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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
(+14%)
Cap. Flow
+$8.46M
Cap. Flow
% of AUM
1.69%
Top 10 Holdings %
Top 10 Hldgs %
39.22%
Holding
194
New
32
Increased
70
Reduced
74
Closed
10
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Bond Market
BND
|
+$3.3M |
| 2 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.76M |
| 3 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$1.19M |
| 4 |
Apple
AAPL
|
+$941K |
| 5 |
NVIDIA
NVDA
|
+$832K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.7M |
| 2 |
Vanguard Information Technology ETF
VGT
|
+$2.68M |
| 3 |
Eli Lilly
LLY
|
+$2.05M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.33M |
| 5 |
Sprott Physical Gold and Silver Trust
CEF
|
+$602K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.6% |
| 2 | Healthcare | 4.86% |
| 3 | Financials | 1.95% |
| 4 | Communication Services | 1.43% |
| 5 | Industrials | 1.23% |
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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 Technology at 7.6% of assets, up from 5.7% a quarter earlier, followed by Healthcare and Financials.
- 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.