Institutions / Founders Financial Securities LLC

Founders Financial Securities LLC

CIK 1342396 · Institution · as of Mar 31, 2026
Portfolio value
$1.77B
Positions
530
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$1.77B+4.4%
$1.77B$1.73B$1.70BQ4 '25Q1 '26

Positions

530-7.7%
574552530Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 530 →
CompanyClassValueShares% of portfolio
SPDR Series Trust$109.22M1,050,2196.2%
SPDR Series Trust$84.38M1,450,8894.8%
Vanguard Specialized Funds$50.47M226,4992.8%
Dimensional ETF Trust$50.10M1,396,7742.8%
Vanguard Tax-Managed Fds$44.90M664,6342.5%
Vanguard Index Fds$42.70M143,1762.4%
iShares Tr$38.66M295,6412.2%
Select Sector SPDR Tr$32.59M229,4081.8%
NVIDIA Corp$32.44M176,4151.8%
Fidelity Merrimack Str Tr$29.56M644,3651.7%
iShares Tr$28.80M289,4861.6%
iShares MSCI UAE ETF$27.44M313,2261.5%
J P Morgan Exchange Traded F$23.81M505,2091.3%
Apple Inc.$22.96M88,1351.3%
SPDR Series Trust$22.81M249,3571.3%
Invesco Qqq Tr$21.36M35,0041.2%
iShares Tr$19.69M119,5571.1%
PIMCO ETF Tr$17.39M657,4101.0%
iShares Tr$15.55M163,4000.9%
BlackRock ETF Trust II$15.36M438,3650.9%
Capital Group Growth ETF$14.85M353,3200.8%
Select Sector SPDR Tr$14.36M96,1390.8%
Capital Group Dividend Value$14.24M318,6240.8%
iShares Tr$14.16M61,1020.8%
iShares MSCI UAE ETF$14.12M150,4850.8%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
Add921908844
Common stock
$19.44M+87K
+62.65%
226,499
2.85% of portfolio
medium
Q1 2026
as of
New092528702
Common stock
$15.36M+438K
438,365
0.87% of portfolio
medium
Q1 2026
as of
Trim922908363
Common stock
$-10.78M-17K
-63.39%
9,963
0.35% of portfolio
medium
Q1 2026
as of
Add78468R663
Common stock
$8.48M+93K
+59.22%
249,357
1.29% of portfolio
medium
Q1 2026
as of
Add78464A409
Common stock
$8.35M+80K
+8.28%
1,050,219
6.16% of portfolio
medium
Q1 2026
as of
Add52468L505
Common stock
$7.20M+175K
+2373.69%
181,940
0.42% of portfolio
medium
Q1 2026
as of
Trim922908736
Common stock
$-7.11M-15K
-36.01%
27,482
0.71% of portfolio
medium
Q1 2026
as of
Trim81369Y852
Common stock
$-6.82M-60K
-46.37%
69,072
0.45% of portfolio
medium
Q1 2026
as of
Exit464287721
Common stock
$-6.19M-31K
-100.00%
0
medium
Q1 2026
as of
New89834G760
Common stock
$5.76M+192K
191,637
0.32% of portfolio
medium