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FOUNDERS FINANCIAL SECURITIES LLC

Q2 2026 13F filing

Updated 41 days ago

555 disclosed positions worth $2B

Portfolio value
$2B
Total holdings
555
New positions
82
Closed positions
25
Increased
275
Decreased
172
Turnover
19.3%
Filed
2026-07-31

Full holdings

Every line item disclosed in Q2 2026

S

SPDR SERIES TRUST

+1.4%
Value
$126.7M
Shares
1.06M
% Port
6.49%
S

SPDR SERIES TRUST

+5.2%
Value
$92.8M
Shares
1.53M
% Port
4.75%
?
3.N/A

DIMENSIONAL ETF TRUST

-1.5%
Value
$55.3M
Shares
1.38M
% Port
2.83%
V

VANGUARD INDEX FDS

+377.5%
Value
$55.1M
Shares
683.6K
% Port
2.82%
B
5.BX

VANGUARD SPECIALIZED FUNDS

+2.5%
Value
$55M
Shares
232.3K
% Port
2.82%
V

VANGUARD TAX-MANAGED FDS

+3.4%
Value
$49M
Shares
687.0K
% Port
2.51%
S

SELECT SECTOR SPDR TR

+2.8%
Value
$44.9M
Shares
235.9K
% Port
2.30%
E

ISHARES TR

+1.6%
Value
$44.6M
Shares
300.4K
% Port
2.28%
N

NVIDIA CORPORATION

+10.0%
Value
$38.8M
Shares
194.1K
% Port
1.99%
F
10.FIS

FIDELITY MERRIMACK STR TR

+13.8%
Value
$33.4M
Shares
733.4K
% Port
1.71%
E
11.ETHA

ISHARES TR

+4.3%
Value
$29.9M
Shares
302.0K
% Port
1.53%
J

J P MORGAN EXCHANGE TRADED F

+16.7%
Value
$27.7M
Shares
589.6K
% Port
1.42%
Q
13.QQQ

INVESCO QQQ TR

Value
$26M
Shares
35.3K
% Port
1.33%
A
14.AAPL

APPLE INC

Value
$25.8M
Shares
89.2K
% Port
1.32%
E
15.ETHA

ISHARES TR

-9.3%
Value
$25.3M
Shares
284.1K
% Port
1.30%
I

ISHARES TR

+2.6%
Value
$23.1M
Shares
122.7K
% Port
1.18%
V
17.VGES

VANGUARD INDEX FDS

+859.7%
Value
$22.7M
Shares
263.8K
% Port
1.16%
P
18.PDI

PIMCO ETF TR

+8.5%
Value
$18.9M
Shares
713.2K
% Port
0.97%
S

SELECT SECTOR SPDR TR

+45.2%
Value
$18M
Shares
97.4K
% Port
0.92%
C

CAPITAL GROUP GROWTH ETF

+1.4%
Value
$16.9M
Shares
358.4K
% Port
0.87%
?
21.N/A

BLACKROCK ETF TRUST II

Value
$16.2M
Shares
437.3K
% Port
0.83%
C

CAPITAL GROUP DIVIDEND VALUE

+2.1%
Value
$16M
Shares
325.4K
% Port
0.82%
E
23.ETHA

ISHARES INC

+5.9%
Value
$15.7M
Shares
189.2K
% Port
0.80%
S

SPDR SERIES TRUST

-32.9%
Value
$15.3M
Shares
167.4K
% Port
0.79%
S

SELECT SECTOR SPDR TR

+75.4%
Value
$14.8M
Shares
126.0K
% Port
0.76%
E
26.ETHA

ISHARES TR

+1.4%
Value
$14.7M
Shares
152.5K
% Port
0.75%
E
27.ETHA

ISHARES TR

-8.9%
Value
$14.4M
Shares
148.8K
% Port
0.74%
V
28.VGES

VANGUARD INDEX FDS

+95.5%
Value
$13.4M
Shares
19.5K
% Port
0.69%
?
29.N/A

ISHARES TR

+4.0%
Value
$13M
Shares
257.2K
% Port
0.67%
E
30.ETHA

ISHARES TR

-3.7%
Value
$12.9M
Shares
17.2K
% Port
0.66%
M
31.MSFT

MICROSOFT CORP

-9.9%
Value
$11.2M
Shares
29.9K
% Port
0.57%
S

SPDR SERIES TRUST

+0.3%
Value
$11.1M
Shares
61.2K
% Port
0.57%
G

ALPHABET INC

+22.4%
Value
$11M
Shares
30.9K
% Port
0.57%
S

SELECT SECTOR SPDR TR

+21.8%
Value
$10.8M
Shares
202.0K
% Port
0.55%
C

CAPITAL GROUP CORE BALANCED

+0.2%
Value
$10.6M
Shares
279.1K
% Port
0.54%
J

J P MORGAN EXCHANGE TRADED F

-0.5%
Value
$10.2M
Shares
184.9K
% Port
0.52%
J

J P MORGAN EXCHANGE TRADED F

+5.8%
Value
$10.2M
Shares
201.9K
% Port
0.52%
V
38.VGES

VANGUARD INDEX FDS

-3.0%
Value
$9.8M
Shares
26.4K
% Port
0.50%
E
39.ETHA

ISHARES TR

+5.3%
Value
$9.7M
Shares
90.1K
% Port
0.50%
C

CAPITAL GROUP CORE EQUITY ET

-0.0%
Value
$9.6M
Shares
215.7K
% Port
0.49%
J

J P MORGAN EXCHANGE TRADED F

+8.2%
Value
$9.5M
Shares
205.5K
% Port
0.48%
A
42.AMZN

AMAZON COM INC

Value
$9.2M
Shares
38.6K
% Port
0.47%
E
43.ETHA

BLACKROCK ETF TRUST

Value
$8.4M
Shares
124.0K
% Port
0.43%
S

SELECT SECTOR SPDR TR

+38.3%
Value
$8.4M
Shares
158.4K
% Port
0.43%
E
45.ETHA

ISHARES TR

-43.3%
Value
$8.4M
Shares
34.7K
% Port
0.43%
E
46.ETHA

ISHARES TR

-30.3%
Value
$8.4M
Shares
83.0K
% Port
0.43%
B
47.BTCW

WISDOMTREE TR

+14.3%
Value
$8.3M
Shares
164.7K
% Port
0.42%
S

SELECT SECTOR SPDR TR

-48.5%
Value
$7.9M
Shares
49.5K
% Port
0.40%
S

SCHWAB STRATEGIC TR

+4.0%
Value
$7.4M
Shares
219.9K
% Port
0.38%
C

CAPITAL GROUP GBL GROWTH EQT

+3.4%
Value
$7.4M
Shares
175.2K
% Port
0.38%