FOUNDERS GROVE WEALTH PARTNERS, LLC
Long book
$439.9M
Q1 2026
Positions
162
Top-10 weight
40%
concentration
Last quarter
+12.1%
SPY +14.8%
Turnover
15%
of book per quarter
Strategy in plain words
auto-generated from filingsFOUNDERS GROVE WEALTH PARTNERS, LLC is a wealth-management firm allocating client money, running a $439.9M US long book across 162 positions.
The portfolio is moderately concentrated (top 10 ≈ 40% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD FTSE DEVELOPED ETF, SS SPDR BB 1-3M T-BILL ETF, VANGUARD GROWTH ETF, VANGUARD INFO TECH ETF, ELI LILLY & CO.
Over the last 6 quarters its long book ran on average 0.4pp per quarter behind the S&P 500, beating the index in 3 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-1.5%
Q1 2025
+7.2%
Q2 2025
+6.3%
Q3 2025
+3.6%
Q4 2025
-2.1%
Q1 2026
+12.1%
Sector allocation
Technology 37%
Healthcare 27%
Industrials 8%
Financials 8%
Consumer discretionary 5%
Energy 4%
Services media 3%
Consumer staples 2%
Long book by quarter
What does FOUNDERS GROVE own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| LLY ELI LILLY & CO | Healthcare | 17.4K | $16.0M | 3.6% | -0.3% |
| AAPL APPLE INC | Technology | 33.9K | $8.6M | 2.0% | -0.3% |
| MSFT MICROSOFT CORP | Technology | 16.8K | $6.2M | 1.4% | +5.3% |
| NVDA NVIDIA CORP | Technology | 25.4K | $4.4M | 1.0% | -1.2% |
| GOOGL ALPHABET INC-CL A | Technology | 8.6K | $2.5M | 0.6% | +17.4% |
| TSLA TESLA INC | Industrials | 5.8K | $2.2M | 0.5% | +6.5% |
| JNJ JOHNSON & JOHNSON | Healthcare | 8.2K | $2.0M | 0.5% | -0.8% |
| AMZN AMAZON.COM INC | Consumer discretionary | 9.1K | $1.9M | 0.4% | +3.1% |
| XOM EXXON MOBIL CORP | Energy | 9.7K | $1.6M | 0.4% | -3.3% |
| GOOG ALPHABET INC-CL C | Technology | 5.3K | $1.5M | 0.3% | +6.9% |
| MPC MARATHON PETROLEUM CORP | Energy | 5.7K | $1.4M | 0.3% | Held |
| NSC NORFOLK SOUTHERN CORP | Industrials | 4.3K | $1.2M | 0.3% | -0.2% |
| AVGO BROADCOM INC | Technology | 3.7K | $1.2M | 0.3% | +2.6% |
| PG PROCTER & GAMBLE CO/THE | Other | 7.8K | $1.1M | 0.3% | +0.1% |
| V VISA INC-CLASS A SHARES | Services media | 3.3K | $1.0M | 0.2% | +9.2% |
| JPM JPMORGAN CHASE & CO | Financials | 3.4K | $995K | 0.2% | +1.3% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 2.0K | $966K | 0.2% | -20.6% |
| HD HOME DEPOT INC | Consumer discretionary | 2.4K | $779K | 0.2% | -3.4% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 1 | $718K | 0.2% | Held |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 4.3K | $717K | 0.2% | +4.8% |
| BAC BANK OF AMERICA CORP | Financials | 12.7K | $617K | 0.1% | -13.3% |
| META META PLATFORMS INC-CLASS A | Technology | 1.1K | $607K | 0.1% | +43.2% |
| ABBV ABBVIE INC | Healthcare | 2.8K | $604K | 0.1% | +4.7% |
| KO COCA-COLA CO/THE | Consumer staples | 7.9K | $602K | 0.1% | -3.2% |
| MA MASTERCARD INC - A | Services media | 1.1K | $537K | 0.1% | +23.7% |
| ABT ABBOTT LABORATORIES | Healthcare | 5.2K | $534K | 0.1% | +4.7% |
| MRK MERCK & CO. INC. | Healthcare | 4.3K | $518K | 0.1% | +4.8% |
| CAT CATERPILLAR INC | Industrials | 705 | $499K | 0.1% | +10.2% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 15, 2026 | 162 | $439.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 12, 2026 | 151 | $444.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 17, 2025 | 138 | $425.5M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 28, 2025 | 129 | $398.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 16, 2025 | 122 | $358.9M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 14, 2025 | 116 | $345.4M | canonical | SEC ↗ |