Founders Grove Wealth Partners, LLC holds a diversified book of 184 stocks worth $500.9M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Total Bond Market and trimmed Vanguard Ftse Developed ETF. Their largest long position is Vanguard Ftse Developed ETF at 7% of the equity book. Cloning the disclosed picks since 2025 would be +28% (+17.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2046157/holdings"
Use Arkolith to show FOUNDERS GROVE WEALTH PARTNERS, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 5.5 points over this window.
Growth of $10,000 cloning Founders Grove Wealth Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
20% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $37.5M | 527.0K | 7.5% | ▼−3.5% Reduced · −19K sh | |
| 2 | SPDR Series Trust BLOOMBERG 1-3 MO | $25.8M | 281.1K | 5.1% | ▲+7.3% Added · +19K sh | |
| 3 | Vanguard Index FDS GROWTH ETF | $23.0M | 266.8K | 4.6% | ▲+504% Added · +223K sh | |
| 4 | Vanguard World FD INF TECH ETF | $21.5M | 179.9K | 4.3% | ▲+604% Added · +154K sh | |
| 5 | Eli Lilly & Co COM | $18.4M | 15.4K | 3.7% | ▼−12% Reduced · −2K sh | |
| 6 | Vanguard Index FDS LARGE CAP ETF | $16.5M | 48.1K | 3.3% | ▲+0.7% Added · +341 sh | |
| 7 | Ishares TR S&P 500 GRWT ETF | $15.2M | 110.2K | 3.0% | ▼−2.2% Reduced · −3K sh | |
| 8 | Vanguard BD Index FDS VANGUARD ULTRA | $14.3M | 287.5K | 2.9% | ▲+9.1% Added · +24K sh | |
| 9 | Select Sector SPDR TR TECHNOLOGY | $13.4M | 70.2K | 2.7% | ▼−3.7% Reduced · −3K sh | |
| 10 | BlackRock ETF Trust II FLEXIBLE INCOME | $10.8M | 206.6K | 2.2% | ▲+7.3% Added · +14K sh | |
| 11 | Apple Inc COM | $10.8M | 37.2K | 2.1% | ▲+9.7% Added · +3K sh | |
| 12 | Vanguard Scottsdale FDS INTER TERM TREAS | $10.7M | 182.0K | 2.1% | ▲+7.3% Added · +12K sh | |
| 13 | Vanguard Index FDS S&P 500 ETF SHS | $10.0M | 14.5K | 2.0% | ▼−0.7% Reduced · −100 sh | |
| 14 | Vanguard Index FDS VALUE ETF | $9.7M | 44.5K | 1.9% | ▲+1.9% Added · +835 sh | |
| 15 | Ishares TR CORE US AGGBD ET | $9.2M | 92.6K | 1.8% | ▼−23% Reduced · −27K sh | |
| 16 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $9.1M | 152.1K | 1.8% | ▼−2.9% Reduced · −4K sh | |
| 17 | Vanguard World FD INDUSTRIAL ETF | $8.3M | 23.1K | 1.7% | ▼−2.9% Reduced · −680 sh | |
| 18 | Vanguard World FD FINANCIALS ETF | $8.2M | 62.3K | 1.6% | ▲+5.5% Added · +3K sh | |
| 19 | Vanguard World FD CONSUM DIS ETF | $8.1M | 20.4K | 1.6% | ▼−1.8% Reduced · −363 sh | |
| 20 | Vanguard World FD HEALTH CAR ETF | $8.0M | 26.7K | 1.6% | ▼−1.5% Reduced · −408 sh | |
| 21 | Vanguard Whitehall FDS HIGH DIV YLD | $7.5M | 47.5K | 1.5% | ▼−3.5% Reduced · −2K sh | |
| 22 | Ishares TR CORE S&P MCP ETF | $6.8M | 88.0K | 1.4% | ▼−0.5% Reduced · −421 sh | |
| 23 | Microsoft Corp COM | $6.4M | 17.2K | 1.3% | ▲+2.0% Added · +338 sh | |
| 24 | Vanguard Index FDS MID CAP ETF | $6.3M | 77.8K | 1.3% | ▲+308% Added · +59K sh | |
| 25 | Ishares TR S&P 500 VAL ETF | $6.0M | 26.3K | 1.2% | ▼−1.7% Reduced · −466 sh | |
| 26 | Nvidia Corporation COM | $5.9M | 29.4K | 1.2% | ▲+16% Added · +4K sh | |
| 27 | Vanguard World FD COMM SRVC ETF | $4.9M | 26.7K | 1.0% | ▼−3.1% Reduced · −859 sh | |
| 28 | SPDR Series Trust S&P DIVID ETF | $4.7M | 31.0K | 0.9% | ▼−2.2% Reduced · −695 sh | |
| 29 | Ishares TR MSCI EAFE ETF | $4.6M | 44.1K | 0.9% | ▼−5.1% Reduced · −2K sh | |
| 30 | Ishares TR ISHS 1-5YR INVS | $4.2M | 79.4K | 0.8% | ▼−1.2% Reduced · −937 sh | |
| 31 | Vanguard Index FDS MCAP GR IDXVIP | $3.8M | 12.3K | 0.8% | ▲+3.3% Added · +391 sh | |
| 32 | Vanguard Index FDS MCAP VL IDXVIP | $3.7M | 18.9K | 0.7% | ▲+0.8% Added · +146 sh | |
| 33 | Invesco Exchange Traded FD T HIG YLD EQ DIV | $3.7M | 158.9K | 0.7% | ▼−3.7% Reduced · −6K sh | |
| 34 | Vanguard Index FDS SMALL CP ETF | $3.5M | 11.6K | 0.7% | ▼−0.1% Reduced · −10 sh | |
| 35 | First TR Exchange-Traded FD SHS | $3.4M | 70.2K | 0.7% | ▼−2.5% Reduced · −2K sh | |
| 36 | Ishares TR S&P MC 400GR ETF | $3.3M | 28.2K | 0.7% | ▼−0.3% Reduced · −81 sh | |
| 37 | Vanguard BD Index FDS TOTAL BND MRKT | $3.3M | 45.0K | 0.7% | ▲New New position | |
| 38 | Alphabet Inc CAP STK CL A | $3.3M | 9.2K | 0.7% | ▲+6.9% Added · +596 sh | |
| 39 | Vanguard World FD CONSUM STP ETF | $3.3M | 14.4K | 0.6% | ▼−6.0% Reduced · −914 sh | |
| 40 | Wisdomtree TR US MIDCAP DIVID | $3.2M | 57.4K | 0.6% | ▼−0.5% Reduced · −281 sh | |
| 41 | Wisdomtree TR US AI ENHANCED | $3.1M | 23.4K | 0.6% | ▼−0.6% Reduced · −131 sh | |
| 42 | Ishares Inc CORE MSCI EMKT | $2.9M | 35.1K | 0.6% | ▼−0.1% Reduced · −23 sh | |
| 43 | Vanguard World FD ENERGY ETF | $2.7M | 18.1K | 0.5% | ▼−14% Reduced · −3K sh | |
| 44 | Alphabet Inc CAP STK CL C | $2.6M | 7.4K | 0.5% | ▲+39% Added · +2K sh | |
| 45 | Tesla Inc COM | $2.5M | 5.9K | 0.5% | ▲+2.2% Added · +126 sh | |
| 46 | SPDR S&P 500 ETF TR TR UNIT | $2.5M | 3.3K | 0.5% | ▼~0% Reduced · −1 sh | |
| 47 | Ishares TR CORE S&P SCP ETF | $2.5M | 16.6K | 0.5% | ▼−1.8% Reduced · −309 sh | |
| 48 | Wisdomtree TR US SMALLCAP DIVD | $2.4M | 59.9K | 0.5% | ▼−0.2% Reduced · −102 sh | |
| 49 | Ishares TR S&P MC 400VL ETF | $2.3M | 15.4K | 0.5% | ▼−4.1% Reduced · −661 sh | |
| 50 | Ishares TR RUSSELL 2000 ETF | $2.2M | 7.3K | 0.4% | ▼−2.4% Reduced · −180 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 184 | $500.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 162 | $439.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 151 | $444.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 138 | $425.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 129 | $398.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 122 | $358.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 116 | $345.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.