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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
C icon
151
Citigroup
C
$216B
$231K 0.05%
2,033
+157
+8% +$17.9K
NVS icon
152
Novartis
NVS
$294B
$225K 0.05%
+1,471
New +$225K
PANW icon
153
Palo Alto Networks
PANW
$279B
$211K 0.05%
+1,319
New +$222K
CVX icon
154
Chevron
CVX
$381B
$211K 0.05%
+1,019
New +$186K
VZ icon
155
Verizon
VZ
$183B
$208K 0.05%
+4,138
New +$192K
SHYG icon
156
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$207K 0.05%
4,900
-1,024
-17% -$43.7K
GS icon
157
Goldman Sachs
GS
$320B
$207K 0.05%
245
+1
+0.4% +$892
CP icon
158
Canadian Pacific Kansas City
CP
$81.4B
$205K 0.05%
+2,612
New +$206K
GLTR icon
159
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.49B
$202K 0.05%
+925
New +$217K
LIN icon
160
Linde
LIN
$233B
$201K 0.05%
+405
New +$191K
ECL icon
161
Ecolab
ECL
$75.6B
$200K 0.05%
+752
New +$212K
SAN icon
162
Banco Santander
SAN
$195B
$127K 0.03%
11,260
+70
+0.6% +$835
AZN icon
163
AstraZeneca
AZN
$263B
– –
-1,357
Closed -$249K
BKNG icon
164
Booking.com
BKNG
$139B
– –
-1,025
Closed -$220K
COR icon
165
Cencora
COR
$59.1B
– –
-684
Closed -$231K
CYBR
166
DELISTED
CyberArk
CYBR
– –
-510
Closed -$227K
D icon
167
Dominion Energy
D
$61.9B
– –
-3,571
Closed -$209K
GLD icon
168
SPDR Gold Trust
GLD
$132B
– –
-561
Closed -$222K
IBM icon
169
IBM
IBM
$198B
– –
-758
Closed -$225K
3 4 5 6
7

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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.