§ 13F · FUND PROFILE
FOUNDERS FINANCIAL SECURITIES LLC.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $1.3B (13F)Positions · 491Turnover · — · Q1Filed · Apr 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$45M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | 1.05M | $109M | 3.2% | — |
| 2 | SPYG | SPDR SERIES TRUST | 1.05M | $109M | 3.2% | +117% |
| 3 | SPYV | SPDR SERIES TRUST | 1.45M | $84M | 2.5% | — |
| 4 | SPYV | SPDR SERIES TRUST | 1.45M | $84M | 2.5% | +110% |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 226K | $50M | 1.5% | +225% |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | 226K | $50M | 1.5% | — |
| 7 | DFAE | DIMENSIONAL ETF TRUST | 1.40M | $50M | 1.5% | +107% |
| 8 | DFAE | DIMENSIONAL ETF TRUST | 1.40M | $50M | 1.5% | — |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 665K | $45M | 1.3% | — |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 665K | $45M | 1.3% | +102% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FOUNDERS SIGNAL
AC read
FOUNDERS FINANCIAL SECURITIES LLC is a Dealer / Bank fund managing $1.3 billion in assets. The fund runs a broad portfolio of 491 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed