§ 13F · FUND PROFILE
FOUNDERS GROVE WEALTH PARTNERS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $399M (13F)Positions · 129Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 546K | $35M | 8.0% | ±0% |
| 2 | BIL | SPDR SERIES TRUST | 262K | $24M | 5.5% | +1% |
| 3 | VUG | VANGUARD INDEX FDS | 44K | $19M | 4.4% | +1% |
| 4 | VGT | VANGUARD WORLD FD | 26K | $18M | 4.1% | −2% |
| 5 | LLY | ELI LILLY & CO | 17K | $16M | 3.6% | ±0% |
| 6 | VV | VANGUARD INDEX FDS | 48K | $14M | 3.2% | +2% |
| 7 | VUSB | VANGUARD BD INDEX FDS | 264K | $13M | 3.0% | +7% |
| 8 | IVW | ISHARES TR | 113K | $13M | 2.9% | ±0% |
| 9 | AGG | ISHARES TR | 120K | $12M | 2.7% | +3% |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | 170K | $10M | 2.3% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FOUNDERS SIGNAL
AC read
FOUNDERS GROVE WEALTH PARTNERS, LLC is a Other fund managing $399 million in assets. The fund runs a portfolio of 129 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed