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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
DOCU
151
DocuSign
DOCU
$13.1B
$277K 0.06%
+6,231
New +$292K
NOC icon
152
Northrop Grumman
NOC
$73.2B
$276K 0.06%
541
+64
+13% +$36.9K
SO icon
153
Southern Company
SO
$101B
$267K 0.05%
2,785
-256
-8% -$24.1K
GS icon
154
Goldman Sachs
GS
$302B
$262K 0.05%
259
+14
+6% +$13.6K
MA icon
155
Mastercard
MA
$507B
$259K 0.05%
505
-570
-53% -$284K
RTX icon
156
RTX Corp
RTX
$271B
$255K 0.05%
1,344
-62
-4% -$11.4K
ORCL icon
157
Oracle
ORCL
$457B
$253K 0.05%
1,723
+84
+5% +$15.2K
MRVL icon
158
Marvell Technology
MRVL
$201B
$252K 0.05%
+846
New +$170K
PEN icon
159
Penumbra
PEN
$12.7B
$250K 0.05%
+791
New +$256K
EMR icon
160
Emerson Electric
EMR
$85.2B
$241K 0.05%
+1,685
New +$237K
MCD icon
161
McDonald's
MCD
$181B
$236K 0.05%
873
+104
+14% +$29.8K
IBM icon
162
IBM
IBM
$221B
$236K 0.05%
+839
New +$211K
WDAY icon
163
Workday
WDAY
$47.2B
$235K 0.05%
+1,921
New +$243K
DVY icon
164
iShares Select Dividend ETF
DVY
$23.9B
$234K 0.05%
1,497
-65
-4% -$10K
CSX icon
165
CSX Corp
CSX
$91.5B
$227K 0.05%
+4,776
New +$216K
BHP icon
166
BHP
BHP
$230B
$227K 0.05%
+2,721
New +$226K
CP icon
167
Canadian Pacific Kansas City
CP
$80.5B
$224K 0.04%
2,586
-26
-1% -$2.23K
NVS icon
168
Novartis
NVS
$304B
$220K 0.04%
1,406
-65
-4% -$9.74K
VIOO icon
169
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.23B
$220K 0.04%
+1,600
New +$203K
NEM icon
170
Newmont
NEM
$135B
$219K 0.04%
+2,341
New +$255K
VT icon
171
Vanguard Total World Stock ETF
VT
$81.5B
$217K 0.04%
+1,383
New +$211K
MS icon
172
Morgan Stanley
MS
$342B
$216K 0.04%
+1,034
New +$205K
SYY icon
173
Sysco
SYY
$38.4B
$216K 0.04%
+2,584
New +$196K
WDC icon
174
Western Digital
WDC
$169B
$216K 0.04%
+338
New +$164K
SCHQ
175
Schwab Long-Term US Treasury ETF
SCHQ
$867M
$212K 0.04%
+6,772
New +$211K
4 5 6
7
8

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PT
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TLP
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HC
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PPL
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WFM
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BCM
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CM
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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.