We are live on ! Find out more
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
MUB icon
76
iShares National Muni Bond ETF
MUB
$45B
$1.32M 0.26%
12,307
+2,008
+19% +$215K
XOM icon
77
ExxonMobil
XOM
$656B
$1.31M 0.26%
9,546
-176
-2% -$26.3K
SHV icon
78
iShares 0-1 Year Treasury Bond ETF
SHV
$20.9B
$1.3M 0.26%
11,791
+1,166
+11% +$129K
IJT icon
79
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.24B
$1.28M 0.26%
7,180
-290
-4% -$47K
PG icon
80
Procter & Gamble
PG
$340B
$1.23M 0.24%
8,358
+536
+7% +$78K
V icon
81
Visa
V
$700B
$1.17M 0.23%
3,398
+52
+2% +$16.7K
XLV icon
82
State Street Health Care Select Sector SPDR ETF
XLV
$44.1B
$1.1M 0.22%
6,952
-546
-7% -$81.2K
AMD icon
83
Advanced Micro Devices
AMD
$780B
$1.06M 0.21%
1,830
+607
+50% +$249K
IEI icon
84
iShares 3-7 Year Treasury Bond ETF
IEI
$17.6B
$993K 0.2%
8,452
-4,864
-37% -$573K
INTC icon
85
Intel
INTC
$506B
$990K 0.2%
7,089
+920
+15% +$93K
META icon
86
Meta Platforms (Facebook)
META
$1.57T
$932K 0.19%
1,654
+593
+56% +$363K
KO icon
87
Coca-Cola
KO
$379B
$851K 0.17%
10,466
+2,544
+32% +$201K
HD icon
88
Home Depot
HD
$320B
$848K 0.17%
2,405
+36
+2% +$11.7K
PM icon
89
Philip Morris
PM
$284B
$817K 0.16%
4,518
+180
+4% +$31.2K
CAT icon
90
Caterpillar
CAT
$374B
$777K 0.16%
730
+25
+4% +$22K
BRK.A icon
91
Berkshire Hathaway Class A
BRK.A
$1.08T
$749K 0.15%
1
– –
BAC icon
92
Bank of America
BAC
$438B
$745K 0.15%
13,067
+415
+3% +$22.1K
ABBV icon
93
AbbVie
ABBV
$453B
$740K 0.15%
2,939
+160
+6% +$34.4K
SPTI icon
94
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.7B
$731K 0.15%
+25,761
New +$733K
XLC icon
95
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
$709K 0.14%
6,618
-311
-4% -$35.4K
ASML icon
96
ASML
ASML
$659B
$706K 0.14%
355
-8
-2% -$12.7K
CSCO icon
97
Cisco
CSCO
$431B
$706K 0.14%
6,012
+129
+2% +$13.5K
IJS icon
98
iShares S&P Small-Cap 600 Value ETF
IJS
$8.29B
$698K 0.14%
5,110
-387
-7% -$49.9K
LQD icon
99
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.5B
$691K 0.14%
6,333
+212
+3% +$23.1K
ELV icon
100
Elevance Health
ELV
$88.4B
$666K 0.13%
1,722
+91
+6% +$33.7K
2 3
4
5 6

Similar funds

PCA
Peddock Capital Advisors Braintree, Massachusetts $501M AUM 29.8% 1-Year Est. Return
PT
Plimoth Trust Plymouth, Massachusetts $501M AUM 35.9% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
HC
Headwater Capital Hong Kong, China $500M AUM 72.8% 1-Year Est. Return
PPL
Planning Project LLC The Woodlands, Texas $501M AUM
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
CM
CoreCommodity Management Stamford, Connecticut $502M AUM 53.83% 1-Year Est. Return

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.