FOUNDERS GROVE WEALTH PARTNERS, LLC
Filing Date
Global Rank
#5,956
/ 8,517
▼ 822
Top Industry
Drug Manufacturers - General
23.2%
3Y Alpha vs SPY
+4.9%
Period ended 46 days ago
Filed Jul 22, 2026 · 24d
7 quarters · since Dec 2024
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+34.5%
SPY
+27.3%
Annualised alpha
+4.4%
Max drawdown
−13.0%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
98 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
18.4%
−5.7 pts
Top 5
44.8%
−17.2 pts
Top 10
56.2%
−16.6 pts
HHI
603
Diversified−471
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 38.1% | $38,080,001 |
| Healthcare | 24.3% | $24,330,694 |
| Financial Services | 9.8% | $9,841,699 |
| Industrials | 6.2% | $6,171,865 |
| Consumer Cyclical | 6.0% | $5,981,391 |
| Communication Services | 4.6% | $4,574,212 |
| Consumer Defensive | 4.3% | $4,326,266 |
| Unclassified | 3.4% | $3,420,705 |
| Energy | 1.5% | $1,475,215 |
| Basic Materials | 1.0% | $1,002,066 |
| Utilities | 0.8% | $788,015 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +4,046 | 29,413 | $5,885,247 | |
| AAPL | Apple Inc. | +3,290 | 37,192 | $10,761,877 | |
| KO | Coca Cola Co | +2,544 | 10,466 | $850,571 | |
| JPM | Jpmorgan Chase & Co | +2,012 | 5,395 | $1,765,945 | |
| AVGO | Broadcom Inc. | +1,985 | 5,712 | $2,157,708 | |
| NSC | Norfolk Southern Corp | +1,689 | 6,019 | $1,893,517 | |
| PSLV | Sprott Physical Silver Trust | +1,395 | 23,875 | $450,521 | |
| INTC | Intel Corp | +920 | 7,089 | $989,837 | |
| BRK-B | Berkshire Hathaway Inc | +738 | 2,755 | $1,378,574 | |
| MRK | Merck & Co., Inc. | +652 | 4,961 | $637,488 | |
| SAN | Banco Santander, S.A. | +625 | 11,885 | $164,013 | |
| AMD | Advanced Micro Devices Inc | +607 | 1,830 | $1,063,065 | |
| META | Meta Platforms, Inc. | +593 | 1,654 | $931,681 | |
| PG | PROCTER & GAMBLE Co | +536 | 8,358 | $1,225,617 | |
| MU | Micron Technology Inc | +426 | 1,236 | $1,426,702 | |
| TFC | Truist Financial Corp | +423 | 6,001 | $298,969 | |
| BAC | Bank Of America Corp /De/ | +415 | 13,067 | $744,557 | |
| MO | Altria Group, Inc. | +400 | 6,596 | $474,582 | |
| MSFT | Microsoft Corp | +338 | 17,171 | $6,405,126 | |
| GILD | Gilead Sciences, Inc. | +219 | 2,346 | $296,393 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +187 | 3,277 | $1,564,996 | |
| HSBC | Hsbc Holdings PLC | +184 | 3,388 | $322,164 | |
| AMZN | Amazon Com Inc | +183 | 9,242 | $2,202,738 | |
| PM | Philip Morris International Inc. | +180 | 4,518 | $817,351 | |
| ABBV | AbbVie Inc. | +160 | 2,939 | $739,569 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CEF | Sprott Physical Gold & Silver Trust | −12,880 | 9,743 | $391,960 | |
| GOOGL | Alphabet Inc. | −4,686 | 9,234 | $3,299,954 | |
| LLY | ELI LILLY & Co | −2,004 | 15,366 | $18,430,442 | |
| MA | Mastercard Inc | −570 | 505 | $259,368 | |
| NFLX | Netflix Inc | −268 | 4,798 | $342,577 | |
| NEE | Nextera Energy Inc | −262 | 2,356 | $206,786 | |
| SO | Southern Co | −256 | 2,785 | $266,552 | |
| QQQ | Invesco Qqq Trust, Series 1 | −91 | 604 | $444,785 | |
| COF | Capital One Financial Corp | −68 | 1,572 | $315,374 | |
| NVS | Novartis AG | −65 | 1,406 | $220,348 | |
| RTX | RTX Corp | −62 | 1,344 | $254,997 | |
| WPM | Wheaton Precious Metals Corp. | −42 | 3,169 | $355,942 | |
| CP | Canadian Pacific Kansas City Ltd/Cn | −26 | 2,586 | $224,076 | |
| ALB | Albemarle Corp | −23 | 1,487 | $200,789 | |
| FDX | Fedex Corp | −9 | 973 | $304,675 | |
| ASML | Asml Holding NV | −8 | 355 | $706,251 | |
| AXP | American Express Co | −8 | 1,193 | $403,532 | |
| AMAT | Applied Materials Inc /De | −4 | 687 | $496,701 | |
| WMT | Walmart Inc. | −3 | 2,547 | $288,473 | |
| SPY | Spdr S&P 500 ETF Trust | −1 | 3,322 | $2,480,769 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ADBE | Adobe Inc. | 2,681 | $549,658 | |
| TWLO | Twilio Inc | 2,421 | $499,524 | |
| CRM | Salesforce, Inc. | 2,879 | $451,024 | |
| ITW | Illinois Tool Works Inc | 1,414 | $382,444 | |
| FAST | Fastenal Co | 6,467 | $310,610 | |
| KLAC | Kla Corp | 1,018 | $307,140 | |
| INTU | Intuit Inc. | 1,152 | $300,672 | |
| SNDK | Sandisk Corp | 128 | $291,037 | |
| WFC | Wells Fargo & Company/Mn | 3,376 | $278,992 | |
| DOCU | Docusign, Inc. | 6,231 | $276,781 | |
| MRVL | Marvell Technology, Inc. | 846 | $252,014 | |
| PEN | Penumbra Inc | 791 | $249,758 | |
| EMR | Emerson Electric Co | 1,685 | $241,207 | |
| IBM | International Business Machines Corp | 839 | $235,935 | |
| WDAY | Workday, Inc. | 1,921 | $235,168 | |
| CSX | Csx Corp | 4,776 | $227,003 | |
| BHP | BHP Group Ltd | 2,721 | $226,686 | |
| NEM | NEWMONT Corp /DE/ | 2,341 | $218,649 | |
| MS | Morgan Stanley | 1,034 | $216,147 | |
| SYY | Sysco Corp | 2,584 | $215,970 | |
| WDC | Western Digital Corp | 338 | $215,887 | |
| DELL | Dell Technologies Inc. | 487 | $210,121 | |
| SYK | Stryker Corp | 665 | $209,368 | |
| BKNG | Booking Holdings Inc. | 1,164 | $207,471 | |
| VRT | Vertiv Holdings Co | 606 | $202,900 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 546,091 | $34,993,511 | |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 261,898 | $24,000,332 | |
| VB | Vanguard Morningstar Small-Cap ETF | 11,590 | $3,035,652 | |
| XOM | ExxonMobil Holdings Corp | 9,722 | $1,649,434 | |
| VIG | Vanguard Dividend Appreciation ETF | 1,924 | $413,775 | |
| HON | Honeywell International Inc | 1,743 | $393,970 | |
| T | At&T Inc. | 12,792 | $370,840 | |
| PLTR | Palantir Technologies Inc. | 1,708 | $249,846 | |
| SHEL | Shell plc | 2,643 | $245,799 | |
| PFE | Pfizer Inc | 8,493 | $238,483 | |
| CVX | Chevron Corp | 1,019 | $210,831 | |
| VZ | Verizon Communications Inc | 4,138 | $207,727 | |
| 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. | ||||
98 tracked positions ·
$99,992,129 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 98 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 15,366 | $18,430,442 | 18.43% | |
| AAPL |
Apple Inc.
Technology
|
Added | 37,192 | $10,761,877 | 10.76% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 17,171 | $6,405,126 | 6.41% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 29,413 | $5,885,247 | 5.89% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 9,234 | $3,299,954 | 3.30% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 5,913 | $2,487,007 | 2.49% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 3,322 | $2,480,769 | 2.48% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 9,242 | $2,202,738 | 2.20% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 5,712 | $2,157,708 | 2.16% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 8,327 | $2,114,808 | 2.11% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Added | 6,019 | $1,893,517 | 1.89% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 5,395 | $1,765,945 | 1.77% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 3,277 | $1,564,996 | 1.57% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Added | 5,770 | $1,475,215 | 1.48% | |
| MU |
Micron Technology Inc
Technology
|
Added | 1,236 | $1,426,702 | 1.43% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,755 | $1,378,574 | 1.38% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 8,358 | $1,225,617 | 1.23% | |
| V |
Visa Inc.
Financial Services
|
Added | 3,398 | $1,165,819 | 1.17% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 1,830 | $1,063,065 | 1.06% | |
| INTC |
Intel Corp
Technology
|
Added | 7,089 | $989,837 | 0.99% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,654 | $931,681 | 0.93% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 10,466 | $850,571 | 0.85% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 2,405 | $848,195 | 0.85% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 4,518 | $817,351 | 0.82% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 730 | $777,377 | 0.78% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 13,067 | $744,557 | 0.74% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 2,939 | $739,569 | 0.74% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 355 | $706,251 | 0.71% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 6,012 | $706,169 | 0.71% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Added | 1,722 | $665,949 | 0.67% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 4,961 | $637,488 | 0.64% | |
| ADBE |
Adobe Inc.
Technology
|
NEW | 2,681 | $549,658 | 0.55% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 1,177 | $510,029 | 0.51% | |
| TWLO |
Twilio Inc
Technology
|
NEW | 2,421 | $499,524 | 0.50% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 687 | $496,701 | 0.50% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Held | 704 | $495,151 | 0.50% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 5,342 | $484,733 | 0.48% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 1,409 | $480,497 | 0.48% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 2,123 | $475,445 | 0.48% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 6,596 | $474,582 | 0.47% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 485 | $453,702 | 0.45% | |
| CRM |
Salesforce, Inc.
Technology
|
NEW | 2,879 | $451,024 | 0.45% | |
| PSLV |
Sprott Physical Silver Trust
Financial Services
|
Added | 23,875 | $450,521 | 0.45% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 604 | $444,785 | 0.44% | |
| AFL |
Aflac Inc
Financial Services
|
Added | 3,572 | $418,817 | 0.42% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 355 | $417,075 | 0.42% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 1,193 | $403,532 | 0.40% | |
| CEF |
Sprott Physical Gold & Silver Trust
Financial Services
|
Reduced | 9,743 | $391,960 | 0.39% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
NEW | 1,414 | $382,444 | 0.38% | |
| MKL |
Markel Group Inc.
Financial Services
|
Held | 193 | $376,930 | 0.38% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.