FOUNDERS GROVE WEALTH PARTNERS, LLC

CIK

2046157

Location

RICHMOND, VA

Portfolio Value

Small $396,430,322

Diversification

Diversified

Filing Date

Global Rank

#3,700 / 8,807 ▲ 454 · as of Jun 2026

Top Industry

Drug Manufacturers - General 19.7%

Period ended 20 days ago

Filed Oct 16, 2026 · 4d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 72.3% of the book (60%+)

Turnover

Low turnover

10.7% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.7 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 77.3%; sector active share 70.1% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

191 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

20.2%

+4.2 pts

Top 5

56.2%

−0.7 pts

Top 10

72.0%

−0.3 pts

HHI

913

Diversified+101

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	72.2%	$286,183,015	86
Technology	11.6%	$45,988,365	32
Healthcare	6.0%	$23,964,780	11
Financial Services	2.9%	$11,308,419	21
Communication Services	1.9%	$7,351,614	5
Industrials	1.5%	$5,801,310	14
Consumer Cyclical	1.3%	$5,077,404	3
Energy	1.3%	$4,974,292	6
Consumer Defensive	1.1%	$4,286,026	8
Basic Materials	0.3%	$1,225,806	4
Utilities	0.1%	$269,291	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+24,002	27,874	$2,153,266
CEF	Sprott Physical Gold & Silver Trust	+12,300	22,043	$915,666
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+11,182	56,185	$3,941,377
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	+9,437	35,198	$960,201
SUB	iShares Short-Term National Muni Bond ETF	+6,215	21,671	$0
—		+3,939	285,018	$0
SCHQ	Schwab Long-Term U.S. Treasury ETF	+3,592	10,364	$294,959
AGG	iShares Core U.S. Aggregate Bond ETF	+3,586	96,171	$0
BINC		+3,350	209,987	$10,665,239
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	+3,260	185,225	$10,494,848
VUSB	VANGUARD ULTRA-SHORT BOND ETF	+2,885	290,369	$14,387,783
VEA	Vanguard FTSE Developed Markets ETF	+2,136	529,138	$37,362,434
NVDA	Nvidia Corp	+1,899	31,312	$7,151,034
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+1,850	181,757	$22,841,402
C	Citigroup Inc	+1,462	3,600	$466,128
INTC	Intel Corp	+1,296	8,385	$1,008,128
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+1,208	153,335	$9,094,298
VOX	VANGUARD COMMUNICATION SERVICES INDEX FUND	+867	27,563	$5,253,232
MU	Micron Technology Inc	+776	2,012	$2,143,001
NEM	NEWMONT Corp /DE/	+745	3,086	$355,939
VFH	VANGUARD FINANCIALS INDEX FUND	+742	63,048	$8,201,914
CSCO	Cisco Systems, Inc.	+601	6,613	$711,757
MSFT	Microsoft Corp	+573	17,744	$9,100,897
JNJ	Johnson & Johnson	+529	8,856	$2,344,537
ABBV	AbbVie Inc.	+508	3,447	$901,700
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	−27,275	52,087	$0
SMMU	PIMCO Short Term Municipal Bond Active Exchange-Traded Fund	−11,469	29,524	$1,458,780
MUB	iShares National Muni Bond ETF	−4,475	7,832	$0
PEY	Victory Portfolios II	−2,931	156,001	$0
IXG	iShares Global Financials ETF	−2,894	12,905	$0
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	−2,175	4,158	$0
—		−2,010	4,650	$0
DES	WisdomTree U.S. SmallCap Dividend Fund	−1,934	57,993	$0
XLF	State Street Corp	−1,540	32,039	$0
IJJ	iShares S&P Mid-Cap 400 Value ETF	−1,532	13,842	$0
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−1,393	68,791	$13,465,838
IVW	iShares S&P 500 Growth ETF	−1,378	108,840	$0
SHY	iShares 1-3 Year Treasury Bond ETF	−1,308	22,096	$0
TWLO	Twilio Inc	−1,303	1,118	$326,970
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	−1,165	46,306	$7,186,691
IJH	iShares Core S&P Mid-Cap ETF	−1,088	86,868	$0
EEM	iShares MSCI Emerging Markets ETF	−973	21,886	$1,461,765
IWM	iShares Russell 2000 ETF	−958	6,375	$0
IEI	iShares 3-7 Year Treasury Bond ETF	−869	7,583	$0
FDL	First Trust Morningstar Dividend Leaders Index Fund	−864	69,372	$3,406,858
EFA	iShares MSCI EAFE ETF	−850	43,276	$0
IVE	iShares S&P 500 Value ETF	−795	25,490	$0
VIS	VANGUARD INDUSTRIALS INDEX FUND	−776	22,370	$7,169,808
NFLX	Netflix Inc	−722	4,076	$283,608
AAPL	Apple Inc.	−720	36,472	$12,145,905
No positions match the current search.

New Positions

Positions the filer opened this quarter

19 positions

Ticker	Company	Shares	Value
SPBO	State Street(R) SPDR Portfolio Corporate Bond ETF	16,150	$443,963
VLO	Valero Energy Corp/Tx	915	$354,663
NOW	ServiceNow, Inc.	2,448	$328,056
PLTR	Palantir Technologies Inc.	1,732	$323,970
ACN	Accenture plc	1,653	$303,110
CVX	Chevron Corp	1,482	$302,639
STX	Seagate Technology Holdings plc	325	$299,760
UNH	Unitedhealth Group Inc	800	$293,664
PSX	Phillips 66	1,150	$293,606
DBX	Dropbox, Inc.	7,432	$251,573
CRWD	CrowdStrike Holdings, Inc.	907	$240,128
T	At&T Inc.	9,270	$226,188
COP	Conocophillips	1,723	$215,633
AU	AngloGold Ashanti PLC	2,225	$209,038
COR	Cencora, Inc.	670	$201,167
WU	Western Union CO	13,705	$80,859
FLO	Flowers Foods Inc	13,228	$73,415
ADT	ADT Inc.	11,691	$71,081
—		19,913	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
KLAC	Kla Corp	1,018	$307,140
SO	Southern Co	2,785	$266,552
MCD	Mcdonalds Corp	873	$235,980
NVS	Novartis AG	1,406	$220,348
VIOO	VANGUARD S&P SMALL-CAP 600 INDEX FUND	1,600	$220,064
MS	Morgan Stanley	1,034	$216,147
WDC	Western Digital Corp	338	$215,887
SYK	Stryker Corp	665	$209,368
BKNG	Booking Holdings Inc.	1,164	$207,471
NEE	Nextera Energy Inc	2,356	$206,786
VRT	Vertiv Holdings Co	606	$202,900
ALB	Albemarle Corp	1,487	$200,789
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

191 tracked positions · $396,430,322 total · filing declares 191 positions · $507,057,158 · as of Sep 30, 2026

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

Showing 1–50 of 191 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VEA	Vanguard FTSE Developed Markets ETF	Added	529,138	+2,136	$37,362,434	−0.5%	9.42%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	266,179	-654	$23,985,389	+4.4%	6.05%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	181,757	+1,850	$22,841,402	+6.2%	5.76%
LLY	ELI LILLY & Co Healthcare	Reduced	15,028	-338	$17,388,598	−5.7%	4.39%
VV	VANGUARD LARGE-CAP INDEX FUND	Added	48,115	+7	$16,929,262	+2.3%	4.27%
VUSB	VANGUARD ULTRA-SHORT BOND ETF	Added	290,369	+2,885	$14,387,783	+0.5%	3.63%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	68,791	-1,393	$13,465,838	+0.7%	3.40%
AAPL	Apple Inc. Technology	Reduced	36,472	-720	$12,145,905	+12.9%	3.06%
BINC		Added	209,987	+3,350	$10,665,239	−1.4%	2.69%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Added	185,225	+3,260	$10,494,848	−2.2%	2.65%
VOO	VANGUARD 500 INDEX FUND	Reduced	13,983	-537	$9,800,125	−1.7%	2.47%
VTV	VANGUARD VALUE INDEX FUND	Reduced	44,208	-312	$9,552,464	−1.5%	2.41%
MSFT	Microsoft Corp Technology	Added	17,744	+573	$9,100,897	+42.1%	2.30%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	153,335	+1,208	$9,094,298	+0.2%	2.29%
VHT	VANGUARD HEALTH CARE INDEX FUND	Reduced	26,529	-184	$8,385,286	+5.0%	2.12%
VFH	VANGUARD FINANCIALS INDEX FUND	Added	63,048	+742	$8,201,914	+0.0%	2.07%
VCR	VANGUARD CONSUMER DISCRETIONARY INDEX FUND	Added	20,663	+295	$7,535,382	−6.7%	1.90%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	46,306	-1,165	$7,186,691	−4.2%	1.81%
VIS	VANGUARD INDUSTRIALS INDEX FUND	Reduced	22,370	-776	$7,169,808	−14.0%	1.81%
NVDA	Nvidia Corp Technology	Added	31,312	+1,899	$7,151,034	+21.5%	1.80%
VO	VANGUARD MID-CAP INDEX FUND	Added	77,826	+15	$6,103,114	−2.6%	1.54%
VOX	VANGUARD COMMUNICATION SERVICES INDEX FUND	Added	27,563	+867	$5,253,232	+7.0%	1.33%
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	Reduced	30,689	-351	$4,495,324	−4.8%	1.13%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	56,185	+11,182	$3,941,377	+19.3%	0.99%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Reduced	18,836	-78	$3,683,003	−1.5%	0.93%
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	Reduced	12,297	-28	$3,591,953	−4.9%	0.91%
FDL	First Trust Morningstar Dividend Leaders Index Fund	Reduced	69,372	-864	$3,406,858	−0.3%	0.86%
GOOGL	Alphabet Inc. Communication Services	Added	9,398	+164	$3,233,663	−2.0%	0.82%
VDC	VANGUARD CONSUMER STAPLES INDEX FUND	Added	14,651	+216	$3,196,994	−1.8%	0.81%
VB	Vanguard Index Funds	Reduced	11,229	-351	$3,194,538	−9.0%	0.81%
VDE	VANGUARD ENERGY INDEX FUND	Added	18,409	+268	$3,169,293	+16.4%	0.80%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,314	-8	$2,527,355	+1.9%	0.64%
GOOG	Alphabet Inc. Communication Services	Reduced	7,035	-321	$2,397,105	−7.8%	0.60%
JNJ	Johnson & Johnson Healthcare	Added	8,856	+529	$2,344,537	+10.9%	0.59%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,259	+17	$2,306,879	+4.7%	0.58%
MPC	Marathon Petroleum Corp Energy	Reduced	5,508	-262	$2,177,973	+47.6%	0.55%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	27,874	+24,002	$2,153,266	+603.7%	0.54%
MU	Micron Technology Inc Technology	Added	2,012	+776	$2,143,001	+50.2%	0.54%
TSLA	Tesla, Inc. Consumer Cyclical	Held	5,913	0	$2,097,991	−15.6%	0.53%
AVGO	Broadcom Inc. Technology	Added	5,840	+128	$2,050,949	−4.9%	0.52%
JMST	JPMorgan Ultra-Short Municipal Income ETF	Added	38,197	+478	$1,931,240	+0.4%	0.49%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Reduced	17,564	-583	$1,911,665	−10.2%	0.48%
NSC	Norfolk Southern Corp Industrials	Added	6,042	+23	$1,866,978	−1.4%	0.47%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,594	+199	$1,850,663	+4.8%	0.47%
XOM	ExxonMobil Holdings Corp Energy	Added	10,014	+468	$1,629,778	+24.9%	0.41%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Added	4,610	+20	$1,557,396	−7.2%	0.39%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	17,043	+403	$1,527,564	−4.8%	0.39%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	6,504	-20	$1,502,619	−5.2%	0.38%
SLYV	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF	Reduced	14,470	-501	$1,478,110	−9.5%	0.37%
EEM	iShares MSCI Emerging Markets ETF	Reduced	21,886	-973	$1,461,765	−6.5%	0.37%

Showing the top 50 of 191 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.