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FOUNDERS GROVE WEALTH PARTNERS, LLC
Period ended Sep 30, 2026 · Latest filing Oct 16, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $507,057,158
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $37,362,434
- SPDR SERIES TRUST · ST STR BLO 1 ETF · 78468R663 · shares: $26,119,027
- VANGUARD INDEX FDS · MRNGSTR GRWT ETF · 922908736 · shares: $23,985,426
- VANGUARD WORLD FD · INF TECH ETF · 92204A702 · shares: $22,841,461
- ELI LILLY & CO · COM · 532457108 · shares: $17,389,152
- VANGUARD INDEX FDS · MRNGSTR LRG CAP · 922908637 · shares: $16,929,263
- ISHARES TR · S&P 500 GRWT ETF · 464287309 · shares: $15,483,614
- VANGUARD BD INDEX FDS · VANGUARD ULTRA · 92203C303 · shares: $14,387,784
- SELECT SECTOR SPDR TR · ST STR TECHN ETF · 81369Y803 · shares: $13,465,913
- APPLE INC · COM · 037833100 · shares: $12,145,905
Reported holdings
191 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 529,138 shares | $37,362,434 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | 78468R663 | — | 285,018 shares | $26,119,027 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 266,179 shares | $23,985,426 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 181,757 shares | $22,841,461 |
| ELI LILLY & CO | COM | 532457108 | — | 15,028 shares | $17,389,152 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 48,115 shares | $16,929,263 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 108,840 shares | $15,483,614 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | — | 290,369 shares | $14,387,784 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 68,791 shares | $13,465,913 |
| APPLE INC | COM | 037833100 | — | 36,472 shares | $12,145,905 |
| BLACKROCK ETF TRUST II | ISHA FLEX IN ETF | 092528603 | — | 209,987 shares | $10,665,240 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | — | 185,225 shares | $10,494,836 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 13,983 shares | $9,800,206 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 44,208 shares | $9,552,510 |
| MICROSOFT CORP | COM | 594918104 | — | 17,744 shares | $9,100,898 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 153,335 shares | $9,094,299 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 96,171 shares | $9,092,006 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | — | 26,529 shares | $8,385,226 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 | — | 63,048 shares | $8,201,926 |
| VANGUARD WORLD FD | CONSUM DIS ETF | 92204A108 | — | 20,663 shares | $7,535,383 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 46,306 shares | $7,186,691 |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 92204A603 | — | 22,370 shares | $7,169,809 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 31,312 shares | $7,151,088 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 86,868 shares | $6,250,153 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 77,826 shares | $6,103,147 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 25,490 shares | $5,818,793 |
| VANGUARD WORLD FD | COMM SRVC ETF | 92204A884 | — | 27,563 shares | $5,253,232 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 43,276 shares | $4,495,960 |
| SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | — | 30,689 shares | $4,495,387 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 56,185 shares | $3,941,378 |
| VANGUARD INDEX FDS | MRNGSTR MD CP VA | 922908512 | — | 18,836 shares | $3,683,003 |
| VANGUARD INDEX FDS | MRNGSTR MD CP GR | 922908538 | — | 12,297 shares | $3,591,954 |
| INVESCO EXCHANGE TRADED FD T | HIG YLD EQ DIV | 46137V563 | — | 156,001 shares | $3,559,038 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 336917109 | — | 69,372 shares | $3,406,859 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 9,398 shares | $3,233,664 |
| VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 | — | 14,651 shares | $3,196,941 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 11,229 shares | $3,194,479 |
| VANGUARD WORLD FD | ENERGY ETF | 92204A306 | — | 18,409 shares | $3,169,293 |
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | — | 57,091 shares | $3,080,059 |
| ISHARES TR | S&P MC 400GR ETF | 464287606 | — | 27,603 shares | $3,025,565 |
| WISDOMTREE TR | US AI ENHANCED | 97717W406 | — | 23,194 shares | $2,967,522 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 34,877 shares | $2,830,617 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 52,087 shares | $2,668,417 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 3,314 shares | $2,527,537 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 7,035 shares | $2,397,106 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 8,856 shares | $2,344,537 |
| AMAZON COM INC | COM | 023135106 | — | 9,259 shares | $2,306,880 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 21,671 shares | $2,265,486 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 16,398 shares | $2,230,784 |
| WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | — | 57,993 shares | $2,197,935 |
| MARATHON PETE CORP | COM | 56585A102 | — | 5,508 shares | $2,178,011 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 27,874 shares | $2,153,266 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 2,012 shares | $2,143,001 |
| TESLA INC | COM | 88160R101 | — | 5,913 shares | $2,097,992 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 2,730 shares | $2,090,770 |
| BROADCOM INC | COM | 11135F101 | — | 5,840 shares | $2,050,950 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | — | 38,197 shares | $1,931,240 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | 81369Y407 | — | 17,564 shares | $1,911,647 |
| ISHARES TR | S&P MC 400VL ETF | 464287705 | — | 13,842 shares | $1,906,182 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 6,042 shares | $1,866,978 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 5,594 shares | $1,850,663 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | — | 22,096 shares | $1,794,195 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 6,375 shares | $1,771,549 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 32,039 shares | $1,710,883 |
| ISHARES TR | GLOBAL FINLS ETF | 464287333 | — | 12,905 shares | $1,638,935 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 10,014 shares | $1,629,860 |
| VANGUARD INDEX FDS | MRNGSTR SM CP GR | 922908595 | — | 4,610 shares | $1,557,396 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 17,043 shares | $1,527,564 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 6,504 shares | $1,502,619 |
| SPDR SERIES TRUST | ST STR SP600SM C | 78464A300 | — | 14,470 shares | $1,478,110 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 21,886 shares | $1,461,758 |
| PIMCO ETF TR | SHTRM MUN BD ACT | 72201R874 | — | 29,524 shares | $1,458,781 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | — | 8,649 shares | $1,444,222 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 3,155 shares | $1,439,279 |
| VANGUARD WORLD FD | MATERIALS ETF | 92204A801 | — | 6,593 shares | $1,438,395 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 2,770 shares | $1,379,322 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 | — | 7,971 shares | $1,363,041 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 | — | 11,844 shares | $1,306,630 |
| VISA INC | COM CL A | 92826C839 | — | 3,530 shares | $1,268,435 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 1,990 shares | $1,217,402 |
| META PLATFORMS INC | CL A | 30303M102 | — | 1,670 shares | $1,211,051 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 6,952 shares | $1,170,856 |
| ISHARES TR | S&P SML 600 GWT | 464287887 | — | 7,171 shares | $1,149,726 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 7,796 shares | $1,132,672 |
| INTEL CORP | COM | 458140100 | — | 8,385 shares | $1,008,129 |
| SPDR SERIES TRUST | ST INTER ETF | 78464A672 | — | 35,198 shares | $960,201 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD AN | 85208R101 | — | 22,043 shares | $915,666 |
| ABBVIE INC | COM | 00287Y109 | — | 3,447 shares | $901,701 |
| COCA COLA CO | COM | 191216100 | — | 10,414 shares | $896,437 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 4,636 shares | $884,642 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 | — | 7,583 shares | $860,216 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 7,832 shares | $791,815 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 1 shares | $747,005 |
| SELECT SECTOR SPDR TR | ST STR SVC ETF | 81369Y852 | — | 6,546 shares | $726,461 |
| BANK OF AMER CORP | COM | 060505104 | — | 13,302 shares | $724,028 |
| CISCO SYS INC | COM | 17275R102 | — | 6,613 shares | $711,757 |
| MERCK & CO INC | COM | 58933Y105 | — | 4,896 shares | $711,438 |
| HOME DEPOT INC | COM | 437076102 | — | 2,364 shares | $672,426 |
| SALESFORCE INC | COM | 79466L302 | — | 2,884 shares | $662,080 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 357 shares | $646,766 |