FOUNDERS FINANCIAL SECURITIES LLC

Q3 2025 13F-HR Holdings

Location
Towson, MD
Holdings as of
9/30/2025
Date filed
10/15/2025
Form type
13F-HR
Num holdings
489
Total value ($000)
$1,470,076
Net value change ($000)
+153,732 (11.7%)
New positions
45
Sold out positions
47
Turnover %
5.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/6/2025 Next filing: 2/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VIG 22,249 318.8%
SPYG 22,153 32.1%
SPYV 20,604 39.9%
HOLA 10,826 NEW
PYLD 9,766 255.7%
VO 7,567 26.2%
VUG 7,470 63.3%
JPIE 7,235 NEW
FBND 5,400 28.5%
JCPB 5,306 38.2%
Top Reduces (Value $000, Stocks/ETFs)
DUHP -18,173 -100.0%
SCHD -15,051 -57.6%
BOND -10,122 -97.0%
BNDX -5,848 -82.8%
IAK -4,900 -100.0%
QUAL -4,160 -55.9%
AGG -3,738 -14.1%
RSP -2,768 -39.0%
VCIT -2,327 -82.4%
EMB -2,073 -33.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type