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CIK: 0001342396
Total reported value
$2.0B
$2.0B
489 檔
13.7%
As reported in its official Q3 2025 Form 13F filing, Founders Financial Securities LLC's tracked investment portfolio stood at $2.0B with 489 total positions.
In Q3 2025, Founders Financial Securities LLC displayed an active expansion posture, initiating 45 new positions and adding to 85 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 489 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 | 6.20% | +0.33% | +20.50% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.91% | -0.01% | +32.37% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.48% | +0.41% | +20.20% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.36% | +0.16% | -3.69% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.17% | -0.02% | +7.75% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.09% | +0.10% | +8.83% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.99% | -0.03% | +297.21% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 1.75% | +0.46% | +5.84% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.66% | +0.04% | +27.10% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.62% | — | +7.88% | |
| 11 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.60% | -0.25% | -4.06% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.55% | +0.02% | -5.81% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.55% | -0.10% | -14.98% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.38% | +0.12% | +12.70% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.31% | +0.45% | +49.24% | |
| 16 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.31% | +0.08% | +36.76% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | -0.13% | -0.82% | |
| 18 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.21% | +0.07% | +11.34% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.12% | -0.05% | +3.96% | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 1.11% | +0.07% | +23.58% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.98% | -0.14% | +19.94% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.93% | -0.50% | -9.50% | |
| 23 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.92% | -0.01% | +251.74% | |
| 24 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.92% | -0.07% | -2.57% | |
| 25 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.92% | -0.06% | +2.70% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.92% | +0.05% | +36.52% | |
| 27 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.87% | -0.04% | -6.88% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | +0.34% | +16.03% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.75% | — | -58.84% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | -0.14% | -2.20% | |
| 31 | HOLA | JPM Intll Hdg Eq Lddr Ovrly | ETF-Other | 0.74% | -0.05% | — | |
| 32 | CGGR | Cap Group Growth Equity | ETF-Other | 0.74% | +0.03% | +5.65% | |
| 33 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.73% | -0.37% | -4.20% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | -0.03% | -1.58% | |
| 35 | CGDV | Cap Group Dividend Value | ETF-Other | 0.63% | +0.02% | +5.77% | |
| 36 | XLI | Ss Industrial Select Sector | ETF-Other | 0.63% | +0.27% | +121.43% | |
| 37 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.60% | +0.30% | +1.01% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.06% | +6.43% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.54% | -0.17% | +12.01% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-Other | 0.52% | -0.41% | +36.75% | |
| 41 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.51% | +0.01% | +0.40% | |
| 42 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.49% | -0.05% | +2.70% | |
| 43 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.49% | -0.01% | — | |
| 44 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.48% | -0.02% | +7.25% | |
| 45 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.46% | -0.24% | +29.14% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | +0.05% | +2.24% | |
| 47 | CGBL | Cap Group Core Balanced | ETF-Other | 0.44% | -0.02% | +2.69% | |
| 48 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.44% | -0.16% | +3.52% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.43% | +0.02% | -1.86% | |
| 50 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.43% | -0.07% | -2.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | +1.8% | +297.21% | Add |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | +1.5% | +20.50% | Add |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | +1.2% | +32.37% | Add |
| 4 | VO | Vanguard Mid-cap ETF | +0.7% | +20.20% | Add |
| 5 | PYLD | Pimco Multisector Bond Actv | +0.7% | +251.74% | Add |
| 6 | NVDA | Nvidia CORP | +0.6% | -3.69% | Trim |
| 7 | VUG | Vanguard Growth ETF | +0.5% | +49.24% | Add |
| 8 | LGLV | Spdr US Lc Low Vol Idx | +0.3% | +2.70% | Add |
| 9 | USMV | Ishares Msci USA Min Vol Fac | +0.3% | +3.96% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +0.3% | +16.03% | Add |
| 11 | XLF | Ss Financial Select Sector | +0.3% | +23.58% | Add |
| 12 | XLK | Ss Technology Select Sector | +0.3% | +5.84% | Add |
| 13 | IJR | Ishares Core S&p Small-cap E | +0.2% | +8.83% | Add |
| 14 | XLY | Ss Consumer Disc Select Sect | +0.2% | +1.01% | Add |
| 15 | DJUL | Ft Vest US Equity Deep Buffe | +0.2% | +41.39% | Add |
| 16 | GMAR | Ft Vest US Equity Moderate B | +0.2% | +23.32% | Add |
| 17 | XLI | Ss Industrial Select Sector | +0.2% | +121.43% | Add |
| 18 | IEMG | Ishares Core Msci Emerging | +0.2% | +36.52% | Add |
| 19 | IUSG | Ishares Core S&p U.s. Growth | +0.2% | +11.34% | Add |
| 20 | DFAE | Dimensional Emerging Core Eq | +0.1% | +7.88% | Add |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +12.70% | Add |
| 22 | JCPB | Jpmorgan Core Plus Bond ETF | +0.1% | +36.76% | Add |
| 23 | CGDV | Cap Group Dividend Value | +0.1% | +5.77% | Add |
| 24 | AVGO | Broadcom Inc | +0.1% | +12.01% | Trim |
| 25 | XLC | Ss Comm Select Sector Spdr | +0.1% | -2.57% | Add |
| 26 | CGGR | Cap Group Growth Equity | +0.1% | +5.65% | Add |
| 27 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +29.14% | Add |
| 28 | ORCL | Oracle CORP | +0.1% | +17.49% | Add |
| 29 | IGV | Ishares Expanded Tech-softwa | +0.1% | -0.40% | Add |
| 30 | GOOGL | Alphabet Inc-cl A | +0.1% | +11.66% | Add |
| 31 | META | Meta Platforms Inc-class A | +0.1% | +6.43% | Add |
| 32 | TSLA | Tesla Inc | +0.1% | +2.24% | Trim |
| 33 | NJUL | Innovator Growth 100 Power B | +0.1% | +42.75% | Add |
| 34 | LHX | L3harris Technologies Inc | +0.1% | +8.72% | Add |
| 35 | MRSH | Marsh & Mclennan Cos | +0.1% | +174.59% | Add |
| 36 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +56.04% | Add |
| 37 | MSFT | Microsoft CORP | +0.1% | -0.82% | Trim |
| 38 | ICSH | Ishares Ultra Short Duration | +0.1% | -3.12% | Add |
| 39 | CGDG | Cap Group Dividend Growers | +0.1% | +6.97% | Add |
| 40 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +81.55% | Add |
| 41 | MRK | Merck & Co. Inc. | +0.1% | +0.97% | Add |
| 42 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +7.38% | Add |
| 43 | POCT | Innovator U.s. Equity Power | +0.1% | +25.25% | Add |
| 44 | DOCT | Ft Vest U.s. Equity Deep Buf | +0.1% | +41.57% | Add |
| 45 | DAUG | Ft Vest U.s. Equity Deep Buf | +0.1% | +41.40% | Add |
| 46 | PJUL | Innovator U.s. Equity Power | +0.1% | +23.26% | Add |
| 47 | DNOV | Ft Vest US Equity Deep Buffe | +0.1% | +41.63% | Add |
| 48 | DDEC | Ft Vest U.s. Equity Deep Buf | +0.1% | +41.74% | Add |
| 49 | DMAY | Ft Vest US Equity Deep Buffe | +0.1% | +41.98% | Add |
| 50 | DSEP | Ft Vest U.s. Equity Deep Buf | +0.1% | +41.70% | Add |
According to official SEC Form 13F filings, Founders Financial Securities LLC reported a total U.S. public equity portfolio value of $2.0B across 489 disclosed positions in Q3 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, VO) accounted for 13.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
HOLA
市值: $10.8M
Top Position Liquidated / Trimmed
SSUS
前期市值: $22.7M
During Q3 2025, Founders Financial Securities LLC's top holdings by market value included SPYG (6.2%)、SPYV (4.9%)、VO (2.5%). The largest single position, SPYG, represented 6.2% of total portfolio value.
In Q3 2025, Founders Financial Securities LLC made 200 total portfolio adjustments, initiating 45 new buys, adding to 85 positions, trimming 43 holdings, and fully liquidating 27 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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