Founders Grove Wealth Partners

RICHMOND, VAfiles as FOUNDERS GROVE WEALTH PARTNERS, LLC

$501m in 184 US stocks at the end of 30 June 2026. The top 10 are 39.2% of the money. It changed about 6.3% of the portfolio this quarter.

Value

$501m

Stocks

184

Top 10 share

39.2%

Turnover

6.3%

What changed this quarter

New

Bought for the first time this quarter.

Vanguard BD Index FDSBND
0.7% of the fund
ExxonMobil HoldingsXOM
0.3% of the fund
Spdr Series TrustSPTI
0.1% of the fund
AdobeADBE
0.1% of the fund
TwilioTWLO
<0.1% of the fund
SalesforceCRM
<0.1% of the fund
Illinois Tool WorksITW
<0.1% of the fund
FastenalFAST
<0.1% of the fund
KLAKLAC
<0.1% of the fund
Vanguard Scottsdale FDSVCSH
<0.1% of the fund
IntuitINTU
<0.1% of the fund
SandiskSNDK
<0.1% of the fund
Wells Fargo & CompanyWFC
<0.1% of the fund
DocusignDOCU
<0.1% of the fund
Marvell TechnologyMRVL
<0.1% of the fund
PenumbraPEN
<0.1% of the fund
Emerson ElectricEMR
<0.1% of the fund
International Business MachinesIBM
<0.1% of the fund
WorkdayWDAY
<0.1% of the fund
CSXCSX
<0.1% of the fund
BHP Billiton LimitedBHP
<0.1% of the fund
Vanguard Admiral FDSVIOO
<0.1% of the fund
NewmontNEM
<0.1% of the fund
Vanguard Intl Equity Index FVT
<0.1% of the fund
Morgan StanleyMS
<0.1% of the fund

Added

Bought more of a stock they already held.

Spdr Series TrustBIL
5.1% of the fund
+7%
Vanguard BD Index FDSVUSB
2.9% of the fund
+9%
Blackrock ETF Trust IIBINC
2.2% of the fund
+7%
AppleAAPL
2.1% of the fund
+10%
Vanguard Scottsdale FDSVGIT
2.1% of the fund
+7%
Vanguard World FDVFH
1.6% of the fund
+5%
MicrosoftMSFT
1.3% of the fund
+2%
Vanguard Index FDSVO
1.3% of the fund
+2%
NvidiaNVDA
1.2% of the fund
+16%
Vanguard Index FDSVOT
0.8% of the fund
+3%
AlphabetGOOGL
0.7% of the fund
+7%
AlphabetGOOG
0.5% of the fund
+39%
TeslaTSLA
0.5% of the fund
+2%
Amazon.comAMZN
0.4% of the fund
+2%
BroadcomAVGO
0.4% of the fund
+53%
Pimco ETF TRSMMU
0.4% of the fund
+28%
J P Morgan Exchange Traded FJMST
0.4% of the fund
+32%
Norfolk SouthernNSC
0.4% of the fund
+39%
JPMorgan ChaseJPM
0.4% of the fund
+59%
Taiwan Semiconductor ManufacturingTSM
0.3% of the fund
+6%
Micron TechnologyMU
0.3% of the fund
+53%
Berkshire HathawayBRK-B
0.3% of the fund
+37%
Ishares TRMUB
0.3% of the fund
+20%
Ishares TRSHV
0.3% of the fund
+11%
Procter & GamblePG
0.2% of the fund
+7%

Cut

Sold some of their stake.

Vanguard Tax-Managed FDSVEA
7.5% of the fund
-4%
Vanguard World FDVGT
4.3% of the fund
-12%
Eli LillyLLY
3.7% of the fund
-12%
Ishares TRIVW
3.0% of the fund
-2%
Select Sector Spdr TRXLK
2.7% of the fund
-4%
Ishares TRAGG
1.8% of the fund
-23%
Vanguard Intl Equity Index FVWO
1.8% of the fund
-3%
Vanguard World FDVIS
1.7% of the fund
-3%
Vanguard Whitehall FDSVYM
1.5% of the fund
-4%
Vanguard World FDVOX
1.0% of the fund
-3%
Spdr Series TrustSDY
0.9% of the fund
-2%
Ishares TREFA
0.9% of the fund
-5%
Invesco Exchange Traded FD TPEY
0.7% of the fund
-4%
First TR Exchange-Traded FDFDL
0.7% of the fund
-3%
Vanguard World FDVDC
0.6% of the fund
-6%
Vanguard World FDVDE
0.5% of the fund
-14%
Ishares TRIJJ
0.5% of the fund
-4%
Ishares TRIWM
0.4% of the fund
-2%
Select Sector Spdr TRXLY
0.4% of the fund
-2%
Ishares TRIXG
0.4% of the fund
-3%
Ishares TRSHY
0.4% of the fund
-6%
Vanguard Index FDSVBK
0.3% of the fund
-3%
Ishares TRSUB
0.3% of the fund
-3%
Vanguard Index FDSVNQ
0.3% of the fund
-3%
Ishares TREEM
0.3% of the fund
-3%

Sold out

Sold their entire stake.

ExxonMobil HoldingsXOM
-100%
Honeywell InternationalHON
-100%
AT&TT
-100%
Palantir TechnologiesPLTR
-100%
ShellSHEL
-100%
PfizerPFE
-100%
ChevronCVX
-100%
Verizon CommunicationsVZ
-100%
Abrdn Precious Metals BasketGLTR
-100%
LindeLIN
-100%
EcolabECL
-100%

Holdings

Vanguard Tax-Managed FDSVEA
Share
7.5%
Value
$38m
Shares
527,002
-4%
Spdr Series TrustBIL
Share
5.1%
Value
$26m
Shares
281,079
+7%
Vanguard Index FDSVUG
Share
4.6%
Value
$23m
Shares
266,833
Held
Vanguard World FDVGT
Share
4.3%
Value
$22m
Shares
179,907
-12%
Eli LillyLLY
Share
3.7%
Value
$18m
Shares
15,366
-12%
Vanguard Index FDSVV
Share
3.3%
Value
$17m
Shares
48,108
Held
Ishares TRIVW
Share
3.0%
Value
$15m
Shares
110,218
-2%
Vanguard BD Index FDSVUSB
Share
2.9%
Value
$14m
Shares
287,484
+9%
Select Sector Spdr TRXLK
Share
2.7%
Value
$13m
Shares
70,184
-4%
Blackrock ETF Trust IIBINC
Share
2.2%
Value
$11m
Shares
206,637
+7%
AppleAAPL
Share
2.1%
Value
$11m
Shares
37,192
+10%
Vanguard Scottsdale FDSVGIT
Share
2.1%
Value
$11m
Shares
181,965
+7%
Vanguard Index FDSVOO
Share
2.0%
Value
$10m
Shares
14,520
Held
Vanguard Index FDSVTV
Share
1.9%
Value
$10m
Shares
44,520
Held
Ishares TRAGG
Share
1.8%
Value
$9m
Shares
92,585
-23%
Vanguard Intl Equity Index FVWO
Share
1.8%
Value
$9m
Shares
152,127
-3%
Vanguard World FDVIS
Share
1.7%
Value
$8m
Shares
23,146
-3%
Vanguard World FDVFH
Share
1.6%
Value
$8m
Shares
62,306
+5%
Vanguard World FDVCR
Share
1.6%
Value
$8m
Shares
20,368
Held
Vanguard World FDVHT
Share
1.6%
Value
$8m
Shares
26,713
Held
Vanguard Whitehall FDSVYM
Share
1.5%
Value
$8m
Shares
47,471
-4%
Ishares TRIJH
Share
1.4%
Value
$7m
Shares
87,956
Held
MicrosoftMSFT
Share
1.3%
Value
$6m
Shares
17,171
+2%
Vanguard Index FDSVO
Share
1.3%
Value
$6m
Shares
77,811
+2%
Ishares TRIVE
Share
1.2%
Value
$6m
Shares
26,285
Held
NvidiaNVDA
Share
1.2%
Value
$6m
Shares
29,413
+16%
Vanguard World FDVOX
Share
1.0%
Value
$5m
Shares
26,696
-3%
Spdr Series TrustSDY
Share
0.9%
Value
$5m
Shares
31,040
-2%
Ishares TREFA
Share
0.9%
Value
$5m
Shares
44,126
-5%
Ishares TRIGSB
Share
0.8%
Value
$4m
Shares
79,362
Held
Vanguard Index FDSVOT
Share
0.8%
Value
$4m
Shares
12,325
+3%
Vanguard Index FDSVOE
Share
0.7%
Value
$4m
Shares
18,914
Held
Invesco Exchange Traded FD TPEY
Share
0.7%
Value
$4m
Shares
158,932
-4%
Vanguard Index FDSVB
Share
0.7%
Value
$4m
Shares
11,580
Held
First TR Exchange-Traded FDFDL
Share
0.7%
Value
$3m
Shares
70,236
-3%
Ishares TRIJK
Share
0.7%
Value
$3m
Shares
28,159
Held
Vanguard BD Index FDSBND
Share
0.7%
Value
$3m
Shares
45,003
New
AlphabetGOOGL
Share
0.7%
Value
$3m
Shares
9,234
+7%
Vanguard World FDVDC
Share
0.6%
Value
$3m
Shares
14,435
-6%
Wisdomtree TRDON
Share
0.6%
Value
$3m
Shares
57,442
Held
Wisdomtree TRAIVL
Share
0.6%
Value
$3m
Shares
23,362
Held
IsharesIEMG
Share
0.6%
Value
$3m
Shares
35,075
Held
Vanguard World FDVDE
Share
0.5%
Value
$3m
Shares
18,141
-14%
AlphabetGOOG
Share
0.5%
Value
$3m
Shares
7,356
+39%
TeslaTSLA
Share
0.5%
Value
$2m
Shares
5,913
+2%
State STR Spdr S&P 500 ETF TSPY
Share
0.5%
Value
$2m
Shares
3,322
Held
Ishares TRIJR
Share
0.5%
Value
$2m
Shares
16,591
Held
Wisdomtree TRDES
Share
0.5%
Value
$2m
Shares
59,927
Held
Ishares TRIJJ
Share
0.5%
Value
$2m
Shares
15,374
-4%
Ishares TRIWM
Share
0.4%
Value
$2m
Shares
7,333
-2%
Amazon.comAMZN
Share
0.4%
Value
$2m
Shares
9,242
+2%
BroadcomAVGO
Share
0.4%
Value
$2m
Shares
5,712
+53%
Select Sector Spdr TRXLY
Share
0.4%
Value
$2m
Shares
18,147
-2%
Johnson & JohnsonJNJ
Share
0.4%
Value
$2m
Shares
8,327
Held
Pimco ETF TRSMMU
Share
0.4%
Value
$2m
Shares
40,993
+28%
Ishares TRIVV
Share
0.4%
Value
$2m
Shares
2,730
Held
Ishares TRIXG
Share
0.4%
Value
$2m
Shares
15,799
-3%
J P Morgan Exchange Traded FJMST
Share
0.4%
Value
$2m
Shares
37,719
+32%
Ishares TRSHY
Share
0.4%
Value
$2m
Shares
23,404
-6%
Norfolk SouthernNSC
Share
0.4%
Value
$2m
Shares
6,019
+39%
Select Sector Spdr TRXLF
Share
0.4%
Value
$2m
Shares
33,579
Held
JPMorgan ChaseJPM
Share
0.4%
Value
$2m
Shares
5,395
+59%
Vanguard Index FDSVBK
Share
0.3%
Value
$2m
Shares
4,590
-3%
Ishares TRSUB
Share
0.3%
Value
$2m
Shares
15,456
-3%
Spdr Series TrustSLYV
Share
0.3%
Value
$2m
Shares
14,971
Held
Select Sector Spdr TRXLI
Share
0.3%
Value
$2m
Shares
8,665
Held
Vanguard Index FDSVNQ
Share
0.3%
Value
$2m
Shares
16,640
-3%
Vanguard Index FDSVBR
Share
0.3%
Value
$2m
Shares
6,524
Held
Taiwan Semiconductor ManufacturingTSM
Share
0.3%
Value
$2m
Shares
3,277
+6%
Ishares TREEM
Share
0.3%
Value
$2m
Shares
22,859
-3%
Vanguard World FDVPU
Share
0.3%
Value
$2m
Shares
7,821
-4%
Vanguard World FDVAW
Share
0.3%
Value
$1m
Shares
6,461
-6%
Marathon PetroleumMPC
Share
0.3%
Value
$1m
Shares
5,770
Held
Micron TechnologyMU
Share
0.3%
Value
$1m
Shares
1,236
+53%
Berkshire HathawayBRK-B
Share
0.3%
Value
$1m
Shares
2,755
+37%
Ishares TRMUB
Share
0.3%
Value
$1m
Shares
12,307
+20%
ExxonMobil HoldingsXOM
Share
0.3%
Value
$1m
Shares
9,546
New
Ishares TRSHV
Share
0.3%
Value
$1m
Shares
11,791
+11%
Ishares TRIJT
Share
0.3%
Value
$1m
Shares
7,180
-4%
Procter & GamblePG
Share
0.2%
Value
$1m
Shares
8,358
+7%
VisaV
Share
0.2%
Value
$1m
Shares
3,398
Held
Select Sector Spdr TRXLV
Share
0.2%
Value
$1m
Shares
6,952
-7%
Advanced Micro DevicesAMD
Share
0.2%
Value
$1m
Shares
1,830
+50%
Ishares TRIEI
Share
0.2%
Value
$992,687
Shares
8,452
-37%
IntelINTC
Share
0.2%
Value
$989,837
Shares
7,089
+15%
Meta PlatformsMETA
Share
0.2%
Value
$931,682
Shares
1,654
+56%
Coca-ColaKO
Share
0.2%
Value
$850,572
Shares
10,466
+32%
Home DepotHD
Share
0.2%
Value
$848,061
Shares
2,405
Held
Philip Morris InternationalPM
Share
0.2%
Value
$817,351
Shares
4,518
+4%
CaterpillarCAT
Share
0.2%
Value
$777,377
Shares
730
+4%
Berkshire Hathaway INC DELBRK-A
Share
0.1%
Value
$748,850
Shares
1
Held
Bank of AmericaBAC
Share
0.1%
Value
$744,558
Shares
13,067
+3%
AbbVieABBV
Share
0.1%
Value
$739,570
Shares
2,939
+6%
Spdr Series TrustSPTI
Share
0.1%
Value
$731,355
Shares
25,761
New
Select Sector Spdr TRXLC
Share
0.1%
Value
$709,036
Shares
6,618
-4%
ASML Holding NVASML
Share
0.1%
Value
$706,251
Shares
355
-2%
Cisco SystemsCSCO
Share
0.1%
Value
$706,170
Shares
6,012
+2%
Ishares TRIJS
Share
0.1%
Value
$698,435
Shares
5,110
-7%
Ishares TRLQD
Share
0.1%
Value
$690,740
Shares
6,333
+3%
Elevance HealthELV
Share
0.1%
Value
$665,949
Shares
1,722
+6%

Company	Share of fund	Value	Shares	Change
Vanguard Tax-Managed FDSVEA	7.5%	$38m	527,002	-4%
Spdr Series TrustBIL	5.1%	$26m	281,079	+7%
Vanguard Index FDSVUG	4.6%	$23m	266,833	Held
Vanguard World FDVGT	4.3%	$22m	179,907	-12%
Eli LillyLLY	3.7%	$18m	15,366	-12%
Vanguard Index FDSVV	3.3%	$17m	48,108	Held
Ishares TRIVW	3.0%	$15m	110,218	-2%
Vanguard BD Index FDSVUSB	2.9%	$14m	287,484	+9%
Select Sector Spdr TRXLK	2.7%	$13m	70,184	-4%
Blackrock ETF Trust IIBINC	2.2%	$11m	206,637	+7%
AppleAAPL	2.1%	$11m	37,192	+10%
Vanguard Scottsdale FDSVGIT	2.1%	$11m	181,965	+7%
Vanguard Index FDSVOO	2.0%	$10m	14,520	Held
Vanguard Index FDSVTV	1.9%	$10m	44,520	Held
Ishares TRAGG	1.8%	$9m	92,585	-23%
Vanguard Intl Equity Index FVWO	1.8%	$9m	152,127	-3%
Vanguard World FDVIS	1.7%	$8m	23,146	-3%
Vanguard World FDVFH	1.6%	$8m	62,306	+5%
Vanguard World FDVCR	1.6%	$8m	20,368	Held
Vanguard World FDVHT	1.6%	$8m	26,713	Held
Vanguard Whitehall FDSVYM	1.5%	$8m	47,471	-4%
Ishares TRIJH	1.4%	$7m	87,956	Held
MicrosoftMSFT	1.3%	$6m	17,171	+2%
Vanguard Index FDSVO	1.3%	$6m	77,811	+2%
Ishares TRIVE	1.2%	$6m	26,285	Held
NvidiaNVDA	1.2%	$6m	29,413	+16%
Vanguard World FDVOX	1.0%	$5m	26,696	-3%
Spdr Series TrustSDY	0.9%	$5m	31,040	-2%
Ishares TREFA	0.9%	$5m	44,126	-5%
Ishares TRIGSB	0.8%	$4m	79,362	Held
Vanguard Index FDSVOT	0.8%	$4m	12,325	+3%
Vanguard Index FDSVOE	0.7%	$4m	18,914	Held
Invesco Exchange Traded FD TPEY	0.7%	$4m	158,932	-4%
Vanguard Index FDSVB	0.7%	$4m	11,580	Held
First TR Exchange-Traded FDFDL	0.7%	$3m	70,236	-3%
Ishares TRIJK	0.7%	$3m	28,159	Held
Vanguard BD Index FDSBND	0.7%	$3m	45,003	New
AlphabetGOOGL	0.7%	$3m	9,234	+7%
Vanguard World FDVDC	0.6%	$3m	14,435	-6%
Wisdomtree TRDON	0.6%	$3m	57,442	Held
Wisdomtree TRAIVL	0.6%	$3m	23,362	Held
IsharesIEMG	0.6%	$3m	35,075	Held
Vanguard World FDVDE	0.5%	$3m	18,141	-14%
AlphabetGOOG	0.5%	$3m	7,356	+39%
TeslaTSLA	0.5%	$2m	5,913	+2%
State STR Spdr S&P 500 ETF TSPY	0.5%	$2m	3,322	Held
Ishares TRIJR	0.5%	$2m	16,591	Held
Wisdomtree TRDES	0.5%	$2m	59,927	Held
Ishares TRIJJ	0.5%	$2m	15,374	-4%
Ishares TRIWM	0.4%	$2m	7,333	-2%
Amazon.comAMZN	0.4%	$2m	9,242	+2%
BroadcomAVGO	0.4%	$2m	5,712	+53%
Select Sector Spdr TRXLY	0.4%	$2m	18,147	-2%
Johnson & JohnsonJNJ	0.4%	$2m	8,327	Held
Pimco ETF TRSMMU	0.4%	$2m	40,993	+28%
Ishares TRIVV	0.4%	$2m	2,730	Held
Ishares TRIXG	0.4%	$2m	15,799	-3%
J P Morgan Exchange Traded FJMST	0.4%	$2m	37,719	+32%
Ishares TRSHY	0.4%	$2m	23,404	-6%
Norfolk SouthernNSC	0.4%	$2m	6,019	+39%
Select Sector Spdr TRXLF	0.4%	$2m	33,579	Held
JPMorgan ChaseJPM	0.4%	$2m	5,395	+59%
Vanguard Index FDSVBK	0.3%	$2m	4,590	-3%
Ishares TRSUB	0.3%	$2m	15,456	-3%
Spdr Series TrustSLYV	0.3%	$2m	14,971	Held
Select Sector Spdr TRXLI	0.3%	$2m	8,665	Held
Vanguard Index FDSVNQ	0.3%	$2m	16,640	-3%
Vanguard Index FDSVBR	0.3%	$2m	6,524	Held
Taiwan Semiconductor ManufacturingTSM	0.3%	$2m	3,277	+6%
Ishares TREEM	0.3%	$2m	22,859	-3%
Vanguard World FDVPU	0.3%	$2m	7,821	-4%
Vanguard World FDVAW	0.3%	$1m	6,461	-6%
Marathon PetroleumMPC	0.3%	$1m	5,770	Held
Micron TechnologyMU	0.3%	$1m	1,236	+53%
Berkshire HathawayBRK-B	0.3%	$1m	2,755	+37%
Ishares TRMUB	0.3%	$1m	12,307	+20%
ExxonMobil HoldingsXOM	0.3%	$1m	9,546	New
Ishares TRSHV	0.3%	$1m	11,791	+11%
Ishares TRIJT	0.3%	$1m	7,180	-4%
Procter & GamblePG	0.2%	$1m	8,358	+7%
VisaV	0.2%	$1m	3,398	Held
Select Sector Spdr TRXLV	0.2%	$1m	6,952	-7%
Advanced Micro DevicesAMD	0.2%	$1m	1,830	+50%
Ishares TRIEI	0.2%	$992,687	8,452	-37%
IntelINTC	0.2%	$989,837	7,089	+15%
Meta PlatformsMETA	0.2%	$931,682	1,654	+56%
Coca-ColaKO	0.2%	$850,572	10,466	+32%
Home DepotHD	0.2%	$848,061	2,405	Held
Philip Morris InternationalPM	0.2%	$817,351	4,518	+4%
CaterpillarCAT	0.2%	$777,377	730	+4%
Berkshire Hathaway INC DELBRK-A	0.1%	$748,850	1	Held
Bank of AmericaBAC	0.1%	$744,558	13,067	+3%
AbbVieABBV	0.1%	$739,570	2,939	+6%
Spdr Series TrustSPTI	0.1%	$731,355	25,761	New
Select Sector Spdr TRXLC	0.1%	$709,036	6,618	-4%
ASML Holding NVASML	0.1%	$706,251	355	-2%
Cisco SystemsCSCO	0.1%	$706,170	6,012	+2%
Ishares TRIJS	0.1%	$698,435	5,110	-7%
Ishares TRLQD	0.1%	$690,740	6,333	+3%
Elevance HealthELV	0.1%	$665,949	1,722	+6%

Showing the largest 100 of 184.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 25.7% since 30 June 2025.

Where the money is

Technology7.4%

Health care4.9%

Financial services1.8%

Industrials1.5%

Media & telecom1.4%

Retail & consumer1.2%

Everyday goods0.9%

Energy0.6%

Utilities0.2%

Materials0.2%

Other80.2%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.