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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
MUB icon
76
iShares National Muni Bond ETF
MUB
$45.5B
$1.09M 0.25%
10,299
+246
+2% +$26.4K
IJT icon
77
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.24B
$1.08M 0.25%
7,470
-147
-2% -$21.8K
CEF icon
78
Sprott Physical Gold and Silver Trust
CEF
$7.3B
$1.08M 0.25%
22,623
+7,266
+47% +$372K
TSM icon
79
TSMC
TSM
$2.09T
$1.04M 0.24%
3,090
+319
+12% +$110K
V icon
80
Visa
V
$686B
$1.01M 0.23%
3,346
+283
+9% +$91K
JPM icon
81
JPMorgan Chase
JPM
$901B
$995K 0.23%
3,383
+44
+1% +$13.4K
BRK.B icon
82
Berkshire Hathaway Class B
BRK.B
$1.06T
$966K 0.22%
2,016
-523
-21% -$257K
HD icon
83
Home Depot
HD
$332B
$779K 0.18%
2,369
-84
-3% -$30.6K
XLC icon
84
State Street Communication Services Select Sector SPDR ETF
XLC
$22.9B
$768K 0.17%
6,929
-668
-9% -$77.3K
BRK.A icon
85
Berkshire Hathaway Class A
BRK.A
$1.06T
$718K 0.16%
1
– –
PM icon
86
Philip Morris
PM
$300B
$717K 0.16%
4,338
+198
+5% +$34.4K
LQD icon
87
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$35B
$667K 0.15%
6,121
-936
-13% -$103K
IJS icon
88
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
$651K 0.15%
5,497
-80
-1% -$9.66K
BAC icon
89
Bank of America
BAC
$424B
$617K 0.14%
12,652
-1,948
-13% -$101K
META icon
90
Meta Platforms (Facebook)
META
$1.64T
$607K 0.14%
1,061
+320
+43% +$205K
ABBV icon
91
AbbVie
ABBV
$448B
$604K 0.14%
2,779
+125
+5% +$27.7K
KO icon
92
Coca-Cola
KO
$353B
$602K 0.14%
7,922
-262
-3% -$19.8K
XLP icon
93
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.3B
$572K 0.13%
6,983
-646
-8% -$54.4K
PSLV icon
94
Sprott Physical Silver Trust
PSLV
$11.5B
$548K 0.12%
+22,480
New +$613K
MA icon
95
Mastercard
MA
$484B
$537K 0.12%
1,075
+206
+24% +$108K
ABT icon
96
Abbott
ABT
$177B
$534K 0.12%
5,197
+231
+5% +$26.1K
TPLC icon
97
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$303M
$521K 0.12%
11,212
+7
+0.1% +$332
MRK icon
98
Merck
MRK
$307B
$518K 0.12%
4,309
+197
+5% +$22.7K
CATH icon
99
Global X S&P 500 Catholic Values ETF
CATH
$1.28B
$518K 0.12%
6,626
+4
+0.1% +$327
CAT icon
100
Caterpillar
CAT
$398B
$499K 0.11%
705
+65
+10% +$45K
2 3
4
5 6

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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.