Founders Grove Wealth Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 12, 2026), Founders Grove Wealth Partners, LLC reported 151 stock positions worth $444.6 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 7.7% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 5.3%) and Vanguard Mrngstar GR ETF-Sui (VUG, 4.8%). Compared with Q3 2025, it opened 19 new positions, sold out of 6, added to 73 and reduced 48. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +30%) and the biggest sale iShares Short-Term National (SUB, shares −42%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0002046157
- Portfolio Value
- $444.6M (Q4 2025)
- SEC Filing
- 0002046157-26-000001 ↗ filed Jan 12, 2026
Holdings Value
Holdings 151 stocks · $444.6M
| VEA Vanguard Ftse Developed ETF | 7.71% | 548,491 | $34.3M | Reduce -2.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 5.32% | 258,693 | $23.6M | Add +9.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.80% | 43,711 | $21.3M | Reduce -2.3% |
| VGT Vanguard Info Tech ETF | 4.41% | 26,037 | $19.6M | Reduce -4.6% |
| LLY Eli Lilly & Co. | 4.21% | 17,414 | $18.7M | Reduce -18.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.32% | 46,933 | $14.8M | Add +0.5% |
| IVW iShares S&P 500 Growth ETF | 3.14% | 113,208 | $14.0M | Reduce -0.8% |
| VUSB Vanguard Ultra Short Bond Et | 2.76% | 245,918 | $12.3M | Add +10.9% |
| AGG iShares Core U.S. Aggregate | 2.62% | 116,691 | $11.7M | Add +30.2% |
| XLK SS Technology Select Sector | 2.38% | 73,366 | $10.6M | Reduce -0.4% |
| VGIT Vanguard Intermediate-Term T | 2.19% | 162,303 | $9.7M | Add +0.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 2.13% | 179,651 | $9.5M | Add +9.6% |
| VOO Vanguard S&P 500 ETF | 2.09% | 14,794 | $9.3M | Reduce -3.1% |
| AAPL Apple Inc. | 2.08% | 33,999 | $9.2M | Add +7.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.87% | 43,499 | $8.3M | Add +0.6% |
| VWO Vanguard Ftse Emerging Marke | 1.84% | 152,077 | $8.2M | Reduce -1.3% |
| VCR Vanguard Consumer Discre ETF | 1.82% | 20,516 | $8.1M | Reduce -1.4% |
| MSFT Microsoft Corp. | 1.74% | 15,984 | $7.7M | Add +2.6% |
| VFH Vanguard Financials ETF | 1.70% | 56,494 | $7.5M | Reduce -1.0% |
| VHT Vanguard Health Care ETF | 1.66% | 25,709 | $7.4M | Reduce -0.2% |
| VYM Vanguard High DVD Yield ETF | 1.65% | 50,977 | $7.3M | Reduce -5.0% |
| VIS Vanguard Industrials ETF | 1.59% | 23,735 | $7.1M | Reduce -0.8% |
| IJH iShares Core S&P Midcap ETF | 1.31% | 88,519 | $5.8M | Reduce -1.1% |
| IVE iShares S&P 500 Value ETF | 1.28% | 26,811 | $5.7M | Reduce -1.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.22% | 18,652 | $5.4M | Add +2.1% |
| VOX Vanguard Communication Servi | 1.18% | 27,208 | $5.3M | Reduce -1.3% |
| NVDA Nvidia Corp. | 1.08% | 25,670 | $4.8M | Add +23.4% |
| EFA iShares MSCI Eafe ETF | 1.04% | 47,949 | $4.6M | Reduce -2.5% |
| SDY SS SPDR S&P Dividend ETF | 1.02% | 32,655 | $4.5M | Reduce -1.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.93% | 78,601 | $4.2M | Add +34.8% |
| PEY Invesco High Yield Equity Di | 0.87% | 189,243 | $3.9M | Reduce -3.6% |
| FDL First Trust Morn DVD Lead Inc. | 0.75% | 74,717 | $3.3M | Reduce -0.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.73% | 18,333 | $3.3M | Add +2.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.72% | 11,533 | $3.2M | Add +0.3% |
| DON Wisdomtree US Midcap Dividen | 0.69% | 59,572 | $3.1M | Reduce -0.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.68% | 11,643 | $3.0M | Add +0.9% |
| VDC Vanguard Consumer Staple ETF | 0.64% | 13,462 | $2.8M | Reduce -0.2% |
| AIVL Wisdomtree US AI Enhanced Va | 0.64% | 24,579 | $2.8M | Reduce -0.6% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.62% | 28,455 | $2.8M | Reduce -1.4% |
| VDE Vanguard Energy ETF | 0.59% | 20,702 | $2.6M | Add +0.8% |
| TSLA Tesla Inc. | 0.55% | 5,433 | $2.4M | Add +8.4% |
| XLY SS Consumer Disc Select Sect | 0.55% | 20,458 | $2.4M | Reduce -0.5% |
| IEMG iShares Core MSCI Emerging | 0.54% | 35,783 | $2.4M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.52% | 3,408 | $2.3M | Reduce -4.8% |
| GOOGL Alphabet Inc. Class A | 0.52% | 7,356 | $2.3M | Add +32.1% |
| IJR iShares Core S&P Small-Cap E | 0.48% | 17,847 | $2.1M | Reduce -6.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.48% | 16,228 | $2.1M | Reduce -2.0% |
| DES Wisdomtree US Smallcap Divid | 0.47% | 62,748 | $2.1M | No change |
| SUB iShares Short-Term National | 0.46% | 19,283 | $2.1M | Reduce -42.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.46% | 24,787 | $2.1M | Add +25.5% |
| AMZN Amazon.com Inc. | 0.46% | 8,788 | $2.0M | Add +22.6% |
| IXG iShares Global Financials Et | 0.44% | 16,315 | $2.0M | Reduce -0.5% |
| IWM iShares Russell 2000 ETF | 0.43% | 7,699 | $1.9M | Reduce -8.8% |
| XLF SS Financial Select Sector | 0.42% | 34,467 | $1.9M | No change |
| IVV iShares Core S&P 500 ETF | 0.42% | 2,732 | $1.9M | No change |
| JNJ Johnson & Johnson | 0.38% | 8,234 | $1.7M | Add +13.1% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.36% | 31,570 | $1.6M | Add +80.3% |
| IEI iShares 3-7 Year Treasury Bo | 0.35% | 13,043 | $1.6M | Add +34.7% |
| GOOG Alphabet Inc. Class C | 0.35% | 4,941 | $1.6M | Add +6.8% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.33% | 28,570 | $1.5M | Add +65.0% |
| VPU Vanguard Utilities ETF | 0.32% | 7,712 | $1.4M | Reduce -1.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.32% | 4,713 | $1.4M | Add +0.8% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.31% | 15,060 | $1.4M | Add +1.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.31% | 6,426 | $1.4M | Add +1.7% |
| VAW Vanguard Materials ETF | 0.30% | 6,477 | $1.3M | Add +0.6% |
| XLI SS Industrial Select Sector | 0.30% | 8,616 | $1.3M | Add +0.1% |
| EEM iShares MSCI Emerging Market | 0.30% | 23,978 | $1.3M | Reduce -8.3% |
| VNQ Vanguard Real Estate ETF | 0.29% | 14,725 | $1.3M | Add +0.0% |
| XLV SS Health Care Select Sector | 0.29% | 8,307 | $1.3M | Reduce -6.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 2,539 | $1.3M | Add +13.7% |
| AVGO Broadcom Inc. | 0.28% | 3,631 | $1.3M | Add +40.6% |
| NSC Norfolk Southern Corp. | 0.28% | 4,339 | $1.3M | Add +0.6% |
| XOM Exxon Mobil Corp. | 0.27% | 10,049 | $1.2M | Add +19.6% |
| SHV iShares 0-1 Year Treasury Bo | 0.27% | 10,810 | $1.2M | Add +35.8% |
| PG The Procter & Gamble Co. | 0.25% | 7,814 | $1.1M | Reduce -0.8% |
| MUB iShares National Muni Bond E | 0.24% | 10,053 | $1.1M | Add +13.4% |
| JPM JPMorgan Chase & Co. | 0.24% | 3,339 | $1.1M | Add +11.4% |
| IJT iShares S&P Small-Cap 600 GR | 0.24% | 7,617 | $1.1M | Reduce -2.4% |
| V Visa Inc. Class A | 0.24% | 3,063 | $1.1M | Add +3.0% |
| MPC Marathon Petroleum Corp. | 0.21% | 5,742 | $934K | Add +0.1% |
| XLC SS Comm Select Sector SPDR | 0.20% | 7,597 | $894K | Add +0.1% |
| HD Home Depot Inc. | 0.19% | 2,453 | $844K | Reduce -0.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.19% | 2,771 | $842K | Add +40.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 14,600 | $803K | Add +21.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.17% | 7,057 | $778K | Add +32.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.17% | 1 | $755K | No change |
| CEF Sprott Physical Gold and Sil | 0.16% | 15,357 | $703K | New |
| PM Philip Morris International | 0.15% | 4,140 | $664K | Add +7.2% |
| IJS iShares S&P Small-Cap 600 Va | 0.14% | 5,577 | $634K | Reduce -4.5% |
| ABT Abbott Laboratories | 0.14% | 4,966 | $622K | Add +6.6% |
| ADP Automatic Data Processing | 0.14% | 2,366 | $609K | Reduce -0.7% |
| ABBV Abbvie Inc. | 0.14% | 2,654 | $606K | Add +7.3% |
| ELV Elevance Health Inc. | 0.14% | 1,718 | $602K | Add +2.8% |
| VGSH Vanguard Short-Term Treasury | 0.13% | 10,205 | $599K | Reduce -67.8% |
| XLP SS Consumer Staples Sel Sect | 0.13% | 7,629 | $593K | Reduce -17.1% |
| KO The Coca-Cola Co. | 0.13% | 8,184 | $572K | Add +1.2% |
| CSCO Cisco Systems Inc. | 0.13% | 7,242 | $558K | Add +11.6% |
| CATH Global X S&P 500 Ca Val ETF | 0.12% | 6,622 | $545K | Add +14.6% |
| IEF iShares 7-10 Year Treasury B | 0.12% | 5,380 | $517K | Add +33.8% |
| TPLC Timothy PLN US LRG/Mid Cap | 0.11% | 11,205 | $509K | Add +16.3% |
Portfolio Sells Q3 2025 → Q4 2025
| SUB iShares Short-Term National | Reduce -42.5% | 0.46% | −0.38 |
| VGT Vanguard Info Tech ETF | Reduce -4.6% | 4.41% | −0.37 |
| VGSH Vanguard Short-Term Treasury | Reduce -67.8% | 0.13% | −0.30 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.3% | 4.80% | −0.25 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.2% | 7.71% | −0.19 |
| VYM Vanguard High DVD Yield ETF | Reduce -5.0% | 1.65% | −0.13 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.3% | 1.84% | −0.12 |
| VCR Vanguard Consumer Discre ETF | Reduce -1.4% | 1.82% | −0.12 |
| VOO Vanguard S&P 500 ETF | Reduce -3.1% | 2.09% | −0.11 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -46.9% | 0.11% | −0.11 |
| PEY Invesco High Yield Equity Di | Reduce -3.6% | 0.87% | −0.10 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.8% | 3.14% | −0.10 |
| SPTI SS SPDR P Int Term TSY ETF | Sold out | 0.00% | −0.07 |
| VIS Vanguard Industrials ETF | Reduce -0.8% | 1.59% | −0.07 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.1% | 1.02% | −0.06 |
| VFH Vanguard Financials ETF | Reduce -1.0% | 1.70% | −0.06 |
| XLK SS Technology Select Sector | Reduce -0.4% | 2.38% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.1% | 1.31% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -24.2% | 0.11% | −0.06 |
| GLTR Abrdn Precious Metals Basket | Sold out | 0.00% | −0.05 |
| IWM iShares Russell 2000 ETF | Reduce -8.8% | 0.43% | −0.05 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.05 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.05 |
| ECL Ecolab Inc. | Sold out | 0.00% | −0.05 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Reduce -6.3% | 0.48% | −0.05 |
| DON Wisdomtree US Midcap Dividen | Reduce -0.7% | 0.69% | −0.05 |
| HD Home Depot Inc. | Reduce -0.8% | 0.19% | −0.05 |
| EFA iShares MSCI Eafe ETF | Reduce -2.5% | 1.04% | −0.04 |
| IVE iShares S&P 500 Value ETF | Reduce -1.5% | 1.28% | −0.04 |
| VDC Vanguard Consumer Staple ETF | Reduce -0.2% | 0.64% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.8% | 0.52% | −0.04 |
| XLP SS Consumer Staples Sel Sect | Reduce -17.1% | 0.13% | −0.04 |
| NFLX Netflix Inc. | Reduce -12.9% | 0.07% | −0.04 |
| EEM iShares MSCI Emerging Market | Reduce -8.3% | 0.30% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -0.8% | 0.25% | −0.03 |
| VOX Vanguard Communication Servi | Reduce -1.3% | 1.18% | −0.03 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -1.4% | 0.62% | −0.03 |
| XLY SS Consumer Disc Select Sect | Reduce -0.5% | 0.55% | −0.03 |
| AIVL Wisdomtree US AI Enhanced Va | Reduce -0.6% | 0.64% | −0.03 |
| ADP Automatic Data Processing | Reduce -0.7% | 0.14% | −0.03 |
| VPU Vanguard Utilities ETF | Reduce -1.3% | 0.32% | −0.03 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -2.0% | 0.48% | −0.02 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -0.8% | 0.75% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -1.3% | 0.54% | −0.02 |
| COF Capital One Financial Corp. | Reduce -34.5% | 0.05% | −0.02 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -2.4% | 0.24% | −0.02 |
| TFC Truist Financial Corp. | Reduce -21.8% | 0.07% | −0.02 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -4.5% | 0.14% | −0.01 |
| NOC Northrop Grumman Corp. | Reduce -3.1% | 0.06% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| AGG iShares Core U.S. Aggregate | Add +30.2% | 2.62% | +0.51 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +9.3% | 5.32% | +0.21 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +34.8% | 0.93% | +0.21 |
| GOOGL Alphabet Inc. Class A | Add +32.1% | 0.52% | +0.20 |
| AAPL Apple Inc. | Add +7.4% | 2.08% | +0.18 |
| NVDA Nvidia Corp. | Add +23.4% | 1.08% | +0.16 |
| CEF Sprott Physical Gold and Sil | New | 0.16% | +0.16 |
| VUSB Vanguard Ultra Short Bond Et | Add +10.9% | 2.76% | +0.15 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Add +80.3% | 0.36% | +0.15 |
| JMST JPM Ultra-Short Muni Income | Add +65.0% | 0.33% | +0.12 |
| AMZN Amazon.com Inc. | Add +22.6% | 0.46% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +6.8% | 0.35% | +0.08 |
| AVGO Broadcom Inc. | Add +40.6% | 0.28% | +0.08 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +9.6% | 2.13% | +0.08 |
| IEI iShares 3-7 Year Treasury Bo | Add +34.7% | 0.35% | +0.08 |
| SHY iShares 1-3 Year Treasury Bo | Add +25.5% | 0.46% | +0.08 |
| WPM Wheaton Precious Metals Corp. | New | 0.08% | +0.08 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.07% | +0.07 |
| JNJ Johnson & Johnson | Add +13.1% | 0.38% | +0.07 |
| WMT Walmart Inc. | New | 0.06% | +0.06 |
| SHV iShares 0-1 Year Treasury Bo | Add +35.8% | 0.27% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +40.6% | 0.19% | +0.06 |
| FDX FedEx Corp. | New | 0.06% | +0.06 |
| SHYG iShares 0-5 YR HY Corp. Bond | New | 0.06% | +0.06 |
| AZN Astrazeneca PLC-Spons ADR | New | 0.06% | +0.06 |
| GILD Gilead Sciences Inc. | New | 0.05% | +0.05 |
| IBM Intl Business Machines Corp. | New | 0.05% | +0.05 |
| GLD SPDR Gold Shares | New | 0.05% | +0.05 |
| INTC Intel Corp. | New | 0.05% | +0.05 |
| BKNG Booking Holdings Inc. | New | 0.05% | +0.05 |
| XOM Exxon Mobil Corp. | Add +19.6% | 0.27% | +0.05 |
| C Citigroup Inc. | New | 0.05% | +0.05 |
| SO The Southern Co. | New | 0.05% | +0.05 |
| GS Goldman Sachs Group Inc. | New | 0.05% | +0.05 |
| AMD Advanced Micro Devices | New | 0.05% | +0.05 |
| ALB Albemarle Corp. | New | 0.05% | +0.05 |
| D Dominion Energy Inc. | New | 0.05% | +0.05 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +32.9% | 0.17% | +0.04 |
| BAC Bank of America Corp. | Add +21.0% | 0.18% | +0.03 |
| SAN Banco Santander SA-Spon ADR | New | 0.03% | +0.03 |
| MRK Merck & Co. Inc. | Add +14.9% | 0.10% | +0.03 |
| TSLA Tesla Inc. | Add +8.4% | 0.55% | +0.03 |
| IEF iShares 7-10 Year Treasury B | Add +33.8% | 0.12% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +13.7% | 0.29% | +0.02 |
| CSCO Cisco Systems Inc. | Add +11.6% | 0.13% | +0.02 |
| CAT Caterpillar Inc. | Add +16.4% | 0.08% | +0.02 |
| MUB iShares National Muni Bond E | Add +13.4% | 0.24% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +11.4% | 0.24% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +49.7% | 0.07% | +0.02 |
| AXP American Express Co. | Add +6.2% | 0.11% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 184 | $500.9M | VEA, BIL, VUG, VGT, LLY |
| Q1 2026 | 162 | $439.9M | VEA, BIL, VUG, VGT, LLY |
| Q4 2025 | 151 | $444.6M | VEA, BIL, VUG, VGT, LLY |
| Q3 2025 | 138 | $425.5M | VEA, BIL, VUG, VGT, LLY |
| Q2 2025 | 129 | $398.5M | VEA, BIL, VUG, VGT, LLY |
| Q1 2025 | 122 | $358.9M | VEA, BIL, LLY, VUG, VGT |
| Q4 2024 | 116 | $345.4M | VEA, BIL, VUG, LLY, VGT |