EdgeMarket › What Founders Financial Securities Llc reported owning
What Founders Financial Securities Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.8BPositions
530Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 109.2M | 6.2% | 1.1M | 120.21 | +22.2% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 84.4M | 4.8% | 1.5M | 63.51 | +17.5% |
| VIG Vanguard Div Appreciation ETF | 50.5M | 2.8% | 226.5K | 243.91 | +16.2% |
| DFAE Dimensional Emerging Core Equity Market ETF | 50.1M | 2.8% | 1.4M | 39.49 | +32.0% |
| VEA Vanguard FTSE Developed Markets ETF | 44.9M | 2.5% | 664.6K | 73.42 | +24.7% |
| VO Vanguard Morningstar Mid-Cap ETF | 42.7M | 2.4% | 143.2K | 82.97 | +15.9% |
| IJR iShares Core S&P Small-Cap ETF | 38.7M | 2.2% | 295.6K | 147.31 | +29.0% |
| XLK State Street Technology Select Sector SPDR ETF | 32.6M | 1.8% | 229.4K | 183.31 | +41.1% |
| NVDA NVIDIA CORP | 32.4M | 1.8% | 176.4K | 214.72 | +22.4% |
| FBND Fidelity Total Bond ETF | 29.6M | 1.7% | 644.4K | 44.90 | -2.1% |
| AGG iShares Core U.S. Aggregate Bond ETF | 28.8M | 1.6% | 289.5K | 97.35 | -1.7% |
| IDEV iShares Core MSCI International Developed Mark | 27.4M | 1.5% | 313.2K | 93.31 | +18.6% |
| JCPB JPMorgan Core Plus Bond ETF | 23.8M | 1.3% | 505.2K | 46.16 | -1.8% |
| AAPL Apple Inc. | 23.0M | 1.3% | 88.1K | 309.35 | +36.9% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 22.8M | 1.3% | 249.4K | 91.60 | -0.1% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 21.4M | 1.2% | 35.0K | 713.44 | +26.1% |
| IUSG iShares Core S&P U.S. Growth ETF | 19.7M | 1.1% | 119.6K | 189.82 | +22.3% |
| PYLD PIMCO Multisector Bond Active Exchange-Traded | 17.4M | 1.0% | 657.4K | 26.16 | -1.4% |
| IEFA iShares Core MSCI EAFE ETF | 15.5M | 0.9% | 163.4K | 100.85 | +16.8% |
| IVVM iShares Large Cap Moderate Quarterly Laddered | 15.4M | 0.9% | 438.4K | 37.69 | +13.3% |
| CGGR Capital Group Growth ETF | 14.9M | 0.8% | 353.3K | 47.00 | +13.1% |
| XLV State Street Health Care Select Sector SPDR ET | 14.4M | 0.8% | 96.1K | 174.62 | +27.0% |
| CGDV Capital Group Dividend Value ETF | 14.2M | 0.8% | 318.6K | 50.21 | +22.5% |
| ITA iShares U.S. Aerospace & Defense ETF | 14.2M | 0.8% | 61.1K | 237.34 | +22.1% |
| USMV iShares MSCI USA Min Vol Factor ETF | 14.1M | 0.8% | 150.5K | 101.23 | +7.0% |
| IEMG iShares Core MSCI Emerging Markets ETF | 13.2M | 0.7% | 178.6K | 81.57 | +31.9% |
| VUG Vanguard Morningstar Growth ETF | 12.6M | 0.7% | 27.5K | 87.50 | +15.9% |
| TFLO iShares Treasury Floating Rate Bond ETF | 12.5M | 0.7% | 247.4K | 50.62 | +0.1% |
| MSFT MICROSOFT CORP | 12.4M | 0.7% | 33.2K | 483.24 | -4.4% |
| IVV iShares Core S&P 500 ETF | 12.2M | 0.7% | 17.9K | 769.31 | +20.0% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 11.9M | 0.7% | 118.9K | 100.63 | +0.0% |
| XLI State Street Industrial Select Sector SPDR ETF | 11.6M | 0.7% | 67.1K | 180.25 | +19.2% |
| LGLV State Street SPDR US Large Cap Low Volatility | 11.1M | 0.6% | 61.0K | 188.55 | +6.1% |
| VTV Vanguard Morningstar Value ETF | 10.9M | 0.6% | 53.8K | 226.40 | +24.6% |
| AMZN AMAZON COM INC | 10.8M | 0.6% | 46.1K | 258.63 | +15.6% |
| HOLA JPMorgan International Hedged Equity Laddered | 10.0M | 0.6% | 185.8K | 56.89 | +10.9% |
| CGBL Capital Group Core Balanced ETF | 10.0M | 0.6% | 278.5K | 38.22 | +13.3% |
| XLP State Street Consumer Staples Select Sector SP | 9.8M | 0.6% | 117.5K | 85.99 | +3.3% |
| JMUB JPMorgan Municipal ETF | 9.6M | 0.5% | 190.8K | 49.69 | +0.5% |
| MUB iShares National Muni Bond ETF | 9.2M | 0.5% | 85.6K | 105.34 | +1.2% |
| VTI Vanguard Morningstar Total Stock Market ETF | 9.1M | 0.5% | 27.2K | 378.24 | +20.5% |
| JPIE JPMorgan Income ETF | 8.8M | 0.5% | 189.9K | 45.85 | -1.1% |
| CGUS Capital Group Core Equity ETF | 8.7M | 0.5% | 215.8K | 45.14 | +18.5% |
| XLF State Street Financial Select Sector SPDR ETF | 8.5M | 0.5% | 165.8K | 57.48 | +8.7% |
| AVGO Broadcom Inc. | 8.1M | 0.5% | 22.8K | 368.45 | +26.5% |
| XLY State Street Consumer Discretionary Select Sec | 8.1M | 0.5% | 71.8K | 118.02 | +3.7% |
| GOOGL Alphabet Inc. | 8.0M | 0.5% | 25.2K | 344.82 | +73.0% |
| XLU State Street Utilities Select Sector SPDR ETF | 7.9M | 0.4% | 168.6K | 42.77 | -0.7% |
| XLC State Street Communication Services Select Sec | 7.9M | 0.4% | 69.1K | 111.40 | +1.4% |
| LVHI Franklin International Low Volatility High Div | 7.5M | 0.4% | 181.9K | 42.98 | +22.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →