FOUNDERS FINANCIAL SECURITIES LLC

Q1 2026 13F-HR/A Detailed 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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 2/10/2026 Next filing: — 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 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 Discretion Other Manager Sole Shared None

Other Managers

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