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 $439.9M across 162 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($35.0M, 7.95%), BIL ($24.0M, 5.46%), VUG ($19.3M, 4.38%), VGT ($17.8M, 4.05%), LLY ($16.0M, 3.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $35.0M | 7.95% | 546,091 | Trimmed |
| 2 | BIL | SPDR SERIES TRUST | $24.0M | 5.46% | 261,898 | Added |
| 3 | VUG | VANGUARD INDEX FDS | $19.3M | 4.38% | 44,142 | Added |
| 4 | VGT | VANGUARD WORLD FD | $17.8M | 4.05% | 25,552 | Trimmed |
| 5 | LLY | ELI LILLY & CO | $16.0M | 3.63% | 17,370 | Trimmed |
| 6 | VV | VANGUARD INDEX FDS | $14.3M | 3.24% | 47,767 | Added |
| 7 | VUSB | VANGUARD BD INDEX FDS | $13.1M | 2.98% | 263,552 | Added |
| 8 | IVW | ISHARES TR | $12.7M | 2.90% | 112,722 | Trimmed |
| 9 | AGG | ISHARES TR | $11.9M | 2.71% | 119,882 | Added |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | $10.1M | 2.30% | 169,581 | Added |
| 11 | BINC | BLACKROCK ETF TRUST II | $10.0M | 2.27% | 192,616 | Added |
| 12 | XLK | SELECT SECTOR SPDR TR | $9.7M | 2.20% | 72,898 | Trimmed |
| 13 | VOO | VANGUARD INDEX FDS | $8.7M | 1.99% | 14,620 | Trimmed |
| 14 | AAPL | APPLE INC | $8.6M | 1.96% | 33,902 | Trimmed |
| 15 | VTV | VANGUARD INDEX FDS | $8.6M | 1.95% | 43,685 | Added |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | $8.5M | 1.92% | 156,606 | Added |
| 17 | VIS | VANGUARD WORLD FD | $7.4M | 1.69% | 23,826 | Added |
| 18 | VCR | VANGUARD WORLD FD | $7.4M | 1.69% | 20,731 | Added |
| 19 | VHT | VANGUARD WORLD FD | $7.4M | 1.68% | 27,121 | Added |
| 20 | VYM | VANGUARD WHITEHALL FDS | $7.3M | 1.66% | 49,215 | Trimmed |
| 21 | VFH | VANGUARD WORLD FD | $7.1M | 1.62% | 59,085 | Added |
| 22 | MSFT | MICROSOFT CORP | $6.2M | 1.42% | 16,833 | Added |
| 23 | IJH | ISHARES TR | $6.0M | 1.36% | 88,377 | Trimmed |
| 24 | IVE | ISHARES TR | $5.6M | 1.28% | 26,751 | Trimmed |
| 25 | VO | VANGUARD INDEX FDS | $5.5M | 1.24% | 19,067 | Added |
Source: SEC Form 13F filings · as of 2026-03-31