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Founders Financial Securities Llc

Portfolio Manager
Founders Financial Securities Llc
Performance
-3.33% (2026 Q1)
AUM (13F)
$1.66B
# of Holdings
498
Performance Rank
Allocation (Top 20)
43.1%

Founders Financial Securities Llc Holdings Map

Top 50 Founders Financial Securities Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPYG
SPDR SERIES TRUST
6.59%1.05M$109.2M
+8.28%(+80.31K)
2025-Q1: 686.1K shares2025-Q2: 723.6K shares2025-Q3: 871.9K shares2025-Q4: 969.9K shares2026-Q1: 1.05M shares
$72.05(+57.87%)
2026-03-31
SPYV
SPDR SERIES TRUST
5.09%1.45M$84.4M
+5.12%(+70.61K)
2025-Q1: 896.9K shares2025-Q2: 985.9K shares2025-Q3: 1.31M shares2025-Q4: 1.38M shares2026-Q1: 1.45M shares
$45.17(+32.78%)
2026-03-31
VIG
VANGUARD SPECIALIZED FUNDS
3.04%226.5K$50.5M
+62.65%(+87.24K)
2025-Q1: 10.4K shares2025-Q2: 34.1K shares2025-Q3: 135.4K shares2025-Q4: 139.3K shares2026-Q1: 226.5K shares
$210.33(+8.82%)
2026-03-31
DFAE
DIMENSIONAL ETF TRUST
3.02%1.40M$50.1M
+3.72%(+50.11K)
2025-Q1: 676.4K shares2025-Q2: 699.3K shares2025-Q3: 754.4K shares2025-Q4: 1.35M shares2026-Q1: 1.40M shares
$27.41(+41.85%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
2.71%664.6K$44.9M
+1.08%(+7.12K)
2025-Q1: 499.7K shares2025-Q2: 495.0K shares2025-Q3: 533.4K shares2025-Q4: 657.5K shares2026-Q1: 664.6K shares
$48.50(+42.23%)
2026-03-31
VO
VANGUARD INDEX FDS
2.58%143.2K$42.7M
+2.77%(+3.87K)
2025-Q1: 81.2K shares2025-Q2: 103.3K shares2025-Q3: 124.2K shares2025-Q4: 139.3K shares2026-Q1: 143.2K shares
$63.09(+23.15%)
2026-03-31
IJR
ISHARES TR
2.33%295.6K$38.7M
+12.88%(+33.74K)
2025-Q1: 217.6K shares2025-Q2: 237.6K shares2025-Q3: 258.6K shares2025-Q4: 261.9K shares2026-Q1: 295.6K shares
$102.94(+34.16%)
2026-03-31
XLK
SELECT SECTOR SPDR TR
1.97%229.4K$32.6M
+2.10%(+4.71K)
2025-Q1: 84.9K shares2025-Q2: 86.1K shares2025-Q3: 91.1K shares2025-Q4: 224.7K shares2026-Q1: 229.4K shares
$102.12(+62.20%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.96%176.4K$32.4M
-7.46%(-14.22K)
2025-Q1: 193.7K shares2025-Q2: 193.3K shares2025-Q3: 186.1K shares2025-Q4: 190.6K shares2026-Q1: 176.4K shares
$32.96(+496.13%)
2026-03-31
FBND
FIDELITY MERRIMACK STR TR
1.78%644.4K$29.6M
+10.36%(+60.51K)
2025-Q1: 460.7K shares2025-Q2: 414.7K shares2025-Q3: 527.1K shares2025-Q4: 583.9K shares2026-Q1: 644.4K shares
$46.62(-2.29%)
2026-03-31

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