§ 13F · FUND PROFILE
FOUNDERS FINANCIAL SECURITIES LLC.
AUM · $2.0B (13F)Positions · 555Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$58M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | 1.06M | $127M | 6.5% | −49% |
| 2 | SPYV | SPDR SERIES TRUST | 1.53M | $93M | 4.8% | −47% |
| 3 | DFAE | DIMENSIONAL ETF TRUST | 1.38M | $55M | 2.8% | −51% |
| 4 | VO | VANGUARD INDEX FDS | 684K | $55M | 2.8% | +139% |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 232K | $55M | 2.8% | −49% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 687K | $49M | 2.5% | −48% |
| 7 | XLK | SELECT SECTOR SPDR TR | 236K | $45M | 2.3% | −49% |
| 8 | IJR | ISHARES TR | 300K | $45M | 2.3% | −49% |
| 9 | NVDA | NVIDIA CORPORATION | 194K | $39M | 2.0% | −45% |
| 10 | FBND | FIDELITY MERRIMACK STR TR | 733K | $33M | 1.7% | −43% |
§ 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 $2.0 billion in assets. The fund runs a broad portfolio of 555 positions.
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