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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 Technology 7.6%
2 Healthcare 4.86%
3 Financials 1.95%
4 Communication Services 1.43%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHYG icon
176
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
$210K 0.04%
4,960
+60
+1% +$2.55K
DELL icon
177
Dell
DELL
$285B
$210K 0.04%
+487
New +$141K
SYK icon
178
Stryker
SYK
$119B
$209K 0.04%
+665
New +$210K
BKNG icon
179
Booking.com
BKNG
$138B
$207K 0.04%
+1,164
New +$199K
NEE icon
180
NextEra Energy
NEE
$186B
$207K 0.04%
2,356
-262
-10% -$23.7K
VRT icon
181
Vertiv
VRT
$116B
$203K 0.04%
+606
New +$192K
ALB icon
182
Albemarle
ALB
$13.9B
$201K 0.04%
1,487
-23
-2% -$4.06K
IMCV icon
183
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.12B
$201K 0.04%
+2,196
New +$195K
SAN icon
184
Banco Santander
SAN
$197B
$164K 0.03%
11,885
+625
+6% +$7.75K
CVX icon
185
Chevron
CVX
$384B
– –
-1,019
Closed -$211K
ECL icon
186
Ecolab
ECL
$75.1B
– –
-752
Closed -$200K
GLTR icon
187
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.52B
– –
-925
Closed -$202K
HON icon
188
Honeywell
HON
$73.8B
– –
-1,743
Closed -$394K
LIN icon
189
Linde
LIN
$235B
– –
-405
Closed -$201K
PFE icon
190
Pfizer
PFE
$141B
– –
-8,493
Closed -$238K
PLTR icon
191
Palantir
PLTR
$299B
– –
-1,708
Closed -$250K
SHEL icon
192
Shell
SHEL
$243B
– –
-2,643
Closed -$246K
T icon
193
AT&T
T
$160B
– –
-12,792
Closed -$371K
VZ icon
194
Verizon
VZ
$185B
– –
-4,138
Closed -$208K
4 5 6 7
8

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DAC
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AA
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MCCP
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SWA
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PRP
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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.