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Jen Thompson

Founders Grove Wealth Partners, Llc

Assets Managed
$500.873M
Holdings
184
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
13.86%(2Q avg: 6.41%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Founders Grove Wealth Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 184 positions.

Assets under management

The assets under management (AUM) of Founders Grove Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 500.873M in assets, with a quarterly growth rate of 13.86% and a 2-quarter average growth rate of 6.41%. The portfolio is managed by Jen Thompson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -3.49%
7.5%
$37.549M
527,002 shares@ $71.25 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 7.33%
5.15%
$25.758M
281,079 shares@ $91.65 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 504.49%
4.59%
$22.985M
266,833 shares@ $86.15 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 604.09%
4.3%
$21.502M
179,907 shares@ $119.53 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -11.53%
3.68%
$18.431M
15,366 shares@ $1199.47 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Increased 0.72%
3.31%
$16.545M
48,108 shares@ $343.91 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -2.22%
3.03%
$15.158M
110,218 shares@ $137.53 avg price
VUSB
Vanguard Ultra Short Bond Et
Recent Activity
Increased 9.09%
2.86%
$14.311M
287,484 shares@ $49.79 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -3.72%
2.67%
$13.372M
70,184 shares@ $190.53 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Increased 7.28%
2.16%
$10.815M
206,637 shares@ $52.35 avg price

1-10 of 184