FOUNDERS GROVE WEALTH PARTNERS, LLC

Q1 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
162
Total value ($000)
$439,933
Net value change ($000)
-4,675 (-1.1%)
New positions
18
Sold out positions
7
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VDE 1,032 39.6%
VUSB 864 7.0%
VEA 730 2.1%
VDC 603 21.2%
PSLV 548 NEW
BINC 523 5.5%
MPC 468 50.1%
XOM 441 36.5%
CEF 377 53.6%
VGIT 372 3.8%
Top Reduces (Value $000, Stocks/ETFs)
LLY -2,738 -14.6%
VUG -2,044 -9.6%
VGT -1,798 -9.2%
MSFT -1,499 -19.4%
IVW -1,204 -8.6%
XLK -874 -8.3%
VCR -639 -7.9%
AAPL -639 -6.9%
VOO -542 -5.8%
VV -500 -3.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type