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 $1.77B across 530 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPYG ($109.2M, 6.16%), SPYV ($84.4M, 4.76%), VIG ($50.5M, 2.85%), DFAE ($50.1M, 2.83%), VEA ($44.9M, 2.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | $109.2M | 6.16% | 1.1M | Added |
| 2 | SPYV | SPDR SERIES TRUST | $84.4M | 4.76% | 1.5M | Added |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $50.5M | 2.85% | 226,499 | Added |
| 4 | DFAE | DIMENSIONAL ETF TRUST | $50.1M | 2.83% | 1.4M | Added |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $44.9M | 2.53% | 664,634 | Added |
| 6 | VO | VANGUARD INDEX FDS | $42.7M | 2.41% | 143,176 | Added |
| 7 | IJR | ISHARES TR | $38.7M | 2.18% | 295,641 | Added |
| 8 | XLK | SELECT SECTOR SPDR TR | $32.6M | 1.84% | 229,408 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $32.4M | 1.83% | 176,415 | Trimmed |
| 10 | FBND | FIDELITY MERRIMACK STR TR | $29.6M | 1.67% | 644,365 | Added |
| 11 | AGG | ISHARES TR | $28.8M | 1.63% | 289,486 | Added |
| 12 | IDEV | ISHARES TR | $27.4M | 1.55% | 313,226 | Added |
| 13 | JCPB | J P MORGAN EXCHANGE TRADED F | $23.8M | 1.34% | 505,209 | Added |
| 14 | AAPL | APPLE INC | $23.0M | 1.30% | 88,135 | Trimmed |
| 15 | BIL | SPDR SERIES TRUST | $22.8M | 1.29% | 249,357 | Added |
| 16 | QQQ | INVESCO QQQ TR | $21.4M | 1.21% | 35,004 | Trimmed |
| 17 | IUSG | ISHARES TR | $19.7M | 1.11% | 119,557 | Added |
| 18 | PYLD | PIMCO ETF TR | $17.4M | 0.98% | 657,410 | Trimmed |
| 19 | IEFA | ISHARES TR | $15.5M | 0.88% | 163,400 | Added |
| 20 | IVVM | BLACKROCK ETF TRUST II | $15.4M | 0.87% | 438,365 | New |
| 21 | CGGR | CAPITAL GROUP GROWTH ETF | $14.9M | 0.84% | 353,320 | Added |
| 22 | XLV | SELECT SECTOR SPDR TR | $14.4M | 0.81% | 96,139 | Added |
| 23 | USMV | ISHARES TR | $14.1M | 0.80% | 150,485 | Trimmed |
| 24 | ITA | ISHARES TR | $14.2M | 0.80% | 61,102 | Added |
| 25 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $14.2M | 0.80% | 318,624 | Added |
Source: SEC Form 13F filings · as of 2026-03-31