Universe · entity
FOUNDERS FINANCIAL SECURITIES LLC
Institutional manager (13F) · CIK 1342396
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR SERIES TRUST | $109M | 1,050,219 |
| 2 | SPDR SERIES TRUST | $84M | 1,450,889 |
| 3 | VANGUARD SPECIALIZED FUNDS | $50M | 226,499 |
| 4 | DIMENSIONAL ETF TRUST | $50M | 1,396,774 |
| 5 | VANGUARD TAX-MANAGED FDS | $45M | 664,634 |
| 6 | VANGUARD INDEX FDS | $43M | 143,176 |
| 7 | ISHARES TR | $39M | 295,641 |
| 8 | SELECT SECTOR SPDR TR | $33M | 229,408 |
| 9 | NVIDIA CORPORATION | $32M | 176,415 |
| 10 | FIDELITY MERRIMACK STR TR | $30M | 644,365 |
| 11 | ISHARES TR | $29M | 289,486 |
| 12 | ISHARES TR | $27M | 313,226 |
| 13 | J P MORGAN EXCHANGE TRADED F | $24M | 505,209 |
| 14 | SPDR SERIES TRUST | $23M | 249,357 |
| 15 | ISHARES TR | $20M | 119,557 |
| 16 | PIMCO ETF TR | $17M | 657,410 |
| 17 | ISHARES TR | $16M | 163,400 |
| 18 | CAPITAL GROUP GROWTH ETF | $15M | 353,320 |
| 19 | SELECT SECTOR SPDR TR | $14M | 96,139 |
| 20 | CAPITAL GROUP DIVIDEND VALUE | $14M | 318,624 |
| 21 | ISHARES TR | $14M | 61,102 |
| 22 | ISHARES TR | $14M | 150,485 |
| 23 | ISHARES INC | $13M | 178,641 |
| 24 | VANGUARD INDEX FDS | $13M | 27,482 |
| 25 | ISHARES TR | $12M | 247,360 |
| 26 | MICROSOFT CORP | $12M | 33,225 |
| 27 | ISHARES TR | $12M | 17,918 |
| 28 | ISHARES TR | $12M | 118,941 |
| 29 | SELECT SECTOR SPDR TR | $12M | 67,084 |
| 30 | SPDR SERIES TRUST | $11M | 61,023 |
| 31 | VANGUARD INDEX FDS | $11M | 53,757 |
| 32 | J P MORGAN EXCHANGE TRADED F | $10M | 185,779 |
| 33 | CAPITAL GROUP CORE BALANCED | $10M | 278,522 |
| 34 | SELECT SECTOR SPDR TR | $10M | 117,508 |
| 35 | J P MORGAN EXCHANGE TRADED F | $10M | 190,822 |
| 36 | ISHARES TR | $9M | 85,564 |
| 37 | VANGUARD INDEX FDS | $9M | 27,183 |
| 38 | J P MORGAN EXCHANGE TRADED F | $9M | 189,908 |
| 39 | CAPITAL GROUP CORE EQUITY ET | $9M | 215,805 |
| 40 | SELECT SECTOR SPDR TR | $9M | 165,774 |
| 41 | BROADCOM INC | $8M | 22,821 |
| 42 | SELECT SECTOR SPDR TR | $8M | 71,840 |
| 43 | ALPHABET INC | $8M | 25,211 |
| 44 | SELECT SECTOR SPDR TR | $8M | 168,563 |
| 45 | SELECT SECTOR SPDR TR | $8M | 69,072 |
| 46 | LEGG MASON ETF INVT | $7M | 181,940 |
| 47 | WISDOMTREE TR | $7M | 144,075 |
| 48 | EXXON MOBIL CORP | $7M | 45,119 |
| 49 | SPDR INDEX SHS FDS | $7M | 140,501 |
| 50 | META PLATFORMS INC | $7M | 10,914 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.