FOUNDERS GROVE WEALTH PARTNERS, LLC

All 13F Filings

Location
Richmond, VA
Most recent 13F
Q1 2026
Holdings value ($000)
439,933
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 4/15/2026 162 439,933 13F-HR FOUNDERS GROVE WEALTH PARTNERS, LLC
Q4 2025 1/12/2026 151 444,608 13F-HR FOUNDERS GROVE WEALTH PARTNERS, LLC
Q3 2025 10/17/2025 138 425,527 13F-HR FOUNDERS GROVE WEALTH PARTNERS, LLC
Q2 2025 7/28/2025 129 398,516 13F-HR FOUNDERS GROVE WEALTH PARTNERS, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 91.56 K 20.8% 0 148.8 K -148.8 K
ETFs 348.4 K 79.2% 144.1 K 0 144.1 K
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Fund Snapshot

Q1 2026
Latest filed
4/15/2026
Total value ($000)
439,933
Holdings
162
QoQ value change ($000)
-4,675 (-1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.