BENJAMIN EDWARDS INC

Est. AUM

$1.74B

13F long equity only

Positions

1,334

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$46.5M	1,093,012	2.67%	DFND
2	SPDR GOLD TR	GOLD SHS	$40.6M	94,267	2.33%	DFND
3	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$36.5M	570,025	2.10%	DFND
4	CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$33.2M	924,317	1.91%	DFND
5	CAPITAL GROUP CORE BALANCED	SHS	$32.4M	941,932	1.86%	DFND
6	FIRST TR EXCHANGE-TRADED FD	CORE INVESTMENT	$24.0M	1,142,976	1.38%	DFND
7	VANGUARD INDEX FDS	TOTAL STK MKT	$21.1M	65,770	1.21%	DFND
8	CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$19.7M	724,301	1.13%	DFND
9	VANGUARD INDEX FDS	MID CAP ETF	$19.5M	67,917	1.12%	DFND
10	LOWES COS INC	COM	$18.5M	78,233	1.06%	DFND
11	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$15.2M	109,484	0.87%	DFND
12	VANGUARD INDEX FDS	S&P 500 ETF SHS	$14.8M	24,693	0.85%	DFND
13	VANGUARD INDEX FDS	SMALL CP ETF	$13.1M	50,000	0.75%	DFND
14	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$12.5M	165,882	0.72%	DFND
15	COHEN & STEERS ETF TRUST	REAL ESTATE ACTI	$12.3M	467,047	0.70%	DFND
16	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$12.1M	56,471	0.70%	DFND
17	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$9.9M	182,843	0.57%	DFND
18	PGIM ETF TR	PGIM ULTRA SH BD	$9.7M	195,027	0.55%	DFND
19	FIRST TR EXCHANGE-TRADED ALP	COM SHS	$9.6M	62,417	0.55%	DFND
20	GOLDMAN SACHS GROUP INC	COM	$9.5M	11,197	0.54%	DFND
21	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$9.4M	49,031	0.54%	DFND
22	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$9.2M	200,109	0.53%	DFND
23	AFLAC INC	COM	$9.2M	84,062	0.53%	DFND
24	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$9.1M	334,759	0.52%	DFND
25	SCHWAB STRATEGIC TR	US LCAP GR ETF	$8.9M	305,265	0.51%	DFND
26	FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$8.7M	199,500	0.50%	DFND
27	J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$8.4M	117,289	0.48%	DFND
28	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$8.4M	136,379	0.48%	DFND
29	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$8.2M	265,872	0.47%	DFND
30	FIRST TR EXCHANGE TRADED FD	NASDQ SEMCNDTR	$8.1M	54,931	0.47%	DFND
31	SPDR SERIES TRUST	STATE STREET SPD	$7.8M	348,307	0.45%	DFND
32	FIRST TR EXCHANGE-TRADED FD	INTERMEDIATE DUR	$7.6M	366,373	0.44%	DFND
33	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$7.4M	49,679	0.42%	DFND
34	VANGUARD MUN BD FDS	TAX EXEMPT BD	$7.3M	145,660	0.42%	DFND
35	SELECT SECTOR SPDR TR	STATE STREET CON	$7.3M	66,566	0.42%	DFND
36	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$6.9M	141,335	0.40%	DFND
37	SPDR SERIES TRUST	STATE STREET SPD	$6.8M	142,081	0.39%	DFND
38	ISHARES TR	NATIONAL MUN ETF	$6.7M	63,178	0.39%	DFND
39	SPDR INDEX SHS FDS	STATE STREET SPD	$6.6M	145,224	0.38%	DFND
40	EATON CORP PLC	SHS	$6.6M	18,323	0.38%	DFND
41	ROSS STORES INC	COM	$6.3M	29,215	0.36%	DFND
42	APPLE INC	COM	$6.3M	24,900	0.36%	DFND
43	FRANKLIN TEMPLETON ETF TR	INVT GRADE CORPT	$6.2M	291,006	0.36%	DFND
44	FIRST TR EXCHANGE-TRADED FD	MNGD FUTRS STRGY	$6.2M	122,550	0.36%	DFND
45	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$6.2M	49,307	0.35%	DFND
46	MICROSOFT CORP	COM	$6.2M	16,605	0.35%	DFND
47	FLEXSHARES TR	QUALT DIVD IDX	$6.1M	77,336	0.35%	DFND
48	CAPITAL GRP FIXED INCM ETF T	INTERNATIONAL BD	$6.0M	236,980	0.34%	DFND
49	ISHARES TR	0-3 MNTH TREASRY	$5.9M	58,710	0.34%	DFND
50	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$5.9M	73,828	0.34%	DFND

1–50 of 1,334

1 / 27

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.