AiSiWhale

AI & tech investing

FOUNDERS FINANCIAL SECURITIES LLC

CIK 1342396

13F filing for Q2 2026・No. 1,667

Holdings
US$1.95B
Quarter change
+US$179.62M
Entries
555
Net bought (estimate)
+US$38.75M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 51
  • Sold out 26
  • Cut 190
  • Added 284
  • Corporate actions 2
  • Unchanged 30

Largest holdings

555 stocks worth US$1.95B, options and bonds left out.

StockThis quarterValueWeight
SPDR SERIES TRUSTST STR P500GRWAddedUS$126.71M6.49%
SPDR SERIES TRUSTST STR P500VALAddedUS$92.75M4.75%
DIMENSIONAL ETF TRUSTEMGR CRE EQT MNGCutUS$55.33M2.83%
VANGUARD INDEX FDSMID CAP ETFCutSplit 5:1US$55.08M2.82%
VANGUARD SPECIALIZED FUNDSDIV APP ETFAddedUS$54.96M2.82%
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKTAddedUS$48.95M2.51%
SELECT SECTOR SPDR TRST STR TECHN ETFAddedUS$44.94M2.30%
ISHARES TRCORE S&P SCP ETFAddedUS$44.55M2.28%
NVDANvidiaCOMAddedUS$38.84M1.99%
FIDELITY MERRIMACK STR TRTOTAL BD ETFAddedUS$33.36M1.71%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.