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

0$200.0M$400.0M$600.0M Q4 2024: $345.4M Q4 2024 Q1 2025: $358.9M Q1 2025 Q2 2025: $398.5M Q2 2025 Q3 2025: $425.5M Q3 2025 Q4 2025: $444.6M $444.6M Q4 2025 Q1 2026: $439.9M Q1 2026 Q2 2026: $500.9M Q2 2026

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%
MA Mastercard Inc. Class A 0.11% 869 $496K Add +15.3%
AXP American Express Co. 0.11% 1,339 $495K Add +6.2%
SCHG Schwab US Large-Cap Growth 0.11% 15,171 $495K Add +0.5%
META Meta Platforms Inc. Class A 0.11% 741 $489K Reduce -24.2%
VTEB Vanguard Tax-Exempt Bond ETF 0.11% 9,722 $489K Reduce -46.9%
MRK Merck & Co. Inc. 0.10% 4,112 $433K Add +14.9%
QQQ Invesco QQQ Trust Series 1 0.10% 695 $427K No change
MDY State Street SPDR S&P Midcap 0.10% 704 $425K No change
VIG Vanguard Dividend Apprec ETF 0.10% 1,924 $423K No change
VOOG Vanguard S&P 500 Growth ETF 0.10% 950 $422K No change
MKL Markel Group Inc. 0.09% 194 $417K Add +0.5%
AFL Aflac Inc. 0.09% 3,501 $386K Add +0.6%
ORCL Oracle Corp. 0.09% 1,967 $383K Add +2.5%
CAT Caterpillar Inc. 0.08% 640 $367K Add +16.4%
MO Altria Group Inc. 0.08% 6,157 $355K Add +6.5%
HON Honeywell International Inc. 0.08% 1,744 $340K Add +8.5%
WPM Wheaton Precious Metals Corp. 0.08% 2,845 $334K New
ASML ASML Holding NV-NY Reg SHS 0.07% 287 $307K New
FERG Ferguson Enterprises Inc. 0.07% 1,353 $301K Add +4.2%
JCI Johnson Controls Internation 0.07% 2,511 $301K Add +10.7%
NFLX Netflix Inc. 0.07% 3,178 $298K Reduce -12.9%
PLTR Palantir Technologies Inc. Class A 0.07% 1,645 $292K Add +49.7%
TFC Truist Financial Corp. 0.07% 5,883 $290K Reduce -21.8%
FXNC First National Corp. 0.06% 10,941 $276K No change
WMT Walmart Inc. 0.06% 2,467 $275K New
MCK McKesson Corp. 0.06% 335 $275K Add +24.1%
NOC Northrop Grumman Corp. 0.06% 469 $267K Reduce -3.1%
COST Costco Wholesale Corp. 0.06% 310 $267K Add +17.9%
RTX RTX Corp. 0.06% 1,419 $260K Add +11.3%
MCD McDonald's Corp. 0.06% 844 $258K Add +24.3%
FDX FedEx Corp. 0.06% 888 $257K New
SHYG iShares 0-5 YR HY Corp. Bond 0.06% 5,924 $254K New
AZN Astrazeneca PLC-Spons ADR 0.06% 2,714 $249K New
DUK Duke Energy Corp. 0.06% 2,086 $245K Add +4.5%
T AT&T Inc. 0.05% 9,663 $240K Add +13.9%
GILD Gilead Sciences Inc. 0.05% 1,943 $238K New
COR Cencora Inc. 0.05% 684 $231K Add +6.5%
COF Capital One Financial Corp. 0.05% 947 $230K Reduce -34.5%
CYBR Cyberark Software Ltd./Israel 0.05% 510 $227K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 758 $225K New
DVY iShares Select Dividend ETF 0.05% 1,576 $222K No change
GLD SPDR Gold Shares 0.05% 561 $222K New
INTC Intel Corp. 0.05% 5,993 $221K New
BKNG Booking Holdings Inc. 0.05% 41 $220K New
C Citigroup Inc. 0.05% 1,876 $219K New
SO The Southern Co. 0.05% 2,490 $217K New
GS Goldman Sachs Group Inc. 0.05% 244 $214K New
ALB Albemarle Corp. 0.05% 1,510 $214K New
AMD Advanced Micro Devices 0.05% 996 $213K New
D Dominion Energy Inc. 0.05% 3,571 $209K New
SAN Banco Santander SA-Spon ADR 0.03% 11,190 $131K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 184$500.9MVEA, BIL, VUG, VGT, LLY
Q1 2026 162$439.9MVEA, BIL, VUG, VGT, LLY
Q4 2025 151$444.6MVEA, BIL, VUG, VGT, LLY
Q3 2025 138$425.5MVEA, BIL, VUG, VGT, LLY
Q2 2025 129$398.5MVEA, BIL, VUG, VGT, LLY
Q1 2025 122$358.9MVEA, BIL, LLY, VUG, VGT
Q4 2024 116$345.4MVEA, BIL, VUG, LLY, VGT