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
📉 Biggest Sells
Sector Breakdown
Other82.4%
Technology8.1%
ETF2.2%
Consumer2.2%
Financial1.1%
Healthcare1.0%
Communication0.7%
Energy0.7%
🚪 Exited Positionssold since Q3 2025
+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 2023Q3 2023Q2 2023Q1 2023Q4 2022