account_balance

Investment manager · 13F filer · SEC CIK 2046157

Founders Grove Wealth Partners, LLC

Reported value$507Mas of Sep 30, 2026
Positions191 19 new, 12 sold out
Top 10 weight39.5%VEA alone is 7%
FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VEA Vanguard Tax-Managed FDS 7.4% Held
BIL SPDR Series Trust 5.2% Held
VUG Vanguard Index FDS 4.7% Held
VGT Vanguard World Fd 4.5% Held
LLY ELI Lilly & Co 3.4% Trimmed −2%
VV Vanguard Index FDS 3.3% Held
IVW iShares Tr 3.1% Held
VUSB Vanguard Bd Index FDS 2.8% Held
XLK Select Sector SPDR Tr 2.7% Held
AAPL Apple Inc. 2.4% Held
BINC BlackRock ETF Trust II 2.1% Held
VGIT Vanguard Scottsdale FDS 2.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 22, 2026 filing
add_circleNew
  • SPTS $571K
  • SPBO $444K
  • VLO $355K
  • NOW $328K
arrow_upwardAdded
  • VCSH +620%
  • MU +63%
  • SUB +40%
  • BND +25%
arrow_downwardTrimmed
  • IGSB −34%
  • SMMU −28%
  • IXG −18%
  • IWM −13%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist