FOUNDERS GROVE WEALTH PARTNERS, LLC

Q3 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
191
Total value ($000)
$507,057
Net value change ($000)
+6,184 (1.2%)
New positions
19
Sold out positions
12
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 2,696 42.1%
VCSH 1,847 603.6%
AAPL 1,384 12.9%
VGT 1,339 6.2%
NVDA 1,266 21.5%
VUG 1,000 4.4%
MU 716 50.2%
MPC 703 47.7%
BND 637 19.3%
SUB 619 37.6%
Top Reduces (Value $000, Stocks/ETFs)
IGSB -1,491 -35.8%
VIS -1,171 -14.0%
LLY -1,042 -5.7%
SMMU -611 -29.5%
VCR -543 -6.7%
IJH -532 -7.8%
MUB -532 -40.2%
IWM -431 -19.6%
TSLA -389 -15.6%
IJJ -365 -16.1%
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