DOSSIER · 13F-HR · Q2 2026

FOUNDERS FINANCIAL SECURITIES LLC

$2.0B in tracked AUM across 555 positions as of Q2 2026.

FF
CIK 0001342396 · last filed Jun 30, 2026
Total AUM
$2.0B
as of Q2 2026
Holdings
555
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

FOUNDERS FINANCIAL SECURITIES LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYG
SPDR SERIES TRUST
$127M1.1M6.5%
02
SPYV
SPDR SERIES TRUST
$93M1.5M4.8%
03
DFAE
DIMENSIONAL ETF TRUST
$55M1.4M2.8%
04
VO
VANGUARD INDEX FDS
$55M684K2.8%
05
VIG
VANGUARD SPECIALIZED FUNDS
$55M232K2.8%
06
VEA
VANGUARD TAX-MANAGED FDS
$49M687K2.5%
07
XLK
SELECT SECTOR SPDR TR
$45M236K2.3%
08
IJR
ISHARES TR
$45M300K2.3%
09
NVDA
NVIDIA CORPORATION
$39M194K2.0%
10
FBND
FIDELITY MERRIMACK STR TR
$33M733K1.7%

Filing history

2026Q2Jun 30
$2.0B 10.1%
555 positionsView →
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
Showing 12 of 51