Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FOUNDERS FINANCIAL SECURITIES LLC (CIK 1342396) reported $1.95B across 555 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYG ($126.7M, 6.49%), SPYV ($92.8M, 4.75%), DFAE ($55.3M, 2.83%), VO ($55.1M, 2.82%), VIG ($55.0M, 2.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | $126.7M | 6.49% | 1.1M | Added |
| 2 | SPYV | SPDR SERIES TRUST | $92.8M | 4.75% | 1.5M | Added |
| 3 | DFAE | DIMENSIONAL ETF TRUST | $55.3M | 2.83% | 1.4M | Trimmed |
| 4 | VO | VANGUARD INDEX FDS | $55.1M | 2.82% | 683,602 | Added |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $55.0M | 2.82% | 232,260 | Added |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $49.0M | 2.51% | 687,039 | Added |
| 7 | XLK | SELECT SECTOR SPDR TR | $44.9M | 2.30% | 235,900 | Added |
| 8 | IJR | ISHARES TR | $44.6M | 2.28% | 300,394 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $38.8M | 1.99% | 194,114 | Added |
| 10 | FBND | FIDELITY MERRIMACK STR TR | $33.4M | 1.71% | 733,356 | Added |
| 11 | AGG | ISHARES TR | $29.9M | 1.53% | 302,046 | Added |
| 12 | JCPB | J P MORGAN EXCHANGE TRADED F | $27.7M | 1.42% | 589,566 | Added |
| 13 | QQQ | INVESCO QQQ TR | $26.0M | 1.33% | 35,278 | Added |
| 14 | AAPL | APPLE INC | $25.8M | 1.32% | 89,227 | Added |
| 15 | IDEV | ISHARES TR | $25.3M | 1.30% | 284,074 | Trimmed |
| 16 | IUSG | ISHARES TR | $23.1M | 1.18% | 122,713 | Added |
| 17 | VUG | VANGUARD INDEX FDS | $22.7M | 1.16% | 263,753 | Added |
| 18 | PYLD | PIMCO ETF TR | $18.9M | 0.97% | 713,179 | Added |
| 19 | XLI | SELECT SECTOR SPDR TR | $18.0M | 0.92% | 97,416 | Added |
| 20 | CGGR | CAPITAL GROUP GROWTH ETF | $16.9M | 0.87% | 358,394 | Added |
| 21 | IVVM | BLACKROCK ETF TRUST II | $16.2M | 0.83% | 437,284 | Trimmed |
| 22 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $16.0M | 0.82% | 325,357 | Added |
| 23 | IEMG | ISHARES INC | $15.7M | 0.80% | 189,162 | Added |
| 24 | BIL | SPDR SERIES TRUST | $15.3M | 0.79% | 167,416 | Trimmed |
| 25 | XLY | SELECT SECTOR SPDR TR | $14.8M | 0.76% | 125,976 | Added |
Source: SEC Form 13F filings · as of 2026-06-30