Top 50 Founders Financial Securities Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 6.59% | 1.05M | $109.2M | +8.28%(+80.31K) | $72.05(+57.87%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 5.09% | 1.45M | $84.4M | +5.12%(+70.61K) | $45.17(+32.78%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.04% | 226.5K | $50.5M | +62.65%(+87.24K) | $210.33(+8.82%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 3.02% | 1.40M | $50.1M | +3.72%(+50.11K) | $27.41(+41.85%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.71% | 664.6K | $44.9M | +1.08%(+7.12K) | $48.50(+42.23%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 2.58% | 143.2K | $42.7M | +2.77%(+3.87K) | $63.09(+23.15%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.33% | 295.6K | $38.7M | +12.88%(+33.74K) | $102.94(+34.16%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 1.97% | 229.4K | $32.6M | +2.10%(+4.71K) | $102.12(+62.20%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.96% | 176.4K | $32.4M | -7.46%(-14.22K) | $32.96(+496.13%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 1.78% | 644.4K | $29.6M | +10.36%(+60.51K) | $46.62(-2.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.65% | +39.20% |
| Top 20 Holdings Unweighted | +10.71% | +35.71% |
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