FOUNDERS FINANCIAL SECURITIES LLC

Est. AUM

$1.65B

13F long equity, this entity only

Positions

495

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$109.2M	1050219	6.61%	DFND
2	SPDR SERIES TRUST	STATE STREET SPD	$84.4M	1450889	5.10%	DFND
3	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$50.5M	226499	3.05%	DFND
4	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$50.1M	1396774	3.03%	DFND
5	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$44.9M	664634	2.72%	DFND
6	VANGUARD INDEX FDS	MID CAP ETF	$42.7M	143176	2.58%	DFND
7	ISHARES TR	CORE S&P SCP ETF	$38.7M	295641	2.34%	DFND
8	SELECT SECTOR SPDR TR	STATE STREET TEC	$32.6M	229408	1.97%	SOLE
9	NVIDIA CORPORATION	COM	$32.4M	176415	1.96%	DFND
10	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$29.6M	644365	1.79%	SOLE
11	ISHARES TR	CORE US AGGBD ET	$28.8M	289486	1.74%	DFND
12	ISHARES TR	CORE MSCI INTL	$27.4M	313226	1.66%	DFND
13	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$23.8M	505209	1.44%	DFND
14	SPDR SERIES TRUST	STATE STREET SPD	$22.8M	249357	1.38%	DFND
15	ISHARES TR	CORE S&P US GWT	$19.7M	119557	1.19%	DFND
16	PIMCO ETF TR	MULTISECTOR BD	$17.4M	657410	1.05%	SOLE
17	ISHARES TR	CORE MSCI EAFE	$15.5M	163400	0.94%	DFND
18	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$14.8M	353320	0.90%	DFND
19	SELECT SECTOR SPDR TR	STATE STREET HEA	$14.4M	96139	0.87%	SOLE
20	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$14.2M	318624	0.86%	SOLE
21	ISHARES TR	US AER DEF ETF	$14.2M	61102	0.86%	DFND
22	ISHARES TR	MSCI USA MIN VOL	$14.1M	150485	0.85%	DFND
23	ISHARES INC	CORE MSCI EMKT	$13.2M	178641	0.80%	DFND
24	VANGUARD INDEX FDS	GROWTH ETF	$12.6M	27482	0.76%	DFND
25	ISHARES TR	TRS FLT RT BD	$12.5M	247360	0.76%	DFND
26	MICROSOFT CORP	COM	$12.4M	33225	0.75%	DFND
27	ISHARES TR	CORE S&P500 ETF	$12.2M	17918	0.74%	DFND
28	ISHARES TR	0-3 MNTH TREASRY	$11.9M	118941	0.72%	SOLE
29	SELECT SECTOR SPDR TR	STATE STREET IND	$11.6M	67084	0.70%	SOLE
30	SPDR SERIES TRUST	STATE STREET SPD	$11.1M	61023	0.67%	SOLE
31	VANGUARD INDEX FDS	VALUE ETF	$10.9M	53757	0.66%	DFND
32	J P MORGAN EXCHANGE TRADED F	INTL HDGD EQT LA	$10.0M	185779	0.61%	SOLE
33	CAPITAL GROUP CORE BALANCED	SHS	$10.0M	278522	0.60%	SOLE
34	SELECT SECTOR SPDR TR	STATE STREET CON	$9.8M	117508	0.59%	SOLE
35	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$9.6M	190822	0.58%	DFND
36	ISHARES TR	NATIONAL MUN ETF	$9.2M	85564	0.55%	DFND
37	VANGUARD INDEX FDS	TOTAL STK MKT	$9.1M	27183	0.55%	DFND
38	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$8.8M	189908	0.53%	SOLE
39	CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$8.7M	215805	0.53%	SOLE
40	SELECT SECTOR SPDR TR	STATE STREET FIN	$8.5M	165774	0.51%	SOLE
41	BROADCOM INC	COM	$8.1M	22821	0.49%	DFND
42	SELECT SECTOR SPDR TR	STATE STREET CON	$8.1M	71840	0.49%	SOLE
43	ALPHABET INC	CAP STK CL A	$8.0M	25211	0.49%	DFND
44	SELECT SECTOR SPDR TR	STATE STREET UTI	$7.9M	168563	0.48%	SOLE
45	SELECT SECTOR SPDR TR	STATE STREET COM	$7.9M	69072	0.48%	SOLE
46	LEGG MASON ETF INVT	FRANKLIN INTL LW	$7.5M	181940	0.45%	SOLE
47	WISDOMTREE TR	FLOATNG RAT TREA	$7.3M	144075	0.44%	SOLE
48	EXXON MOBIL CORP	COM	$7.0M	45119	0.42%	DFND
49	SPDR INDEX SHS FDS	STATE STREET SPD	$6.9M	140501	0.42%	DFND
50	META PLATFORMS INC	CL A	$6.9M	10914	0.41%	DFND

1–50 of 495

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.