FOUNDERS GROVE WEALTH PARTNERS, LLC

Q2 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
184
Total value ($000)
$500,873
Net value change ($000)
+60,940 (13.9%)
New positions
33
Sold out positions
11
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VUG 3,704 19.2%
XLK 3,684 38.0%
VGT 3,674 20.6%
BND 3,304 NEW
VEA 2,555 7.3%
LLY 2,454 15.4%
IVW 2,408 18.9%
VV 2,270 15.9%
AAPL 2,158 25.1%
BIL 1,758 7.3%
Top Reduces (Value $000, Stocks/ETFs)
AGG -2,737 -23.0%
XOM -1,650 -100.0%
VDE -915 -25.1%
CEF -688 -63.7%
IEI -586 -37.1%
HON -394 -100.0%
T -371 -100.0%
MA -278 -51.8%
PLTR -250 -100.0%
SHEL -246 -100.0%
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