DOSSIER · 13F-HR · Q1 2026

FOUNDERS FINANCIAL SECURITIES LLC

$1.8B in tracked AUM across 530 positions as of Q1 2026.

FF
CIK 0001342396 · last filed Mar 31, 2026
Total AUM
$1.8B
as of Q1 2026
Holdings
530
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

FOUNDERS FINANCIAL SECURITIES LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYG
SPDR SERIES TRUST
$109M1.1M6.2%
02
SPYV
SPDR SERIES TRUST
$84M1.5M4.8%
03
VIG
VANGUARD SPECIALIZED FUNDS
$50M226K2.8%
04
DFAE
DIMENSIONAL ETF TRUST
$50M1.4M2.8%
05
VEA
VANGUARD TAX-MANAGED FDS
$45M665K2.5%
06
VO
VANGUARD INDEX FDS
$43M143K2.4%
07
IJR
ISHARES TR
$39M296K2.2%
08
XLK
SELECT SECTOR SPDR TR
$33M229K1.8%
09
NVDA
NVIDIA CORPORATION
$32M176K1.8%
10
FBND
FIDELITY MERRIMACK STR TR
$30M644K1.7%

Filing history

2026Q1Mar 31
$1.8B 4.4%
530 positionsView →
2025Q4Dec 31
$1.7B 15.5%
574 positionsView →
2025Q3Sep 30
$1.5B 11.7%
489 positionsView →
2025Q2Jun 30
$1.3B 11.6%
491 positionsLocked
2025Q1Mar 31
$1.2B 6.4%
460 positionsLocked
2024Q4Dec 31
$1.1B 2.3%
435 positionsLocked
2024Q3Sep 30
$1.1B 2.5%
427 positionsLocked
2024Q2Jun 30
$1.1B 10.9%
424 positionsLocked
2024Q1Mar 31
$953M 5.8%
385 positionsLocked
2023Q4Dec 31
$901M 16.8%
367 positionsLocked
2023Q3Sep 30
$772M 1.9%
332 positionsLocked
2023Q2Jun 30
$757M 9.2%
320 positionsLocked
Showing 12 of 50