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CIK: 0001342396
Total reported value
$2.0B
$2.0B
555 檔
19.0%
During the Q2 2026 filing period, Founders Financial Securities LLC (CIK: 0001342396) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.0B across 555 reported positions.
In Q2 2026, Founders Financial Securities LLC displayed an active expansion posture, initiating 26 new positions and adding to 102 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 555 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 | 6.49% | -1.22% | +1.39% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.75% | -0.03% | +5.16% | |
| 3 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.83% | -0.10% | -1.49% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.82% | -0.10% | +377.46% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.82% | -0.09% | +2.54% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.51% | -0.07% | +3.37% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 2.30% | +0.39% | +2.83% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.28% | -0.41% | +1.61% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.99% | +0.31% | +10.03% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.71% | -0.05% | +13.81% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.53% | -0.02% | +4.34% | |
| 12 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.42% | +0.02% | +16.70% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.33% | -0.20% | +0.78% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.32% | +0.27% | +1.24% | |
| 15 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.30% | -0.32% | -9.31% | |
| 16 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.18% | +0.03% | +2.64% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 1.16% | -0.32% | +859.73% | |
| 18 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.97% | -0.11% | +8.48% | |
| 19 | XLI | Ss Industrial Select Sector | ETF-Other | 0.92% | -0.13% | +45.22% | |
| 20 | CGGR | Cap Group Growth Equity | ETF-Other | 0.87% | +0.07% | +1.44% | |
| 21 | IVVM | Ishar Lc Md Qur Ld Etf-us In | ETF-Other | 0.83% | -0.02% | -0.25% | |
| 22 | CGDV | Cap Group Dividend Value | ETF-Other | 0.82% | +0.12% | +2.11% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.80% | -0.58% | +5.89% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.79% | -0.60% | -32.86% | |
| 25 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.76% | -0.44% | +75.36% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.75% | -0.02% | +1.35% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.74% | -0.22% | -8.92% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | -0.35% | +95.54% | |
| 29 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.67% | -0.47% | +3.97% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | -0.01% | -3.74% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | +0.16% | -9.89% | |
| 32 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.57% | -0.04% | +0.35% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | -0.04% | +22.40% | |
| 34 | XLF | Ss Financial Select Sector | ETF-Other | 0.55% | +0.50% | +21.83% | |
| 35 | CGBL | Cap Group Core Balanced | ETF-Other | 0.54% | +0.03% | +0.20% | |
| 36 | HOLA | JPM Intll Hdg Eq Lddr Ovrly | ETF-Other | 0.52% | -0.02% | -0.48% | |
| 37 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.52% | -0.02% | +5.82% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | -0.03% | -2.99% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | — | +5.32% | |
| 40 | CGUS | Cap Group Core Equity | ETF-Other | 0.49% | +0.07% | -0.03% | |
| 41 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.48% | -0.01% | +8.19% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | -0.01% | -16.39% | |
| 43 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.43% | +0.67% | — | |
| 44 | XLE | Ss Energy Select Sector | ETF-Other | 0.43% | -0.02% | +38.29% | |
| 45 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.43% | -0.05% | -43.26% | |
| 46 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.43% | +0.02% | -30.25% | |
| 47 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.42% | -0.03% | +14.31% | |
| 48 | XLV | Ss Health Care Select Sector | ETF-Other | 0.40% | +0.26% | -48.51% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.38% | +0.56% | +3.97% | |
| 50 | CGGO | Cap Group Global Growth | ETF-Other | 0.38% | +0.03% | +3.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | +0.5% | +2.83% | Add |
| 2 | VUG | Vanguard Growth ETF | +0.5% | +859.73% | Add |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.4% | NEW | New buy |
| 4 | VO | Vanguard Mid-cap ETF | +0.4% | +377.46% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +0.3% | +95.54% | Add |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | +1.39% | Add |
| 7 | XLY | Ss Consumer Disc Select Sect | +0.3% | +75.36% | Add |
| 8 | EWY | Ishares Msci South Korea ETF | +0.3% | NEW | New buy |
| 9 | XLI | Ss Industrial Select Sector | +0.3% | +45.22% | Add |
| 10 | XBI | Ss Spdr S&p Biotech ETF | +0.3% | NEW | New buy |
| 11 | MDY | State Street Spdr S&p Midcap | +0.2% | +353.75% | Add |
| 12 | DJUN | Ft Vest US Equity Deep Buffe | +0.2% | NEW | New buy |
| 13 | GSG | Ishares S&p Gsci Commodity I | +0.2% | NEW | New buy |
| 14 | NVDA | Nvidia CORP | +0.2% | +10.03% | Add |
| 15 | XTL | Ss Spdr S&p Telecom ETF | +0.2% | NEW | New buy |
| 16 | AMD | Advanced Micro Devices | +0.1% | -18.90% | Trim |
| 17 | IDV | Ishares International Select | +0.1% | NEW | New buy |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.78% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +22.40% | Add |
| 20 | PWB | Invesco Large Cap Growth ETF | +0.1% | +115.53% | Add |
| 21 | AAXJ | Ishares Msci All Country Asi | +0.1% | NEW | New buy |
| 22 | GJUL | Ft Vest US Equity Moderate B | +0.1% | NEW | New buy |
| 23 | IJR | Ishares Core S&p Small-cap E | +0.1% | +1.61% | Add |
| 24 | QCOM | Qualcomm Inc | +0.1% | +277.34% | Add |
| 25 | GAUG | Ft Vest US Equity Moderate B | +0.1% | NEW | New buy |
| 26 | ILF | Ishares Latin America 40 ETF | +0.1% | NEW | New buy |
| 27 | OTIS | Otis Worldwide CORP | +0.1% | +187.39% | Add |
| 28 | JCPB | Jpmorgan Core Plus Bond ETF | +0.1% | +16.70% | Add |
| 29 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | +2.64% | Add |
| 30 | XLF | Ss Financial Select Sector | +0.1% | +21.83% | Add |
| 31 | TOPT | Ishares Top 20 US Stocks ETF | +0.1% | +73.75% | Add |
| 32 | ABBV | Abbvie Inc | +0.1% | +100.37% | Add |
| 33 | MQQQ | Tradr 2x Long Innovation 100 | +0.1% | NEW | New buy |
| 34 | HPQ | Hp Inc | +0.1% | NEW | New buy |
| 35 | XLE | Ss Energy Select Sector | +0.1% | +38.29% | Add |
| 36 | SMH | Vaneck Semiconductor ETF | +0.1% | -12.32% | Trim |
| 37 | TXN | Texas Instruments Inc | +0.1% | -0.80% | Trim |
| 38 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | +0.1% | +319.97% | Add |
| 39 | TQQQ | Proshares Ultrapro Qqq | +0.1% | NEW | New buy |
| 40 | IEMG | Ishares Core Msci Emerging | +0.1% | +5.89% | Add |
| 41 | TSLA | Tesla Inc | +0.1% | +8.43% | Add |
| 42 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | +0.1% | NEW | New buy |
| 43 | SPXL | Direxion Daily S&p 500 Bull | +0.1% | NEW | New buy |
| 44 | UPRO | Proshares Ultrapro S&p 500 | +0.1% | NEW | New buy |
| 45 | FBND | Fidelity Total Bond ETF | 0% | +13.81% | Add |
| 46 | CGGO | Cap Group Global Growth | 0% | +3.36% | Add |
| 47 | ASML | ASML Holding N.V. | 0% | +7.00% | Add |
| 48 | AVDV | Avantis Intl S/c Value ETF | 0% | +38.61% | Add |
| 49 | BX | Blackstone Inc | 0% | +53.00% | Add |
| 50 | UL | Unilever Plc-sponsored Adr | 0% | +28.29% | 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 555 disclosed positions in Q2 2026.
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 19.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
DYNF
市值: $8.4M
Top Position Liquidated / Trimmed
XOM
前期市值: $7.0M
During Q2 2026, Founders Financial Securities LLC's top holdings by market value included SPYG (6.5%)、SPYV (4.8%)、DFAE (2.8%). The largest single position, SPYG, represented 6.5% of total portfolio value.
In Q2 2026, Founders Financial Securities LLC made 200 total portfolio adjustments, initiating 26 new buys, adding to 102 positions, trimming 57 holdings, and fully liquidating 15 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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