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CIK: 0001342396
Total reported value
$2.0B
$2.0B
574 檔
15.7%
The Q4 2025 SEC filing reveals that Founders Financial Securities LLC held a total portfolio value of $2.0B, covering 574 public equity positions.
In Q4 2025, Founders Financial Securities LLC displayed an active expansion posture, initiating 40 new positions and adding to 133 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 574 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 | 6.10% | +0.33% | +11.24% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.62% | -0.01% | +5.76% | |
| 3 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.58% | — | +78.50% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.42% | -0.02% | +23.27% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.38% | +0.41% | +12.19% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.09% | +0.16% | +2.41% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 1.91% | +0.46% | +146.58% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.85% | +0.10% | +1.28% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.80% | -0.03% | +2.81% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.70% | +0.02% | +18.12% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.63% | -0.10% | +21.57% | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.58% | +0.04% | +10.77% | |
| 13 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.46% | -0.25% | +2.43% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.29% | +0.12% | +5.34% | |
| 15 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.26% | +0.08% | +11.56% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.23% | +0.45% | +6.86% | |
| 17 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.11% | -0.01% | +39.49% | |
| 18 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.09% | +0.07% | +1.76% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.06% | -0.13% | +7.47% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.01% | -0.05% | +4.82% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | +0.34% | +41.03% | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.89% | -0.07% | +12.35% | |
| 23 | XLF | Ss Financial Select Sector | ETF-Other | 0.88% | +0.07% | -9.16% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.84% | -0.50% | +5.48% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.84% | -0.27% | +122.14% | |
| 26 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.83% | -0.06% | +5.39% | |
| 27 | CGGR | Cap Group Growth Equity | ETF-Other | 0.79% | +0.03% | +21.64% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | -0.03% | +34.77% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | -0.14% | +9.87% | |
| 30 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.73% | -0.04% | -2.36% | |
| 31 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.73% | -0.37% | +11.35% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.71% | +0.05% | -12.73% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.69% | -0.14% | -20.85% | |
| 34 | CGDV | Cap Group Dividend Value | ETF-Other | 0.68% | +0.02% | +19.57% | |
| 35 | HOLA | JPM Intll Hdg Eq Lddr Ovrly | ETF-Other | 0.66% | -0.05% | +1.99% | |
| 36 | XLI | Ss Industrial Select Sector | ETF-Other | 0.61% | +0.27% | +11.02% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-Other | 0.55% | -0.41% | +9.46% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | -0.01% | +74.79% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | -0.17% | +4.33% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.12% | +12.53% | |
| 41 | CGBL | Cap Group Core Balanced | ETF-Other | 0.48% | -0.02% | +24.09% | |
| 42 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.48% | -0.02% | +14.42% | |
| 43 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.47% | -0.01% | +10.98% | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.47% | +0.30% | +80.67% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | -0.06% | +8.65% | |
| 46 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.46% | -0.24% | +17.19% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-Other | 0.45% | -0.02% | +26.82% | |
| 48 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.45% | -0.05% | +2.97% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | +0.05% | +10.95% | |
| 50 | CGUS | Cap Group Core Equity | ETF-Other | 0.42% | — | +19.54% |
According to official SEC Form 13F filings, Founders Financial Securities LLC reported a total U.S. public equity portfolio value of $2.0B across 574 disclosed positions in Q4 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, DFAE) accounted for 15.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
LBRT
市值: $2.3M
Top Position Liquidated / Trimmed
MGC
前期市值: $1.0M
During Q4 2025, Founders Financial Securities LLC's top holdings by market value included SPYG (6.1%)、SPYV (4.6%)、DFAE (2.6%). The largest single position, SPYG, represented 6.1% of total portfolio value.
In Q4 2025, Founders Financial Securities LLC made 200 total portfolio adjustments, initiating 40 new buys, adding to 133 positions, trimming 20 holdings, and fully liquidating 7 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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