Founders Financial Securities Llc Portfolio Stock Holdings
Founders Financial Securities Llc disclosed 498 stock positions valued at approximately $1.7 billion in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, SPDR SERIES TRUST, and VANGUARD SPECIALIZED FUNDS. The filing reflects positions held as of March 31, 2026 and was filed on April 16, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 498
- Portfolio Value
- $1.7B
Holdings by Sector
Founders Financial Securities Llc Portfolio Holdings in Q1 2026
480 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPYG | Other | 6.59% | 1,050,219 | +80,305 | +8.28% | $109,222,729 |
| SPDR SERIES TRUST | SPYV | Other | 5.09% | 1,450,889 | +70,613 | +5.12% | $84,383,728 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 3.04% | 226,499 | +87,243 | +62.65% | $50,468,517 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 3.02% | 1,396,774 | +50,107 | +3.72% | $50,102,283 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.71% | 664,634 | +7,118 | +1.08% | $44,896,058 |
| VANGUARD INDEX FDS | VO | Other | 2.58% | 143,176 | +3,865 | +2.77% | $42,700,683 |
| ISHARES TR | IJR | Other | 2.33% | 295,641 | +33,742 | +12.88% | $38,655,124 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.97% | 229,408 | +4,714 | +2.10% | $32,591,997 |
| NVIDIA CORPORATION | NVDA | Technology | 1.96% | 176,415 | -14,222 | -7.46% | $32,444,561 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 1.78% | 644,365 | +60,511 | +10.36% | $29,557,030 |
| ISHARES TR | AGG | Other | 1.74% | 289,486 | +12,909 | +4.67% | $28,801,007 |
| ISHARES TR | IDEV | Other | 1.66% | 313,226 | +13,510 | +4.51% | $27,444,862 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 1.44% | 505,209 | +54,754 | +12.16% | $23,805,470 |
| SPDR SERIES TRUST | BIL | Other | 1.38% | 249,357 | +92,745 | +59.22% | $22,806,191 |
| ISHARES TR | IUSG | Other | 1.19% | 119,557 | +9,136 | +8.27% | $19,686,256 |
| PIMCO ETF TR | PYLD | Other | 1.05% | 657,410 | -48,604 | -6.88% | $17,388,502 |
| ISHARES TR | IEFA | Other | 0.94% | 163,400 | +32,857 | +25.17% | $15,545,921 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.90% | 353,320 | +53,650 | +17.90% | $14,850,031 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.87% | 96,139 | +35,952 | +59.73% | $14,356,382 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 0.86% | 318,624 | +53,790 | +20.31% | $14,236,120 |
| ISHARES TR | ITA | Other | 0.85% | 61,102 | +3,612 | +6.28% | $14,161,104 |
| ISHARES TR | USMV | Other | 0.85% | 150,485 | -31,283 | -17.21% | $14,124,522 |
| ISHARES INC | IEMG | Other | 0.80% | 178,641 | -340 | -0.19% | $13,208,738 |
| VANGUARD INDEX FDS | VUG | Other | 0.76% | 27,482 | -15,467 | -36.01% | $12,628,514 |
| ISHARES TR | TFLO | Other | 0.75% | 247,360 | +1,623 | +0.66% | $12,496,624 |
| MICROSOFT CORP | MSFT | Technology | 0.75% | 33,225 | -3,892 | -10.49% | $12,395,328 |
| ISHARES TR | IVV | Other | 0.74% | 17,918 | -1,132 | -5.94% | $12,238,386 |
| ISHARES TR | SGOV | Other | 0.72% | 118,941 | +40,953 | +52.51% | $11,948,813 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.70% | 67,084 | +113 | +0.17% | $11,551,216 |
| SPDR SERIES TRUST | LGLV | Other | 0.67% | 61,023 | -19,117 | -23.85% | $11,129,985 |
| VANGUARD INDEX FDS | VTV | Other | 0.66% | 53,757 | -20,843 | -27.94% | $10,910,012 |
| CAPITAL GROUP CORE BALANCED | CGBL | Other | 0.60% | 278,522 | +46,387 | +19.98% | $9,971,088 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.59% | 117,508 | +49,090 | +71.75% | $9,806,043 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 0.58% | 190,822 | +30,843 | +19.28% | $9,611,704 |
| ISHARES TR | MUB | Other | 0.55% | 85,564 | +13,632 | +18.95% | $9,155,376 |
| VANGUARD INDEX FDS | VTI | Other | 0.55% | 27,183 | +202 | +0.75% | $9,118,461 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 0.53% | 189,908 | +16,893 | +9.76% | $8,752,860 |
| CAPITAL GROUP CORE EQUITY ET | CGUS | Other | 0.53% | 215,805 | +36,702 | +20.49% | $8,746,577 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.51% | 165,774 | -108,239 | -39.50% | $8,509,202 |
| BROADCOM INC | AVGO | Technology | 0.49% | 22,821 | -2,384 | -9.46% | $8,099,297 |
| SELECT SECTOR SPDR TR | XLY | Other | 0.49% | 71,840 | +5,588 | +8.43% | $8,099,242 |
| ALPHABET INC | GOOGL | Communication Services | 0.48% | 25,211 | -1,294 | -4.88% | $8,029,550 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.48% | 168,563 | +91,638 | +119.13% | $7,947,745 |
| SELECT SECTOR SPDR TR | XLC | Other | 0.48% | 69,072 | -59,723 | -46.37% | $7,892,857 |
| LEGG MASON ETF INVT | LVHI | Other | 0.45% | 181,940 | +174,585 | +2373.69% | $7,499,567 |
| WISDOMTREE TR | USFR | Other | 0.44% | 144,075 | +23,145 | +19.14% | $7,257,058 |
| EXXON MOBIL CORP | XOM | Energy | 0.42% | 45,119 | -12,572 | -21.79% | $6,995,250 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.42% | 140,501 | +5,622 | +4.17% | $6,885,934 |
| META PLATFORMS INC | META | Communication Services | 0.41% | 10,914 | -1,061 | -8.86% | $6,858,417 |
| FIRST TR EXCHNG TRADED FD VI | DJUL | Other | 0.40% | 137,691 | +22,474 | +19.51% | $6,617,077 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.40% | 114,552 | +34,827 | +43.68% | $6,567,266 |
| VANGUARD BD INDEX FDS | VUSB | Other | 0.39% | 131,410 | +22,925 | +21.13% | $6,530,421 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.39% | 211,471 | +30 | +0.01% | $6,439,304 |
| VANGUARD INDEX FDS | VOO | Other | 0.38% | 9,963 | -17,251 | -63.39% | $6,227,034 |
| ISHARES TR | EFAV | Other | 0.37% | 66,432 | -21,737 | -24.65% | $6,207,406 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | Other | 0.37% | 169,533 | +41,115 | +32.02% | $6,070,977 |
| SELECT SECTOR SPDR TR | XLB | Other | 0.36% | 116,519 | +84,300 | +261.65% | $6,020,537 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.36% | 40,362 | -5,029 | -11.08% | $5,919,529 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.35% | 29,542 | +6,513 | +28.28% | $5,851,679 |
| TRUST FOR PROFESSIONAL MANAG | CLSE | Other | 0.35% | 191,637 | +191,637 | +100.00% | $5,758,692 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.35% | 185,501 | -49,599 | -21.10% | $5,739,399 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.34% | 23,078 | -2,993 | -11.48% | $5,568,892 |
| CAPITAL GROUP DIVIDEND GROWE | CGDG | Other | 0.33% | 148,300 | +4,722 | +3.29% | $5,498,946 |
| ISHARES TR | USHY | Other | 0.33% | 145,337 | +14,111 | +10.75% | $5,394,915 |
| FIRST TR EXCHNG TRADED FD VI | GMAR | Other | 0.32% | 127,381 | +14,930 | +13.28% | $5,268,120 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 0.30% | 69,537 | -3,424 | -4.69% | $5,050,448 |
| ISHARES TR | EMB | Other | 0.30% | 52,698 | +2,336 | +4.64% | $5,033,201 |
| VANECK ETF TRUST | SMH | Other | 0.30% | 11,420 | +7,982 | +232.17% | $4,914,140 |
| TESLA INC | TSLA | Consumer Cyclical | 0.30% | 14,197 | -2,079 | -12.77% | $4,906,767 |
| WILLIAMS COS INC | WMB | Energy | 0.29% | 67,088 | +6,849 | +11.37% | $4,885,348 |
| ISHARES TR | DGRO | Other | 0.29% | 67,503 | -6,132 | -8.33% | $4,879,117 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.29% | 15,669 | -2,068 | -11.66% | $4,862,439 |
| ISHARES TR | IJH | Other | 0.28% | 65,994 | -12,969 | -16.42% | $4,663,814 |
| ISHARES TR | LQD | Other | 0.28% | 42,130 | -4,588 | -9.82% | $4,612,863 |
| VISA INC | V | Financial Services | 0.28% | 14,789 | -1,578 | -9.64% | $4,559,390 |
| WISDOMTREE TR | DGRW | Other | 0.26% | 47,007 | +824 | +1.78% | $4,267,295 |
| ISHARES INC | EEMV | Other | 0.26% | 62,794 | +2,628 | +4.37% | $4,253,666 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.25% | 18,673 | +775 | +4.33% | $4,168,374 |
| TEXAS INSTRS INC | TXN | Technology | 0.25% | 19,203 | +1,096 | +6.05% | $4,128,261 |
| WALMART INC | WMT | Consumer Defensive | 0.25% | 31,655 | +1,046 | +3.42% | $4,087,573 |
| ISHARES INC | EWS | Other | 0.24% | 138,096 | +11,427 | +9.02% | $3,988,212 |
| CHEVRON CORPORATION | CVX | Energy | 0.23% | 20,254 | +822 | +4.23% | $3,855,533 |
| J P MORGAN EXCHANGE TRADED F | JTEK | Other | 0.23% | 45,271 | -1,562 | -3.34% | $3,799,142 |
| ISHARES TR | QUAL | Other | 0.23% | 18,639 | +988 | +5.60% | $3,732,470 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.22% | 57,009 | +4,521 | +8.61% | $3,613,801 |
| ISHARES INC | EWP | Other | 0.22% | 62,823 | -2,289 | -3.52% | $3,607,925 |
| INNOVATOR ETFS TRUST | PJUL | Other | 0.21% | 73,837 | +11,246 | +17.97% | $3,475,508 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.20% | 3,279 | -195 | -5.61% | $3,384,349 |
| FIRST TR EXCHNG TRADED FD VI | DFEB | Other | 0.20% | 69,723 | +11,019 | +18.77% | $3,377,732 |
| INNOVATOR ETFS TRUST | PAPR | Other | 0.20% | 82,392 | +13,082 | +18.87% | $3,355,002 |
| LIBERTY ENERGY INC | LBRT | Energy | 0.20% | 123,172 | - | - | $3,350,278 |
| FIRST TR EXCHNG TRADED FD VI | DMAR | Other | 0.20% | 77,176 | +12,162 | +18.71% | $3,336,318 |
| FIRST TR EXCHNG TRADED FD VI | DNOV | Other | 0.20% | 67,875 | +10,712 | +18.74% | $3,332,398 |
| INNOVATOR ETFS TRUST | PJAN | Other | 0.20% | 70,237 | +11,193 | +18.96% | $3,320,805 |
| FIRST TR EXCHNG TRADED FD VI | DMAY | Other | 0.20% | 72,155 | +11,858 | +19.67% | $3,319,492 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.20% | 9,082 | +832 | +10.08% | $3,319,380 |
| FIRST TR EXCHNG TRADED FD VI | DOCT | Other | 0.20% | 74,384 | +12,098 | +19.42% | $3,311,583 |
| INNOVATOR ETFS TRUST | POCT | Other | 0.20% | 74,859 | +11,977 | +19.05% | $3,308,783 |
| FIRST TR EXCHNG TRADED FD VI | DDEC | Other | 0.20% | 73,119 | +11,869 | +19.38% | $3,308,262 |
| FIRST TR EXCHNG TRADED FD VI | DJAN | Other | 0.20% | 75,974 | +12,418 | +19.54% | $3,307,110 |