Funds › Founders Financial Securities LLC
Founders Financial Securities LLC
13F for Q3 2026, filed Oct 28, 2026. 579 positions worth $2.0B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 28, 2026
Reported value
$2.0B
+$77.0M (3.9%) vs Q2 2026
Positions
579
555 in Q2 2026
Top 10 share
29.1%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust St Str P500GRW | 869,141 | $107.0M | 5.3% | -18.4% | 13F ↗ |
| 2 | Spdr Series Trust St Str P500VAL | 1.57M | $95.8M | 4.7% | +2.7% | 13F ↗ |
| 3 | Vanguard Specialized Funds Div App Etf | 237,684 | $55.5M | 2.7% | +2.3% | 13F ↗ |
| 4 | Dimensional ETF Trust Emgr Cre Eqt Mng | 1.41M | $55.4M | 2.7% | +2.4% | 13F ↗ |
| 5 | Vanguard Index Fds Mrngstr Mid Cap | 703,373 | $55.2M | 2.7% | +2.9% | 13F ↗ |
| 6 | Select Sector Spdr Tr St Str Techn Etf | 278,734 | $54.6M | 2.7% | +18.2% | 13F ↗ |
| 7 | Vanguard Tax-Managed Fds | 701,323 | $49.5M | 2.4% | +2.1% | 13F ↗ |
| 8 | NVDA NVIDIA Corporation | 204,162 | $46.6M | 2.3% | +5.2% | 13F ↗ |
| 9 | iShares Tr Core S&P Scp Etf | 278,340 | $37.9M | 1.9% | -7.3% | 13F ↗ |
| 10 | Fidelity Merrimack Str Tr Total Bd Etf | 778,543 | $33.7M | 1.7% | +6.2% | 13F ↗ |
| 11 | AAPL Apple Inc. | 96,663 | $32.2M | 1.6% | +8.3% | 13F ↗ |
| 12 | iShares Tr Core Us Aggbd Et | 324,788 | $30.7M | 1.5% | +7.5% | 13F ↗ |
| 13 | J P Morgan Exchange Traded F Core Plus Bd Etf | 652,039 | $29.2M | 1.4% | +10.6% | 13F ↗ |
| 14 | iShares Tr Core S&P Us Gwt | 126,869 | $24.6M | 1.2% | +3.4% | 13F ↗ |
| 15 | Invesco Qqq Tr | 31,027 | $23.0M | 1.1% | -12.1% | 13F ↗ |
| 16 | BlackRock ETF Trust Ishares Us Equit | 323,566 | $22.4M | 1.1% | +161% | 13F ↗ |
| 17 | Select Sector Spdr Tr St Str Finl Etf | 398,569 | $21.3M | 1.0% | +97.3% | 13F ↗ |
| 18 | iShares Tr Core Msci Intl | 221,707 | $19.8M | 1.0% | -22.0% | 13F ↗ |
| 19 | Capital Group Dividend Value Units | 391,326 | $19.1M | 0.9% | +20.3% | 13F ↗ |
| 20 | Capital Group Growth ETF Units | 402,602 | $19.1M | 0.9% | +12.3% | 13F ↗ |
| 21 | Schwab Strategic Tr Us Lcap Gr Etf | 528,149 | $19.0M | 0.9% | +140% | 13F ↗ |
| 22 | Pimco ETF Tr Multisector Bd | 684,325 | $17.4M | 0.9% | -4.0% | 13F ↗ |
| 23 | Vanguard Index Fds Mrngstr Grwt Etf | 190,203 | $17.1M | 0.8% | -27.9% | 13F ↗ |
| 24 | BlackRock ETF Trust II Ishares Larg Cap | 433,819 | $16.4M | 0.8% | -0.8% | 13F ↗ |
| 25 | Select Sector Spdr Tr Etf | 96,552 | $16.1M | 0.8% | -0.9% | 13F ↗ |
| 26 | MSFT Microsoft Corporation | 29,052 | $14.9M | 0.7% | -3.0% | 13F ↗ |
| 27 | iShares Tr Msci Usa Min Etf | 152,509 | $14.9M | 0.7% | Unchanged | 13F ↗ |
| 28 | Spdr Index Shs Fds St Str Msci Glb | 163,897 | $14.2M | 0.7% | New | 13F ↗ |
| 29 | Select Sector Spdr Tr St Str Care Etf | 79,401 | $13.4M | 0.7% | +60.4% | 13F ↗ |
| 30 | iShares Tr Core S&P500 Etf | 17,170 | $13.1M | 0.6% | -0.4% | 13F ↗ |
| 31 | Vanguard Index Fds Mrngstr Val Etf | 56,895 | $12.3M | 0.6% | +81.0% | 13F ↗ |
| 32 | Capital Group Core Balanced | 315,090 | $11.6M | 0.6% | +12.9% | 13F ↗ |
| 33 | Capital Group Core Equity Et Units | 255,576 | $11.4M | 0.6% | +18.5% | 13F ↗ |
| 34 | GOOGL Alphabet Inc. Class A | 31,499 | $10.8M | 0.5% | +2.1% | 13F ↗ |
| 35 | Spdr Series Trust St Str R1K Lowv | 61,275 | $10.7M | 0.5% | +0.1% | 13F ↗ |
| 36 | iShares Tr Core Msci Eafe | 108,576 | $10.5M | 0.5% | -27.0% | 13F ↗ |
| 37 | J P Morgan Exchange Traded F Municipal Etf | 214,524 | $10.2M | 0.5% | +6.2% | 13F ↗ |
| 38 | iShares Tr National Mun Etf | 100,902 | $10.2M | 0.5% | +12.0% | 13F ↗ |
| 39 | J P Morgan Exchange Traded F Intl Hdgd Eqt La | 183,825 | $10.2M | 0.5% | -0.6% | 13F ↗ |
| 40 | Series Portfolios Tr | 386,925 | $9.9M | 0.5% | New | 13F ↗ |
| 41 | Series Portfolios Tr Eldridge Bbb B | 372,020 | $9.8M | 0.5% | New | 13F ↗ |
| 42 | Vanguard Index Fds Mrngstr Ttl Stk | 25,678 | $9.6M | 0.5% | -2.6% | 13F ↗ |
| 43 | J P Morgan Exchange Traded F Income Etf | 212,471 | $9.5M | 0.5% | +3.4% | 13F ↗ |
| 44 | AMZN Amazon.com, Inc. | 37,161 | $9.3M | 0.5% | -3.7% | 13F ↗ |
| 45 | iShares Tr 0-3 Mth Treasury | 89,996 | $9.1M | 0.4% | +8.5% | 13F ↗ |
| 46 | XOM ExxonMobil Holdings Corporation | 54,690 | $8.9M | 0.4% | New | 13F ↗ |
| 47 | META Meta Platforms, Inc. | 12,161 | $8.8M | 0.4% | +7.9% | 13F ↗ |
| 48 | Capital Group Gbl Growth Eqt Units | 211,347 | $8.4M | 0.4% | +20.6% | 13F ↗ |
| 49 | Select Sector Spdr Tr St Str Energ Etf | 136,650 | $8.4M | 0.4% | -13.7% | 13F ↗ |
| 50 | iShares Tr Msci Usa Qlt Fct | 36,358 | $8.1M | 0.4% | +86.4% | 13F ↗ |
Showing the top 50 of 579 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
74 new, 281 added to, 193 trimmed, 50 exited, 31 unchanged. By estimated dollars.
New positions (74)
| Spdr Index Shs Fds St Str Msci Glb | 163,897 | New | $14.2M |
| Series Portfolios Tr | 386,925 | New | $9.9M |
| Series Portfolios Tr Eldridge Bbb B | 372,020 | New | $9.8M |
| XOM ExxonMobil Holdings Corporation | 54,690 | New | $8.9M |
| Vanguard Index Fds Extend Mkt Etf | 30,954 | New | $7.2M |
| Spdr Index Shs Fds St Str Po Ex Etf | 124,887 | New | $6.3M |
| BlackRock ETF Trust Ishares Intl Eq | 149,740 | New | $4.6M |
| Spdr Series Trust St Port High Etf | 183,910 | New | $4.2M |
| Bondbloxx ETF Trust Jp Mor Usd 1 Etf | 87,561 | New | $3.8M |
| Vaneck ETF Trust Oil Refiners Etf | 55,784 | New | $3.5M |
Added to (281)
| BlackRock ETF Trust Ishares Us Equit | 323,566 | +161% | $13.8M |
| Schwab Strategic Tr Us Lcap Gr Etf | 528,149 | +140% | $11.1M |
| Select Sector Spdr Tr St Str Finl Etf | 398,569 | +97.3% | $10.5M |
| Select Sector Spdr Tr St Str Techn Etf | 278,734 | +18.2% | $8.4M |
| Vanguard Index Fds Mrngstr Val Etf | 56,895 | +81.0% | $5.5M |
| Select Sector Spdr Tr St Str Care Etf | 79,401 | +60.4% | $5.0M |
| iShares Tr Msci Usa Qlt Fct | 36,358 | +86.4% | $3.7M |
| iShares Tr Etf | 15,638 | +518% | $3.6M |
| Capital Group Dividend Value Units | 391,326 | +20.3% | $3.2M |
| Global X Fds Us Infr Dev Etf | 58,148 | +1186% | $2.8M |
Trimmed (193)
| Spdr Series Trust St Str P500GRW | 869,141 | -18.4% | -$24.1M |
| Spdr Series Trust St Str Blo 1 Etf | 42,811 | -74.4% | -$11.4M |
| iShares Inc Core Msci Emkt | 56,193 | -70.3% | -$10.8M |
| iShares Tr Trs Flt Rt Bd | 78,900 | -69.3% | -$9.0M |
| Select Sector Spdr Tr St Str Discr Etf | 59,011 | -53.2% | -$7.3M |
| Vanguard Index Fds S&P 500 Etf Shs | 9,938 | -49.0% | -$6.7M |
| Vanguard Index Fds Mrngstr Grwt Etf | 190,203 | -27.9% | -$6.6M |
| iShares Tr Core Msci Intl | 221,707 | -22.0% | -$5.6M |
| iShares Tr Core Msci Eafe | 108,576 | -27.0% | -$3.9M |
| American Centy ETF Tr Us Quality Grow | 2,518 | -91.9% | -$3.4M |
Exited (50)
| iShares Inc Msci Sth Kor Etf | 26,651 | Exited | -$5.4M |
| WMB Williams Companies, Inc. | 67,737 | Exited | -$5.0M |
| American Centy ETF Tr Intl Smcp Vlu | 38,268 | Exited | -$3.9M |
| iShares Tr Top 20 U S Etf | 109,205 | Exited | -$3.6M |
| iShares Tr Msci Emg Mkt Etf | 51,841 | Exited | -$3.5M |
| GSG iShares S&P Gsci Commodity · Etf | 114,649 | Exited | -$3.3M |
| Spdr Series Trust St Str Sp Telco | 13,537 | Exited | -$3.1M |
| Spdr Series Trust St Str Sp Regbnk | 39,526 | Exited | -$3.0M |
| Spdr Series Trust St Str Sp Metal | 26,437 | Exited | -$2.8M |
| iShares Tr Intl Sel Div Etf | 61,691 | Exited | -$2.6M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 28, 2026 | 13F-HR | 579 | $2.0B | Current | SEC ↗ |
| Q2 2026 | Jul 31, 2026 | 13F-HR | 555 | $2.0B | Current | SEC ↗ |
| Q1 2026 | Apr 17, 2026 | 13F-HR/A (restatement) | 530 | $1.8B | Current | SEC ↗ |
| Q1 2026 | Apr 16, 2026 | 13F-HR | 498 | $1.7B | Replaced | SEC ↗ |
| Q4 2025 | Feb 10, 2026 | 13F-HR | 574 | $1.7B | Current | SEC ↗ |
| Q3 2025 | Oct 15, 2025 | 13F-HR | 489 | $1.5B | Current | SEC ↗ |
| Q2 2025 | Aug 6, 2025 | 13F-HR | 491 | $1.3B | Current | SEC ↗ |
| Q1 2025 | May 12, 2025 | 13F-HR | 460 | $1.2B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer