FOUNDERS GROVE WEALTH PARTNERS, LLC

CIK 0002046157 · Q2 2026

13F Equity AUM

$500.9M

+13.8% QoQ

Positions

184

+22 QoQ

AUM Rank

#4,923

Top 39%

Skill Alpha (FF)

—

Building track record (6q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 25.2%Top 10: 39.2%Top 20: 57.6%

VEA7.5%

BIL5.1%

VUG4.6%

VGT4.3%

LLY3.7%

VV3.3%

IVW3.0%

VUSB2.9%

XLK2.7%

BINC2.2%

Others (174)60.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services81.5%

Technology7.4%

Healthcare4.9%

Other6.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 184Median: 0.15%Avg: 0.54%

0–0.5%

140(21.8%)

0.5–1%

18(12.8%)

1–3%

19(33.8%)

3–5%

5(18.9%)

5%+

2(12.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 184vs 20 funds

0%Low

184

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New33Increased72Decreased72Exited11

New Positions

BND0.7%

+45K

EXXON MOBIL CORP0.3%

+10K

SPTI0.1%

+26K

ADBE0.1%

+3K

TWLO0.1%

+2K

CRM0.1%

+3K

ITW0.1%

+1K

DOCU0.1%

+6K

KLAC0.1%

+1K

FAST0.1%

+6K

Increased

VUG4.6%

+223K(+504%)

VGT4.3%

+154K(+604%)

VO1.3%

+59K(+308%)

VUSB2.9%

+24K(+9%)

BIL5.1%

+19K(+7%)

BINC2.2%

+14K(+7%)

VGIT2.1%

+12K(+7%)

JMST0.4%

+9K(+32%)

SMMU0.4%

+9K(+28%)

VOOG0.1%

+5K(+500%)

Decreased

AGG1.8%

-27,297(-23%)

VEA7.5%

-19,089(-4%)

CEF/U0.1%

-12,880(-57%)

PEY0.7%

-6,071(-4%)

IEI0.2%

-4,864(-37%)

VWO1.8%

-4,479(-3%)

VDE0.5%

-2,887(-14%)

XLK2.7%

-2,714(-4%)

IVW3.0%

-2,504(-2%)

EFA0.9%

-2,355(-5%)

Exited

XOM

-9,722

HON

-1,743

-12,792

-1,708

-2,643

-925

-8,493

-4,138

-752

-1,019

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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