FOUNDERS FINANCIAL SECURITIES LLC

Q4 2025 13F-HR Holdings

Location
Towson, MD
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
574
Total value ($000)
$1,697,494
Net value change ($000)
+227,418 (15.5%)
New positions
98
Sold out positions
14
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 10/15/2025 Next filing: 4/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
DFAE 20,074 84.4%
SPYG 12,363 13.6%
VEA 9,114 28.5%
VTV 7,985 127.5%
XLK 6,665 26.0%
SPYV 6,205 8.6%
AAPL 5,960 26.1%
PYLD 5,251 38.7%
VOO 5,250 44.4%
AGG 4,816 21.1%
Top Reduces (Value $000, Stocks/ETFs)
SCHD -4,634 -41.8%
ICSH -2,743 -45.7%
IEFA -2,723 -18.9%
VRIG -1,823 -86.6%
IEMG -1,489 -11.0%
USFR -1,469 -19.4%
ENB -1,441 -38.3%
NJUL -1,295 -79.2%
SRE -1,267 -37.4%
XLF -1,242 -7.6%
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