StockDriftsStockDriftsTop 50 Founders Grove Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 7.37% | 529.1K | $37.4M | +0.41%(+2.14K) | $50.34(+37.80%) | 2026-09-30 | |
| BIL | SPDR SERIES TRUST | 5.15% | 285.0K | $26.1M | +1.40%(+3.94K) | $91.62(-0.05%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 4.73% | 266.2K | $24.0M | -0.25%(-654) | $66.40(+33.76%) | 2026-09-30 | |
| VGT | VANGUARD WORLD FD | 4.5% | 181.8K | $22.8M | +1.03%(+1.85K) | $75.90(+58.55%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 3.43% | 15.0K | $17.4M | -2.20%(-338) | $828.89(+49.64%) | 2026-09-30 | |
| VV | VANGUARD INDEX FDS | 3.34% | 48.1K | $16.9M | +0.01%(+7) | $268.07(+31.81%) | 2026-09-30 | |
| IVW | ISHARES TR | 3.05% | 108.8K | $15.5M | -1.25%(-1.38K) | $98.54(+42.29%) | 2026-09-30 | |
| VUSB | VANGUARD BD INDEX FDS | 2.84% | 290.4K | $14.4M | +1.00%(+2.88K) | $49.79(-0.58%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.66% | 68.8K | $13.5M | -1.98%(-1.39K) | $114.18(+62.87%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.4% | 36.5K | $12.1M | -1.94%(-720) | $236.73(+44.87%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +25.19% |
| Top 20 Holdings Unweighted | — | — | — | — | +21.15% |
Founders Grove Wealth Partners LLC reports $507.06M in US-listed equity holdings across 191 positions in its most recent 13F filing. Its largest disclosed positions are VEA (7.4%), BIL (5.2%) and VUG (4.7%). The top 20 holdings account for 57.58% of reported assets. Its disclosed equity book has returned +25.19% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Founders Grove Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2046157). View Founders Grove Wealth Partners LLC’s 13F filings on SEC