Titelia

Holdings of FOUNDERS FINANCIAL SECURITIES LLC

463 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 30.9 % of the equity sleeve

Sector breakdown

  • Funds 12.6 %
  • Technology 6.3 %
  • Financials 2.5 %
  • Industrials 2.0 %
  • Health care 1.8 %
  • Consumer staples 1.7 %
  • Consumer discretionary 1.7 %
  • Communication 1.6 %
  • Energy 1.1 %
  • Materials 0.6 %
  • Utilities 0.4 %
  • Real estate 0.2 %
  • Unattributed 67.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.3 %
  • GB 0.3 %
  • TW 0.2 %
  • NL 0.1 %
  • BE 0.1 %
  • AU 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US4551.7B $99.26 %
2GB44.3M $0.26 %
3TW13.3M $0.20 %
4NL12.3M $0.14 %
5BE11.5M $0.09 %
6AU11M $0.06 %

Positions

RankCompanySharesValueWeight
1SPDR Series Trust 1,050,219109.2M $
2SPDR Series Trust 1,450,88984.4M $
3VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 226,49950.5M $
4Dimensional ETF Trust 1,396,77450.1M $
5Vanguard FTSE Developed Markets ETF 664,63444.9M $
6Vanguard Mid-Cap ETF 143,17642.7M $
7iShares Core S&P Small-Cap ETF 295,64138.7M $
8SELECT SECTOR SPDR TRUST (THE) 229,40832.6M $
9NVIDIA Corp 176,41532.4M $
10Fidelity Total Bond ETF 644,36529.6M $
11iShares Core U.S. Aggregate Bond ETF 289,48628.8M $
12iShares Core MSCI International Developed Markets ETF 313,22627.4M $
13Jpmorgan Core Plus Bond Etf 505,20923.8M $
14Apple Inc 88,13523M $
15SPDR Series Trust 249,35722.8M $
16Invesco QQQ Trust Series 1 35,00421.4M $
17iShares Core S&P U.S. Growth ETF 119,55719.7M $
18PIMCO Multisector Bond Active 657,41017.4M $
19iShares Core MSCI EAFE ETF 163,40015.5M $
20Capital Group Growth ETF 353,32014.9M $
21State Street Health Care Select Sector SPDR ETF 96,13914.4M $
22Capital Group Dividend Value ETF 318,62414.2M $
23iShares Trust 61,10214.2M $
24iShares MSCI USA Min Vol Factor ETF 150,48514.1M $
25iShares Core MSCI Emerging Markets ETF 178,64113.2M $
26Vanguard Growth ETF 27,48212.6M $
27iShares Trust 247,36012.5M $
28Microsoft Corp 33,22512.4M $
29iShares Core S&P 500 ETF 17,91812.2M $
30iShares Trust 118,94111.9M $
31Select Sector Spdr Trust 67,08411.6M $
32SPDR SERIES TRUST 61,02311.1M $
33Vanguard Value ETF 53,75710.9M $
34Amazon.com Inc 46,13310.8M $
35Select Sector Spdr Trust 117,5089.8M $
36iShares National Muni Bond ETF 85,5649.2M $
37Vanguard Total Stock Market ETF 27,1839.1M $
38JPMorgan Income ETF 189,9088.8M $
39CAPITAL GROUP CORE EQUITY ETF 215,8058.7M $
40Select Sector Spdr Trust 165,7748.5M $
41Broadcom Inc 22,8218.1M $
42Select Sector Spdr Trust 71,8408.1M $
43Alphabet Inc 25,2118M $
44State Street Utilities Select Sector SPDR ETF 168,5637.9M $
45SELECT SECTOR SPDR TRUST (THE) 69,0727.9M $
46Legg Mason ETF Investment Trust 181,9407.5M $
47WisdomTree Trust 144,0757.3M $
48Exxon Mobil Corp 45,1197M $
49State Street SPDR Portfolio Emerging Markets ETF 140,5016.9M $
50Meta Platforms Inc 10,9146.9M $
51LISTED FUNDS TRUST 137,6916.6M $
52Select Sector Spdr Trust 114,5526.6M $
53Vanguard Ultra Short Bond ETF 131,4106.5M $
54Schwab Strategic Trust 211,4716.4M $
55Vanguard S&P 500 ETF 9,9636.2M $
56iShares MSCI EAFE Min Vol Factor ETF 66,4326.2M $
57Capital Group Global Growth Equity ETF 169,5336.1M $
58State Street Materials Select Sector SPDR ETF 116,5196M $
59Procter & Gamble Co/The 40,3625.9M $
60Invesco S&P 500 Equal Weight ETF 29,5425.9M $
61Trust For Professional Managers 191,6375.8M $
62Schwab US Dividend Equity ETF 185,5015.7M $
63Johnson & Johnson 23,0785.6M $
64CAPITAL GROUP DIVIDEND GROWERS ETF 148,3005.5M $
65PGIM SHORT DURATION MULTI-SECT 105,6865.4M $
66iShares Broad USD High Yield Corporate Bond ETF 145,3375.4M $
67First Trust Exchange-Traded Fund VIII 127,3815.3M $
68First Trust Rising Dividend Achievers ETF 69,5375.1M $
69iShares J.P. Morgan USD Emerging Markets Bond ETF 52,6985M $
70VanEck Semiconductor ETF 11,4204.9M $
71Tesla Inc 14,1974.9M $
72Williams Cos Inc/The 67,0884.9M $
73iShares Core Dividend Growth ETF 67,5034.9M $
74JPMorgan Chase & Co 15,6694.9M $
75iShares Core S&P Mid-Cap ETF 65,9944.7M $
76iShares iBoxx USD Investment Grade Corporate Bond ETF 42,1304.6M $
77Visa Inc 14,7894.6M $
78WisdomTree Trust 47,0074.3M $
79iShares MSCI Emerging Markets Min Vol Factor ETF 62,7944.3M $
80PNC Financial Services Group Inc/The 18,6734.2M $
81Invesco S&P International Deve 70,4734.2M $
82Texas Instruments Inc 19,2034.1M $
83RTX Corp 20,3114.1M $
84Walmart Inc 31,6554.1M $
85Ishares Inc 138,0964M $
86Chevron Corp 20,2543.9M $
87iShares Trust 18,6393.7M $
88Ishares Inc 62,8233.6M $
89American Century US Quality Growth ETF 31,6153.5M $
90Innovator U.S. Equity Power Bu 73,8373.5M $
91Berkshire Hathaway Inc 7,0413.4M $
92Costco Wholesale Corp 3,2793.4M $
93First Trust Exchange-Traded Fund VIII 69,7233.4M $
94Innovator U.S. Equity Power Bu 82,3923.4M $
95Liberty Energy Inc 123,1723.4M $
96First Trust Exchange-Traded Fund VIII 77,1763.3M $
97First Trust Exchange-Traded Fund VIII 67,8753.3M $
98Innovator U.S. Equity Power Bu 70,2373.3M $
99First Trust Exchange-Traded Fund VIII 72,1553.3M $
100Taiwan Semiconductor Manufacturing Co Ltd 9,0823.3M $