FOUNDERS FINANCIAL SECURITIES LLC

CIK: 0001342396SEC EDGAR →

Portfolio Value

$1.7B

Holdings

574

As of

Q4 2025

New Positions

574

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	SPYG SPDR SERIES TRUST	969,914	$103.5M	6.10%
2	SPYV SPDR SERIES TRUST	1,380,276	$78.4M	4.62%
3	DFAE DIMENSIONAL ETF TRUST	1,346,667	$43.9M	2.58%
4	VEA VANGUARD TAX-MANAGED FDS	657,516	$41.1M	2.42%
5	VO VANGUARD INDEX FDS	139,311	$40.4M	2.38%
6	NVDA NVIDIA CORPORATION	190,637	$35.6M	2.09%
7	XLK SELECT SECTOR SPDR TR	224,694	$32.3M	1.91%
8	IJR ISHARES TR	261,899	$31.5M	1.85%
9	VIG VANGUARD SPECIALIZED FUNDS	139,256	$30.6M	1.80%
10	AAPL APPLE INC	105,878	$28.8M	1.70%

Quarterly Changes

Top Buys

SPYGNEW

$103.5M

SPYVNEW

$78.4M

DFAENEW

$43.9M

VEANEW

$41.1M

VONEW

$40.4M

Top Sells

No sells this quarter

New Positions (574)

SPYG

$103.5M · 970K shares

SPYV

$78.4M · 1.4M shares

DFAE

$43.9M · 1.3M shares

VEA

$41.1M · 658K shares

$40.4M · 139K shares

$35.6M · 191K shares

$32.3M · 225K shares

$31.5M · 262K shares

$30.6M · 139K shares

$28.8M · 106K shares

$27.6M · 277K shares

$26.9M · 584K shares

$24.7M · 300K shares

$21.9M · 36K shares

$21.3M · 450K shares

$21.0M · 43K shares

$18.8M · 706K shares

$18.5M · 110K shares

$17.9M · 37K shares

$17.1M · 182K shares

$17.1M · 27K shares

$15.2M · 129K shares

$15.0M · 274K shares

$14.3M · 157K shares

$14.2M · 75K shares

$14.1M · 80K shares

$13.3M · 300K shares

$13.0M · 19K shares

$12.6M · 55K shares

$12.4M · 246K shares

$12.3M · 57K shares

$12.0M · 179K shares

$11.7M · 131K shares

$11.6M · 265K shares

$11.2M · 214K shares

$10.4M · 67K shares

$9.3M · 60K shares

$9.0M · 27K shares

$8.7M · 25K shares

$8.3M · 27K shares

$8.2M · 232K shares

$8.1M · 160K shares

$8.0M · 173K shares

$7.9M · 66K shares

$7.9M · 12K shares

$7.8M · 78K shares

$7.7M · 72K shares

$7.6M · 88K shares

$7.3M · 16K shares

$7.2M · 179K shares

$6.9M · 58K shares

$6.9M · 211K shares

$6.5M · 45K shares

$6.4M · 235K shares

$6.3M · 135K shares

$6.2M · 31K shares

$6.1M · 121K shares

$5.7M · 16K shares

$5.7M · 18K shares

$5.5M · 115K shares

$5.4M · 108K shares

$5.4M · 26K shares

$5.3M · 68K shares

$5.2M · 79K shares

$5.1M · 47K shares

$5.1M · 144K shares

$5.1M · 74K shares

$5.1M · 73K shares

$5.1M · 28K shares

$4.9M · 131K shares

$4.9M · 88K shares

$4.8M · 50K shares

$4.6M · 112K shares

$4.5M · 24K shares

$4.4M · 128K shares

$4.4M · 23K shares

$4.2M · 47K shares

$4.1M · 46K shares

$3.9M · 8K shares

$3.9M · 60K shares

$3.7M · 18K shares

$3.6M · 60K shares

$3.6M · 11K shares

$3.6M · 55K shares

$3.6M · 80K shares

$3.5M · 65K shares

$3.5M · 18K shares

$3.5M · 127K shares

$3.4M · 30K shares

$3.4M · 31K shares

$3.4M · 162K shares

$3.4M · 59K shares

$3.3M · 52K shares

$3.3M · 77K shares

$3.3M · 18K shares

$3.3M · 64K shares

$3.2M · 31K shares

$3.1M · 18K shares

$3.1M · 105K shares

$3.1M · 17K shares

$3.1M · 16K shares

$3.1M · 16K shares

$3.1M · 15K shares

$3.0M · 3K shares

$3.0M · 32K shares

$3.0M · 19K shares

$2.9M · 48K shares

$2.9M · 63K shares

$2.8M · 52K shares

$2.8M · 13K shares

$2.8M · 59K shares

$2.8M · 57K shares

$2.8M · 53K shares

$2.8M · 59K shares

$2.8M · 63K shares

$2.8M · 61K shares

$2.8M · 64K shares

$2.8M · 62K shares

$2.7M · 62K shares

$2.7M · 60K shares

$2.7M · 61K shares

$2.7M · 53K shares

$2.7M · 69K shares

$2.7M · 6K shares

$2.7M · 65K shares

$2.7M · 7K shares

$2.7M · 10K shares

$2.7M · 32K shares

$2.7M · 67K shares

$2.6M · 5K shares

$2.6M · 11K shares

$2.6M · 9K shares

$2.6M · 37K shares

$2.6M · 27K shares

$2.6M · 4K shares

$2.5M · 10K shares

$2.5M · 27K shares

$2.5M · 8K shares

$2.5M · 54K shares

$2.5M · 13K shares

$2.4M · 31K shares

$2.4M · 7K shares

$2.4M · 47K shares

$2.4M · 17K shares

$2.3M · 48K shares

$2.3M · 10K shares

$2.3M · 119K shares

$2.3M · 123K shares

$2.3M · 74K shares

$2.3M · 17K shares

$2.2M · 26K shares

$2.2M · 8K shares

$2.2M · 8K shares

$2.2M · 8K shares

$2.2M · 48K shares

$2.2M · 52K shares

$2.2M · 7K shares

$2.2M · 15K shares

$2.2M · 213K shares

$2.1M · 6K shares

$2.1M · 24K shares

$2.1M · 15K shares

$2.1M · 20K shares

$2.1M · 90K shares

$2.1M · 22K shares

$2.0M · 15K shares

$2.0M · 27K shares

$2.0M · 25K shares

$2.0M · 19K shares

$2.0M · 8K shares

$1.9M · 7K shares

$1.9M · 50K shares

$1.9M · 6K shares

$1.9M · 61K shares

$1.9M · 2K shares

$1.9M · 6K shares

$1.9M · 23K shares

$1.9M · 39K shares

$1.9M · 13K shares

$1.8M · 28K shares

$1.8M · 25K shares

$1.8M · 10K shares

$1.8M · 3K shares

$1.8M · 3K shares

$1.8M · 33K shares

$1.8M · 7K shares

$1.8M · 16K shares

$1.7M · 33K shares

$1.7M · 19K shares

$1.7M · 8K shares

$1.7M · 18K shares

$1.7M · 9K shares

$1.7M · 51K shares

$1.7M · 4K shares

$1.7M · 33K shares

$1.7M · 2K shares

$1.6M · 25K shares

$1.6M · 33K shares

$1.6M · 5K shares

$1.6M · 3K shares

$1.6M · 2K shares

$1.6M · 60K shares

$1.6M · 9K shares

$1.6M · 20K shares

$1.6M · 31K shares

$1.6M · 40K shares

$1.6M · 29K shares

$1.5M · 28K shares

$1.5M · 2K shares

$1.5M · 41K shares

$1.5M · 29K shares

$1.5M · 32K shares

$1.5M · 16K shares

$1.5M · 3K shares

$1.5M · 5K shares

$1.5M · 38K shares

$1.5M · 19K shares

$1.5M · 29K shares

$1.5M · 4K shares

$1.5M · 40K shares

$1.5M · 37K shares

$1.5M · 4K shares

$1.5M · 32K shares

$1.4M · 4K shares

$1.4M · 19K shares

$1.4M · 5K shares

$1.4M · 6K shares

$1.4M · 25K shares

$1.4M · 29K shares

$1.4M · 26K shares

$1.4M · 10K shares

$1.4M · 12K shares

$1.4M · 27K shares

$1.4M · 35K shares

$1.4M · 24K shares

$1.4M · 32K shares

$1.4M · 3K shares

$1.4M · 26K shares

$1.4M · 9K shares

$1.3M · 33K shares

$1.3M · 30K shares

$1.3M · 24K shares

$1.3M · 16K shares

$1.3M · 28K shares

$1.3M · 41K shares

$1.3M · 10K shares

$1.3M · 6K shares

$1.3M · 33K shares

$1.3M · 10K shares

$1.3M · 4K shares

$1.2M · 3K shares

$1.2M · 13K shares

$1.2M · 75K shares

$1.2M · 11K shares

$1.2M · 7K shares

$1.2M · 11K shares

$1.2M · 16K shares

$1.2M · 18K shares

$1.2M · 15K shares

$1.1M · 20K shares

$1.1M · 35K shares

$1.1M · 2K shares

$1.1M · 7K shares

$1.1M · 20K shares

$1.1M · 42K shares

$1.1M · 8K shares

$1.1M · 9K shares

$1.1M · 2K shares

$1.1M · 18K shares

$1.1M · 7K shares

$1.1M · 1K shares

$1.1M · 66K shares

$1.0M · 20K shares

$1.0M · 6K shares

$1.0M · 8K shares

$1.0M · 28K shares

$1.0M · 22K shares

$1.0M · 94K shares

$1.0M · 21K shares

$990K · 6K shares

$987K · 6K shares

$985K · 8K shares

$981K · 24K shares

$969K · 5K shares

$967K · 3K shares

$951K · 28K shares

$949K · 23K shares

$941K · 9K shares

$939K · 30K shares

$939K · 2K shares

$939K · 27K shares

$939K · 10K shares

$938K · 8K shares

$936K · 4K shares

$935K · 16K shares

$935K · 63K shares

$928K · 24K shares

$922K · 13K shares

$914K · 39K shares

$910K · 3K shares

$908K · 27K shares

$907K · 3K shares

$904K · 7K shares

$902K · 36K shares

XLRE

$886K · 22K shares

MNST

$884K · 12K shares

$876K · 3K shares

$872K · 4K shares

$863K · 20K shares

$861K · 16K shares

$845K · 24K shares

$842K · 25K shares

$840K · 23K shares

$835K · 27K shares

$818K · 8K shares

$813K · 6K shares

$806K · 16K shares

$804K · 3K shares

$800K · 15K shares

$791K · 27K shares

$782K · 1K shares

$782K · 13K shares

$779K · 7K shares

$778K · 4K shares

$778K · 17K shares

$764K · 7K shares

$757K · 8K shares

$754K · 1 shares

$747K · 4K shares

$725K · 8K shares

$720K · 7K shares

$716K · 6K shares

$714K · 27K shares

$710K · 8K shares

$708K · 8K shares

$697K · 9K shares

$695K · 923 shares

$672K · 4K shares

$671K · 14K shares

$667K · 7K shares

$661K · 11K shares

$651K · 2K shares

$646K · 11K shares

$642K · 16K shares

$642K · 6K shares

$641K · 12K shares

$635K · 10K shares

$633K · 4K shares

$630K · 2K shares

$623K · 18K shares

$622K · 7K shares

$621K · 12K shares

$617K · 12K shares

$599K · 14K shares

$595K · 2K shares

$595K · 12K shares

$591K · 4K shares

$591K · 10K shares

$584K · 1K shares

$581K · 6K shares

$572K · 22K shares

$570K · 22K shares

$569K · 3K shares

$567K · 8K shares

$566K · 12K shares

$565K · 2K shares

$563K · 2K shares

$562K · 1K shares

BUFF

$559K · 11K shares

AIRR

$556K · 6K shares

VLO

$552K · 3K shares

$540K · 9K shares

$540K · 12K shares

$538K · 12K shares

$536K · 3K shares

$511K · 5K shares

$499K · 4K shares

$496K · 15K shares

$494K · 10K shares

$486K · 3K shares

$482K · 15K shares

$480K · 12K shares

$478K · 3K shares

$476K · 16K shares

$474K · 6K shares

$471K · 49K shares

$471K · 9K shares

$466K · 4K shares

$463K · 2K shares

$455K · 5K shares

$448K · 5K shares

$448K · 956 shares

$447K · 19K shares

$446K · 663 shares

$441K · 8K shares

$438K · 11K shares

$434K · 5K shares

$432K · 15K shares

$427K · 5K shares

$425K · 484 shares

$424K · 4K shares

$424K · 19K shares

$424K · 5K shares

$423K · 5K shares

$420K · 6K shares

$420K · 3K shares

$419K · 3K shares

$418K · 17K shares

$417K · 3K shares

$417K · 5K shares

$416K · 10K shares

$415K · 10K shares

$413K · 5K shares

$412K · 13K shares

$411K · 5K shares

$411K · 36K shares

$407K · 5K shares

$404K · 4K shares

$404K · 14K shares

$404K · 1K shares

$400K · 12K shares

$398K · 4K shares

$396K · 4K shares

$393K · 13K shares

$392K · 12K shares

$391K · 2K shares

$390K · 7K shares

$390K · 7K shares

$389K · 8K shares

$388K · 1K shares

$388K · 2K shares

$385K · 4K shares

$382K · 4K shares

$379K · 8K shares

$377K · 3K shares

$372K · 1K shares

$371K · 4K shares

$370K · 7K shares

$369K · 5K shares

$369K · 4K shares

$367K · 8K shares

$363K · 742 shares

$361K · 8K shares

$360K · 3K shares

$354K · 9K shares

$353K · 4K shares

$350K · 6K shares

$349K · 2K shares

$346K · 12K shares

$344K · 7K shares

$341K · 6K shares

$340K · 5K shares

$337K · 411 shares

$336K · 11K shares

$333K · 8K shares

$330K · 5K shares

$329K · 5K shares

$327K · 3K shares

$324K · 730 shares

$324K · 9K shares

$323K · 2K shares

$322K · 11K shares

$321K · 8K shares

$321K · 14K shares

$320K · 10K shares

$319K · 6K shares

$318K · 5K shares

$317K · 3K shares

$313K · 4K shares

$309K · 7K shares

$307K · 3K shares

$306K · 1K shares

$304K · 4K shares

$303K · 4K shares

$299K · 1K shares

$299K · 7K shares

$299K · 1K shares

$297K · 2K shares

$292K · 4K shares

$290K · 2K shares

$286K · 12K shares

$286K · 10K shares

$284K · 1K shares

$283K · 4K shares

$281K · 11K shares

$278K · 5K shares

$277K · 966 shares

$277K · 8K shares

$275K · 5K shares

$275K · 5K shares

$273K · 2K shares

$273K · 3K shares

$272K · 1K shares

$272K · 135 shares

$271K · 253 shares

$270K · 7K shares

$267K · 4K shares

$267K · 2K shares

$266K · 3K shares

$262K · 2K shares

$262K · 11K shares

$260K · 297 shares

$260K · 454 shares

$257K · 1K shares

$254K · 2K shares

$253K · 4K shares

$253K · 8K shares

$252K · 751 shares

$251K · 2K shares

$250K · 7K shares

$249K · 9K shares

$249K · 6K shares

$244K · 1K shares

$244K · 6K shares

$243K · 2K shares

$243K · 3K shares

$240K · 5K shares

$240K · 1K shares

$238K · 2K shares

$236K · 1K shares

$235K · 13K shares

$234K · 11K shares

$231K · 3K shares

$230K · 3K shares

$229K · 851 shares

$229K · 1K shares

$228K · 1K shares

$226K · 6K shares

$226K · 5K shares

$225K · 4K shares

$223K · 1K shares

$221K · 18K shares

$218K · 2K shares

$215K · 5K shares

$212K · 3K shares

$212K · 968 shares

$212K · 2K shares

$212K · 953 shares

$209K · 8K shares

$209K · 4K shares

$208K · 468 shares

$208K · 1K shares

$208K · 5K shares

$207K · 1K shares

$205K · 896 shares

$203K · 358 shares

$202K · 2K shares

$201K · 9K shares

$200K · 4K shares

$195K · 15K shares

$187K · 12K shares

$179K · 11K shares

$176K · 19K shares

$174K · 19K shares

$171K · 12K shares

$124K · 14K shares

$92K · 15K shares

$59K · 14K shares

$57K · 10K shares

$52K · 57K shares

$50K · 12K shares

$42K · 20K shares

$39K · 10K shares

$37K · 19K shares

$34K · 24K shares

$34K · 26K shares

$31K · 12K shares

$30K · 17K shares

$19K · 14K shares

$16K · 10K shares

$11K · 12K shares

$7K · 285K shares

$2K · 228K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	346	$1.3B	74.6%
Technology	43	$129.8M	7.6%
Unknown	41	$93.1M	5.5%
Healthcare	23	$35.8M	2.1%
Industrials	34	$32.7M	1.9%
Consumer Cyclical	16	$32.0M	1.9%
Communication Services	12	$29.6M	1.7%
Consumer Defensive	18	$25.5M	1.5%
Energy	16	$24.5M	1.4%
Basic Materials	9	$12.2M	0.7%
Real Estate	7	$8.2M	0.5%
Utilities	9	$6.8M	0.4%