FOUNDERS GROVE WEALTH PARTNERS, LLC

CIK

2046157

Location

RICHMOND, VA

Portfolio Value

Micro $80,234,148

Diversification

Diversified

Filing Date

Global Rank

#5,780 / 8,232 ▲ 267

Top Industry

Drug Manufacturers - General 25.8%

3Y Alpha vs SPY

+0.1%

Period ended 2 months ago

Filed Apr 15, 2026 · 59d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+23.6%

SPY

+23.4%

Annualised alpha

+0.2%

Max drawdown

−17.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

84 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

19.9%

−3.3 pts

Top 5

47.0%

−6.2 pts

Top 10

59.3%

−5.9 pts

HHI

674

Diversified−190

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.2%	$25,007,308	17
Healthcare	26.3%	$21,141,329	10
Financial Services	10.7%	$8,554,202	17
Consumer Cyclical	6.3%	$5,056,171	4
Communication Services	5.2%	$4,156,634	5
Industrials	5.2%	$4,143,583	10
Consumer Defensive	4.4%	$3,515,091	6
Energy	4.4%	$3,508,145	4
Unclassified	4.0%	$3,198,734	4
Basic Materials	1.4%	$1,092,592	4
Utilities	1.1%	$860,359	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CEF	Sprott Physical Gold & Silver Trust	+7,266	22,623	$1,079,569
T	At&T Inc.	+3,129	12,792	$370,840
NFLX	Netflix Inc	+1,888	5,066	$487,095
GOOGL	Alphabet Inc.	+1,282	8,638	$2,483,943
MSFT	Microsoft Corp	+849	16,833	$6,231,071
COF	Capital One Financial Corp	+693	1,640	$299,185
SO	Southern Co	+551	3,041	$293,517
DUK	Duke Energy CORP	+386	2,472	$323,683
WPM	Wheaton Precious Metals Corp.	+366	3,211	$420,673
TSLA	Tesla, Inc.	+354	5,787	$2,151,317
META	Meta Platforms, Inc.	+320	1,061	$607,029
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+319	3,090	$1,044,265
V	Visa Inc.	+283	3,346	$1,011,295
AMZN	Amazon Com Inc	+271	9,059	$1,886,717
ABT	Abbott Laboratories	+231	5,197	$533,575
AMD	Advanced Micro Devices Inc	+227	1,223	$248,794
MA	Mastercard Inc	+206	1,075	$537,134
PM	Philip Morris International Inc.	+198	4,338	$717,244
MRK	Merck & Co., Inc.	+197	4,309	$518,329
GILD	Gilead Sciences, Inc.	+184	2,127	$296,439
INTC	Intel Corp	+176	6,169	$272,237
C	Citigroup Inc	+157	2,033	$230,562
ABBV	AbbVie Inc.	+125	2,779	$604,404
AVGO	Broadcom Inc.	+96	3,727	$1,153,543
FDX	Fedex Corp	+94	982	$349,768
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−1,948	12,652	$616,785
CSCO	Cisco Systems, Inc.	−1,359	5,883	$456,461
BRK-B	Berkshire Hathaway Inc	−523	2,016	$966,067
ADP	Automatic Data Processing Inc	−382	1,984	$403,109
ORCL	Oracle Corp	−328	1,639	$241,113
XOM	Exxon Mobil Corp	−327	9,722	$1,649,434
TFC	Truist Financial Corp	−305	5,578	$256,420
NVDA	Nvidia Corp	−303	25,367	$4,424,004
KO	Coca Cola Co	−262	7,922	$602,468
JCI	Johnson Controls International plc	−169	2,342	$306,684
AXP	American Express Co	−138	1,201	$363,278
AAPL	Apple Inc.	−97	33,902	$8,603,988
ELV	Elevance Health, Inc.	−87	1,631	$477,475
SPY	Spdr S&P 500 ETF Trust	−85	3,323	$2,161,079
HD	Home Depot, Inc.	−84	2,369	$779,140
MCD	Mcdonalds Corp	−75	769	$238,997
JNJ	Johnson & Johnson	−67	8,167	$1,996,341
LLY	ELI LILLY & Co	−44	17,370	$15,976,404
FERG	Ferguson Enterprises Inc. /DE/	−29	1,324	$308,836
MCK	Mckesson Corp	−17	318	$275,184
RTX	RTX Corp	−13	1,406	$271,217
NSC	Norfolk Southern Corp	−9	4,330	$1,242,710
MKL	Markel Group Inc.	−1	193	$369,415
HON	Honeywell International Inc	−1	1,743	$393,970
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
PSLV	Sprott Physical Silver Trust	22,480	$548,287
MU	Micron Technology Inc	810	$273,650
HSBC	Hsbc Holdings PLC	3,204	$264,297
SHEL	Shell plc	2,643	$245,799
NEE	Nextera Energy Inc	2,618	$243,159
TXN	Texas Instruments Inc	1,250	$242,675
GEV	GE Vernova Inc.	275	$240,047
PFE	Pfizer Inc	8,493	$238,483
AMAT	Applied Materials Inc /De	691	$236,176
LRCX	Lam Research Corp	1,102	$235,453
NVS	Novartis AG	1,471	$224,695
PANW	Palo Alto Networks Inc	1,319	$211,462
CVX	Chevron Corp	1,019	$210,831
VZ	Verizon Communications Inc	4,138	$207,727
CP	Canadian Pacific Kansas City Ltd/Cn	2,612	$205,459
GLTR	abrdn Precious Metals Basket ETF Trust	925	$202,316
LIN	Linde PLC	405	$200,782
ECL	Ecolab Inc.	752	$200,047
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
COR	Cencora, Inc.	684	$231,021
IBM	International Business Machines Corp	758	$224,527
GLD	Spdr Gold Trust	561	$222,329
BKNG	Booking Holdings Inc.	41	$219,568
D	Dominion Energy, Inc	3,571	$209,224
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

84 positions · $80,234,148 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 84 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LLY	ELI LILLY & Co Healthcare	Reduced	17,370	-44	$15,976,404	−14.6%	19.91%
AAPL	Apple Inc. Technology	Reduced	33,902	-97	$8,603,988	−6.9%	10.72%
MSFT	Microsoft Corp Technology	Added	16,833	+849	$6,231,071	−19.4%	7.77%
NVDA	Nvidia Corp Technology	Reduced	25,367	-303	$4,424,004	−7.6%	5.51%
GOOGL	Alphabet Inc. Communication Services	Added	8,638	+1,282	$2,483,943	+7.9%	3.10%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,323	-85	$2,161,079	−7.0%	2.69%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,787	+354	$2,151,317	−12.0%	2.68%
JNJ	Johnson & Johnson Healthcare	Reduced	8,167	-67	$1,996,341	+17.2%	2.49%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,059	+271	$1,886,717	−7.0%	2.35%
XOM	Exxon Mobil Corp Energy	Reduced	9,722	-327	$1,649,434	+36.4%	2.06%
MPC	Marathon Petroleum Corp Energy	Held	5,742	0	$1,402,081	+50.1%	1.75%
NSC	Norfolk Southern Corp Industrials	Reduced	4,330	-9	$1,242,710	−0.8%	1.55%
AVGO	Broadcom Inc. Technology	Added	3,727	+96	$1,153,543	−8.2%	1.44%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	7,822	+8	$1,129,809	+0.9%	1.41%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Added	22,623	+7,266	$1,079,569	+53.5%	1.35%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	3,090	+319	$1,044,265	+24.0%	1.30%
V	Visa Inc. Financial Services	Added	3,346	+283	$1,011,295	−5.9%	1.26%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,383	+44	$995,143	−7.5%	1.24%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,016	-523	$966,067	−24.3%	1.20%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,369	-84	$779,140	−7.7%	0.97%
PM	Philip Morris International Inc. Consumer Defensive	Added	4,338	+198	$717,244	+8.0%	0.89%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	12,652	-1,948	$616,785	−23.2%	0.77%
META	Meta Platforms, Inc. Communication Services	Added	1,061	+320	$607,029	+24.1%	0.76%
ABBV	AbbVie Inc. Healthcare	Added	2,779	+125	$604,404	−0.3%	0.75%
KO	Coca Cola Co Consumer Defensive	Reduced	7,922	-262	$602,468	+5.3%	0.75%
PSLV	Sprott Physical Silver Trust Financial Services	NEW	22,480	NEW	$548,287	NEW	0.68%
MA	Mastercard Inc Financial Services	Added	1,075	+206	$537,134	+8.3%	0.67%
ABT	Abbott Laboratories Healthcare	Added	5,197	+231	$533,575	−14.2%	0.67%
MRK	Merck & Co., Inc. Healthcare	Added	4,309	+197	$518,329	+19.8%	0.65%
CAT	Caterpillar Inc Industrials	Added	705	+65	$499,464	+36.2%	0.62%
NFLX	Netflix Inc Communication Services	Added	5,066	+1,888	$487,095	+63.5%	0.61%
ASML	Asml Holding NV Technology	Added	363	+76	$479,461	+56.2%	0.60%
ELV	Elevance Health, Inc. Healthcare	Reduced	1,631	-87	$477,475	−20.7%	0.60%
CSCO	Cisco Systems, Inc. Technology	Reduced	5,883	-1,359	$456,461	−18.2%	0.57%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	704	0	$434,199	+2.2%	0.54%
WPM	Wheaton Precious Metals Corp. Basic Materials	Added	3,211	+366	$420,673	+25.8%	0.52%
MO	Altria Group, Inc. Consumer Defensive	Added	6,196	+39	$408,874	+15.2%	0.51%
ADP	Automatic Data Processing Inc Technology	Reduced	1,984	-382	$403,109	−33.8%	0.50%
QQQ	Invesco Qqq Trust, Series 1	Held	695	0	$401,140	−6.0%	0.50%
HON	Honeywell International Inc Industrials	Reduced	1,743	-1	$393,970	+15.8%	0.49%
AFL	Aflac Inc Financial Services	Added	3,533	+32	$387,605	+0.4%	0.48%
T	At&T Inc. Communication Services	Added	12,792	+3,129	$370,840	+54.5%	0.46%
MKL	Markel Group Inc. Financial Services	Reduced	193	-1	$369,415	−11.4%	0.46%
AXP	American Express Co Financial Services	Reduced	1,201	-138	$363,278	−26.7%	0.45%
FDX	Fedex Corp Industrials	Added	982	+94	$349,768	+36.4%	0.44%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	341	+31	$339,782	+27.1%	0.42%
NOC	Northrop Grumman Corp /De/ Industrials	Added	477	+8	$325,428	+21.7%	0.41%
DUK	Duke Energy CORP Utilities	Added	2,472	+386	$323,683	+32.4%	0.40%
WMT	Walmart Inc. Consumer Defensive	Added	2,550	+83	$316,914	+15.3%	0.39%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Reduced	1,324	-29	$308,836	+2.5%	0.38%