FOUNDERS FINANCIAL SECURITIES LLC

CIK 0001342396 · TOWSON, MD · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source

FOUNDERS FINANCIAL SECURITIES LLC reported 555 positions worth $1.95B as of June 30, 2026 (13F filed July 31, 2026). Largest holding: SPYG (6.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.95B
2026 Q2
Positions
555
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
30.5%
Est. Net Flow (Q)
2026 Q2
10 / 555 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYGSPDR SERIES TRUSTSH$126.7M6.49%1,064,857
2SPYVSPDR SERIES TRUSTSH$92.8M4.75%1,525,773
3DFAEDIMENSIONAL ETF TRUSTSH$55.3M2.83%1,375,931
4VOVANGUARD INDEX FDSSH$55.1M2.82%683,602
5VIGVANGUARD SPECIALIZED FUNDSSH$55.0M2.82%232,260
6VEAVANGUARD TAX-MANAGED FDSSH$49.0M2.51%687,039
7XLKSELECT SECTOR SPDR TRSH$44.9M2.30%235,900
8IJRISHARES TRSH$44.6M2.28%300,394
9NVDANVIDIA CORPORATIONSH$38.8M1.99%194,114
10FBNDFIDELITY MERRIMACK STR TRSH$33.4M1.71%733,356

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does FOUNDERS FINANCIAL SECURITIES LLC hold as of Q2 2026?

FOUNDERS FINANCIAL SECURITIES LLC reported 555 positions worth $1.95B in its Q2 2026 13F filing. Largest positions: SPYG (6.5%), SPYV (4.8%), DFAE (2.8%), VO (2.8%) and VIG (2.8%).

What did FOUNDERS FINANCIAL SECURITIES LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did FOUNDERS FINANCIAL SECURITIES LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.