FOUNDERS GROVE WEALTH PARTNERS, LLC
All 13F Filings
- Location
- Richmond, VA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 439,933
- 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 |
|---|---|---|---|---|---|
| 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.