FOUNDERS FINANCIAL SECURITIES LLC

$1.8B reported 13(f) long value · latest quarter 2026-06-30 · CIK 1342396 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $1.8B
ALL retained default holdings for this (filer, period), including NULL-value ones: 530
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 32
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 76

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:12580` · issuer key `iss:1602` STATE STREET SPD	ADD	+$5.7M	+80,305	$103M	$109M	969,914	1,050,219
position key `pos:12962` · issuer key `iss:1602` STATE STREET SPD	ADD	+$6.0M	+70,613	$78.4M	$84.4M	1,380,276	1,450,889
position key `pos:16249` · issuer key `cusip6:921908` DIV APP ETF	ADD	+$19.9M	+87,243	$30.6M	$50.5M	139,256	226,499
position key `sid:sec:prov:359a00ea349fa38fd8b784c1239e9e00` · issuer key `cusip6:25434V` EMGR CRE EQT MNG	ADD	+$6.2M	+50,107	$43.9M	$50.1M	1,346,667	1,396,774
position key `pos:17409` · issuer key `cusip6:921943` VAN FTSE DEV MKT	ADD	+$3.8M	+7,118	$41.1M	$44.9M	657,516	664,634
position key `pos:14055` · issuer key `cusip6:922908` MID CAP ETF	ADD	+$2.3M	+3,865	$40.4M	$42.7M	139,311	143,176
position key `pos:14033` · issuer key `iss:1012` CORE S&P SCP ETF	ADD	+$7.2M	+33,742	$31.5M	$38.7M	261,899	295,641
position key `pos:10892` · issuer key `cusip6:81369Y` STATE STREET TEC	ADD	+$243K	+4,714	$32.3M	$32.6M	224,694	229,408
position key `pos:15642` · issuer key `iss:1334` COM	TRIM	−$3.1M	−14,222	$35.6M	$32.4M	190,637	176,415
position key `sid:sec:prov:5682d6057b30813559773b9f85162b0a` · issuer key `cusip6:316188` TOTAL BD ETF	ADD	+$2.7M	+60,511	$26.9M	$29.6M	583,854	644,365
position key `pos:14737` · issuer key `iss:1012` CORE US AGGBD ET	ADD	+$1.2M	+12,909	$27.6M	$28.8M	276,577	289,486
position key `sid:sec:prov:29f8d97ab26dd0c9ac1e35bec6ed33b8` · issuer key `cusip6:46435G` CORE MSCI INTL	ADD	+$2.7M	+13,510	$24.7M	$27.4M	299,716	313,226
position key `sid:sec:prov:39ee92c086a4100560ef55ca0374666d` · issuer key `cusip6:46641Q` CORE PLUS BD ETF	ADD	+$2.5M	+54,754	$21.3M	$23.8M	450,455	505,209
position key `pos:13215` · issuer key `iss:144` COM	TRIM	−$5.8M	−17,743	$28.8M	$23.0M	105,878	88,135
position key `sid:sec:prov:4252b4f3709914f645284b0206172232` · issuer key `cusip6:78468R` STATE STREET SPD	ADD	+$8.5M	+92,745	$14.3M	$22.8M	156,612	249,357
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	TRIM	−$514K	−602	$21.9M	$21.4M	35,606	35,004
position key `pos:11834` · issuer key `iss:1012` CORE S&P US GWT	ADD	+$1.1M	+9,136	$18.5M	$19.7M	110,421	119,557
position key `sid:sec:prov:472af252cda1e0f13d5ff2184a64a0e5` · issuer key `cusip6:72201R` MULTISECTOR BD	TRIM	−$1.4M	−48,604	$18.8M	$17.4M	706,014	657,410
position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F` CORE MSCI EAFE	ADD	+$3.9M	+32,857	$11.7M	$15.5M	130,543	163,400
position key `pos:12959` · issuer key `iss:280` ISHARES LARG CAP	NEW	+$15.4M	+438,365	$0	$15.4M	—	438,365
position key `sid:sec:prov:fbe2069936310c4fd1e930d7bd6a6681` · issuer key `cusip6:14020G` SHS CREATION UNI	ADD	+$1.5M	+53,650	$13.3M	$14.9M	299,670	353,320
position key `sid:sec:prov:2b5902c05a996d81adf5ce01e71326f4` · issuer key `cusip6:81369Y` STATE STREET HEA	ADD	+$5.0M	+35,952	$9.3M	$14.4M	60,187	96,139
position key `sid:sec:prov:2ebeed7ba0c3c8f5495a6059ae850775` · issuer key `cusip6:14020W` SHS CREATION UNI	ADD	+$2.7M	+53,790	$11.6M	$14.2M	264,834	318,624
position key `pos:11793` · issuer key `iss:1013` US AER DEF ETF	ADD	+$1.8M	+3,612	$12.3M	$14.2M	57,490	61,102
position key `sid:sec:prov:ead4136001e20c053d7f45b14bcdc536` · issuer key `cusip6:46429B` MSCI USA MIN VOL	TRIM	−$3.0M	−31,283	$17.1M	$14.1M	181,768	150,485
position key `pos:13905` · issuer key `iss:1016` CORE MSCI EMKT	TRIM	+$1.2M	−340	$12.0M	$13.2M	178,981	178,641
position key `pos:11209` · issuer key `cusip6:922908` GROWTH ETF	TRIM	−$8.3M	−15,467	$21.0M	$12.6M	42,949	27,482
position key `sid:sec:prov:1afe3c889e4b4befe3a1c8ce4654966b` · issuer key `cusip6:46434V` TRS FLT RT BD	ADD	+$96.7K	+1,623	$12.4M	$12.5M	245,737	247,360
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$5.6M	−3,892	$18.0M	$12.4M	37,117	33,225
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	TRIM	−$810K	−1,132	$13.0M	$12.2M	19,050	17,918
position key `sid:sec:prov:e38118ea8b169e3aaee9194c66190079` · issuer key `cusip6:46436E` 0-3 MNTH TREASRY	ADD	+$4.1M	+40,953	$7.8M	$11.9M	77,988	118,941
position key `sid:sec:prov:edca92b17408f6ec66bf562ad9cadafa` · issuer key `cusip6:81369Y` STATE STREET IND	ADD	+$1.2M	+113	$10.4M	$11.6M	66,971	67,084
position key `sid:sec:prov:8b6b6cb8531dd29e8eec62f6006e526b` · issuer key `cusip6:78468R` STATE STREET SPD	TRIM	−$2.9M	−19,117	$14.1M	$11.1M	80,140	61,023
position key `pos:10986` · issuer key `cusip6:922908` VALUE ETF	TRIM	−$3.3M	−20,843	$14.2M	$10.9M	74,600	53,757
position key `pos:14175` · issuer key `iss:95` COM	TRIM	−$1.9M	−8,630	$12.6M	$10.8M	54,763	46,133
position key `sid:sec:prov:d5a70cf7555f4db356a1da9a85635cac` · issuer key `cusip6:46654Q` INTL HDGD EQT LA	TRIM	−$1.2M	−28,333	$11.2M	$10.0M	214,112	185,779
position key `sid:sec:prov:811eb9802849429acb629d1847098b2d` · issuer key `cusip6:14021D` SHS	ADD	+$1.8M	+46,387	$8.2M	$10.0M	232,135	278,522
position key `pos:12477` · issuer key `cusip6:81369Y` STATE STREET CON	ADD	+$4.5M	+49,090	$5.3M	$9.8M	68,418	117,508
position key `sid:sec:prov:88cde289eea317fd1ce748f7b69ce026` · issuer key `cusip6:46641Q` MUNICIPAL ETF	ADD	+$1.5M	+30,843	$8.1M	$9.6M	159,979	190,822
position key `pos:16556` · issuer key `iss:1013` NATIONAL MUN ETF	ADD	+$1.5M	+13,632	$7.7M	$9.2M	71,932	85,564
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	ADD	+$72.5K	+202	$9.0M	$9.1M	26,981	27,183
position key `sid:sec:prov:3c753a612d22675d643fa8bd5b65d80e` · issuer key `cusip6:46641Q` INCOME ETF	ADD	+$744K	+16,893	$8.0M	$8.8M	173,015	189,908
position key `sid:sec:prov:306e123d9030b6bc2a09c46e657c00d4` · issuer key `cusip6:14020V` SHS CREATION UNI	ADD	+$1.5M	+36,702	$7.2M	$8.7M	179,103	215,805
position key `sid:sec:prov:b3a0a6a2c27537b284e1347fab5f8f28` · issuer key `cusip6:81369Y` STATE STREET FIN	TRIM	−$6.5M	−108,239	$15.0M	$8.5M	274,013	165,774
position key `pos:12827` · issuer key `iss:323` COM	TRIM	−$624K	−2,384	$8.7M	$8.1M	25,205	22,821
position key `sid:sec:prov:e4cd8f69169bdfd85fd9e009c05807b1` · issuer key `cusip6:81369Y` STATE STREET CON	ADD	+$188K	+5,588	$7.9M	$8.1M	66,252	71,840
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	TRIM	−$267K	−1,294	$8.3M	$8.0M	26,505	25,211
position key `pos:17300` · issuer key `cusip6:81369Y` STATE STREET UTI	ADD	+$4.7M	+91,638	$3.3M	$7.9M	76,925	168,563
position key `sid:sec:prov:fa0ef19e4273db99947aa6e798c4bd32` · issuer key `cusip6:81369Y` STATE STREET COM	TRIM	−$7.3M	−59,723	$15.2M	$7.9M	128,795	69,072
position key `sid:sec:prov:a13c8e22e3a5759cc447e1c13a2abb61` · issuer key `cusip6:52468L` FRANKLIN INTL LW	ADD	+$7.2M	+174,585	$271K	$7.5M	7,355	181,940
position key `pos:10189` · issuer key `iss:1983` FLOATNG RAT TREA	ADD	+$1.2M	+23,145	$6.1M	$7.3M	120,930	144,075
position key `pos:14552` · issuer key `iss:711` COM	TRIM	+$52.7K	−12,572	$6.9M	$7.0M	57,691	45,119
position key `sid:sec:prov:dc437b658d2d4d14c03971f472e7916a` · issuer key `cusip6:78463X` STATE STREET SPD	ADD	+$572K	+5,622	$6.3M	$6.9M	134,879	140,501
position key `pos:11390` · issuer key `iss:720` CL A	TRIM	−$1.0M	−1,061	$7.9M	$6.9M	11,975	10,914
position key `sid:sec:prov:f18f86128606098e67696e1e105260ca` · issuer key `cusip6:33740F` FT VEST US EQT	ADD	+$1.1M	+22,474	$5.5M	$6.6M	115,217	137,691
position key `sid:sec:prov:4ee13837c201cea05a3fc8a370f61521` · issuer key `cusip6:81369Y` STATE STREET ENE	ADD	+$3.0M	+34,827	$3.6M	$6.6M	79,725	114,552
position key `sid:sec:prov:e9816c09242bb3bdb355e72e237e1170` · issuer key `cusip6:92203C` VANGUARD ULTRA	ADD	+$1.1M	+22,925	$5.4M	$6.5M	108,485	131,410
position key `pos:17143` · issuer key `iss:1633` US LCAP GR ETF	ADD	−$458K	+30	$6.9M	$6.4M	211,441	211,471
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	TRIM	−$10.8M	−17,251	$17.1M	$6.2M	27,214	9,963
position key `sid:sec:prov:cac795d63677f8d041e9bf0f81990d73` · issuer key `cusip6:46429B` MSCI EAFE MIN VL	TRIM	−$1.4M	−21,737	$7.6M	$6.2M	88,169	66,432
position key `sid:sec:prov:ec2c663c8f80edfad666a4d807f7c64b` · issuer key `cusip6:14020X` SHS CREATION UNI	ADD	+$1.6M	+41,115	$4.4M	$6.1M	128,418	169,533
position key `sid:sec:prov:62eb42e14503968141857c62d67e1607` · issuer key `cusip6:81369Y` STATE STREET MAT	ADD	+$4.6M	+84,300	$1.5M	$6.0M	32,219	116,519
position key `pos:14992` · issuer key `iss:1485` COM	TRIM	−$585K	−5,029	$6.5M	$5.9M	45,391	40,362
position key `pos:15152` · issuer key `iss:1000` S&P500 EQL WGT	ADD	+$1.4M	+6,513	$4.4M	$5.9M	23,029	29,542
position key `sid:sec:prov:abfcb93108cd94a6e63311efca1b8972` · issuer key `cusip6:89834G` CONVERGENCE LNG	NEW	+$5.8M	+191,637	$0	$5.8M	—	191,637
position key `pos:10714` · issuer key `iss:1633` US DIVIDEND EQ	TRIM	−$709K	−49,599	$6.4M	$5.7M	235,100	185,501
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	+$174K	−2,993	$5.4M	$5.6M	26,071	23,078
position key `sid:sec:prov:7279c779b98d814b84da22a176a7a213` · issuer key `cusip6:14021L` SHS ETF	ADD	+$382K	+4,722	$5.1M	$5.5M	143,578	148,300
position key `sid:sec:prov:f72007d1565c2fe4c028713d45534363` · issuer key `cusip6:69344A` PGIM SHORT DURAT	NEW	+$5.4M	+105,686	$0	$5.4M	—	105,686
position key `sid:sec:prov:a171e06cda613d537a724e47e506b8dd` · issuer key `cusip6:46435U` BROAD USD HIGH	ADD	+$488K	+14,111	$4.9M	$5.4M	131,226	145,337
position key `sid:sec:prov:db5d6643b183a491fb10fea359fec393` · issuer key `cusip6:33740F` FT VEST U.S EQT	ADD	+$710K	+14,930	$4.6M	$5.3M	112,451	127,381
position key `sid:sec:prov:17b19445cfc49d8e93d0a978b5f9fc37` · issuer key `cusip6:33738R` RISNG DIVD ACHIV	TRIM	−$18.2K	−3,424	$5.1M	$5.1M	72,961	69,537
position key `pos:15571` · issuer key `iss:1013` JPMORGAN USD EMG	ADD	+$184K	+2,336	$4.8M	$5.0M	50,362	52,698
position key `pos:15938` · issuer key `cusip6:92189F` SEMICONDUCTR ETF	ADD	+$3.7M	+7,982	$1.2M	$4.9M	3,438	11,420
position key `pos:10357` · issuer key `iss:1786` COM	TRIM	−$2.4M	−2,079	$7.3M	$4.9M	16,276	14,197
position key `pos:15560` · issuer key `iss:1973` COM	ADD	+$1.3M	+6,849	$3.6M	$4.9M	60,239	67,088
position key `pos:18043` · issuer key `cusip6:46434V` CORE DIV GRWTH	TRIM	−$233K	−6,132	$5.1M	$4.9M	73,635	67,503
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$853K	−2,068	$5.7M	$4.9M	17,737	15,669
position key `pos:16868` · issuer key `iss:1012` CORE S&P MCP ETF	TRIM	−$548K	−12,969	$5.2M	$4.7M	78,963	65,994
position key `pos:14841` · issuer key `iss:1012` IBOXX INV CP ETF	TRIM	−$535K	−4,588	$5.1M	$4.6M	46,718	42,130
position key `pos:12848` · issuer key `iss:1921` COM CL A	TRIM	−$1.2M	−1,578	$5.7M	$4.6M	16,367	14,789
position key `pos:17423` · issuer key `iss:1982` US QTLY DIV GRT	ADD	+$137K	+824	$4.1M	$4.3M	46,183	47,007
position key `sid:sec:prov:84f96e093242d9899cadc977f6a85007` · issuer key `cusip6:464286` MSCI EMERG MRKT	ADD	+$401K	+2,628	$3.9M	$4.3M	60,166	62,794
position key `pos:13363` · issuer key `iss:1393` COM	ADD	+$433K	+775	$3.7M	$4.2M	17,898	18,673
position key `sid:sec:prov:ee6119652adcf9d20a8fd5af5fd983e0` · issuer key `cusip6:46138E` S&P INTL MOMNT	TRIM	−$737K	−17,502	$4.9M	$4.2M	87,975	70,473
position key `pos:16841` · issuer key `iss:1791` COM	ADD	+$987K	+1,096	$3.1M	$4.1M	18,107	19,203
position key `pos:15626` · issuer key `iss:1529` COM	TRIM	−$346K	−4,081	$4.5M	$4.1M	24,392	20,311
position key `pos:13490` · issuer key `iss:1939` COM	ADD	+$677K	+1,046	$3.4M	$4.1M	30,609	31,655
position key `pos:14902` · issuer key `iss:1016` MSCI SINGPOR ETF	ADD	+$504K	+11,427	$3.5M	$4.0M	126,669	138,096
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$894K	+822	$3.0M	$3.9M	19,432	20,254
position key `sid:sec:prov:cead3e1c88faef3b79c3b0687fec75e0` · issuer key `cusip6:46654Q` U S TECH LEADERS	TRIM	−$419K	−1,562	$4.2M	$3.8M	46,833	45,271
position key `sid:sec:prov:fc322b756e10c5adfb425878e834e2d4` · issuer key `cusip6:46432F` MSCI USA QLT FCT	ADD	+$227K	+988	$3.5M	$3.7M	17,651	18,639
position key `sid:sec:prov:481260976e25dd0536c11cf1cff62d88` · issuer key `cusip6:46641Q` US QUALTY FCTR	ADD	+$298K	+4,521	$3.3M	$3.6M	52,488	57,009
position key `sid:sec:prov:543d987c45278e3048036b52b8ad7457` · issuer key `cusip6:464286` MSCI SPAIN ETF	TRIM	+$97.7K	−2,289	$3.5M	$3.6M	65,112	62,823
position key `sid:sec:prov:76ac18d7b20cca99093acbbdb3329dc8` · issuer key `cusip6:025072` US QUALITY GROW	ADD	+$46.5K	+1,582	$3.4M	$3.5M	30,033	31,615
position key `sid:sec:prov:5a367bcd0f78e79fbe9e04f08896c346` · issuer key `cusip6:45782C` US EQTY PWR BUF	ADD	+$569K	+11,246	$2.9M	$3.5M	62,591	73,837
position key `pos:11205` · issuer key `iss:255` CL B NEW	TRIM	−$475K	−701	$3.9M	$3.4M	7,742	7,041
position key `pos:12030` · issuer key `iss:525` COM	TRIM	+$389K	−195	$3.0M	$3.4M	3,474	3,279
position key `sid:sec:prov:90387c5e237a826a8c74b67056f27eaf` · issuer key `cusip6:33740F` FT VEST US	ADD	+$576K	+11,019	$2.8M	$3.4M	58,704	69,723
position key `sid:sec:prov:43d5e11022de91cec8f0ccb76e028ada` · issuer key `cusip6:45782C` US EQT PWR BUF	ADD	+$644K	+13,082	$2.7M	$3.4M	69,310	82,392

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 25

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:18003` · issuer key `iss:1117` COM CL A	NO CHANGE	+$1.1M	$2.3M	$3.4M	123,172	123,172
position key `sid:sec:prov:1bbe22b229b05e70f9ec5041061de81b` · issuer key `cusip6:128125` COM SH BEN INT	NO CHANGE	−$91.4K	$2.3M	$2.2M	118,730	118,730
position key `pos:15303` · issuer key `iss:1016` MSCI GBL GOLD MN	NO CHANGE	+$137K	$922K	$1.1M	12,524	12,524
position key `sid:sec:prov:07c470365ea37d7fa7e687d87c895c2c` · issuer key `cusip6:464286` MSCI GLB SLV&MTL	NO CHANGE	+$101K	$909K	$1.0M	26,519	26,519
position key `pos:11020` · issuer key `iss:255` CL A	NO CHANGE	−$26.9K	$755K	$728K	1	1
position key `sid:sec:prov:9d163437f0cbfe4a555f598cf2874063` · issuer key `cusip6:00888H` ALLIANZIM US EQ	NO CHANGE	+$6.0K	$539K	$545K	12,000	12,000
position key `pos:11909` · issuer key `iss:1012` GLOBAL ENERG ETF	NO CHANGE	+$129K	$416K	$544K	9,913	9,913
position key `pos:16968` · issuer key `iss:1866` UNITS	NO CHANGE	+$245K	$293K	$538K	4,234	4,234
position key `pos:16012` · issuer key `iss:1713` COM	NO CHANGE	+$64.6K	$428K	$492K	5,080	5,080
position key `pos:10159` · issuer key `iss:185` COM	NO CHANGE	+$31.9K	$324K	$356K	9,180	9,180
position key `sid:sec:prov:11f213750a4e8ad2d7da19ee5dfd8418` · issuer key `cusip6:378973` COM NEW	NO CHANGE	+$55.2K	$279K	$334K	4,566	4,566
position key `sid:sec:prov:909ab807a85afe3c3f5170c1a7ba0aec` · issuer key `cusip6:950810` COM	NO CHANGE	+$26.4K	$253K	$279K	7,612	7,612
position key `pos:12302` · issuer key `iss:999` CLASS A COM	NO CHANGE	+$63.6K	$180K	$243K	11,083	11,083
position key `pos:15922` · issuer key `iss:1981` US HIGH DIVIDEND	NO CHANGE	+$18.3K	$213K	$231K	2,089	2,089
position key `pos:18041` · issuer key `iss:1000` GBL LISTED PVT	NO CHANGE	−$38.1K	$267K	$229K	3,984	3,984
position key `sid:sec:prov:1a6ad5cfa82d1a61ffcb9c40f646e44d` · issuer key `cusip6:921932` 500 VAL IDX FD	NO CHANGE	+$4.8K	$207K	$212K	1,012	1,012
position key `pos:17434` · issuer key `iss:170` COM SHS	NO CHANGE	−$27.1K	$124K	$97.3K	13,500	13,500
position key `sid:sec:prov:337338573a715365d70c3ecb49d63037` · issuer key `cusip6:172406` COM CL A	NO CHANGE	+$6.2K	$42.2K	$48.4K	20,000	20,000
position key `sid:sec:prov:2bf92e603da9367e26ed93afed7b3844` · issuer key `cusip6:168905` COM	NO CHANGE	−$3.8K	$39.8K	$36.0K	10,000	10,000
position key `sid:sec:prov:82acd89d18a356fac07832aa778b78bc` · issuer key `cusip6:12430A` CL A NEW	NO CHANGE	−$17.8K	$52.9K	$35.0K	56,822	56,822
position key `sid:sec:prov:7d4858b18bb837ac060629e4a5ca94fd` · issuer key `cusip6:88554D` COM NEW	NO CHANGE	+$2.1K	$30.6K	$32.7K	17,305	17,305
position key `sid:sec:prov:46e4b32742bad743ea1889cbd7affe73` · issuer key `cusip6:66510M` COM NEW	NO CHANGE	−$4.8K	$37.4K	$32.7K	19,000	19,000
position key `sid:sec:prov:86a12a1b7950d7d28704eb2795a7ba8a` · issuer key `cusip6:22717L` COM	NO CHANGE	−$960	$31.6K	$30.6K	12,000	12,000
position key `sid:sec:prov:d5cf3f0722e4aef1c81c04f19247608b` · issuer key `cusip6:374275` CL A COM	NO CHANGE	−$13.1K	$35.0K	$21.9K	26,110	26,110
position key `sid:sec:prov:98cec5e3834a0789cc84d6f03855eda3` · issuer key `cusip6:12430A` *W EXP 12/03/202	NO CHANGE	−$2.3K	$7.2K	$4.9K	285,273	285,273

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 320 issuers · $1.8B disclosed value over 530 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

SPDR SERIES TRUST

7 positions · 7 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$109M	1,050,219
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$84.4M	1,450,889
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$2.8M	25,173
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$2.0M	29,161
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.7M	21,800
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.4M	13,293
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$401K	6,478

ticker not yet mapped

$202M

2,597,013

11.4%

—

ISHARES TR

29 positions · 29 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$38.7M	295,641
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$28.8M	289,486
ISHARES TR · CORE S&P US GWT CUSIP — src ↗	$19.7M	119,557
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$12.2M	17,918
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$4.7M	65,994
ISHARES TR · IBOXX INV CP ETF CUSIP — src ↗	$4.6M	42,130
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$3.1M	52,222
ISHARES TR · U.S. FINLS ETF CUSIP — src ↗	$2.0M	16,587
ISHARES TR · S&P 100 ETF CUSIP — src ↗	$1.6M	4,950
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$1.5M	9,917
ISHARES TR · EXPANDED TECH CUSIP — src ↗	$1.5M	19,730
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$1.4M	3,208
ISHARES TR · TIPS BD ETF CUSIP — src ↗	$1.3M	11,591
ISHARES TR · RUS 2000 VAL ETF CUSIP — src ↗	$1.2M	6,067
ISHARES TR · DOW JONES US ETF CUSIP — src ↗	$1.0M	6,204
ISHARES TR · EXPND TEC SC ETF CUSIP — src ↗	$957K	7,528
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$947K	7,884
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$871K	4,012
ISHARES TR · U.S. ENERGY ETF CUSIP — src ↗	$859K	14,129
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$622K	2,374
ISHARES TR · 20 YR TR BD ETF CUSIP — src ↗	$551K	6,353
ISHARES TR · GLOBAL ENERG ETF CUSIP — src ↗	$544K	9,913
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$472K	3,593
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$389K	3,811
ISHARES TR · S&P MC 400VL ETF CUSIP — src ↗	$384K	2,776
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$300K	2,015
ISHARES TR · 7-10 YR TRSY BD CUSIP — src ↗	$291K	3,047
ISHARES TR · NORTH AMERN NAT CUSIP — src ↗	$278K	4,500
ISHARES TR · SP SMCP600VL ETF CUSIP — src ↗	$261K	2,121

ticker not yet mapped

$131M

1,035,258

7.4%

—

SELECT SECTOR SPDR TR

11 positions · 11 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$32.6M	229,408
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$14.4M	96,139
SELECT SECTOR SPDR TR · STATE STREET IND CUSIP 81369Y704 src ↗	$11.6M	67,084
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP — src ↗	$9.8M	117,508
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$8.5M	165,774
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 src ↗	$8.1M	71,840
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$7.9M	168,563
SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 src ↗	$7.9M	69,072
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$6.6M	114,552
SELECT SECTOR SPDR TR · STATE STREET MAT CUSIP 81369Y100 src ↗	$6.0M	116,519
SELECT SECTOR SPDR TR · STATE STREET REA CUSIP 81369Y860 src ↗	$973K	22,762

ticker not yet mapped

$114M

1,239,221

6.5%

—

VANGUARD INDEX FDS

12 positions · 12 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$42.7M	143,176
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$12.6M	27,482
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$10.9M	53,757
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$9.1M	27,183
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$6.2M	9,963
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$3.2M	17,067
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$2.9M	9,399
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$2.7M	10,156
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$2.2M	7,115
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$993K	4,393
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$508K	5,480
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$480K	1,758

ticker not yet mapped

$94.7M

316,929

5.3%

—

FIRST TR EXCHNG TRADED FD VI

24 positions · 24 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for FIRST TR EXCHNG TRADED FD VI, as it reported them
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F698 src ↗	$6.6M	137,691
FIRST TR EXCHNG TRADED FD VI · FT VEST U.S EQT CUSIP 33740F482 src ↗	$5.3M	127,381
FIRST TR EXCHNG TRADED FD VI · FT VEST US CUSIP 33740F771 src ↗	$3.4M	69,723
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F615 src ↗	$3.3M	77,176
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F839 src ↗	$3.3M	67,875
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F730 src ↗	$3.3M	72,155
FIRST TR EXCHNG TRADED FD VI · FT VEST UQ EQT CUSIP 33740F672 src ↗	$3.3M	74,384
FIRST TR EXCHNG TRADED FD VI · FT VEST US CUSIP 33740F631 src ↗	$3.3M	75,974
FIRST TR EXCHNG TRADED FD VI · FT VEST U.S. CUSIP 33740F854 src ↗	$3.3M	73,947
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F680 src ↗	$3.3M	72,970
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F748 src ↗	$1.9M	35,503
FIRST TR EXCHNG TRADED FD VI · FT VEST U.S EQT CUSIP 33740F433 src ↗	$1.7M	43,262
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F847 src ↗	$1.7M	30,523
FIRST TR EXCHNG TRADED FD VI · FT VEST U.S EQT CUSIP 33740F441 src ↗	$1.6M	37,842
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F516 src ↗	$1.6M	36,909
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F763 src ↗	$1.6M	27,305
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F458 src ↗	$1.6M	38,191
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F862 src ↗	$1.5M	28,803
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F664 src ↗	$1.5M	31,132
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F599 src ↗	$1.5M	30,591
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F623 src ↗	$1.5M	28,933
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F722 src ↗	$1.5M	25,774
FIRST TR EXCHNG TRADED FD VI · FT VEST LADDERED CUSIP — src ↗	$815K	23,473
FIRST TR EXCHNG TRADED FD VI · SMITH OPPORT FXD CUSIP 33740F805 src ↗	$614K	13,976

ticker not yet mapped

$59.1M

1,281,493

3.3%

—

DIMENSIONAL ETF TRUST

3 positions · 3 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for DIMENSIONAL ETF TRUST, as it reported them
DIMENSIONAL ETF TRUST · EMGR CRE EQT MNG CUSIP 25434V302 src ↗	$50.1M	1,396,774
DIMENSIONAL ETF TRUST · US SMALL CAP VAL CUSIP 25434V815 src ↗	$1.9M	51,880
DIMENSIONAL ETF TRUST · DIMENSIONAL INTE CUSIP 25434V575 src ↗	$292K	5,528

ticker not yet mapped

$52.3M

1,454,182

3.0%

—

J P MORGAN EXCHANGE TRADED F

8 positions · 8 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · CORE PLUS BD ETF CUSIP 46641Q670 src ↗	$23.8M	505,209
J P MORGAN EXCHANGE TRADED F · MUNICIPAL ETF CUSIP 46641Q647 src ↗	$9.6M	190,822
J P MORGAN EXCHANGE TRADED F · INCOME ETF CUSIP 46641Q159 src ↗	$8.8M	189,908
J P MORGAN EXCHANGE TRADED F · US QUALTY FCTR CUSIP 46641Q761 src ↗	$3.6M	57,009
J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM CUSIP — src ↗	$2.4M	40,930
J P MORGAN EXCHANGE TRADED F · BETABUILDERS EUR CUSIP 46641Q191 src ↗	$2.0M	25,759
J P MORGAN EXCHANGE TRADED F · ULTRA SHRT ETF CUSIP 46641Q837 src ↗	$1.2M	24,351
J P MORGAN EXCHANGE TRADED F · ULTRA SHT MUNCPL CUSIP 46641Q654 src ↗	$256K	5,026

ticker not yet mapped

$51.6M

1,039,014

2.9%

—

VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

ticker not yet mapped

$50.5M

226,499

2.8%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

ticker not yet mapped

$44.9M

664,634

2.5%

—

SPDR SERIES TRUST

6 positions · 6 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R663 src ↗	$22.8M	249,357
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R804 src ↗	$11.1M	61,023
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$757K	14,879
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R721 src ↗	$365K	8,007
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R622 src ↗	$349K	3,619
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R606 src ↗	$202K	8,595

ticker not yet mapped

$35.6M

345,480

2.0%

—

ISHARES TR

10 positions · 10 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for ISHARES TR, as it reported them
ISHARES TR · US AER DEF ETF CUSIP — src ↗	$14.2M	61,102
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$9.2M	85,564
ISHARES TR · JPMORGAN USD EMG CUSIP — src ↗	$5.0M	52,698
ISHARES TR · ISHS 5-10YR INVT CUSIP — src ↗	$1.5M	28,132
ISHARES TR · EAFE VALUE ETF CUSIP — src ↗	$1.3M	16,558
ISHARES TR · MICRO-CAP ETF CUSIP — src ↗	$577K	3,387
ISHARES TR · MBS ETF CUSIP — src ↗	$455K	4,778
ISHARES TR · 3 7 YR TREAS BD CUSIP — src ↗	$425K	3,584
ISHARES TR · U.S. MED DVC ETF CUSIP — src ↗	$267K	4,968
ISHARES TR · TRUST ISHARE 0-1 CUSIP — src ↗	$204K	1,855

ticker not yet mapped

$33.1M

262,626

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$32.4M

176,415

1.8%

—

ISHARES TR

4 positions · 4 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI INTL CUSIP 46435G326 src ↗	$27.4M	313,226
ISHARES TR · INVESTMENT GRADE CUSIP 46435G219 src ↗	$2.3M	51,431
ISHARES TR · ESG AWR MSCI USA CUSIP 46435G425 src ↗	$1.4M	9,438
ISHARES TR · ESG AW MSCI EAFE CUSIP 46435G516 src ↗	$672K	6,684

ticker not yet mapped

$31.8M

380,779

1.8%

—

FIDELITY MERRIMACK STR TR · TOTAL BD ETF CUSIP 316188309
2026-03-31 filed 2026-04-17 +17d

src ↗

ticker not yet mapped

$29.6M

644,365

1.7%

—

INNOVATOR ETFS TRUST

18 positions · 18 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for INNOVATOR ETFS TRUST, as it reported them
INNOVATOR ETFS TRUST · US EQTY PWR BUF CUSIP 45782C813 src ↗	$3.5M	73,837
INNOVATOR ETFS TRUST · US EQT PWR BUF CUSIP 45782C870 src ↗	$3.4M	82,392
INNOVATOR ETFS TRUST · US EQTY PWR BUF CUSIP 45782C508 src ↗	$3.3M	70,237
INNOVATOR ETFS TRUST · US EQTY PWR BUF CUSIP 45782C797 src ↗	$3.3M	74,859
INNOVATOR ETFS TRUST · US SML CP PWR ET CUSIP 45782C342 src ↗	$1.2M	31,508
INNOVATOR ETFS TRUST · US SML CP PWR B CUSIP 45782C474 src ↗	$1.2M	27,106
INNOVATOR ETFS TRUST · US SML CP PWR B CUSIP 45782C599 src ↗	$1.2M	33,179
INNOVATOR ETFS TRUST · US SML CP PWR B CUSIP 45782C284 src ↗	$1.2M	35,131
INNOVATOR ETFS TRUST · INTRNL DEV APRL CUSIP 45782C367 src ↗	$1.0M	32,112
INNOVATOR ETFS TRUST · INTERNATIONAL DV CUSIP 45782C631 src ↗	$1.0M	28,699
INNOVATOR ETFS TRUST · INTRNL DEV JULY CUSIP 45782C722 src ↗	$1.0M	29,746
INNOVATOR ETFS TRUST · INTRNL DEV JAN CUSIP 45782C524 src ↗	$1.0M	27,557
INNOVATOR ETFS TRUST · US EQT ULTRA BFR CUSIP 45782C425 src ↗	$986K	26,646
INNOVATOR ETFS TRUST · EMERGING MKT PWR CUSIP 45782C623 src ↗	$503K	15,287
INNOVATOR ETFS TRUST · EMRGNG MKT APRIL CUSIP 45782C359 src ↗	$493K	15,693
INNOVATOR ETFS TRUST · EMRGNG MKT JULY CUSIP 45782C714 src ↗	$488K	16,096
INNOVATOR ETFS TRUST · EMRGNG MKT JAN CUSIP 45782C516 src ↗	$479K	13,773
INNOVATOR ETFS TRUST · GRWT100 PWR BUF CUSIP 45782C276 src ↗	$345K	4,682

ticker not yet mapped

$25.5M

638,540

1.4%

—

ISHARES TR

6 positions · 6 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for ISHARES TR, as it reported them
ISHARES TR · MSCI USA MIN VOL CUSIP 46429B697 src ↗	$14.1M	150,485
ISHARES TR · MSCI EAFE MIN VL CUSIP 46429B689 src ↗	$6.2M	66,432
ISHARES TR · US TREAS BD ETF CUSIP 46429B267 src ↗	$2.1M	90,703
ISHARES TR · FLTG RATE NT ETF CUSIP 46429B655 src ↗	$507K	9,970
ISHARES TR · CORE HIGH DV ETF CUSIP 46429B663 src ↗	$462K	3,409
ISHARES TR · 0-5 YR TIPS ETF CUSIP 46429B747 src ↗	$321K	3,103

ticker not yet mapped

$23.7M

324,102

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$23.0M

88,135

1.3%

—

FIRST TR EXCHNG TRADED FD VI

13 positions · 13 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for FIRST TR EXCHNG TRADED FD VI, as it reported them
FIRST TR EXCHNG TRADED FD VI · FT VEST U.S. CUSIP 33740U406 src ↗	$3.3M	73,119
FIRST TR EXCHNG TRADED FD VI · FT VEST U.S. CUSIP 33740U802 src ↗	$3.2M	81,251
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740U737 src ↗	$2.4M	57,316
FIRST TR EXCHNG TRADED FD VI · FT VEST U.S EQT CUSIP 33740U711 src ↗	$1.8M	45,942
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740U679 src ↗	$1.8M	46,410
FIRST TR EXCHNG TRADED FD VI · FT VEST U.S EQT CUSIP 33740U687 src ↗	$1.7M	42,288
FIRST TR EXCHNG TRADED FD VI · FT VEST UQ EQT CUSIP 33740U505 src ↗	$1.6M	31,582
FIRST TR EXCHNG TRADED FD VI · FT VEST U.S EQT CUSIP 33740U695 src ↗	$1.6M	40,295
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740U208 src ↗	$1.5M	26,666
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740U885 src ↗	$1.5M	33,174
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740U307 src ↗	$1.5M	28,755
FIRST TR EXCHNG TRADED FD VI · FT VEST LAD CUSIP 33740U729 src ↗	$595K	22,165
FIRST TR EXCHNG TRADED FD VI · FT VEST LADDERED CUSIP — src ↗	$364K	12,762

ticker not yet mapped

$22.9M

541,725

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$21.4M

35,004

1.2%

—

ISHARES INC

5 positions · 5 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for ISHARES INC, as it reported them
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$13.2M	178,641
ISHARES INC · MSCI SINGPOR ETF CUSIP — src ↗	$4.0M	138,096
ISHARES INC · MSCI JAPAN ETF CUSIP — src ↗	$2.1M	23,820
ISHARES INC · MSCI GBL GOLD MN CUSIP — src ↗	$1.1M	12,524
ISHARES INC · ESG AWR MSCI EM CUSIP — src ↗	$269K	5,571

ticker not yet mapped

$20.6M

358,652

1.2%

—

ISHARES TR

2 positions · 2 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$15.5M	163,400
ISHARES TR · MSCI USA QLT FCT CUSIP 46432F339 src ↗	$3.7M	18,639

ticker not yet mapped

$19.3M

182,039

1.1%

—

PIMCO ETF TR

3 positions · 3 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for PIMCO ETF TR, as it reported them
PIMCO ETF TR · MULTISECTOR BD CUSIP 72201R585 src ↗	$17.4M	657,410
PIMCO ETF TR · ACTIVE BD ETF CUSIP 72201R775 src ↗	$318K	3,437
PIMCO ETF TR · MTG BKD SECS ACT CUSIP 72201R569 src ↗	$297K	5,984

ticker not yet mapped

$18.0M

666,831

1.0%

—

ISHARES TR

2 positions · 2 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for ISHARES TR, as it reported them
ISHARES TR · TRS FLT RT BD CUSIP 46434V860 src ↗	$12.5M	247,360
ISHARES TR · CORE DIV GRWTH CUSIP — src ↗	$4.9M	67,503

ticker not yet mapped

$17.4M

314,863

1.0%

—

BLACKROCK ETF TRUST II · ISHARES LARG CAP CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

ticker not yet mapped

$15.4M

438,365

0.9%

—

CAPITAL GROUP GROWTH ETF · SHS CREATION UNI CUSIP 14020G101
2026-03-31 filed 2026-04-17 +17d

src ↗

ticker not yet mapped

$14.9M

353,320

0.8%

—

SCHWAB STRATEGIC TR

5 positions · 5 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$6.4M	211,471
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$5.7M	185,501
SCHWAB STRATEGIC TR · FUNDAMENTAL US B CUSIP — src ↗	$1.8M	63,856
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — src ↗	$325K	12,440
SCHWAB STRATEGIC TR · US REIT ETF CUSIP — src ↗	$239K	10,578

ticker not yet mapped

$14.5M

483,846

0.8%

—

CAPITAL GROUP DIVIDEND VALUE · SHS CREATION UNI CUSIP 14020W106
2026-03-31 filed 2026-04-17 +17d

src ↗

ticker not yet mapped

$14.2M

318,624

0.8%

—

INVESCO EXCHANGE TRADED FD T

11 positions · 11 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for INVESCO EXCHANGE TRADED FD T, as it reported them
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$5.9M	29,542
INVESCO EXCHANGE TRADED FD T · S&P MDCP MOMNTUM CUSIP — src ↗	$2.2M	14,508
INVESCO EXCHANGE TRADED FD T · LARGE CAP GROWTH CUSIP — src ↗	$1.5M	11,083
INVESCO EXCHANGE TRADED FD T · S&P SMLCP MOMENT CUSIP — src ↗	$1.1M	14,009
INVESCO EXCHANGE TRADED FD T · S&P 100 EQL WIGH CUSIP — src ↗	$1.0M	8,431
INVESCO EXCHANGE TRADED FD T · AEROSPACE DEFN CUSIP — src ↗	$827K	4,705
INVESCO EXCHANGE TRADED FD T · DORSEY WRGT INDS CUSIP — src ↗	$545K	2,530
INVESCO EXCHANGE TRADED FD T · S&P 500 TOP 50 CUSIP — src ↗	$274K	4,824
INVESCO EXCHANGE TRADED FD T · AI AND NEXT GEN CUSIP — src ↗	$250K	3,906
INVESCO EXCHANGE TRADED FD T · S&P500 QUALITY CUSIP — src ↗	$233K	2,941
INVESCO EXCHANGE TRADED FD T · GBL LISTED PVT CUSIP — src ↗	$229K	3,984

ticker not yet mapped

$14.1M

100,463

0.8%

—

J P MORGAN EXCHANGE TRADED F

2 positions · 2 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · INTL HDGD EQT LA CUSIP 46654Q591 src ↗	$10.0M	185,779
J P MORGAN EXCHANGE TRADED F · U S TECH LEADERS CUSIP 46654Q732 src ↗	$3.8M	45,271

ticker not yet mapped

$13.8M

231,050

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$12.4M

33,225

0.7%

—

ISHARES TR · 0-3 MNTH TREASRY CUSIP 46436E718
2026-03-31 filed 2026-04-17 +17d

src ↗

ticker not yet mapped

$11.9M

118,941

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$10.8M

46,133

0.6%

—

CAPITAL GROUP CORE BALANCED · SHS CUSIP 14021D107
2026-03-31 filed 2026-04-17 +17d

src ↗

ticker not yet mapped

$10.0M

278,522

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$8.0M	25,211
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$1.0M	3,182

$9.0M

28,393

0.5%

—

ISHARES INC

3 positions · 3 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for ISHARES INC, as it reported them
ISHARES INC · MSCI EMERG MRKT CUSIP 464286533 src ↗	$4.3M	62,794
ISHARES INC · MSCI SPAIN ETF CUSIP 464286764 src ↗	$3.6M	62,823
ISHARES INC · MSCI GLB SLV&MTL CUSIP 464286327 src ↗	$1.0M	26,519

ticker not yet mapped

$8.9M

152,136

0.5%

—

CAPITAL GROUP CORE EQUITY ET · SHS CREATION UNI CUSIP 14020V108
2026-03-31 filed 2026-04-17 +17d

src ↗

ticker not yet mapped

$8.7M

215,805

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$8.1M

22,821

0.5%

—

WISDOMTREE TR

2 positions · 2 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for WISDOMTREE TR, as it reported them
WISDOMTREE TR · FLOATNG RAT TREA CUSIP — src ↗	$7.3M	144,075
WISDOMTREE TR · EFFICIENT GLD PL CUSIP — src ↗	$719K	6,595

ticker not yet mapped

$8.0M

150,670

0.5%

—

SPDR INDEX SHS FDS

2 positions · 2 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for SPDR INDEX SHS FDS, as it reported them
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X509 src ↗	$6.9M	140,501
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X152 src ↗	$687K	8,185

ticker not yet mapped

$7.6M

148,686

0.4%

—

LEGG MASON ETF INVT · FRANKLIN INTL LW CUSIP 52468L505
2026-03-31 filed 2026-04-17 +17d

src ↗

ticker not yet mapped

$7.5M

181,940

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$7.0M

45,119

0.4%

—

INVESCO EXCH TRADED FD TR II

2 positions · 2 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for INVESCO EXCH TRADED FD TR II, as it reported them
INVESCO EXCH TRADED FD TR II · S&P INTL MOMNT CUSIP 46138E222 src ↗	$4.2M	70,473
INVESCO EXCH TRADED FD TR II · KBW BK ETF CUSIP 46138E628 src ↗	$2.8M	32,498

ticker not yet mapped

$6.9M

102,971

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$6.9M

10,914

0.4%

—

PGIM ETF TR

2 positions · 2 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for PGIM ETF TR, as it reported them
PGIM ETF TR · PGIM SHORT DURAT CUSIP 69344A842 src ↗	$5.4M	105,686
PGIM ETF TR · PGIM ULTRA SH BD CUSIP 69344A107 src ↗	$1.2M	24,604

ticker not yet mapped

$6.6M

130,290

0.4%

—

VANGUARD BD INDEX FDS · VANGUARD ULTRA CUSIP 92203C303
2026-03-31 filed 2026-04-17 +17d

src ↗

ticker not yet mapped

$6.5M

131,410

0.4%

—

FIRST TR EXCHANGE TRADED FD

4 positions · 4 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for FIRST TR EXCHANGE TRADED FD, as it reported them
FIRST TR EXCHANGE TRADED FD · RISNG DIVD ACHIV CUSIP 33738R506 src ↗	$5.1M	69,537
FIRST TR EXCHANGE TRADED FD · RBA INDL ETF CUSIP 33738R704 src ↗	$754K	6,253
FIRST TR EXCHANGE TRADED FD · INTL DEV STRNGTH CUSIP 33738R662 src ↗	$435K	10,715
FIRST TR EXCHANGE TRADED FD · NASD TECH DIV CUSIP 33738R118 src ↗	$241K	2,496

ticker not yet mapped

$6.5M

89,001

0.4%

—

AMERICAN CENTY ETF TR

2 positions · 2 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for AMERICAN CENTY ETF TR, as it reported them
AMERICAN CENTY ETF TR · US QUALITY GROW CUSIP 025072307 src ↗	$3.5M	31,615
AMERICAN CENTY ETF TR · INTL SMCP VLU CUSIP 025072802 src ↗	$2.9M	27,609

ticker not yet mapped

$6.4M

59,224

0.4%

—

ISHARES TR

3 positions · 3 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for ISHARES TR, as it reported them
ISHARES TR · BROAD USD HIGH CUSIP 46435U853 src ↗	$5.4M	145,337
ISHARES TR · ESG AWARE MSCI CUSIP 46435U663 src ↗	$561K	11,350
ISHARES TR · ESG AWR US AGRGT CUSIP 46435U549 src ↗	$394K	8,259

ticker not yet mapped

$6.3M

164,946

0.4%

—

CAPITAL GROUP GBL GROWTH EQT · SHS CREATION UNI CUSIP 14020X104
2026-03-31 filed 2026-04-17 +17d

src ↗

ticker not yet mapped

$6.1M

169,533

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$5.9M

40,362

0.3%

—

TRUST FOR PROFESSIONAL MANAG · CONVERGENCE LNG CUSIP 89834G760
2026-03-31 filed 2026-04-17 +17d

src ↗

ticker not yet mapped

$5.8M

191,637

0.3%

—

VANECK ETF TRUST

3 positions · 3 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for VANECK ETF TRUST, as it reported them
VANECK ETF TRUST · SEMICONDUCTR ETF CUSIP — src ↗	$4.9M	11,420
VANECK ETF TRUST · GOLD MINERS ETF CUSIP 92189F106 src ↗	$367K	3,736
VANECK ETF TRUST · FALLEN ANGEL HG CUSIP 92189F437 src ↗	$328K	11,243

ticker not yet mapped

$5.6M

26,399

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$5.6M

23,078

0.3%

—

CAPITAL GROUP DIVIDEND GROWE · SHS ETF CUSIP 14021L109
2026-03-31 filed 2026-04-17 +17d

src ↗

ticker not yet mapped

$5.5M

148,300

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$4.9M

14,197

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WILLIAMS COS INC · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$4.9M

67,088

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$4.9M

15,669

0.3%

—

JANUS DETROIT STR TR

2 positions · 2 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for JANUS DETROIT STR TR, as it reported them
JANUS DETROIT STR TR · HENDRSON AAA CL CUSIP 47103U845 src ↗	$2.4M	47,952
JANUS DETROIT STR TR · HENDERSON MTG CUSIP — src ↗	$2.4M	51,996

ticker not yet mapped

$4.8M

99,948

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$4.6M

14,789

0.3%

—

MORGAN STANLEY ETF TRUST

3 positions · 3 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for MORGAN STANLEY ETF TRUST, as it reported them
MORGAN STANLEY ETF TRUST · EATON VANCE TOTA CUSIP 61774R841 src ↗	$2.9M	57,256
MORGAN STANLEY ETF TRUST · EATON VANCE FLTG CUSIP 61774R833 src ↗	$1.2M	25,669
MORGAN STANLEY ETF TRUST · CALVERT US MDCP CUSIP 61774R403 src ↗	$374K	5,552

ticker not yet mapped

$4.5M

88,477

0.3%

—

WISDOMTREE TR · US QTLY DIV GRT CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

ticker not yet mapped

$4.3M

47,007

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PNC FINL SVCS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$4.2M

18,673

0.2%

BERKSHIRE HATHAWAY INC DEL

2 positions · 2 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$3.4M	7,041
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$728K	1

$4.1M

7,042

0.2%

—

INVESCO EXCH TRADED FD TR II

2 positions · 2 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for INVESCO EXCH TRADED FD TR II, as it reported them
INVESCO EXCH TRADED FD TR II · NASDAQ 100 ETF CUSIP — src ↗	$2.6M	10,327
INVESCO EXCH TRADED FD TR II · SR LN ETF CUSIP 46138G508 src ↗	$1.5M	75,041

ticker not yet mapped

$4.1M

85,368

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TEXAS INSTRS INC · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$4.1M

19,203

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$4.1M

20,311

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$4.1M

31,655

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$3.9M

20,254

0.2%

—

VANGUARD SCOTTSDALE FDS

4 positions · 4 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · SHORT TERM TREAS CUSIP 92206C102 src ↗	$2.5M	42,928
VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP — src ↗	$516K	6,213
VANGUARD SCOTTSDALE FDS · VNG RUS1000GRW CUSIP 92206C680 src ↗	$369K	3,222
VANGUARD SCOTTSDALE FDS · LONG TERM TREAS CUSIP 92206C847 src ↗	$205K	3,696

ticker not yet mapped

$3.6M

56,059

0.2%

—

PACER FDS TR

2 positions · 2 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for PACER FDS TR, as it reported them
PACER FDS TR · US CASH COWS 100 CUSIP 69374H881 src ↗	$2.3M	37,183
PACER FDS TR · SWAN SOS FD OF CUSIP 69374H568 src ↗	$1.2M	38,066

ticker not yet mapped

$3.6M

75,249

0.2%

—

FIDELITY COVINGTON TRUST

3 positions · 3 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for FIDELITY COVINGTON TRUST, as it reported them
FIDELITY COVINGTON TRUST · FUNDAMENTAL LARG CUSIP 316092360 src ↗	$1.9M	35,446
FIDELITY COVINGTON TRUST · HIGH DIVID ETF CUSIP 316092840 src ↗	$1.2M	21,314
FIDELITY COVINGTON TRUST · MSCI HLTH CARE I CUSIP 316092600 src ↗	$352K	4,911

ticker not yet mapped

$3.5M

61,671

0.2%

—

GOLDMAN SACHS ETF TR

5 positions · 5 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for GOLDMAN SACHS ETF TR, as it reported them
GOLDMAN SACHS ETF TR · ACTIVEBETA US LG CUSIP 381430503 src ↗	$2.0M	15,596
GOLDMAN SACHS ETF TR · ACCES TREASURY CUSIP 381430529 src ↗	$601K	6,015
GOLDMAN SACHS ETF TR · ACTIVEBETA INT CUSIP 381430107 src ↗	$359K	7,949
GOLDMAN SACHS ETF TR · ACTIVEBETA EME CUSIP 381430206 src ↗	$257K	5,600
GOLDMAN SACHS ETF TR · ACTIVEBETA EUR CUSIP 381430305 src ↗	$225K	4,728

ticker not yet mapped

$3.5M

39,888

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$3.4M

3,279

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LIBERTY ENERGY INC · COM CL A CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$3.4M

123,172

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$3.3M

9,082

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASTRAZENECA PLC · ORD CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$3.2M

15,783

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNILEVER PLC · SPON ADR NEW CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$3.2M

54,760

0.2%

—

VANGUARD WORLD FD

5 positions · 5 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for VANGUARD WORLD FD, as it reported them
VANGUARD WORLD FD · CONSUM STP ETF CUSIP 92204A207 src ↗	$976K	4,251
VANGUARD WORLD FD · INDUSTRIAL ETF CUSIP 92204A603 src ↗	$644K	1,935
VANGUARD WORLD FD · ENERGY ETF CUSIP 92204A306 src ↗	$540K	3,321
VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702 src ↗	$514K	695
VANGUARD WORLD FD · HEALTH CAR ETF CUSIP 92204A504 src ↗	$485K	1,748

ticker not yet mapped

$3.2M

11,950

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$3.1M

3,992

0.2%

—

GOLDMAN SACHS ETF TR

2 positions · 2 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for GOLDMAN SACHS ETF TR, as it reported them
GOLDMAN SACHS ETF TR · S&P 500 PREMIUM CUSIP — src ↗	$2.9M	55,749
GOLDMAN SACHS ETF TR · ACCESS US AGRAT CUSIP — src ↗	$201K	4,854

ticker not yet mapped

$3.1M

60,603

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADVANCED MICRO DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$3.0M

12,801

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINDE PLC · SHS CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$3.0M

5,945

0.2%

—

CAPITAL GROUP CONSERVATIVE E · SHS CUSIP 14020U100
2026-03-31 filed 2026-04-17 +17d

src ↗

ticker not yet mapped

$3.0M

95,431

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AIR PRODUCTS AND CHEMICALS I · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$2.9M

9,766

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

T-MOBILE US INC · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$2.9M

14,625

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARSH & MCLENNAN COS INC · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$2.8M

16,432

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$2.8M

7,959

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COMCAST CORP NEW · CL A CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$2.8M

97,610

0.2%

—

T ROWE PRICE ETF INC

2 positions · 2 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for T ROWE PRICE ETF INC, as it reported them
T ROWE PRICE ETF INC · CAP APPRECIATION CUSIP 87283Q867 src ↗	$2.1M	55,050
T ROWE PRICE ETF INC · SMALL MID CAP CUSIP 87283Q826 src ↗	$691K	17,823

ticker not yet mapped

$2.7M

72,873

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$2.7M

10,899

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$2.7M

26,758

0.2%

—

INNOVATOR ETFS TRUST

2 positions · 2 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for INNOVATOR ETFS TRUST, as it reported them
INNOVATOR ETFS TRUST · INDEX AUTOCALLAB CUSIP 45784N585 src ↗	$2.5M	96,665
INNOVATOR ETFS TRUST · GROWTH 100 PWR B CUSIP 45784N767 src ↗	$234K	7,741

ticker not yet mapped

$2.7M

104,406

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$2.7M

34,510

0.2%

—

CAPITAL GROUP NEW GEOGRAPHY · SHS CUSIP 14021N105
2026-03-31 filed 2026-04-17 +17d

src ↗

ticker not yet mapped

$2.6M

78,881

0.1%

—

WISDOMTREE TR

3 positions · 3 reported rows

Rows FOUNDERS FINANCIAL SECURITIES LLC reported for WISDOMTREE TR, as it reported them
WISDOMTREE TR · WISDOMTREE US VA CUSIP — src ↗	$1.9M	20,095
WISDOMTREE TR · US SMALLCAP DIVD CUSIP — src ↗	$444K	11,792
WISDOMTREE TR · US HIGH DIVIDEND CUSIP — src ↗	$231K	2,089

ticker not yet mapped

$2.6M

33,976

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APOLLO GLOBAL MGMT INC · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$2.6M

24,422

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CVS HEALTH CORP · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$2.6M

32,469

0.1%

—

ISHARES U S ETF TR · IT RT HDG HGYL CUSIP 46431W606
2026-03-31 filed 2026-04-17 +17d

src ↗

ticker not yet mapped

$2.4M

28,390

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PUBLIC STORAGE OPER CO · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$2.4M

8,279

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-04-17 +17d

src ↗

$2.4M

19,593

0.1%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 45.3%below median 80.0%
Concentration index: 137 bpsbelow median 446 bps
Positions with value: 530 / 530median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 45.3% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 137 · QoQ moves: 606

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open FOUNDERS FINANCIAL SECURITIES LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).