Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FOUNDERS GROVE WEALTH PARTNERS, LLC (CIK 2046157) reported $500.9M across 184 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VEA ($37.5M, 7.50%), BIL ($25.8M, 5.14%), VUG ($23.0M, 4.59%), VGT ($21.5M, 4.29%), LLY ($18.4M, 3.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $37.5M | 7.50% | 527,002 | Trimmed |
| 2 | BIL | SPDR SERIES TRUST | $25.8M | 5.14% | 281,079 | Added |
| 3 | VUG | VANGUARD INDEX FDS | $23.0M | 4.59% | 266,833 | Added |
| 4 | VGT | VANGUARD WORLD FD | $21.5M | 4.29% | 179,907 | Added |
| 5 | LLY | ELI LILLY & CO | $18.4M | 3.68% | 15,366 | Trimmed |
| 6 | VV | VANGUARD INDEX FDS | $16.5M | 3.30% | 48,108 | Added |
| 7 | IVW | ISHARES TR | $15.2M | 3.03% | 110,218 | Trimmed |
| 8 | VUSB | VANGUARD BD INDEX FDS | $14.3M | 2.86% | 287,484 | Added |
| 9 | XLK | SELECT SECTOR SPDR TR | $13.4M | 2.67% | 70,184 | Trimmed |
| 10 | BINC | BLACKROCK ETF TRUST II | $10.8M | 2.16% | 206,637 | Added |
| 11 | AAPL | APPLE INC | $10.8M | 2.15% | 37,192 | Added |
| 12 | VGIT | VANGUARD SCOTTSDALE FDS | $10.7M | 2.14% | 181,965 | Added |
| 13 | VOO | VANGUARD INDEX FDS | $10.0M | 1.99% | 14,520 | Trimmed |
| 14 | VTV | VANGUARD INDEX FDS | $9.7M | 1.94% | 44,520 | Added |
| 15 | AGG | ISHARES TR | $9.2M | 1.83% | 92,585 | Trimmed |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | $9.1M | 1.81% | 152,127 | Trimmed |
| 17 | VIS | VANGUARD WORLD FD | $8.3M | 1.67% | 23,146 | Trimmed |
| 18 | VFH | VANGUARD WORLD FD | $8.2M | 1.64% | 62,306 | Added |
| 19 | VCR | VANGUARD WORLD FD | $8.1M | 1.61% | 20,368 | Trimmed |
| 20 | VHT | VANGUARD WORLD FD | $8.0M | 1.59% | 26,713 | Trimmed |
| 21 | VYM | VANGUARD WHITEHALL FDS | $7.5M | 1.50% | 47,471 | Trimmed |
| 22 | IJH | ISHARES TR | $6.8M | 1.35% | 87,956 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $6.4M | 1.28% | 17,171 | Added |
| 24 | VO | VANGUARD INDEX FDS | $6.3M | 1.25% | 77,811 | Added |
| 25 | IVE | ISHARES TR | $6.0M | 1.19% | 26,285 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30