Skip to main content
Livermore
Livermore
ZHEN

Founders Grove Wealth Partners, LLC

SEC CIK
0002046157
Latest filing
Jul 22, 2026

The latest 13F from Founders Grove Wealth Partners, LLC covers Q2 2026 (filed Jul 22, 2026): 184 long positions worth $500.9M. The top 10 holdings make up 39.2% of the portfolio, and the largest is Vanguard Ftse Developed Markets ETF at 7.5%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
33
Est. +$13.5M
Added
70
Est. +$14.8M
Reduced
73
Est. −$15.9M
Sold out
11
Est. −$4.17M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Ftse Developed Markets ETF921943858
    7.5%$37.5M
  2. State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663
    5.1%$25.8M
  3. Vanguard Morningstar Growth ETF922908736
    4.6%$23.0M
  4. Vanguard Information Technology ETF92204A702
    4.3%$21.5M
  5. LLYEli Lilly & Co
    3.7%$18.4MHistory

Share of portfolio

Top 5 holdings and the other 179 positions, by share of portfolio value

  1. Vanguard Ftse Developed Markets ETF7.5%
  2. State Street SPDR Bloomberg 1-3 Month T-Bill ETF5.1%
  3. Vanguard Morningstar Growth ETF4.6%
  4. Vanguard Information Technology ETF4.3%
  5. LLY3.7%
  6. Other 179 positions74.8%

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Total Bond Market ETF921937835
    +$3.30MNew
  2. State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663
    +$1.76MAdded
  3. XOMExxonMobil Holdings Corp
    +$1.31MNewHistory
  4. Vanguard BD Index FDS92203C303
    +$1.19MAdded
  5. AAPLApple Inc.
    +$952.0KAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard Total Bond Market ETF921937835
    +0.66 pp0.0% → 0.7%
  2. XOMExxonMobil Holdings Corp
    +0.26 pp0.0% → 0.3%History
  3. MUMicron Technology Inc
    +0.22 pp0.1% → 0.3%History
  4. Vanguard Morningstar Growth ETF922908736
    +0.21 pp4.4% → 4.6%
  5. AAPLApple Inc.
    +0.19 pp2.0% → 2.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Vanguard Information Technology ETF92204A702
    −$2.93MReducedConverted for a 8-for-1 split
  2. iShares Core U.S. Aggregate Bond ETF464287226
    −$2.70MReduced
  3. LLYEli Lilly & Co
    −$2.40MReducedHistory
  4. XOMExxonMobil Holdings Corp
    −$1.65MSold outHistory
  5. Vanguard Ftse Developed Markets ETF921943858
    −$1.36MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Core U.S. Aggregate Bond ETF464287226
    −0.88 pp2.7% → 1.8%
  2. Vanguard Ftse Developed Markets ETF921943858
    −0.46 pp8.0% → 7.5%
  3. XOMExxonMobil Holdings Corp
    −0.37 pp0.4% → 0.0%History
  4. Vanguard Energy ETF92204A306
    −0.28 pp0.8% → 0.5%
  5. CEFSprott Physical Gold & Silver Trust
    −0.17 pp0.2% → 0.1%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$500.9M
+$60.9M (+13.9%) vs. prior quarter
Positions
184
+22 vs. prior quarter
Top 10 concentration
39.2%
Top 10 as share of value
Turnover
4.3%
Q2 2026, one quarter
Average holding period
6.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.

13F filings by quarter

7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $500.9M (Q2 2026)

Q4 2024: $345.4MQ1 2025: $358.9MQ2 2025: $398.5MQ3 2025: $425.5MQ4 2025: $444.6MQ1 2026: $439.9MQ2 2026: $500.9M
Q4 2024Q2 2026
13F filings of Founders Grove Wealth Partners, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 22, 2026184$500.9MVanguard Ftse Developed Markets ETFState Street SPDR Bloomberg 1-3 Month T-Bill ETFVanguard Morningstar Growth ETFvs. Q1 2026SEC
Q1 2026Apr 15, 2026162$439.9MVanguard Ftse Developed Markets ETFState Street SPDR Bloomberg 1-3 Month T-Bill ETFVanguard Morningstar Growth ETFvs. Q4 2025SEC
Q4 2025Jan 12, 2026151$444.6MVanguard Ftse Developed Markets ETFState Street SPDR Bloomberg 1-3 Month T-Bill ETFVanguard Morningstar Growth ETFvs. Q3 2025SEC
Q3 2025Oct 17, 2025138$425.5MVanguard Ftse Developed Markets ETFState Street SPDR Bloomberg 1-3 Month T-Bill ETFVanguard Morningstar Growth ETFvs. Q2 2025SEC
Q2 2025Jul 28, 2025129$398.5MVanguard Ftse Developed Markets ETFState Street SPDR Bloomberg 1-3 Month T-Bill ETFVanguard Morningstar Growth ETFvs. Q1 2025SEC
Q1 2025Apr 16, 2025122$358.9MVanguard Ftse Developed Markets ETFState Street SPDR Bloomberg 1-3 Month T-Bill ETFLLYvs. Q4 2024SEC
Q4 2024Jan 14, 2025116$345.4MVanguard Ftse Developed Markets ETFState Street SPDR Bloomberg 1-3 Month T-Bill ETFVanguard Morningstar Growth ETF–SEC