StockDriftsStockDriftsTop 50 Founders Financial Securities LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 6.49% | 1.06M | $126.7M | +1.39%(+14.64K) | $72.53(+69.42%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 4.75% | 1.53M | $92.8M | +5.16%(+74.88K) | $45.81(+38.44%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 2.83% | 1.38M | $55.3M | -1.49%(-20.84K) | $27.41(+43.60%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 2.82% | 683.6K | $55.1M | +19.36%(+110.90K) | $65.09(+29.56%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.82% | 232.3K | $55.0M | +2.54%(+5.76K) | $210.65(+16.34%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.51% | 687.0K | $49.0M | +3.37%(+22.41K) | $49.09(+50.76%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.3% | 235.9K | $44.9M | +2.83%(+6.49K) | $103.68(+83.96%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.28% | 300.4K | $44.6M | +1.61%(+4.75K) | $103.44(+44.96%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.99% | 194.1K | $38.8M | +10.03%(+17.70K) | $46.61(+385.02%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 1.71% | 733.4K | $33.4M | +13.81%(+88.99K) | $46.48(-3.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.00% | +52.09% | +7.19% | +41.52% |
| Top 20 Holdings Unweighted | +13.92% | +47.84% | +6.78% | +38.85% |
Founders Financial Securities LLC reports $1.95B in US-listed equity holdings across 555 positions in its most recent 13F filing. Its largest disclosed positions are SPYG (6.5%), SPYV (4.8%) and DFAE (2.8%). The top 20 holdings account for 42.5% of reported assets. Its disclosed equity book has returned +52.09% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Founders Financial Securities LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1342396). View Founders Financial Securities LLC’s 13F filings on SEC