Institutional Fund
Founders Grove Wealth Partners, LLC
Richmond, VACIK 20461575 filings on record
Portfolio Value
$439.93M
Q1 2026
Holdings
162
Reported positions
New Buys
18
Opened this quarter
QoQ Change
-1.1%
from $444.61M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Tax-Managed Fds8.0%
- Spdr Series Trust5.5%
- Vanguard Index Fds4.4%
- Vanguard World Fd4.1%
- Eli Lilly & Co3.6%
- Vanguard Index Fds3.2%
- Other71.3%
Portfolio Holdings
162 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 546.1K | $34.99M | 8.0% | −2.4K | Reduced |
| 2 | Spdr Series Trust | 261.9K | $24.00M | 5.5% | +3.2K | Added |
| 3 | Vanguard Index Fds | 44.1K | $19.28M | 4.4% | +431 | Added |
| 4 | Vanguard World Fd | 25.6K | $17.83M | 4.1% | −485 | Reduced |
| 5 | Eli Lilly & Co | 17.4K | $15.98M | 3.6% | −44 | Reduced |
| 6 | Vanguard Index Fds | 47.8K | $14.28M | 3.2% | +834 | Added |
| 7 | Vanguard Bd Index Fds | 263.6K | $13.12M | 3.0% | +17.6K | Added |
| 8 | Ishares Tr | 112.7K | $12.75M | 2.9% | −486 | Reduced |
| 9 | Ishares Tr | 119.9K | $11.90M | 2.7% | +3.2K | Added |
| 10 | Vanguard Scottsdale Fds | 169.6K | $10.10M | 2.3% | +7.3K | Added |
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