Founders Grove Wealth Partners, LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 16, 2026, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing reports the firm holds positions in 191 separate equity securities.
The report lists Jen Thompson as the Chief Operating Officer and Chief Compliance Officer responsible for the filing. The firm's address is listed as 6802 Paragon Place Suite 300, Richmond, VA 23230.
The portfolio is heavily weighted toward large-cap technology and exchange-traded funds (ETFs). The top five holdings by share count include Microsoft Corporation, with 9,100,898 shares; NVIDIA Corporation, with 7,151,088 shares; Apple Inc., with 12,145,905 shares; Berkshire Hathaway Inc. Class B, with 1,379,322 shares; and Amazon.com Inc., with 2,306,880 shares.
The filing also details a significant allocation to various Vanguard and iShares ETFs. Notable ETF positions include the iShares Core S&P 500 ETF with 2,090,770 shares, the Vanguard Total Bond Market Index Fund with 3,941,378 shares, and the Vanguard Morningstar Large Cap Growth ETF with 23,985,426 shares.
The filing includes a complete list of all 191 holdings, detailing the name of the issuer, the CUSIP number, the number of shares held, and the sole voting and dispositive power over those shares.
