account_balance
Investment manager · 13F filer · SEC CIK 1342396
Founders Financial Securities LLC
Reported value$2.03Bas of Sep 30, 2026
Positions579 73 new, 49 sold out
Top 10 weight29.1%SPYG alone is 5%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYGSPDR Series Trust
5.3%Trimmed −18%
SPYVSPDR Series Trust
4.7%Added +3%
VIGVanguard Specialized Funds
2.7%Added +2%
DFAEDimensional ETF Trust
2.7%Added +2%
VOVanguard Index FDS
2.7%Added +3%
XLKSelect Sector SPDR Tr
2.7%Added +18%
VEAVanguard Tax-Managed FDS
2.4%Added +2%
NVDANVIDIA Corp
2.3%Added +5%
IJRiShares Tr
1.9%Trimmed −7%
FBNDFidelity Merrimack STR Tr
1.7%Added +6%
AAPLApple Inc.
1.6%+8%
AGGiShares Tr
1.5%
SPYGSPDR Series Trust
5.3%Trimmed −18%
SPYVSPDR Series Trust
4.7%Added +3%
VIGVanguard Specialized Funds
2.7%+2%
DFAEDimensional ETF Trust
2.7%+2%
VOVanguard Index FDS
2.7%+3%
XLKSelect Sector SPDR Tr
2.7%
VEAVanguard Tax-Managed FDS
2.4%
NVDANVIDIA Corp
2.3%
IJRiShares Tr
1.9%
FBND1.7%
AAPL1.6%AGG1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYG SPDR Series Trust 5.3% Trimmed −18%
SPYV SPDR Series Trust 4.7% Added +3%
VIG Vanguard Specialized Funds 2.7% Added +2%
DFAE Dimensional ETF Trust 2.7% Added +2%
VO Vanguard Index FDS 2.7% Added +3%
XLK Select Sector SPDR Tr 2.7% Added +18%
VEA Vanguard Tax-Managed FDS 2.4% Added +2%
NVDA NVIDIA Corp 2.3% Added +5%IJR iShares Tr 1.9% Trimmed −7%
FBND Fidelity Merrimack STR Tr 1.7% Added +6%
AAPL Apple Inc. 1.6% Added +8%AGG iShares Tr 1.5% Added +8%
What changed
Biggest moves since Jun 30, 2026
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