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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
MKL icon
126
Markel Group
MKL
$22.6B
$377K 0.08%
193
– –
TXN icon
127
Texas Instruments
TXN
$236B
$373K 0.07%
1,251
+1
+0.1% +$277
VGSH icon
128
Vanguard Short-Term Treasury ETF
VGSH
$30.1B
$359K 0.07%
6,172
-2,084
-25% -$121K
WPM icon
129
Wheaton Precious Metals
WPM
$70.4B
$356K 0.07%
3,169
-42
-1% -$5.46K
IEF icon
130
iShares 7-10 Year Treasury Bond ETF
IEF
$42.1B
$343K 0.07%
3,626
-1,349
-27% -$128K
NFLX icon
131
Netflix
NFLX
$326B
$343K 0.07%
4,798
-268
-5% -$23.6K
JCI icon
132
Johnson Controls International
JCI
$87.8B
$342K 0.07%
2,342
– –
FXNC icon
133
First National Corp
FXNC
$286M
$329K 0.07%
10,954
– –
HSBC icon
134
HSBC
HSBC
$367B
$322K 0.06%
3,388
+184
+6% +$16.8K
FERG icon
135
Ferguson
FERG
$44.2B
$318K 0.06%
1,341
+17
+1% +$4.1K
COF icon
136
Capital One
COF
$135B
$315K 0.06%
1,572
-68
-4% -$13K
DUK icon
137
Duke Energy
DUK
$93.7B
$315K 0.06%
2,486
+14
+0.6% +$1.77K
VTEB icon
138
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$313K 0.06%
6,190
-66
-1% -$3.32K
FAST icon
139
Fastenal
FAST
$56.9B
$311K 0.06%
+6,467
New +$294K
KLAC icon
140
KLA
KLAC
$242B
$307K 0.06%
+1,018
New +$202K
VCSH icon
141
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$306K 0.06%
+3,872
New +$306K
FDX icon
142
FedEx
FDX
$76.3B
$305K 0.06%
973
-9
-0.9% -$3.27K
INTU icon
143
Intuit
INTU
$91B
$301K 0.06%
+1,152
New +$401K
C icon
144
Citigroup
C
$231B
$299K 0.06%
2,138
+105
+5% +$13.7K
TFC icon
145
Truist Financial
TFC
$63.1B
$299K 0.06%
6,001
+423
+8% +$20.8K
GILD icon
146
Gilead Sciences
GILD
$187B
$296K 0.06%
2,346
+219
+10% +$28.9K
SNDK
147
Sandisk
SNDK
$255B
$291K 0.06%
+128
New +$183K
WMT icon
148
Walmart Inc
WMT
$850B
$288K 0.06%
2,547
-3
-0.1% -$372
MCK icon
149
McKesson
MCK
$106B
$282K 0.06%
373
+55
+17% +$43.6K
WFC icon
150
Wells Fargo
WFC
$272B
$279K 0.06%
+3,376
New +$271K
4 5
6
7 8

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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.