Founders Financial Securities
Founders Financial Securities reported 579 stocks worth $2B in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are SPYG (5.3%), SPYV (4.7%) and VIG (2.7%). Compared with Q2 2026, the fund opened new positions in SPGM, CLOX and CLOZ, added to SPYV, VIG and DFAE, trimmed SPYG, IJR and QQQ and sold out of EWY, WMB and AVDV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYG Spdr Series Trust | $107M | 5.3% | 869K | −196K (−18%) | 8 of 8 | |
| 2 |  SPYV State Street | $95.8M | 4.7% | 1.6M | +42K (+3%) | 8 of 8 | |
| 3 |  VIG Vanguard Dividend Appreciation ETF | $55.5M | 2.7% | 238K | +5,424 (+2%) | 8 of 8 | |
| 4 |  DFAE Dimensional Emerg Core | $55.4M | 2.7% | 1.4M | +33K (+2%) | 8 of 8 | |
| 5 |  VO Vanguard Index Fds | $55.2M | 2.7% | 703K | +20K (+3%) | 8 of 8 | |
| 6 |  XLK Select Sector Spdr TR | $54.6M | 2.7% | 279K | +43K (+18%) | 8 of 8 | |
| 7 |  VEA Vanguard Tax-Managed Fds | $49.5M | 2.4% | 701K | +14K (+2%) | 8 of 8 | |
| 8 |  NVDA Nvidia Corporation | $46.6M | 2.3% | 204K | +10K (+5%) | 8 of 8 | |
| 9 |  IJR Ishares TR | $37.9M | 1.9% | 278K | −22K (−7%) | 8 of 8 | |
| 10 |  FBND Fidelity Total Bond ETF | $33.7M | 1.7% | 779K | +45K (+6%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 EWY Ishares Inc | $5.4M | 27K |
 WMB Williams Cos Inc | $5M | 68K |
 AVDV Avantis International Small Cap Value ETF | $3.9M | 38K |
 TOPT Ishares TR | $3.6M | 109K |
 EEM Ishares Msci Emerging | $3.5M | 52K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Founders Financial Securities 13F FAQ
What does Founders Financial Securities own?
Founders Financial Securities reported 579 stocks worth $2B in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are SPYG (5.3%), SPYV (4.7%) and VIG (2.7%). The table above lists every position in the filing (the top 10 without an account).
What did Founders Financial Securities buy and sell in Q3 2026?
Compared with Q2 2026: 74 new positions, 278 added to, 189 trimmed and 50 sold out. New positions include SPGM, CLOX and CLOZ. It sold all of EWY, WMB and AVDV.
When will Founders Financial Securities file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Founders Financial Securities's portfolio worth?
The Q3 2026 filing reports $2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.