FOUNDERS FINANCIAL SECURITIES LLC

Q1 2026 13F-HR/A Holdings

Location
Towson, MD
Holdings as of
3/31/2026
Date filed
4/17/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
530
Total value ($000)
$1,771,974
Net value change ($000)
+74,480 (4.4%)
New positions
32
Sold out positions
75
Turnover %
5.4%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 19,863 64.9%
IVVM 15,356 NEW
BIL 8,495 59.4%
LVHI 7,229 2667.5%
IJR 7,180 22.8%
DFAE 6,241 14.2%
SPYV 5,971 7.6%
CLSE 5,759 NEW
SPYG 5,733 5.5%
PSDM 5,413 NEW
Top Reduces (Value $000, Stocks/ETFs)
VOO -10,839 -63.5%
VUG -8,324 -39.7%
XLC -7,269 -47.9%
XLF -6,499 -43.3%
IYW -6,189 -100.0%
AAPL -5,826 -20.2%
MSFT -5,556 -31.0%
IAI -5,059 -100.0%
Unilever PLC -3,567 -100.0%
VTV -3,338 -23.4%
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