FOUNDERS GROVE WEALTH PARTNERS, LLC

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CIK 2046157

13F portfolio (2026-Q1)

$440M

Positions

162

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

162

Top 5

25.5%

Top 10

39.6%

Effective N

40.7

HHI

0.025

This quarter

18 new · 0 exit →

By sector

Unclassified82.5%

Information Technology5.6%

Health Care4.6%

Financials1.7%

Consumer Discretionary1.4%

Communication Services1.3%

Industrials1.0%

Energy0.8%

Other1.1%

By market cap

Unknown83.2%

Mega (>$200B)14.4%

Large ($10–200B)2.4%

Micro (<$300M)0.1%

By region

Other82.5%

North America17.0%

Europe0.3%

Asia-Pacific0.2%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	82.73%	84
Pharmaceuticals & Biotechnology	4.63%	8
Technology Hardware & Equipment	2.11%	3
Semiconductors & Semiconductor Equipment	1.79%	8
Software	1.53%	3
Software & IT Services	1.14%	4
Oil, Gas & Consumable Fuels	0.80%	4
Banks	0.78%	9
Specialty Retail	0.76%	4
Automobiles & Components	0.49%	1
Chemicals	0.41%	4
Commercial Services & Supplies	0.35%	2
Machinery	0.35%	4
Road & Rail	0.33%	2
Insurance	0.28%	3
Tobacco	0.26%	2
Aerospace & Defense	0.23%	3
Utilities	0.20%	3
Beverages	0.14%	1
Distributors	0.13%	2
Diversified Telecommunication Services	0.13%	2
Media & Entertainment	0.11%	1
Metals & Mining	0.10%	1
Airlines	0.08%	1
Electrical Equipment & Components	0.05%	1
Hotels, Restaurants & Leisure	0.05%	1
Capital Markets	0.05%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VEA	VANGUARD TAX-MANAGED FDS	Unclassified	7.95%
2	BIL	SPDR SERIES TRUST	Unclassified	5.46%
3	VUG	VANGUARD INDEX FDS	Unclassified	4.38%
4	VGT	VANGUARD WORLD FD	Unclassified	4.05%
5	LLY	ELI LILLY & Co	Health Care	3.63%
6	VV	VANGUARD INDEX FDS	Unclassified	3.24%
7	VUSB	VANGUARD BD INDEX FDS	Unclassified	2.98%
8	IVW	ISHARES TR	Unclassified	2.90%
9	AGG	ISHARES TR	Unclassified	2.71%
10	VGIT	VANGUARD SCOTTSDALE FDS	Unclassified	2.30%

79/162 names classified · sector 17.5% of weight · industry 17.3% · mkt cap 16.8%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 6 quarters

Health CareLLY, JNJ, ABT, ABBV, MRK · other

Information TechnologyAAPL, MSFT, NVDA, AVGO, TSM · other

FinancialsV, BRK.B, JPM, ELV, BAC · other

Consumer DiscretionaryTSLA, AMZN, HD, FERG, COST · other

Communication ServicesGOOGL, GOOG, META, NFLX, T · other

IndustrialsNSC, HON, CAT, FDX, ASML · other

EnergyXOM, MPC, SHEL, CVX

MaterialsPG, WPM, ECL, ALB, LIN

Consumer StaplesPM, KO, MO

UtilitiesDUK, NEE, SO, D

UnclassifiedVEA, BIL, VUG, VGT, VV · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 17.5% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 17% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (70 classified)FOUNDERS GROVE WEALTH PARTNERS, LLC centroid (Large Core)

Information TechnologyHealth CareConsumer DiscretionaryFinancialsCommunication ServicesIndustrialsEnergyMaterialsConsumer StaplesUtilities

Style box summary for FOUNDERS GROVE WEALTH PARTNERS, LLC: centroid Large Core. Heaviest cells: Large Growth 10.7%, Large Value 2.9%, Large Core 2.4%.

Classified: 16.6% of book weight (70/162 names) · unclassified 83.4%: VEA, BIL, VUG, VGT, VV, VUSB, IVW, AGG, VGIT, BINC +82 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 162 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VEAVANGUARD TAX-MANAGED FDS	546,091	$35M	8.0%	HOLD
2	BILSPDR SERIES TRUST	261,898	$24M	5.5%	HOLD
3	VUGVANGUARD INDEX FDS	44,142	$19M	4.4%	HOLD
4	VGTVANGUARD WORLD FD	25,552	$18M	4.1%	HOLD
5	LLYELI LILLY & CO	17,370	$16M	3.6%	HOLD
6	VVVANGUARD INDEX FDS	47,767	$14M	3.2%	HOLD
7	VUSBVANGUARD BD INDEX FDS	263,552	$13M	3.0%	ADD 7%
8	IVWISHARES TR	112,722	$13M	2.9%	HOLD
9	AGGISHARES TR	119,882	$12M	2.7%	ADD 3%
10	VGITVANGUARD SCOTTSDALE FDS	169,581	$10M	2.3%	ADD 4%
11	BINCBLACKROCK ETF TRUST II	192,616	$10M	2.3%	ADD 7%
12	XLKSELECT SECTOR SPDR TR	72,898	$10M	2.2%	HOLD
13	VOOVANGUARD INDEX FDS	14,620	$9M	2.0%	HOLD
14	AAPLAPPLE INC	33,902	$9M	2.0%	HOLD
15	VTVVANGUARD INDEX FDS	43,685	$9M	1.9%	HOLD
16	VWOVANGUARD INTL EQUITY INDEX F	156,606	$8M	1.9%	ADD 3%
17	VCRVANGUARD WORLD FD	20,731	$7M	1.7%	HOLD
18	VISVANGUARD WORLD FD	23,826	$7M	1.7%	HOLD
19	VHTVANGUARD WORLD FD	27,121	$7M	1.7%	ADD 5%
20	VYMVANGUARD WHITEHALL FDS	49,215	$7M	1.7%	TRIM −3%
21	VFHVANGUARD WORLD FD	59,085	$7M	1.6%	ADD 5%
22	MSFTMICROSOFT CORP	16,833	$6M	1.4%	ADD 5%
23	IJHISHARES TR	88,377	$6M	1.4%	HOLD
24	IVEISHARES TR	26,751	$6M	1.3%	HOLD
25	VOVANGUARD INDEX FDS	19,067	$5M	1.2%	ADD 2%
26	VOXVANGUARD WORLD FD	27,555	$5M	1.1%	HOLD
27	SDYSPDR SER TR	31,735	$5M	1.1%	TRIM −3%
28	EFAISHARES TR	46,481	$5M	1.0%	TRIM −3%
29	NVDANVIDIA CORPORATION	25,367	$4M	1.0%	HOLD
30	IGSBISHARES TR	80,299	$4M	1.0%	ADD 2%
31	FDLFirst Trust Morningstar Div Leaders ETF	72,050	$4M	0.8%	TRIM −4%
32	VDEVANGUARD WORLD FD	21,028	$4M	0.8%	HOLD
33	PEYINVESCO EXCHANGE TRADED FD T	165,003	$4M	0.8%	TRIM −13%
34	VOEVANGUARD INDEX FDS	18,768	$3M	0.8%	ADD 2%
35	VDCVANGUARD WORLD FD	15,349	$3M	0.8%	ADD 14%
36	VOTVANGUARD INDEX FDS	11,934	$3M	0.7%	ADD 3%
37	VBVANGUARD INDEX FDS	11,590	$3M	0.7%	HOLD
38	DONWISDOMTREE TR	57,723	$3M	0.7%	TRIM −3%
39	IJKISHARES TR	28,240	$3M	0.6%	HOLD
40	AIVLWISDOMTREE TR	23,493	$3M	0.6%	TRIM −4%
41	GOOGLALPHABET INC	8,638	$2M	0.6%	ADD 17%
42	IEMGISHARES INC	35,098	$2M	0.6%	HOLD
43	SPYSTATE STR SPDR S&P 500 ETF T	3,323	$2M	0.5%	TRIM −2%
44	DESWISDOMTREE TR	60,029	$2M	0.5%	TRIM −4%
45	TSLATESLA INC	5,787	$2M	0.5%	ADD 7%
46	IJJISHARES TR	16,035	$2M	0.5%	HOLD
47	IJRISHARES TR	16,900	$2M	0.5%	TRIM −5%
48	SHYISHARES TR	24,809	$2M	0.5%	HOLD
49	XLYSELECT SECTOR SPDR TR	18,609	$2M	0.5%	TRIM −9%
50	JNJJOHNSON & JOHNSON	8,167	$2M	0.5%	HOLD
51	AMZNAMAZON COM INC	9,059	$2M	0.4%	ADD 3%
52	IWMISHARES TR	7,513	$2M	0.4%	TRIM −2%
53	IXGISHARES TR	16,311	$2M	0.4%	HOLD
54	IVVISHARES TR	2,732	$2M	0.4%	HOLD
55	SUBISHARES TR	15,923	$2M	0.4%	TRIM −17%
56	XLFSELECT SECTOR SPDR TR	33,771	$2M	0.4%	TRIM −2%
57	XOMEXXON MOBIL CORP	9,722	$2M	0.4%	TRIM −3%
58	VPUVANGUARD WORLD FD	8,152	$2M	0.4%	ADD 6%
59	SMMUPIMCO ETF TR	31,970	$2M	0.4%	HOLD
60	IEIISHARES TR	13,316	$2M	0.4%	ADD 2%
61	VAWVANGUARD WORLD FD	6,844	$2M	0.4%	ADD 6%
62	VNQVANGUARD INDEX FDS	17,140	$2M	0.3%	ADD 16%
63	GOOGALPHABET INC	5,282	$2M	0.3%	ADD 7%
64	JMSTJ P MORGAN EXCHANGE TRADED F	28,572	$1M	0.3%	HOLD
65	VBKVANGUARD INDEX FDS	4,752	$1M	0.3%	HOLD
66	SLYVSPDR SERIES TRUST	15,060	$1M	0.3%	HOLD
67	VBRVANGUARD INDEX FDS	6,475	$1M	0.3%	HOLD
68	MPCMARATHON PETE CORP	5,742	$1M	0.3%	HOLD
69	XLISELECT SECTOR SPDR TR	8,616	$1M	0.3%	HOLD
70	EEMISHARES TR	23,553	$1M	0.3%	HOLD
71	NSCNORFOLK SOUTHN CORP	4,330	$1M	0.3%	HOLD
72	SHVISHARES TR	10,625	$1M	0.3%	HOLD
73	AVGOBROADCOM INC	3,727	$1M	0.3%	ADD 3%
74	PGPROCTER AND GAMBLE CO	7,822	$1M	0.3%	HOLD
75	XLVSELECT SECTOR SPDR TR	7,498	$1M	0.2%	TRIM −10%
76	MUBISHARES TR	10,299	$1M	0.2%	ADD 2%
77	IJTISHARES TR	7,470	$1M	0.2%	HOLD
78	CEFSPROTT ASSET MANAGEMENT LP	22,623	$1M	0.2%	ADD 47%
79	TSMTAIWAN SEMICONDUCTOR MFG LTD	3,090	$1M	0.2%	ADD 12%
80	VVISA INC	3,346	$1M	0.2%	ADD 9%
81	JPMJPMORGAN CHASE & CO	3,383	$995,143	0.2%	HOLD
82	BRK.BBERKSHIRE HATHAWAY INC DEL	2,016	$966,067	0.2%	TRIM −21%
83	HDHOME DEPOT INC	2,369	$779,015	0.2%	TRIM −3%
84	XLCSELECT SECTOR SPDR TR	6,929	$768,201	0.2%	TRIM −9%
85	BRK.ABERKSHIRE HATHAWAY INC DEL	1	$718,140	0.2%	HOLD
86	PMPHILIP MORRIS INTL INC	4,338	$717,245	0.2%	ADD 5%
87	LQDISHARES TR	6,121	$667,128	0.2%	TRIM −13%
88	IJSISHARES TR	5,497	$651,120	0.1%	HOLD
89	BACBANK AMERICA CORP	12,652	$616,785	0.1%	TRIM −13%
90	METAMETA PLATFORMS INC	1,061	$607,030	0.1%	ADD 43%
91	ABBVABBVIE INC	2,779	$604,405	0.1%	ADD 5%
92	KOCOCA COLA CO	7,922	$602,468	0.1%	TRIM −3%
93	XLPSELECT SECTOR SPDR TR	6,983	$572,466	0.1%	TRIM −8%
94	PSLVSPROTT ASSET MANAGEMENT LP	22,480	$548,287	0.1%	NEW
95	MAMASTERCARD INCORPORATED	1,075	$537,134	0.1%	ADD 24%
96	ABTABBOTT LABS	5,197	$533,576	0.1%	ADD 5%
97	TPLCTIMOTHY PLAN	11,212	$520,685	0.1%	HOLD
98	MRKMERCK & CO INC	4,309	$518,330	0.1%	ADD 5%
99	CATHGLOBAL X FDS	6,626	$517,822	0.1%	HOLD
100	CATCATERPILLAR INC	705	$499,464	0.1%	ADD 10%
101	NFLXNETFLIX INC	5,066	$487,096	0.1%	ADD 59%
102	VGSHVANGUARD SHORT-TERM TREASURY ETF	8,256	$483,278	0.1%	TRIM −19%
103	ASMLASML HOLDING N V	363	$479,461	0.1%	ADD 26%
104	ELVELEVANCE HEALTH INC FORMERLY	1,631	$477,475	0.1%	TRIM −5%
105	IEFISHARES TR	4,975	$474,814	0.1%	TRIM −8%
106	CSCOCISCO SYS INC	5,883	$456,462	0.1%	TRIM −19%
107	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	15,285	$445,252	0.1%	HOLD
108	MDYSPDR S&P MIDCAP 400 ETF TR	704	$434,199	0.1%	HOLD
109	WPMWHEATON PRECIOUS METALS CORP	3,211	$420,673	0.1%	ADD 13%
110	VIGVANGUARD SPECIALIZED FUNDS	1,924	$413,775	0.1%	HOLD
111	MOALTRIA GROUP INC	6,196	$408,874	0.1%	HOLD
112	ADPAUTOMATIC DATA PROCESSING IN	1,984	$403,109	0.1%	TRIM −16%
113	QQQINVESCO QQQ TR	695	$401,140	0.1%	HOLD
114	HONHONEYWELL INTL INC	1,743	$393,970	0.1%	HOLD
115	AFLAFLAC INC	3,533	$387,605	0.1%	HOLD
116	VOOGVANGUARD ADMIRAL FDS INC	950	$387,306	0.1%	HOLD
117	TAT&T INC	12,792	$370,834	0.1%	ADD 32%
118	MKLMARKEL GROUP INC	193	$369,416	0.1%	HOLD
119	AXPAMERICAN EXPRESS CO	1,201	$363,278	0.1%	TRIM −10%
120	FDXFEDEX CORP	982	$349,769	0.1%	ADD 11%
121	COSTCOSTCO WHSL CORP NEW	341	$339,783	0.1%	ADD 10%
122	NOCNORTHROP GRUMMAN CORP	477	$325,428	0.1%	HOLD
123	DUKDUKE ENERGY CORP NEW	2,472	$323,684	0.1%	ADD 19%
124	WMTWALMART INC	2,550	$316,914	0.1%	ADD 3%
125	VTEBVANGUARD MUN BD FDS	6,256	$312,112	0.1%	TRIM −36%
126	FERGFERGUSON ENTERPRISES INC	1,324	$308,836	0.1%	TRIM −2%
127	JCIJOHNSON CONTROLS INTERNATION	2,342	$306,685	0.1%	TRIM −7%
128	COFCAPITAL ONE FINL CORP	1,640	$299,114	0.1%	ADD 73%
129	GILDGILEAD SCIENCES INC	2,127	$296,440	0.1%	ADD 9%
130	FXNCFIRST NATL CORP	10,954	$294,882	0.1%	HOLD
131	SOSOUTHERN CO	3,041	$293,517	0.1%	ADD 22%
132	MCKMCKESSON CORP	318	$275,036	0.1%	TRIM −5%
133	MUMICRON TECHNOLOGY INC	810	$273,650	0.1%	NEW
134	INTCINTEL CORP	6,169	$272,238	0.1%	ADD 3%
135	RTXRTX CORPORATION	1,406	$271,217	0.1%	HOLD
136	ALBALBEMARLE CORP	1,510	$271,090	0.1%	HOLD
137	HSBCHSBC HLDGS PLC	3,204	$264,298	0.1%	NEW
138	TFCTRUIST FINL CORP	5,578	$256,421	0.1%	TRIM −5%
139	PLTRPALANTIR TECHNOLOGIES INC	1,708	$249,846	0.1%	ADD 4%
140	AMDADVANCED MICRO DEVICES INC	1,223	$248,795	0.1%	ADD 23%
141	SHELSHELL PLC	2,643	$245,799	0.1%	NEW
142	NEENEXTERA ENERGY INC	2,618	$243,160	0.1%	NEW
143	TXNTEXAS INSTRS INC	1,250	$242,675	0.1%	NEW
144	ORCLORACLE CORP	1,639	$241,113	0.1%	TRIM −17%
145	GEVGE VERNOVA INC	275	$240,048	0.1%	NEW
146	MCDMCDONALDS CORP	769	$238,998	0.1%	TRIM −9%
147	PFEPFIZER INC	8,493	$238,481	0.1%	NEW
148	DVYISHARES TR	1,562	$236,502	0.1%	HOLD
149	AMATAPPLIED MATLS INC	691	$236,177	0.1%	NEW
150	LRCXLAM RESEARCH CORP	1,102	$235,453	0.1%	NEW
151	CCITIGROUP INC	2,033	$230,563	0.1%	ADD 8%
152	NVSNOVARTIS AG	1,471	$224,695	0.1%	NEW
153	PANWPALO ALTO NETWORKS INC	1,319	$211,462	0.0%	NEW
154	CVXCHEVRON CORP NEW	1,019	$210,831	0.0%	NEW
155	VZVERIZON COMMUNICATIONS INC	4,138	$207,728	0.0%	NEW
156	SHYGISHARES TR	4,900	$207,319	0.0%	TRIM −17%
157	GSGOLDMAN SACHS GROUP INC	245	$207,268	0.0%	HOLD
158	CPCANADIAN PACIFIC KANSAS CITY	2,612	$205,460	0.0%	NEW
159	GLTRABRDN PRECIOUS METALS BASKET	925	$202,316	0.0%	NEW
160	LINLINDE PLC	405	$200,783	0.0%	NEW
161	ECLECOLAB INC	752	$200,047	0.0%	NEW
162	SANBANCO SANTANDER S.A.	11,260	$127,013	0.0%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VEAVANGUARD TAX-MANAGED FDS

531K

572K

574K

561K

548K

546K

$35M

BILSPDR SERIES TRUST

207K

238K

247K

237K

259K

262K

$24M

VUGVANGUARD INDEX FDS

43K

45K

47K

45K

44K

$19M

VGTVANGUARD WORLD FD

23K

24K

29K

27K

26K

$18M

LLYELI LILLY & CO

22K

21K

17K

$16M

VVVANGUARD INDEX FDS

38K

42K

48K

47K

48K

$14M

VUSBVANGUARD BD INDEX FDS

181K

206K

216K

222K

246K

264K

$13M

IVWISHARES TR

110K

118K

116K

114K

113K

$13M

AGGISHARES TR

—

21K

90K

117K

120K

$12M

VGITVANGUARD SCOTTSDALE FDS

164K

178K

173K

162K

170K

$10M

BINCBLACKROCK ETF TRUST II

142K

167K

172K

164K

180K

193K

$10M

XLKSELECT SECTOR SPDR TR

38K

40K

38K

37K

73K

$10M

VOOVANGUARD INDEX FDS

10K

12K

16K

15K

$9M

AAPLAPPLE INC

28K

27K

29K

32K

34K

$9M

VTVVANGUARD INDEX FDS

38K

41K

44K

43K

44K

$9M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆FOUNDERS GROVE WEALTH PARTNERS, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 162 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

FOUNDERS GROVE WEALTH PARTNERS, LLC