§ 13F · FUND PROFILE
FOUNDERS FINANCIAL SECURITIES LLC.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $1316.3T (13F)Positions · 491Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1697.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | 970K | $103.5T | 6.1% | NEW |
| 2 | SPYV | SPDR SERIES TRUST | 1.38M | $78.4T | 4.6% | NEW |
| 3 | DFAE | DIMENSIONAL ETF TRUST | 1.35M | $43.9T | 2.6% | NEW |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 658K | $41.1T | 2.4% | NEW |
| 5 | VO | VANGUARD INDEX FDS | 139K | $40.4T | 2.4% | NEW |
| 6 | NVDA | NVIDIA CORPORATION | 191K | $35.6T | 2.1% | NEW |
| 7 | XLK | SELECT SECTOR SPDR TR | 225K | $32.3T | 1.9% | NEW |
| 8 | IJR | ISHARES TR | 262K | $31.5T | 1.9% | NEW |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 139K | $30.6T | 1.8% | NEW |
| 10 | AAPL | APPLE INC | 106K | $28.8T | 1.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FOUNDERS SIGNAL
AC read
FOUNDERS FINANCIAL SECURITIES LLC is a Dealer / Bank fund managing $1316343.7 trillion in assets. The fund runs a broad portfolio of 491 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed