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CIK: 0001342396
Total reported value
$2.0B
$2.0B
491 檔
10.7%
At the close of Q2 2025, Founders Financial Securities LLC disclosed equity holdings valued at approximately $2.0B, spread across 491 reported holdings.
In Q2 2025, Founders Financial Securities LLC displayed an active expansion posture, initiating 44 new positions and adding to 83 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 491 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.24% | +0.33% | +5.47% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.92% | -0.01% | +9.93% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.32% | +0.16% | -0.21% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.20% | +0.41% | +27.19% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.14% | -0.02% | -0.93% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.02% | -0.10% | -1.79% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.99% | — | -25.26% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.97% | +0.10% | +9.20% | |
| 9 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.76% | -0.25% | +4.72% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 1.66% | +0.46% | +1.42% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.54% | — | +3.39% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.48% | +0.02% | +0.86% | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.44% | +0.04% | -9.98% | |
| 14 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.38% | — | +7.96% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.32% | -0.13% | -1.12% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.26% | +0.12% | -3.14% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.19% | -0.05% | +62.44% | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.14% | -0.50% | -26.28% | |
| 19 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.11% | +0.07% | -0.02% | |
| 20 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.06% | +0.08% | -0.22% | |
| 21 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.04% | -0.04% | -19.29% | |
| 22 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.98% | -0.06% | +81.50% | |
| 23 | XLF | Ss Financial Select Sector | ETF-Other | 0.97% | +0.07% | +19.89% | |
| 24 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.97% | -0.07% | +17.38% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.90% | +0.45% | +6.14% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.87% | -0.14% | -9.84% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | -0.14% | -0.06% | |
| 28 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.79% | — | -3.25% | |
| 29 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.77% | -0.37% | +1.19% | |
| 30 | CGGR | Cap Group Growth Equity | ETF-Other | 0.72% | +0.03% | +10.05% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | +0.34% | +45.65% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.69% | +0.05% | -9.53% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | -0.03% | -5.79% | |
| 34 | CGDV | Cap Group Dividend Value | ETF-Other | 0.63% | +0.02% | +22.84% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.61% | -0.27% | -11.76% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.60% | +0.30% | +63.93% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.06% | +2.73% | |
| 38 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.57% | +0.01% | +5.60% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.56% | +0.01% | +4.19% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.54% | -0.04% | +9.62% | |
| 41 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.54% | -0.02% | +174.92% | |
| 42 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.53% | -0.05% | — | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.53% | -0.03% | +228.57% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | -0.02% | -42.59% | |
| 45 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.49% | -0.02% | — | |
| 46 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.49% | -0.07% | +5.63% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | +0.01% | +41.90% | |
| 48 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.49% | — | +63.94% | |
| 49 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.47% | — | +44.32% | |
| 50 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.47% | — | +16.39% |
According to official SEC Form 13F filings, Founders Financial Securities LLC reported a total U.S. public equity portfolio value of $2.0B across 491 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYG, SPYV, NVDA) accounted for 10.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
EFAV
市值: $7.0M
Top Position Liquidated / Trimmed
SSUS
前期市值: $22.7M
During Q2 2025, Founders Financial Securities LLC's top holdings by market value included SPYG (5.2%)、SPYV (3.9%)、NVDA (2.3%). The largest single position, SPYG, represented 5.2% of total portfolio value.
In Q2 2025, Founders Financial Securities LLC made 200 total portfolio adjustments, initiating 44 new buys, adding to 83 positions, trimming 53 holdings, and fully liquidating 20 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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