FOUNDERS GROVE WEALTH PARTNERS, LLC

All 13F Filings

Location
Richmond, VA
Most recent 13F
Q2 2026
Holdings value ($000)
500,873
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 7/22/2026 184 500,873 13F-HR FOUNDERS GROVE WEALTH PARTNERS, LLC
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 114 K 22.8% 22.4 K 0 22.4 K
ETFs 386.9 K 77.2% 38.55 K 0 38.55 K
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Fund Snapshot

Q2 2026
Latest filed
7/22/2026
Total value ($000)
500,873
Holdings
184
QoQ value change ($000)
60,940 (13.9%)
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.