Founders Grove Wealth Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 15, 2026), Founders Grove Wealth Partners, LLC reported 162 stock positions worth $439.9 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 8.0% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 5.5%) and Vanguard Mrngstar GR ETF-Sui (VUG, 4.4%). Compared with Q4 2025, it opened 18 new positions, sold out of 7, added to 72 and reduced 62. The biggest buy was Vanguard Energy ETF (VDE, shares +2%) and the biggest sale Eli Lilly (LLY, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0002046157
- Portfolio Value
- $439.9M (Q1 2026)
- SEC Filing
- 0002046157-26-000002 ↗ filed Apr 15, 2026
Holdings Value
Holdings 162 stocks · $439.9M
| VEA Vanguard Ftse Developed ETF | 7.95% | 546,091 | $35.0M | Reduce -0.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 5.46% | 261,898 | $24.0M | Add +1.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.38% | 44,142 | $19.3M | Add +1.0% |
| VGT Vanguard Info Tech ETF | 4.05% | 25,552 | $17.8M | Reduce -1.9% |
| LLY Eli Lilly & Co. | 3.63% | 17,370 | $16.0M | Reduce -0.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.24% | 47,767 | $14.3M | Add +1.8% |
| VUSB Vanguard Ultra Short Bond Et | 2.98% | 263,552 | $13.1M | Add +7.2% |
| IVW iShares S&P 500 Growth ETF | 2.90% | 112,722 | $12.7M | Reduce -0.4% |
| AGG iShares Core U.S. Aggregate | 2.71% | 119,882 | $11.9M | Add +2.7% |
| VGIT Vanguard Intermediate-Term T | 2.30% | 169,581 | $10.1M | Add +4.5% |
| BINC iShares Flex I A ETF-Usd Inc. | 2.27% | 192,616 | $10.0M | Add +7.2% |
| XLK SS Technology Select Sector | 2.20% | 72,898 | $9.7M | Reduce -0.6% |
| VOO Vanguard S&P 500 ETF | 1.99% | 14,620 | $8.7M | Reduce -1.2% |
| AAPL Apple Inc. | 1.96% | 33,902 | $8.6M | Reduce -0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.95% | 43,685 | $8.6M | Add +0.4% |
| VWO Vanguard Ftse Emerging Marke | 1.92% | 156,606 | $8.5M | Add +3.0% |
| VCR Vanguard Consumer Discre ETF | 1.69% | 20,731 | $7.4M | Add +1.1% |
| VIS Vanguard Industrials ETF | 1.69% | 23,826 | $7.4M | Add +0.4% |
| VHT Vanguard Health Care ETF | 1.68% | 27,121 | $7.4M | Add +5.5% |
| VYM Vanguard High DVD Yield ETF | 1.66% | 49,215 | $7.3M | Reduce -3.5% |
| VFH Vanguard Financials ETF | 1.62% | 59,085 | $7.1M | Add +4.6% |
| MSFT Microsoft Corp. | 1.42% | 16,833 | $6.2M | Add +5.3% |
| IJH iShares Core S&P Midcap ETF | 1.36% | 88,377 | $6.0M | Reduce -0.2% |
| IVE iShares S&P 500 Value ETF | 1.28% | 26,751 | $5.6M | Reduce -0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.24% | 19,067 | $5.5M | Add +2.2% |
| VOX Vanguard Communication Servi | 1.13% | 27,555 | $5.0M | Add +1.3% |
| SDY SS SPDR S&P Dividend ETF | 1.05% | 31,735 | $4.6M | Reduce -2.8% |
| EFA iShares MSCI Eafe ETF | 1.03% | 46,481 | $4.5M | Reduce -3.1% |
| NVDA Nvidia Corp. | 1.01% | 25,367 | $4.4M | Reduce -1.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.96% | 80,299 | $4.2M | Add +2.2% |
| FDL First Trust Morn DVD Lead Inc. | 0.83% | 72,050 | $3.7M | Reduce -3.6% |
| VDE Vanguard Energy ETF | 0.83% | 21,028 | $3.6M | Add +1.6% |
| PEY Invesco High Yield Equity Di | 0.80% | 165,003 | $3.5M | Reduce -12.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.79% | 18,768 | $3.5M | Add +2.4% |
| VDC Vanguard Consumer Staple ETF | 0.78% | 15,349 | $3.4M | Add +14.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.70% | 11,934 | $3.1M | Add +3.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.69% | 11,590 | $3.0M | Reduce -0.5% |
| DON Wisdomtree US Midcap Dividen | 0.69% | 57,723 | $3.0M | Reduce -3.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.65% | 28,240 | $2.8M | Reduce -0.8% |
| AIVL Wisdomtree US AI Enhanced Va | 0.62% | 23,493 | $2.7M | Reduce -4.4% |
| GOOGL Alphabet Inc. Class A | 0.56% | 8,638 | $2.5M | Add +17.4% |
| IEMG iShares Core MSCI Emerging | 0.56% | 35,098 | $2.4M | Reduce -1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.49% | 3,323 | $2.2M | Reduce -2.5% |
| DES Wisdomtree US Smallcap Divid | 0.49% | 60,029 | $2.2M | Reduce -4.3% |
| TSLA Tesla Inc. | 0.49% | 5,787 | $2.2M | Add +6.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.48% | 16,035 | $2.1M | Reduce -1.2% |
| IJR iShares Core S&P Small-Cap E | 0.48% | 16,900 | $2.1M | Reduce -5.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.47% | 24,809 | $2.0M | Add +0.1% |
| XLY SS Consumer Disc Select Sect | 0.46% | 18,609 | $2.0M | Reduce -9.0% |
| JNJ Johnson & Johnson | 0.45% | 8,167 | $2.0M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 0.43% | 9,059 | $1.9M | Add +3.1% |
| IWM iShares Russell 2000 ETF | 0.42% | 7,513 | $1.9M | Reduce -2.4% |
| IXG iShares Global Financials Et | 0.42% | 16,311 | $1.9M | Reduce -0.0% |
| IVV iShares Core S&P 500 ETF | 0.41% | 2,732 | $1.8M | No change |
| SUB iShares Short-Term National | 0.39% | 15,923 | $1.7M | Reduce -17.4% |
| XLF SS Financial Select Sector | 0.38% | 33,771 | $1.7M | Reduce -2.0% |
| XOM Exxon Mobil Corp. | 0.37% | 9,722 | $1.6M | Reduce -3.3% |
| VPU Vanguard Utilities ETF | 0.37% | 8,152 | $1.6M | Add +5.7% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.37% | 31,970 | $1.6M | Add +1.3% |
| IEI iShares 3-7 Year Treasury Bo | 0.36% | 13,316 | $1.6M | Add +2.1% |
| VAW Vanguard Materials ETF | 0.35% | 6,844 | $1.5M | Add +5.7% |
| VNQ Vanguard Real Estate ETF | 0.35% | 17,140 | $1.5M | Add +16.4% |
| GOOG Alphabet Inc. Class C | 0.34% | 5,282 | $1.5M | Add +6.9% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.33% | 28,572 | $1.5M | Add +0.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.33% | 4,752 | $1.4M | Add +0.8% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.32% | 15,060 | $1.4M | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.32% | 6,475 | $1.4M | Add +0.8% |
| MPC Marathon Petroleum Corp. | 0.32% | 5,742 | $1.4M | No change |
| XLI SS Industrial Select Sector | 0.32% | 8,616 | $1.4M | No change |
| EEM iShares MSCI Emerging Market | 0.30% | 23,553 | $1.3M | Reduce -1.8% |
| NSC Norfolk Southern Corp. | 0.28% | 4,330 | $1.2M | Reduce -0.2% |
| SHV iShares 0-1 Year Treasury Bo | 0.27% | 10,625 | $1.2M | Reduce -1.7% |
| AVGO Broadcom Inc. | 0.26% | 3,727 | $1.2M | Add +2.6% |
| PG The Procter & Gamble Co. | 0.26% | 7,822 | $1.1M | Add +0.1% |
| XLV SS Health Care Select Sector | 0.25% | 7,498 | $1.1M | Reduce -9.7% |
| MUB iShares National Muni Bond E | 0.25% | 10,299 | $1.1M | Add +2.5% |
| IJT iShares S&P Small-Cap 600 GR | 0.25% | 7,470 | $1.1M | Reduce -1.9% |
| CEF Sprott Physical Gold and Sil | 0.25% | 22,623 | $1.1M | Add +47.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.24% | 3,090 | $1.0M | Add +11.5% |
| V Visa Inc. Class A | 0.23% | 3,346 | $1.0M | Add +9.2% |
| JPM JPMorgan Chase & Co. | 0.23% | 3,383 | $995K | Add +1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 2,016 | $966K | Reduce -20.6% |
| HD Home Depot Inc. | 0.18% | 2,369 | $779K | Reduce -3.4% |
| XLC SS Comm Select Sector SPDR | 0.17% | 6,929 | $768K | Reduce -8.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.16% | 1 | $718K | No change |
| PM Philip Morris International | 0.16% | 4,338 | $717K | Add +4.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.15% | 6,121 | $667K | Reduce -13.3% |
| IJS iShares S&P Small-Cap 600 Va | 0.15% | 5,497 | $651K | Reduce -1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 12,652 | $617K | Reduce -13.3% |
| META Meta Platforms Inc. Class A | 0.14% | 1,061 | $607K | Add +43.2% |
| ABBV Abbvie Inc. | 0.14% | 2,779 | $604K | Add +4.7% |
| KO The Coca-Cola Co. | 0.14% | 7,922 | $602K | Reduce -3.2% |
| XLP SS Consumer Staples Sel Sect | 0.13% | 6,983 | $572K | Reduce -8.5% |
| PSLV Sprott Physical Silver Trust | 0.12% | 22,480 | $548K | New |
| MA Mastercard Inc. Class A | 0.12% | 1,075 | $537K | Add +23.7% |
| ABT Abbott Laboratories | 0.12% | 5,197 | $534K | Add +4.7% |
| TPLC Timothy PLN US LRG/Mid Cap | 0.12% | 11,212 | $521K | Add +0.1% |
| MRK Merck & Co. Inc. | 0.12% | 4,309 | $518K | Add +4.8% |
| CATH Global X S&P 500 Ca Val ETF | 0.12% | 6,626 | $518K | Add +0.1% |
| CAT Caterpillar Inc. | 0.11% | 705 | $499K | Add +10.2% |
Portfolio Sells Q4 2025 → Q1 2026
| LLY Eli Lilly & Co. | Reduce -0.3% | 3.63% | −0.58 |
| VGT Vanguard Info Tech ETF | Reduce -1.9% | 4.05% | −0.36 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.4% | 2.90% | −0.24 |
| XLK SS Technology Select Sector | Reduce -0.6% | 2.20% | −0.17 |
| AAPL Apple Inc. | Reduce -0.3% | 1.96% | −0.12 |
| VOO Vanguard S&P 500 ETF | Reduce -1.2% | 1.99% | −0.10 |
| XLY SS Consumer Disc Select Sect | Reduce -9.0% | 0.46% | −0.09 |
| SUB iShares Short-Term National | Reduce -17.4% | 0.39% | −0.08 |
| NVDA Nvidia Corp. | Reduce -1.2% | 1.01% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -20.6% | 0.22% | −0.07 |
| PEY Invesco High Yield Equity Di | Reduce -12.8% | 0.80% | −0.06 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.06 |
| COR Cencora Inc. | Sold out | 0.00% | −0.05 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.05 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.05 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.05 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.05 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.05 |
| XLF SS Financial Select Sector | Reduce -2.0% | 0.38% | −0.05 |
| ADP Automatic Data Processing | Reduce -16.1% | 0.09% | −0.05 |
| BAC Bank of America Corp. | Reduce -13.3% | 0.14% | −0.04 |
| XLV SS Health Care Select Sector | Reduce -9.7% | 0.25% | −0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -35.6% | 0.07% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.5% | 0.49% | −0.03 |
| ORCL Oracle Corp. | Reduce -16.7% | 0.05% | −0.03 |
| AXP American Express Co. | Reduce -10.3% | 0.08% | −0.03 |
| ELV Elevance Health Inc. | Reduce -5.1% | 0.11% | −0.03 |
| XLC SS Comm Select Sector SPDR | Reduce -8.8% | 0.17% | −0.03 |
| VGSH Vanguard Short-Term Treasury | Reduce -19.1% | 0.11% | −0.02 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -13.3% | 0.15% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -18.8% | 0.10% | −0.02 |
| IXG iShares Global Financials Et | Reduce -0.0% | 0.42% | −0.02 |
| AIVL Wisdomtree US AI Enhanced Va | Reduce -4.4% | 0.62% | −0.02 |
| HD Home Depot Inc. | Reduce -3.4% | 0.18% | −0.01 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -17.3% | 0.05% | −0.01 |
| MKL Markel Group Inc. | Reduce -0.5% | 0.08% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -3.1% | 1.03% | −0.01 |
| IEF iShares 7-10 Year Treasury B | Reduce -7.5% | 0.11% | −0.01 |
| TFC Truist Financial Corp. | Reduce -5.2% | 0.06% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.3% | 0.48% | −0.00 |
| MCD McDonald's Corp. | Reduce -8.9% | 0.05% | −0.00 |
| XLP SS Consumer Staples Sel Sect | Reduce -8.5% | 0.13% | −0.00 |
| IWM iShares Russell 2000 ETF | Reduce -2.4% | 0.42% | −0.00 |
| DON Wisdomtree US Midcap Dividen | Reduce -3.1% | 0.69% | −0.00 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -1.7% | 0.27% | −0.00 |
| NSC Norfolk Southern Corp. | Reduce -0.2% | 0.28% | +0.00 |
| MCK McKesson Corp. | Reduce -5.1% | 0.06% | +0.00 |
| JCI Johnson Controls Internation | Reduce -6.7% | 0.07% | +0.00 |
| FERG Ferguson Enterprises Inc. | Reduce -2.1% | 0.07% | +0.00 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -1.2% | 0.48% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| VDE Vanguard Energy ETF | Add +1.6% | 0.83% | +0.24 |
| VUSB Vanguard Ultra Short Bond Et | Add +7.2% | 2.98% | +0.23 |
| VDC Vanguard Consumer Staple ETF | Add +14.0% | 0.78% | +0.14 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +7.2% | 2.27% | +0.14 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +1.2% | 5.46% | +0.14 |
| PSLV Sprott Physical Silver Trust | New | 0.12% | +0.12 |
| VGIT Vanguard Intermediate-Term T | Add +4.5% | 2.30% | +0.11 |
| VIS Vanguard Industrials ETF | Add +0.4% | 1.69% | +0.10 |
| CEF Sprott Physical Gold and Sil | Add +47.3% | 0.25% | +0.09 |
| VWO Vanguard Ftse Emerging Marke | Add +3.0% | 1.92% | +0.09 |
| AGG iShares Core U.S. Aggregate | Add +2.7% | 2.71% | +0.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.4% | 1.95% | +0.08 |
| MU Micron Technology Inc. | New | 0.06% | +0.06 |
| HSBC HSBC Holdings PLC-Spons ADR | New | 0.06% | +0.06 |
| SHEL Shell PLC-ADR | New | 0.06% | +0.06 |
| NEE Nextera Energy Inc. | New | 0.06% | +0.06 |
| TXN Texas Instruments Inc. | New | 0.06% | +0.06 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +2.4% | 0.79% | +0.05 |
| GEV GE Vernova Inc. | New | 0.05% | +0.05 |
| PFE Pfizer Inc. | New | 0.05% | +0.05 |
| AMAT Applied Materials Inc. | New | 0.05% | +0.05 |
| LRCX Lam Research Corp. | New | 0.05% | +0.05 |
| VNQ Vanguard Real Estate ETF | Add +16.4% | 0.35% | +0.05 |
| NVS Novartis AG-Sponsored ADR | New | 0.05% | +0.05 |
| VAW Vanguard Materials ETF | Add +5.7% | 0.35% | +0.05 |
| PANW Palo Alto Networks Inc. | New | 0.05% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +11.5% | 0.24% | +0.05 |
| CVX Chevron Corp. | New | 0.05% | +0.05 |
| VZ Verizon Communications Inc. | New | 0.05% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +17.4% | 0.56% | +0.05 |
| CP Canadian Pacific Kansas City | New | 0.05% | +0.05 |
| VPU Vanguard Utilities ETF | Add +5.7% | 0.37% | +0.05 |
| GLTR Abrdn Precious Metals Basket | New | 0.05% | +0.05 |
| LIN Linde PLC | New | 0.05% | +0.05 |
| ECL Ecolab Inc. | New | 0.05% | +0.05 |
| NFLX Netflix Inc. | Add +59.4% | 0.11% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | Add +26.5% | 0.11% | +0.04 |
| CAT Caterpillar Inc. | Add +10.2% | 0.11% | +0.03 |
| T AT&T Inc. | Add +32.4% | 0.08% | +0.03 |
| META Meta Platforms Inc. Class A | Add +43.2% | 0.14% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.2% | 1.24% | +0.03 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +2.2% | 0.96% | +0.02 |
| FDX FedEx Corp. | Add +10.6% | 0.08% | +0.02 |
| MRK Merck & Co. Inc. | Add +4.8% | 0.12% | +0.02 |
| WPM Wheaton Precious Metals Corp. | Add +12.9% | 0.10% | +0.02 |
| DUK Duke Energy Corp. | Add +18.5% | 0.07% | +0.02 |
| SO The Southern Co. | Add +22.1% | 0.07% | +0.02 |
| COST Costco Wholesale Corp. | Add +10.0% | 0.08% | +0.02 |
| COF Capital One Financial Corp. | Add +73.2% | 0.07% | +0.02 |
| VHT Vanguard Health Care ETF | Add +5.5% | 1.68% | +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 |