FOUNDERS FINANCIAL SECURITIES LLC
CIK: 1342396SEC EDGAR →
Portfolio Value
$910.9B
Holdings
498
As of
Q1 2026
New Positions
493
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 1,450,889 | $84.4B | 9.26% |
| 2 | DIMENSIONAL ETF TRUST | 1,396,774 | $50.1B | 5.50% |
| 3 | VANGUARD TAX-MANAGED FDS | 664,634 | $44.9B | 4.93% |
| 4 | FIDELITY MERRIMACK STR TR | 644,365 | $29.6B | 3.24% |
| 5 | ISHARES TR | 289,486 | $28.8B | 3.16% |
| 6 | ISHARES TR | 313,226 | $27.4B | 3.01% |
| 7 | J P MORGAN EXCHANGE TRADED F | 505,209 | $23.8B | 2.61% |
| 8 | SPDR SERIES TRUST | 249,357 | $22.8B | 2.50% |
| 9 | PIMCO ETF TR | 657,410 | $17.4B | 1.91% |
| 10 | ISHARES TR | 163,400 | $15.5B | 1.71% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 304 | $795.6B | 87.3% |
| Unknown | 38 | $63.0B | 6.9% |
| Consumer Defensive | 17 | $11.1B | 1.2% |
| Energy | 14 | $10.7B | 1.2% |
| Healthcare | 20 | $7.2B | 0.8% |
| Technology | 33 | $5.0B | 0.6% |
| Communication Services | 12 | $5.0B | 0.6% |
| Utilities | 10 | $3.9B | 0.4% |
| Basic Materials | 6 | $3.1B | 0.3% |
| Consumer Cyclical | 13 | $2.5B | 0.3% |
| Industrials | 27 | $2.4B | 0.3% |
| Real Estate | 4 | $1.2B | 0.1% |