWM icon
52
iShares Russell 2000 ETF
IWM
$81.2B
$1.86M 0.42%
7,513
-186
-2% -$48K
IXG icon
53
iShares Global Financials ETF
IXG
$646M
$1.86M 0.42%
16,311
-4
-0% -$475
IVV icon
54
iShares Core S&P 500 ETF
IVV
$879B
$1.78M 0.41%
2,732
– –
SUB icon
55
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$1.7M 0.39%
15,923
-3,360
-17% -$360K
XLF icon
56
State Street Financial Select Sector SPDR ETF
XLF
$55.3B
$1.67M 0.38%
33,771
-696
-2% -$36.3K
XOM icon
57
ExxonMobil
XOM
$615B
$1.65M 0.37%
9,722
-327
-3% -$47.7K
VPU
58
Vanguard Utilities ETF
VPU
$8.6B
$1.62M 0.37%
8,152
+440
+6% +$85.5K
SMMU icon
59
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.14B
$1.61M 0.37%
31,970
+400
+1% +$20.3K
IEI icon
60
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$1.58M 0.36%
13,316
+273
+2% +$32.6K
VAW icon
61
Vanguard Materials ETF
VAW
$2.93B
$1.54M 0.35%
6,844
+367
+6% +$84K
VNQ icon
62
Vanguard Real Estate ETF
VNQ
$39.4B
$1.52M 0.35%
17,140
+2,415
+16% +$221K
GOOG icon
63
Alphabet (Google) Class C
GOOG
$4.29T
$1.52M 0.34%
5,282
+341
+7% +$107K
JMST icon
64
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.11B
$1.46M 0.33%
28,572
+2
+0% +$102
VBK icon
65
Vanguard Small-Cap Growth ETF
VBK
$23.3B
$1.44M 0.33%
4,752
+39
+0.8% +$12.3K
SLYV icon
66
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.89B
$1.42M 0.32%
15,060
– –
VBR icon
67
Vanguard Small-Cap Value ETF
VBR
$36.8B
$1.41M 0.32%
6,475
+49
+0.8% +$11K
MPC icon
68
Marathon Petroleum
MPC
$92.1B
$1.4M 0.32%
5,742
– –
XLI icon
69
State Street Industrial Select Sector SPDR ETF
XLI
$33B
$1.39M 0.32%
8,616
– –
EEM icon
70
iShares MSCI Emerging Markets ETF
EEM
$28.1B
$1.34M 0.3%
23,553
-425
-2% -$25K
NSC icon
71
Norfolk Southern
NSC
$75.2B
$1.24M 0.28%
4,330
-9
-0.2% -$2.67K
SHV icon
72
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$1.17M 0.27%
10,625
-185
-2% -$20.4K
AVGO icon
73
Broadcom
AVGO
$1.8T
$1.15M 0.26%
3,727
+96
+3% +$31.6K
PG icon
74
Procter & Gamble
PG
$347B
$1.13M 0.26%
7,822
+8
+0.1% +$1.21K
XLV icon
75
State Street Health Care Select Sector SPDR ETF
XLV
$41.2B
$1.1M 0.25%
7,498
-809
-10% -$125K
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.