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Joseph V. Krcma

Founders Financial Securities Llc

Assets Managed
$1.772B
Holdings
530
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
4.39%(2Q avg: 9.93%)
Sustained Growth
15 quarters

Portfolio positions

This chart displays the top 10 holdings in Founders Financial Securities Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 530 positions.

Assets under management

The assets under management (AUM) of Founders Financial Securities Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 15 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.772B in assets, with a quarterly growth rate of 4.39% and a 2-quarter average growth rate of 9.93%. The portfolio is managed by Joseph V. Krcma, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 8.28%
6.17%
$109.223M
1.05M shares@ $104.0 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 5.12%
4.77%
$84.384M
1.451M shares@ $58.17 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 62.65%
2.85%
$50.469M
226,499 shares@ $222.83 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 3.73%
2.83%
$50.102M
1.397M shares@ $35.87 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1.09%
2.54%
$44.896M
664,634 shares@ $67.56 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 2.78%
2.41%
$42.701M
143,176 shares@ $298.24 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 12.89%
2.19%
$38.655M
295,641 shares@ $130.76 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 2.1%
1.84%
$32.592M
229,408 shares@ $142.08 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -7.46%
1.84%
$32.445M
176,415 shares@ $183.92 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 10.37%
1.67%
$29.557M
644,365 shares@ $45.88 avg price

1-10 of 530