Founders Grove Wealth Partners
Founders Grove Wealth Partners reported 191 stocks worth $507M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are VEA (7.4%), BIL (5.2%) and VUG (4.7%). Compared with Q2 2026, the fund added to VEA, BIL and VGT, trimmed VUG, LLY and IVW and sold out of KLAC, SO and MCD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VEA Vanguard Tax-Managed Fds | $37.4M | 7.4% | 529K | +2,136 (+0%) | 8 of 8 | |
| 2 |  BIL ST Stert Spdr Blmbg 1 3 | $26.1M | 5.2% | 285K | +3,939 (+1%) | 8 of 8 | |
| 3 |  VUG Vanguard Index Fds | $24M | 4.7% | 266K | −654 (−0%) | 8 of 8 | |
| 4 |  VGT Vanguard World FD | $22.8M | 4.5% | 182K | +1,850 (+1%) | 8 of 8 | |
| 5 |  LLY Eli Lilly & Co | $17.4M | 3.4% | 15K | −338 (−2%) | 8 of 8 | |
| 6 |  VV Vanguard Large Cap ETF | $16.9M | 3.3% | 48K | No change | 8 of 8 | |
| 7 |  IVW Ishares TR | $15.5M | 3.0% | 109K | −1,378 (−1%) | 8 of 8 | |
| 8 |  VUSB Van Ultra Shrt Bnd | $14.4M | 2.8% | 290K | +2,885 (+1%) | 8 of 8 | |
| 9 |  XLK Select Sector Spdr TR | $13.5M | 2.7% | 69K | −1,393 (−2%) | 8 of 8 | |
| 10 |  AAPL Apple Inc | $12.1M | 2.4% | 36K | −720 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 KLAC Kla Corp | $307K | 1,018 |
 SO Southern Co | $267K | 2,785 |
 MCD Mcdonalds Corp | $236K | 873 |
 NVS Novartis AG F | $220K | 1,406 |
 VIOO Vanguard S&P Small Cap | $220K | 1,600 |
🔒 Free account: see all 12.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Founders Grove Wealth Partners 13F FAQ
What does Founders Grove Wealth Partners own?
Founders Grove Wealth Partners reported 191 stocks worth $507M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are VEA (7.4%), BIL (5.2%) and VUG (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did Founders Grove Wealth Partners buy and sell in Q3 2026?
Compared with Q2 2026: 19 new positions, 79 added to, 75 trimmed and 12 sold out. It sold all of KLAC, SO and MCD.
When will Founders Grove Wealth Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Founders Grove Wealth Partners's portfolio worth?
The Q3 2026 filing reports $507M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.