FOUNDERS FINANCIAL SECURITIES LLC

Q3 2025 13F-HR Detailed 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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 8/6/2025 Next filing: 2/10/2026 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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 Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Horizon Investments, LLC
2 Orion Portfolio Solutions