Institutional Fund
Founders Financial Securities LLC
Towson, MDCIK 13423966 filings on record
Portfolio Value
$1.77B
Q1 2026
Holdings
530
Reported positions
New Buys
32
Opened this quarter
QoQ Change
+4.4%
from $1.70B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust6.2%
- Spdr Series Trust4.8%
- Vanguard Specialized Funds2.8%
- Dimensional ETF Trust2.8%
- Vanguard Tax-Managed Fds2.5%
- Vanguard Index Fds2.4%
- Other78.5%
Portfolio Holdings
530 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 1.05M | $109.22M | 6.2% | +80.3K | Added |
| 2 | Spdr Series Trust | 1.45M | $84.38M | 4.8% | +70.6K | Added |
| 3 | Vanguard Specialized Funds | 226.5K | $50.47M | 2.8% | +87.2K | Added |
| 4 | Dimensional ETF Trust | 1.40M | $50.10M | 2.8% | +50.1K | Added |
| 5 | Vanguard Tax-Managed Fds | 664.6K | $44.90M | 2.5% | +7.1K | Added |
| 6 | Vanguard Index Fds | 143.2K | $42.70M | 2.4% | +3.9K | Added |
| 7 | Ishares Tr | 295.6K | $38.66M | 2.2% | +33.7K | Added |
| 8 | Select Sector Spdr Tr | 229.4K | $32.59M | 1.8% | +4.7K | Added |
| 9 | Nvidia Corporation | 176.4K | $32.44M | 1.8% | −14.2K | Reduced |
| 10 | Fidelity Merrimack Str Tr | 644.4K | $29.56M | 1.7% | +60.5K | Added |
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