Data as of Q4 2025 (Dec 31, 2025)

FOUNDERS FINANCIAL SECURITIES LLC

•CIK: 1342396•Filing: Q4 2025

**FOUNDERS FINANCIAL SECURITIES LLC** manages $1.7B across a diversified portfolio of 574 positions. The fund exhibits a significant allocation to broad market and sector-specific ETFs, notably holding SPYG at $103.5M and SPYV at $78.4M. Core technology and index exposure is evident through top holdings including DFAE ($43.9M), VEA ($41.1M), and NVDA ($35.6M). This structure suggests a tactical, growth-oriented mandate emphasizing established market leaders and sector rotation plays.

Total AUM
$1.7B
QoQ Performance
+15.5%
Positions
309
Top 10 Concentration
31.9%
Latest Filing
Q4 2025

Top Holdings Allocation

SPYG
SPYG6.1%
SPYV4.6%
DFAE2.6%
VEA2.4%
VO2.4%
NVDA2.1%
XLK1.9%
IJR1.9%

📈 Biggest Buys

DFAE
DIMENSIONAL ETF TRUST
+78.5%
2.6% of portfolio
XLK
SELECT SECTOR SPDR TR
+146.6%
1.9% of portfolio
SPYG
SPDR SERIES TRUST
+11.2%
6.1% of portfolio
VTV
VANGUARD INDEX FDS
+122.1%
0.8% of portfolio
VEA
VANGUARD TAX-MANAGED FDS
+23.3%
2.4% of portfolio

📉 Biggest Sells

SCHD
SCHWAB STRATEGIC TR
-42.1%
0.4% of portfolio
IEFA
ISHARES TR
-20.9%
0.7% of portfolio
ICSH
ISHARES TR
-45.5%
0.2% of portfolio
MRK
MERCK & CO INC
-45.7%
0.1% of portfolio
IEMG
ISHARES INC
-12.7%
0.7% of portfolio

Sector Breakdown

Other82.4%
Technology8.1%
ETF2.2%
Consumer2.2%
Financial1.3%
Healthcare1.0%
Communication0.7%
Industrial0.7%

🚪 Exited Positionssold since Q3 2025

VRIG
INVESCO ACTIVELY MANAGED EXC
SOLD
$2.1M
EQWL
INVESCO EXCHANGE TRADED FD T
SOLD
$1.7M
PANW
PALO ALTO NETWORKS INC
SOLD
$1.7M
UBER
UBER TECHNOLOGIES INC
SOLD
$1.6M
NJUL
INNOVATOR ETFS TRUST
SOLD
$1.6M
+289 more exited positions

Changes from Q3 2025

NEW5 new positions
↑166 increased
↓28 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SPYG6.1%
SPDR SERIES TRUST
$103.5M
SPYV4.6%
SPDR SERIES TRUST
$78.4M
DFAE2.6%
DIMENSIONAL ETF TRUST
$43.9M
VEA2.4%
VANGUARD TAX-MANAGED FDS
$41.1M
VO2.4%
VANGUARD INDEX FDS
$40.4M

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