Founders Grove Wealth Partners, LLC reported 104 positions worth $110.25M for the quarter ended Sep 30, 2026, up 8.9% on the prior quarter. It opened 17 new positions, added to 52, trimmed 29 and exited 11. Its largest holding is ELI LILLY & Co at 15.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MU Micron Technology Inc | +776 | +62.8% | $826.53K | 1.94% |
| CEF Sprott Physical Gold & Silver Trust | +12.3K | +126.2% | $510.94K | 0.831% |
| NVDA Nvidia Corp | +1,899 | +6.5% | $433.70K | 6.49% |
| VLO Valero Energy Corp | +915 | – | $354.66K | 0.322% |
| NOW ServiceNow, Inc. | +2,448 | – | $328.06K | 0.298% |
| PLTR Palantir Technologies Inc. | +1,732 | – | $323.97K | 0.294% |
| ACN Accenture plc | +1,653 | – | $303.11K | 0.275% |
| CVX Chevron Corp | +1,482 | – | $302.64K | 0.275% |
| STX Seagate Technology Holdings plc | +325 | – | $299.76K | 0.272% |
| MSFT Microsoft Corp | +573 | +3.3% | $293.89K | 8.25% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LLY ELI LILLY & Co | -338 | -2.2% | $391.11K | 15.77% |
| TWLO Twilio Inc | -1,303 | -53.8% | $381.08K | 0.297% |
| KLAC Kla Corp | -1,018 | -100.0% | $307.14K | Exited |
| SO Southern Co | -2,785 | -100.0% | $266.55K | Exited |
| AAPL Apple Inc. | -720 | -1.9% | $239.77K | 11.02% |
| MCD Mcdonalds Corp | -873 | -100.0% | $235.98K | Exited |
| NVS Novartis Ag | -1,406 | -100.0% | $220.35K | Exited |
| MS Morgan Stanley | -1,034 | -100.0% | $216.15K | Exited |
| WDC Western Digital Corp | -338 | -100.0% | $215.89K | Exited |
| SYK Stryker Corp | -665 | -100.0% | $209.37K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| VLO Valero Energy Corp | +915 | $354.66K | 0.322% |
| NOW ServiceNow, Inc. | +2,448 | $328.06K | 0.298% |
| PLTR Palantir Technologies Inc. | +1,732 | $323.97K | 0.294% |
| ACN Accenture plc | +1,653 | $303.11K | 0.275% |
| CVX Chevron Corp | +1,482 | $302.64K | 0.275% |
| STX Seagate Technology Holdings plc | +325 | $299.76K | 0.272% |
| UNH Unitedhealth Group Inc | +800 | $293.66K | 0.266% |
| PSX Phillips 66 | +1,150 | $293.61K | 0.266% |
| DBX Dropbox, Inc. | +7,432 | $251.57K | 0.228% |
| CRWD CrowdStrike Holdings, Inc. | +907 | $240.13K | 0.218% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| KLAC Kla Corp | -1,018 | $307.14K | 0.303% |
| SO Southern Co | -2,785 | $266.55K | 0.263% |
| MCD Mcdonalds Corp | -873 | $235.98K | 0.233% |
| NVS Novartis Ag | -1,406 | $220.35K | 0.218% |
| MS Morgan Stanley | -1,034 | $216.15K | 0.214% |
| WDC Western Digital Corp | -338 | $215.89K | 0.213% |
| SYK Stryker Corp | -665 | $209.37K | 0.207% |
| BKNG Booking Holdings Inc. | -1,164 | $207.47K | 0.205% |
| NEE Nextera Energy Inc | -2,356 | $206.79K | 0.204% |
| VRT Vertiv Holdings Co | -606 | $202.90K | 0.2% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | LLY ELI LILLY & Co | Healthcare | 15.0K | $17.39M | 15.77% | -338 | -2.2% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 36.5K | $12.15M | 11.02% | -720 | -1.9% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 17.7K | $9.10M | 8.25% | +573 | +3.3% | Added | 0% |
| 4 | NVDA Nvidia Corp | Technology | 31.3K | $7.15M | 6.49% | +1,899 | +6.5% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 9,398 | $3.23M | 2.93% | +164 | +1.8% | Added | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 7,035 | $2.40M | 2.17% | -321 | -4.4% | Reduced | 0% |
| 7 | JNJ Johnson & Johnson | Healthcare | 8,856 | $2.34M | 2.13% | +529 | +6.4% | Added | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 9,259 | $2.31M | 2.09% | +17 | +0.2% | Added | 0% |
| 9 | MPC Marathon Petroleum Corp | Energy | 5,508 | $2.18M | 1.98% | -262 | -4.5% | Reduced | 0% |
| 10 | MU Micron Technology Inc | Technology | 2,012 | $2.14M | 1.94% | +776 | +62.8% | Added | 0% |
| 11 | TSLA Tesla, Inc. | Consumer Discretionary | 5,913 | $2.10M | 1.9% | 0 | 0.0% | Unchanged | 0% |
| 12 | AVGO Broadcom Inc. | Technology | 5,840 | $2.05M | 1.86% | +128 | +2.2% | Added | 0% |
| 13 | NSC Norfolk Southern Corp | Industrials | 6,042 | $1.87M | 1.69% | +23 | +0.4% | Added | 0% |
| 14 | JPM Jpmorgan Chase & Co | Financial Services | 5,594 | $1.85M | 1.68% | +199 | +3.7% | Added | 0% |
| 15 | XOM ExxonMobil Holdings Corp | Energy | 10.0K | $1.63M | 1.48% | +468 | +4.9% | Added | 0% |
Tip. Select a row to see that position’s full history at Founders Grove Wealth Partners.
As of its Q3 2026 13F filing, Founders Grove Wealth Partners, LLC’s five largest positions were ELI LILLY & Co (LLY) at 15.8%, Apple Inc. (AAPL) at 11.0%, Microsoft Corp (MSFT) at 8.3%, Nvidia Corp (NVDA) at 6.5%, Alphabet Inc. (GOOGL) at 2.9% of the reported portfolio.
Founders Grove Wealth Partners, LLC reported a 13F portfolio worth $110.25M across 104 positions for Q3 2026. That is up 8.9% from the previous quarter.
Its largest purchases by value were Micron Technology Inc ($826.53K), Sprott Physical Gold & Silver Trust ($510.94K), Nvidia Corp ($433.70K). It opened 17 new positions.
Its largest sales by value were ELI LILLY & Co ($391.11K), Twilio Inc ($381.08K), Kla Corp ($307.14K). It exited 11 positions entirely.
From the Form 13F-HR reports Founders Grove Wealth Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.