FOUNDERS GROVE WEALTH PARTNERS, LLC

RICHMOND, VA · CIK 2046157 · 13F filing filed 2026-07-22

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyRichmond, VA

$500.9m reported value +13.9% vs Q1 2026

184positions

39.2%in top 10

33 new 70 added 73 reduced 11 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	527,002	$37.5m7.50%	7.50%	Reduced -19.1k	-19,089 -3.5%
2	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	281,079	$25.8m5.14%	5.14%	Added +19.2k	+19,181 7.3%
3	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	266,833	$23.0m4.59%	4.59%	Added +2.0k	+1,981 0.8%
4	VANGUARD WORLD FD INF TECH ETF VGT	VGT	179,907	$21.5m4.29%	4.29%	Reduced -24.5k	-24,509 -12.0%
5	ELI LILLY & CO COM LLY	LLY	15,366	$18.4m3.68%	3.68%	Reduced -2.0k	-2,004 -11.5%
6	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	48,108	$16.5m3.30%	3.30%	Added +341	+341 0.7%
7	ISHARES TR S&P 500 GRWT ETF IVW	IVW	110,218	$15.2m3.03%	3.03%	Reduced -2.5k	-2,504 -2.2%
8	VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB	VUSB	287,484	$14.3m2.86%	2.86%	Added +23.9k	+23,932 9.1%
9	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	70,184	$13.4m2.67%	2.67%	Reduced -2.7k	-2,714 -3.7%
10	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	206,637	$10.8m2.16%	2.16%	Added +14.0k	+14,021 7.3%
11	APPLE INC COM AAPL	AAPL	37,192	$10.8m2.15%	2.15%	Added +3.3k	+3,290 9.7%
12	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	181,965	$10.7m2.14%	2.14%	Added +12.4k	+12,384 7.3%
13	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	14,520	$10.0m1.99%	1.99%	Reduced -100	-100 -0.7%
14	VANGUARD INDEX FDS VALUE ETF VTV	VTV	44,520	$9.7m1.94%	1.94%	Added +835	+835 1.9%
15	ISHARES TR CORE US AGGBD ET AGG	AGG	92,585	$9.2m1.83%	1.83%	Reduced -27.3k	-27,297 -22.8%
16	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	152,127	$9.1m1.81%	1.81%	Reduced -4.5k	-4,479 -2.9%
17	VANGUARD WORLD FD INDUSTRIAL ETF VIS	VIS	23,146	$8.3m1.67%	1.67%	Reduced -680	-680 -2.9%
18	VANGUARD WORLD FD FINANCIALS ETF VFH	VFH	62,306	$8.2m1.64%	1.64%	Added +3.2k	+3,221 5.5%
19	VANGUARD WORLD FD CONSUM DIS ETF VCR	VCR	20,368	$8.1m1.61%	1.61%	Reduced -363	-363 -1.8%
20	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	26,713	$8.0m1.59%	1.59%	Reduced -408	-408 -1.5%
21	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	47,471	$7.5m1.50%	1.50%	Reduced -1.7k	-1,744 -3.5%
22	ISHARES TR CORE S&P MCP ETF IJH	IJH	87,956	$6.8m1.35%	1.35%	Reduced -421	-421 -0.5%
23	MICROSOFT CORP COM MSFT	MSFT	17,171	$6.4m1.28%	1.28%	Added +338	+338 2.0%
24	VANGUARD INDEX FDS MID CAP ETF VO	VO	77,811	$6.3m1.25%	1.25%	Added +1.5k	+1,543 2.0%
25	ISHARES TR S&P 500 VAL ETF IVE	IVE	26,285	$6.0m1.19%	1.19%	Reduced -466	-466 -1.7%
26	NVIDIA CORPORATION COM NVDA	NVDA	29,413	$5.9m1.18%	1.18%	Added +4.0k	+4,046 15.9%
27	VANGUARD WORLD FD COMM SRVC ETF VOX	VOX	26,696	$4.9m0.98%	0.98%	Reduced -859	-859 -3.1%
28	SPDR SER TR S&P DIVID ETF SDY	SDY	31,040	$4.7m0.94%	0.94%	Reduced -695	-695 -2.2%
29	ISHARES TR MSCI EAFE ETF EFA	EFA	44,126	$4.6m0.92%	0.92%	Reduced -2.4k	-2,355 -5.1%
30	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	79,362	$4.2m0.83%	0.83%	Reduced -937	-937 -1.2%
31	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	12,325	$3.8m0.75%	0.75%	Added +391	+391 3.3%
32	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	18,914	$3.7m0.75%	0.75%	Added +146	+146 0.8%
33	INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV PEY	PEY	158,932	$3.7m0.74%	0.74%	Reduced -6.1k	-6,071 -3.7%
34	VANGUARD INDEX FDS SMALL CP ETF VB	VB	11,580	$3.5m0.70%	0.70%	Reduced -10	-10 -0.1%
35	FIRST TR MORNINGSTAR DIVID L SHS FDL	FDL	70,236	$3.4m0.68%	0.68%	Reduced -1.8k	-1,814 -2.5%
36	ISHARES TR S&P MC 400GR ETF IJK	IJK	28,159	$3.3m0.66%	0.66%	Reduced -81	-81 -0.3%
37	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	45,003	$3.3m0.66%	0.66%	New
38	ALPHABET INC CAP STK CL A GOOGL	GOOGL	9,234	$3.3m0.66%	0.66%	Added +596	+596 6.9%
39	VANGUARD WORLD FD CONSUM STP ETF VDC	VDC	14,435	$3.3m0.65%	0.65%	Reduced -914	-914 -6.0%
40	WISDOMTREE TR US MIDCAP DIVID DON	DON	57,442	$3.2m0.65%	0.65%	Reduced -281	-281 -0.5%
41	WISDOMTREE TR US AI ENHANCED AIVL	AIVL	23,362	$3.1m0.61%	0.61%	Reduced -131	-131 -0.6%
42	ISHARES INC CORE MSCI EMKT IEMG	IEMG	35,075	$2.9m0.58%	0.58%	Reduced -23	-23 -0.1%
43	VANGUARD WORLD FD ENERGY ETF VDE	VDE	18,141	$2.7m0.54%	0.54%	Reduced -2.9k	-2,887 -13.7%
44	ALPHABET INC CAP STK CL C GOOG	GOOG	7,356	$2.6m0.52%	0.52%	Added +2.1k	+2,074 39.3%
45	TESLA INC COM TSLA	TSLA	5,913	$2.5m0.50%	0.50%	Added +126	+126 2.2%
46	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	3,322	$2.5m0.50%	0.50%	Reduced -1	-1 -0.0%
47	ISHARES TR CORE S&P SCP ETF IJR	IJR	16,591	$2.5m0.49%	0.49%	Reduced -309	-309 -1.8%
48	WISDOMTREE TR US SMALLCAP DIVD DES	DES	59,927	$2.4m0.49%	0.49%	Reduced -102	-102 -0.2%
49	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	15,374	$2.3m0.45%	0.45%	Reduced -661	-661 -4.1%
50	ISHARES TR RUSSELL 2000 ETF IWM	IWM	7,333	$2.2m0.44%	0.44%	Reduced -180	-180 -2.4%
51	AMAZON COM INC COM AMZN	AMZN	9,242	$2.2m0.44%	0.44%	Added +183	+183 2.0%
52	BROADCOM INC COM AVGO	AVGO	5,712	$2.2m0.43%	0.43%	Added +2.0k	+1,985 53.3%
53	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	18,147	$2.1m0.42%	0.42%	Reduced -462	-462 -2.5%
54	JOHNSON & JOHNSON COM JNJ	JNJ	8,327	$2.1m0.42%	0.42%	Added +160	+160 2.0%
55	PIMCO ETF TR SHTRM MUN BD ACT SMMU	SMMU	40,993	$2.1m0.41%	0.41%	Added +9.0k	+9,023 28.2%
56	ISHARES TR CORE S&P500 ETF IVV	IVV	2,730	$2.0m0.41%	0.41%	Reduced -2	-2 -0.1%
57	ISHARES TR GLOBAL FINLS ETF IXG	IXG	15,799	$2.0m0.39%	0.39%	Reduced -512	-512 -3.1%
58	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	37,719	$1.9m0.38%	0.38%	Added +9.1k	+9,147 32.0%
59	ISHARES TR 1 3 YR TREAS BD SHY	SHY	23,404	$1.9m0.38%	0.38%	Reduced -1.4k	-1,405 -5.7%
60	NORFOLK SOUTHN CORP COM NSC	NSC	6,019	$1.9m0.38%	0.38%	Added +1.7k	+1,689 39.0%
61	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	33,579	$1.8m0.36%	0.36%	Reduced -192	-192 -0.6%
62	JPMORGAN CHASE & CO COM JPM	JPM	5,395	$1.8m0.35%	0.35%	Added +2.0k	+2,012 59.5%
63	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	4,590	$1.7m0.34%	0.34%	Reduced -162	-162 -3.4%
64	ISHARES TR SHRT NAT MUN ETF SUB	SUB	15,456	$1.6m0.33%	0.33%	Reduced -467	-467 -2.9%
65	SPDR SER TR S&P 600 SMCP VAL SLYV	SLYV	14,971	$1.6m0.33%	0.33%	Reduced -89	-89 -0.6%
66	SELECT SECTOR SPDR TR INDL XLI	XLI	8,665	$1.6m0.32%	0.32%	Added +49	+49 0.6%
67	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	16,640	$1.6m0.32%	0.32%	Reduced -500	-500 -2.9%
68	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	6,524	$1.6m0.32%	0.32%	Added +49	+49 0.8%
69	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	3,277	$1.6m0.31%	0.31%	Added +187	+187 6.0%
70	ISHARES TR MSCI EMG MKT ETF EEM	EEM	22,859	$1.6m0.31%	0.31%	Reduced -694	-694 -3.0%
71	VANGUARD WORLD FD UTILITIES ETF VPU	VPU	7,821	$1.5m0.31%	0.31%	Reduced -331	-331 -4.1%
72	VANGUARD WORLD FD MATERIALS ETF VAW	VAW	6,461	$1.5m0.30%	0.30%	Reduced -383	-383 -5.6%
73	MARATHON PETE CORP COM MPC	MPC	5,770	$1.5m0.29%	0.29%	Added +28	+28 0.5%
74	MICRON TECHNOLOGY INC COM MU	MU	1,236	$1.4m0.28%	0.28%	Added +426	+426 52.6%
75	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,755	$1.4m0.28%	0.28%	Added +739	+739 36.7%
76	ISHARES TR NATIONAL MUN ETF MUB	MUB	12,307	$1.3m0.26%	0.26%	Added +2.0k	+2,008 19.5%
77	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	9,546	$1.3m0.26%	0.26%	New
78	ISHARES TR SHORT TREAS BD SHV	SHV	11,791	$1.3m0.26%	0.26%	Added +1.2k	+1,166 11.0%
79	ISHARES TR S&P SML 600 GWT IJT	IJT	7,180	$1.3m0.26%	0.26%	Reduced -290	-290 -3.9%
80	PROCTER AND GAMBLE CO COM PG	PG	8,358	$1.2m0.24%	0.24%	Added +536	+536 6.8%
81	VISA INC COM CL A V	V	3,398	$1.2m0.23%	0.23%	Added +52	+52 1.6%
82	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	6,952	$1.1m0.22%	0.22%	Reduced -546	-546 -7.3%
83	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,830	$1.1m0.21%	0.21%	Added +607	+607 49.6%
84	ISHARES TR 3 7 YR TREAS BD IEI	IEI	8,452	$992.7k0.20%	0.20%	Reduced -4.9k	-4,864 -36.5%
85	INTEL CORP COM INTC	INTC	7,089	$989.8k0.20%	0.20%	Added +920	+920 14.9%
86	META PLATFORMS INC CL A META	META	1,654	$931.7k0.19%	0.19%	Added +593	+593 55.9%
87	COCA COLA CO COM KO	KO	10,466	$850.6k0.17%	0.17%	Added +2.5k	+2,544 32.1%
88	HOME DEPOT INC COM HD	HD	2,405	$848.1k0.17%	0.17%	Added +36	+36 1.5%
89	PHILIP MORRIS INTL INC COM PM	PM	4,518	$817.4k0.16%	0.16%	Added +180	+180 4.2%
90	CATERPILLAR INC COM CAT	CAT	730	$777.4k0.16%	0.16%	Added +25	+25 3.5%
91	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	1	$748.9k0.15%	0.15%	Unchanged
92	BANK AMERICA CORP COM BAC	BAC	13,067	$744.6k0.15%	0.15%	Added +415	+415 3.3%
93	ABBVIE INC COM ABBV	ABBV	2,939	$739.6k0.15%	0.15%	Added +160	+160 5.8%
94	SPDR SER TR PORTFLI INTRMDIT SPTI	SPTI	25,761	$731.4k0.15%	0.15%	New
95	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	6,618	$709.0k0.14%	0.14%	Reduced -311	-311 -4.5%
96	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	355	$706.3k0.14%	0.14%	Reduced -8	-8 -2.2%
97	CISCO SYS INC COM CSCO	CSCO	6,012	$706.2k0.14%	0.14%	Added +129	+129 2.2%
98	ISHARES TR SP SMCP600VL ETF IJS	IJS	5,110	$698.4k0.14%	0.14%	Reduced -387	-387 -7.0%
99	ISHARES TR IBOXX INV CP ETF LQD	LQD	6,333	$690.7k0.14%	0.14%	Added +212	+212 3.5%
100	ELEVANCE HEALTH INC COM ELV	ELV	1,722	$665.9k0.13%	0.13%	Added +91	+91 5.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	9,722	$1.6m9.7k shares
HONEYWELL INTL INC		872	$394.0k872 shares
AT&T INC T	T	12,792	$370.8k12.8k shares
PALANTIR TECHNOLOGIES INC PLTR	PLTR	1,708	$249.8k1.7k shares
SHELL PLC SHEL	SHEL	2,643	$245.8k2.6k shares
PFIZER INC PFE	PFE	8,493	$238.5k8.5k shares
CHEVRON CORP NEW CVX	CVX	1,019	$210.8k1.0k shares
VERIZON COMMUNICATIONS INC VZ	VZ	4,138	$207.7k4.1k shares
ABRDN PRECIOUS METALS BASKET GLTR	GLTR	925	$202.3k925 shares
LINDE PLC LIN	LIN	405	$200.8k405 shares
ECOLAB INC ECL	ECL	752	$200.0k752 shares