Founders Grove Wealth Partners, LLC holds a diversified book of 184 stocks worth $500.9M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-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.
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Founders Grove Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Arax Advisory Partners | 80 / 80 | $4.2B |
| Morgan Stanley | 79 / 80 | $533.8B |
| JPMorgan Chase & Co | 79 / 80 | $481.1B |
| Wells Fargo & Company | 79 / 80 | $177.7B |
| Royal Bank Of Canada | 79 / 80 | $148.8B |
| UBS Group AG | 79 / 80 | $144.8B |
| Envestnet Asset Management Inc | 79 / 80 | $118.6B |
| Raymond James Financial Inc | 79 / 80 | $108.1B |
Ranked by the share of each fund's own book sitting in the names it shares with Founders Grove Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
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, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.