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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
  1. VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $37,362,434
  2. SPDR SERIES TRUST · ST STR BLO 1 ETF · 78468R663 · shares: $26,119,027
  3. VANGUARD INDEX FDS · MRNGSTR GRWT ETF · 922908736 · shares: $23,985,426
  4. VANGUARD WORLD FD · INF TECH ETF · 92204A702 · shares: $22,841,461
  5. ELI LILLY & CO · COM · 532457108 · shares: $17,389,152
  6. VANGUARD INDEX FDS · MRNGSTR LRG CAP · 922908637 · shares: $16,929,263
  7. ISHARES TR · S&P 500 GRWT ETF · 464287309 · shares: $15,483,614
  8. VANGUARD BD INDEX FDS · VANGUARD ULTRA · 92203C303 · shares: $14,387,784
  9. SELECT SECTOR SPDR TR · ST STR TECHN ETF · 81369Y803 · shares: $13,465,913
  10. APPLE INC · COM · 037833100 · shares: $12,145,905

Reported holdings

191 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
ADOBE INCCOM00724F101 — 2,624 shares $629,603
ISHARES TRSP SMCP600VL ETF464287879 — 4,898 shares $627,434
CATERPILLAR INCCOM149123101 — 743 shares $602,417
GLOBAL X FDSS&P 500 CATHOLIC37954Y889 — 6,599 shares $598,397
ELEVANCE HEALTH INC FORMERLYCOM036752103 — 1,539 shares $598,394
APPLIED MATLS INCCOM038222105 — 1,157 shares $591,667
PALO ALTO NETWORKS INCCOM697435105 — 1,466 shares $582,456
AUTOMATIC DATA PROCESSING INCOM053015103 — 2,226 shares $574,442
SPDR SERIES TRUSTST SHO TREAS ETF78468R101 — 19,913 shares $570,906
SCHWAB STRATEGIC TRUS LCAP GR ETF808524300 — 15,285 shares $549,190
ABBOTT LABORATORIESCOM002824100 — 5,504 shares $543,960
TIMOTHY PLANUS LRGMD CP CORE887432359 — 11,159 shares $539,872
VANGUARD ADMIRAL FDS INC500 GRTH IDX F921932505 — 5,700 shares $487,236
CITIGROUP INCCOM NEW172967424 — 3,600 shares $466,128
SPROTT ASSET MANAGEMENT LPPHYSICAL SILVER85207K107 — 23,875 shares $462,459
ALTRIA GROUP INCCOM02209S103 — 6,834 shares $460,202
INVESCO QQQ TRUNIT SER 146090E103 — 612 shares $452,934
VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844 — 1,924 shares $448,888
STATE STR SPDR S&P MIDCAP 40UTSER1 S&PDCRP78467Y107 — 681 shares $447,220
SPDR SERIES TRUSTST STR CORPO ETF78464A144 — 16,150 shares $443,964
DOCUSIGN INCCOM256163106 — 6,551 shares $439,900
WHEATON PRECIOUS METALS CORPCOM962879102 — 3,180 shares $425,230
ISHARES TRIBOXX INV CP ETF464287242 — 4,158 shares $424,864
COSTCO WHOLESALE CORPORATIONCOM22160K105 — 444 shares $404,191
AFLAC INCCOM001055102 — 3,532 shares $394,807
CAPITAL ONE FINL CORPCOM14040H105 — 2,033 shares $392,436
SANDISK CORPCOM80004C200 — 220 shares $382,776
DELL TECHNOLOGIES INCCL C24703L202 — 706 shares $379,793
LAM RESEARCH CORPCOM NEW512807306 — 1,141 shares $374,830
SELECT SECTOR SPDR TRST STR STAPL ETF81369Y308 — 4,650 shares $374,790
ILLINOIS TOOL WKS INCCOM452308109 — 1,449 shares $372,799
AMERICAN EXPRESS COCOM025816109 — 1,216 shares $369,786
MCKESSON CORPCOM58155Q103 — 429 shares $366,138
GILEAD SCIENCES INCCOM375558103 — 2,437 shares $363,235
WORKDAY INCCL A98138H101 — 1,869 shares $355,970
NEWMONT CORPCOM651639106 — 3,086 shares $355,939
VALERO ENERGY CORPCOM91913Y100 — 915 shares $354,663
HSBC HLDGS PLCSPON ADR NEW404280406 — 3,508 shares $348,379
TEXAS INSTRS INCCOM882508104 — 1,242 shares $347,872
JOHNSON CONTROLS INTERNATIONSHSG51502105 — 2,332 shares $346,652
FEDEX CORPCOM31428X106 — 1,181 shares $336,691
MARKEL GROUP INCCOM570535104 — 193 shares $330,503
FASTENAL COCOM311900104 — 6,624 shares $328,087
SERVICENOW INCCOM81762P102 — 2,448 shares $328,056
TWILIO INCCL A90138F102 — 1,118 shares $326,970
INTUITCOM461202103 — 1,181 shares $325,614
PALANTIR TECHNOLOGIES INCCL A69608A108 — 1,732 shares $323,971
VANGUARD SCOTTSDALE FDSSHORT TERM TREAS92206C102 — 5,598 shares $322,227
FIRST NATL CORP VACOM32106V107 — 10,954 shares $321,829
GE VERNOVA INCCOM36828A101 — 336 shares $319,365
GOLDMAN SACHS GROUP INCCOM38141G104 — 351 shares $316,026
FERGUSON ENTERPRISES INCCOMMON STOCK NEW31488V107 — 1,363 shares $303,431
ACCENTURE PLC IRELANDSHS CLASS AG1151C101 — 1,653 shares $303,111
CHEVRON CORPORATIONCOM166764100 — 1,482 shares $302,639
SEAGATE TECHNOLOGY HLDNGS PLORD SHSG7997R103 — 325 shares $299,760
SCHWAB STRATEGIC TRLONG TERM US808524680 — 10,364 shares $294,959
UNITEDHEALTH GROUP INCCOM91324P102 — 800 shares $293,664
PHILLIPS 66COM718546104 — 1,150 shares $293,606
WELLS FARGO & COCOM949746101 — 3,591 shares $287,460
NETFLIX INC.COM64110L106 — 4,076 shares $283,608
RTX CORPORATIONCOM75513E101 — 1,523 shares $282,745
TRUIST FINL CORPCOM89832Q109 — 5,983 shares $277,013
ISHARES TR7-10 YR TRSY BD464287440 — 3,083 shares $275,343
VANGUARD MUN BD FDSTAX EXEMPT BD922907746 — 5,737 shares $271,704
DUKE ENERGY CORP NEWCOM NEW26441C204 — 2,362 shares $269,292
EMERSON ELEC COCOM291011104 — 1,696 shares $263,050
NORTHROP GRUMMAN CORPCOM666807102 — 534 shares $258,178
PENUMBRA INCCOM70975L107 — 791 shares $251,807
DROPBOX INCCL A26210C104 — 7,432 shares $251,573
CROWDSTRIKE HLDGS INCCL A22788C105 — 907 shares $240,128
BHP BILLITON LIMITEDSPONSORED ADS088606108 — 2,777 shares $235,601
WALMART INCCOM931142103 — 2,252 shares $234,028
CSX CORPCOM126408103 — 4,944 shares $229,945
ISHARES TRSELECT DIVID ETF464287168 — 1,497 shares $227,649
AT&T INCCOM00206R102 — 9,270 shares $226,183
MARVELL TECHNOLOGY INCCOM573874104 — 855 shares $225,900
INTERNATIONAL BUSINESS MACHSCOM459200101 — 1,016 shares $223,449
CANADIAN PACIFIC KANSAS CITYCOM13646K108 — 2,584 shares $219,898
ISHARES TR0-5YR HI YL CP46434V407 — 5,307 shares $218,914
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF922042742 — 1,383 shares $218,307
CONOCOPHILLIPSCOM20825C104 — 1,723 shares $215,633
MASTERCARD INCORPORATEDCL A57636Q104 — 385 shares $212,316
ANGLOGOLD ASHANTI PLCCOM SHSG0378L100 — 2,225 shares $209,039
ORACLE CORPCOM68389X105 — 1,481 shares $203,341
ISHARES TRMRGSTR MD CP VAL464288406 — 2,196 shares $201,482
CENCORA INCCOM03073E105 — 670 shares $201,168
SYSCO CORPCOM871829107 — 2,572 shares $200,513
BANCO SANTANDER SAADR05964H105 — 11,803 shares $163,235
WESTERN UN COCOM959802109 — 13,705 shares $80,860
FLOWERS FOODS INCCOM343498101 — 13,228 shares $73,415
ADT INC DELCOM00090Q103 — 11,691 shares $71,081