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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001342396

FOUNDERS FINANCIAL SECURITIES LLC

TOWSON, MD · File #028-15741

Latest AUM
$1.70B
Positions
574
Top-10 Concentration
46.3%
Filings
12

Sector Allocation

Technology
6.9%$117.0M
Financials
4.7%$80.2M
Healthcare
1.8%$31.1M
Materials
1.7%$29.4M
Industrials
1.6%$27.5M
Energy
1.0%$16.4M
Real Estate
0.1%$2.5M
Utilities
0.1%$1.5M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR SERIES TRUST78464A409969,914$103.5M10.29%
2SPDR SERIES TRUST78464A5081,380,276$78.4M7.80%
3DIMENSIONAL ETF TRUST25434V3021,346,667$43.9M4.36%
4VANGUARD TAX-MANAGED FDS921943858657,516$41.1M4.09%
5VANGUARD INDEX FDS922908629139,311$40.4M4.02%
6NVIDIA CORPORATIONNVDA190,637$35.6M3.54%
7SELECT SECTOR SPDR TR81369Y803224,694$32.3M3.22%
8ISHARES TR464287804261,899$31.5M3.13%
9VANGUARD SPECIALIZED FUNDS921908844139,256$30.6M3.04%
10APPLE INCAAPL105,878$28.8M2.86%
11ISHARES TR464287226276,577$27.6M2.75%
12FIDELITY MERRIMACK STR TR316188309583,854$26.9M2.67%
13ISHARES TR46435G326299,716$24.7M2.46%
14INVESCO QQQ TRIVZ35,606$21.9M2.18%
15J P MORGAN EXCHANGE TRADED F46641Q670450,455$21.3M2.12%
16VANGUARD INDEX FDS92290873642,949$21.0M2.08%
17PIMCO ETF TR72201R585706,014$18.8M1.87%
18ISHARES TR464287671110,421$18.5M1.84%
19MICROSOFT CORPMSFT37,117$18.0M1.79%
20ISHARES TR46429B697181,768$17.1M1.70%