FOUNDERS FINANCIAL SECURITIES LLC

• SPDR
  $126.7M
• SPDR
  $92.8M
• DIMENSIONAL
  $55.3M
• VANGUARD
  $55.1M
• VANGUARD
  $55.0M
• VANGUARD
  $49.0M
• SELECT
  $44.9M
• ISHARES
  $44.6M
• NVDA
  $38.8M
• FIDELITY
  $33.4M
• ISHARES
  $29.9M
• J
  $27.7M
• QQQ
  $26.0M
• AAPL
  $25.8M
• ISHARES
  $25.3M
• ISHARES
  $23.1M
• VANGUARD
  $22.7M
• PIMCO
  $18.9M
• SELECT
  $18.0M
• CAPITAL
  $16.9M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/founders-financial-securities-llc-1342396

FOUNDERS FINANCIAL SECURITIES LLC 13F holdings — Q2 2026

$2.0B portfolio (+17.8% QoQ) · 555 holdings · Q2 2026 13F · top 10 are 31% of the stock portfolio

• 1

  SPDR SERIES TRUST - ST STR P500GRW

  $126.7M

  6.5% of stocks

  +1%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 2

  SPDR SERIES TRUST - ST STR P500VAL

  $92.8M

  4.8% of stocks

  +5%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 3

  DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG

  $55.3M

  2.8% of stocks

  -1%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 4

  VANGUARD INDEX FDS - MID CAP ETF

  $55.1M

  2.8% of stocks

  +377%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 5

  VANGUARD SPECIALIZED FUNDS - DIV APP ETF

  $55.0M

  2.8% of stocks

  +3%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 6

  VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT

  $49.0M

  2.5% of stocks

  +3%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 7

  SELECT SECTOR SPDR TR - ST STR TECHN ETF

  $44.9M

  2.3% of stocks

  +3%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 8

  ISHARES TR - CORE S&P SCP ETF

  $44.6M

  2.3% of stocks

  +2%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 9

  NVIDIA CORP

  $NVDA

  $38.8M

  2.0% of stocks

  +10%This quarter+8.6%Since filed10+ qtrsHeld
  AIQuality86.0#3Est. buyEstimated buy price is Pro: unlock with a free trial
• 10

  FIDELITY MERRIMACK STR TR - TOTAL BD ETF

  $33.4M

  1.7% of stocks

  +14%This quarter—Since filed—Held
  AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	SPDR SERIES TRUST - ST STR P500GRW	$126.7M	6.5%	+1%	—	—	—	—
2	SPDR SERIES TRUST - ST STR P500VAL	$92.8M	4.8%	+5%	—	—	—	—
3	DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG	$55.3M	2.8%	-1%	—	—	—	—
4	VANGUARD INDEX FDS - MID CAP ETF	$55.1M	2.8%	+377%	—	—	—	—
5	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	$55.0M	2.8%	+3%	—	—	—	—
6	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$49.0M	2.5%	+3%	—	—	—	—
7	SELECT SECTOR SPDR TR - ST STR TECHN ETF	$44.9M	2.3%	+3%	—	—	—	—
8	ISHARES TR - CORE S&P SCP ETF	$44.6M	2.3%	+2%	—	—	—	—
9	NVIDIA CORP$NVDA	$38.8M	2.0%	+10%	+8.6%	10+ qtrs	86.0#3	Estimated buy price is Pro: unlock with a free trial
10	FIDELITY MERRIMACK STR TR - TOTAL BD ETF	$33.4M	1.7%	+14%	—	—	—	—

All holdings — FOUNDERS FINANCIAL SECURITIES LLC (Q2 2026)

SortLargest valueBiggest addBiggest trimWeightSharesAI qualityName A-ZSector A-Z

555 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#	Ticker	Company	Sector	Value	Weight	Shares	QoQ	Held	AI quality	Source
11	—	ISHARES TR - CORE US AGGBD ETetf/fund	—	$29.9M	1.5%	302K	+4%	—	—	13F
12	—	J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETFetf/fund	—	$27.7M	1.4%	590K	+17%	—	—	13F
13	$QQQ	INVESCO QQQ TRUST, SERIES 1etf/fund	—	$26.0M	1.3%	35K	New	1 qtr	—	13F
14	$AAPL	Apple Inc.	Technology	$25.8M	1.3%	89K	New	1 qtr	75.7	13F
15	—	ISHARES TR - CORE MSCI INTLetf/fund	—	$25.3M	1.3%	284K	-9%	—	—	13F
16	—	ISHARES TR - CORE S&P US GWTetf/fund	—	$23.1M	1.2%	123K	+3%	—	—	13F
17	—	VANGUARD INDEX FDS - GROWTH ETFetf/fund	—	$22.7M	1.2%	264K	+860%	—	—	13F
18	—	PIMCO ETF TR - MULTISECTOR BDetf/fund	—	$18.9M	1.0%	713K	+8%	—	—	13F
19	—	SELECT SECTOR SPDR TR - ST STR INDL ETFetf/fund	—	$18.0M	0.9%	97K	+45%	—	—	13F
20	—	CAPITAL GROUP GROWTH ETF - SHS CREAT UNITetf/fund	—	$16.9M	0.9%	358K	+1%	—	—	13F
21	—	BLACKROCK ETF TRUST II - ISHARES LARG CAPetf/fund	—	$16.2M	0.8%	437K	New	—	—	13F
22	—	CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNITlp unit	—	$16.0M	0.8%	325K	+2%	—	—	13F
23	—	ISHARES INC - CORE MSCI EMKTetf/fund	—	$15.7M	0.8%	189K	+6%	—	—	13F
24	—	SPDR SERIES TRUST - ST STR BLO 1 ETFetf/fund	—	$15.3M	0.8%	167K	-33%	—	—	13F
25	—	SELECT SECTOR SPDR TR - ST STR DISCR ETFetf/fund	—	$14.8M	0.8%	126K	+75%	—	—	13F
26	—	ISHARES TR - MSCI USA MIN ETF	—	$14.7M	0.8%	153K	+1%
27	—	ISHARES TR - CORE MSCI EAFE	—	$14.4M	0.7%	149K	-9%
28	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$13.4M	0.7%	19K	+96%
29	—	ISHARES TR - TRS FLT RT BD	—	$13.0M	0.7%	257K	+4%
30	—	ISHARES TR - CORE S&P500 ETF	—	$12.9M	0.7%	17K	-4%
31	$MSFT	MICROSOFT CORP	Technology	$11.2M	0.6%	30K	-10%
32	—	SPDR SERIES TRUST - ST STR R1K LOWV	—	$11.1M	0.6%	61K	+0.4%
33	$GOOGL	Alphabet Inc.	Technology	$11.0M	0.6%	31K	+22%
34	—	SELECT SECTOR SPDR TR - ST STR FINL ETF	—	$10.8M	0.6%	202K	+22%
35	—	CAPITAL GROUP CORE BALANCED - SHS	—	$10.6M	0.5%	279K	+0.2%
36	—	J P MORGAN EXCHANGE TRADED F - INTL HDGD EQT LA	—	$10.2M	0.5%	185K	-0.5%
37	—	J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF	—	$10.2M	0.5%	202K	+6%
38	—	VANGUARD INDEX FDS - TOTAL STK MKT	—	$9.8M	0.5%	26K	-3%
39	—	ISHARES TR - NATIONAL MUN ETF	—	$9.7M	0.5%	90K	+5%
40	—	CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT	—	$9.6M	0.5%	216K	-0.0%
41	—	J P MORGAN EXCHANGE TRADED F - INCOME ETF	—	$9.5M	0.5%	205K	+8%
42	$AMZN	AMAZON COM INC	Consumer Discretionary	$9.2M	0.5%	39K	New
43	—	BLACKROCK ETF TRUST - ISHARES US EQUIT	—	$8.4M	0.4%	124K	New
44	—	SELECT SECTOR SPDR TR - ST STR ENERG ETF	—	$8.4M	0.4%	158K	+38%
45	—	ISHARES TR - US AER DEF ETF	—	$8.4M	0.4%	35K	-43%
46	—	ISHARES TR - 0-3 MTH TREASURY	—	$8.4M	0.4%	83K	-30%
47	$WT	WisdomTree, Inc.	Financials	$8.3M	0.4%	165K	+14%
48	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$7.9M	0.4%	50K	-49%
49	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	—	$7.4M	0.4%	220K	+4%
50	—	CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT	—	$7.4M	0.4%	175K	+3%
51	—	LEGG MASON ETF INVT - FRANKLIN INTL LW	—	$7.4M	0.4%	182K	+0.2%
52	—	SELECT SECTOR SPDR TR - ST STR SVC ETF	—	$7.3M	0.4%	68K	-0.9%
53	—	VANGUARD INDEX FDS - VALUE ETF	—	$6.9M	0.3%	31K	-42%
54	$PG	PROCTER & GAMBLE Co	Consumer Staples	$6.7M	0.3%	46K	+14%
55	—	VANECK ETF TRUST - SEMICONDUCTR ETF	—	$6.6M	0.3%	10K	-12%
56	—	TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG	—	$6.5M	0.3%	192K	+0.1%
57	$TSLA	Tesla, Inc.	Consumer Discretionary	$6.5M	0.3%	15K	+8%
58	$META	Meta Platforms, Inc.	Technology	$6.4M	0.3%	11K	+3%
59	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$6.2M	0.3%	196K	+6%
60	$AMD	ADVANCED MICRO DEVICES INC	Technology	$6.0M	0.3%	10K	New
61	$JNJ	JOHNSON & JOHNSON	Healthcare	$5.9M	0.3%	23K	+1%
62	—	VANGUARD BD INDEX FDS - VANGUARD ULTRA	—	$5.9M	0.3%	119K	-10%
63	—	FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	—	$5.9M	0.3%	73K	+4%
64	—	ISHARES TR - MSCI EAFE MIN VL	—	$5.8M	0.3%	66K	-0.2%
65	—	ISHARES TR - BROAD USD HIGH	—	$5.8M	0.3%	156K	+7%
66	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$5.7M	0.3%	8,113	+354%
67	$TXN	TEXAS INSTRUMENTS INC	Technology	$5.7M	0.3%	19K	-0.8%
68	$AVGO	Broadcom Inc.	Technology	$5.7M	0.3%	15K	-34%
69	$IVZ	Invesco Ltd.	Financials	$5.6M	0.3%	26K	-11%
70	—	ISHARES TR - JPMORGAN USD EMG	—	$5.5M	0.3%	57K	+8%
71	—	CAPITAL GROUP DIVIDEND GROWE - SHS ETF	—	$5.4M	0.3%	144K	-3%
72	—	ISHARES INC - MSCI STH KOR ETF	—	$5.4M	0.3%	27K	New
73	—	ISHARES TR - CORE S&P MCP ETF	—	$5.3M	0.3%	69K	+4%
74	—	SPDR SERIES TRUST - ST STR SP BIOT	—	$5.3M	0.3%	33K	New
75	$V	VISA INC.	Financials	$5.2M	0.3%	15K	+3%
76	$JPM	JPMORGAN CHASE & CO	Financials	$5.2M	0.3%	16K	+0.5%
77	$WMB	WILLIAMS COMPANIES, INC.	Energy	$5.0M	0.3%	68K	+1.0%
78	—	PGIM ETF TR - SHOR DURA BD ETF	—	$4.9M	0.3%	97K	-8%
79	—	ISHARES TR - IBOXX INV CP ETF	—	$4.8M	0.3%	44K	+5%
80	—	ISHARES INC - MSCI EMERG MRKT	—	$4.7M	0.2%	63K	+0.2%
81	—	SELECT SECTOR SPDR TR - ST STR STAPL ETF	—	$4.7M	0.2%	57K	-52%
82	$WT	WisdomTree, Inc.	Financials	$4.7M	0.2%	49K	+5%
83	$PNC	PNC FINANCIAL SERVICES GROUP, INC.	Financials	$4.7M	0.2%	19K	+1%
84	—	SPDR INDEX SHS FDS - ST PORT MARK ETF	—	$4.5M	0.2%	87K	-38%
85	—	ISHARES TR - MSCI USA QLT FCT	—	$4.3M	0.2%	20K	+5%
86	$UL	UNILEVER PLC	Consumer Staples	$4.2M	0.2%	70K	+28%
87	$CAT	CATERPILLAR INC	Industrials	$4.2M	0.2%	3,934	-1%
88	—	J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR	—	$4.1M	0.2%	57K	-0.3%
89	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$4.1M	0.2%	83K	+13%
90	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$4.1M	0.2%	8,508	-6%
91	$IVZ	Invesco Ltd.	Financials	$4.0M	0.2%	67K	New
92	—	INVESCO EXCHANGE TRADED FD T - LARG CAP GRO ETF	—	$4.0M	0.2%	24K	+116%
93	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US	—	$4.0M	0.2%	78K	+12%
94	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$3.9M	0.2%	80K	+13%
95	—	AMERICAN CENTY ETF TR - INTL SMCP VLU	—	$3.9M	0.2%	38K	New
96	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$3.9M	0.2%	85K	+13%
97	—	INNOVATOR ETFS TRUST - US EQT PWR BUF	—	$3.9M	0.2%	93K	+13%
98	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$3.9M	0.2%	76K	+12%
99	—	FIRST TR EXCHNG TRADED FD VI - FT VEST UQ EQT	—	$3.9M	0.2%	84K	+12%
100	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S.	—	$3.9M	0.2%	82K	+13%
101	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S.	—	$3.9M	0.2%	83K	+13%
102	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$3.9M	0.2%	82K	+13%
103	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US	—	$3.9M	0.2%	86K	+13%
104	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$3.9M	0.2%	77K	-44%
105	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$3.9M	0.2%	87K	+12%
106	$TMUS	T-Mobile US, Inc.	Communication Services	$3.9M	0.2%	23K	+58%
107	—	ISHARES INC - MSCI SPAIN ETF	—	$3.9M	0.2%	65K	+4%
108	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$3.8M	0.2%	81K	+13%
109	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$3.8M	0.2%	78K	New
110	$RTX	RTX Corp	Industrials	$3.8M	0.2%	20K	New
111	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S.	—	$3.8M	0.2%	92K	+13%
112	—	AMERICAN CENTY ETF TR - US QUALITY GROW	—	$3.7M	0.2%	31K	New
113	—	ISHARES TR - TOP 20 U S ETF	—	$3.6M	0.2%	109K	+74%
114	—	SELECT SECTOR SPDR TR - ST STR MATER ETF	—	$3.6M	0.2%	71K	-39%
115	—	ISHARES TR - MSCI EMG MKT ETF	—	$3.5M	0.2%	52K	-0.7%
116	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$3.4M	0.2%	6,869	New
117	$ASML	ASML HOLDING NV	Technology	$3.4M	0.2%	1,713	+7%
118	$LIN	LINDE PLC	Materials	$3.4M	0.2%	6,510	+10%
119	$CVX	CHEVRON CORP	Energy	$3.4M	0.2%	20K	+0.5%
120	—	VANGUARD INDEX FDS - MCAP VL IDXVIP	—	$3.4M	0.2%	17K	-0.5%
121	$GSG	iShares S&P GSCI Commodity-Indexed Trust	Financials	$3.3M	0.2%	115K	New
122	—	CAPITAL GROUP NEW GEOGRAPHY - SHS	—	$3.3M	0.2%	87K	+11%
123	$IVZ	Invesco Ltd.	Financials	$3.3M	0.2%	11K	+4%
124	—	GOLDMAN SACHS ETF TR - S&P 500 PREMIUM	—	$3.3M	0.2%	59K	+5%
125	—	VANGUARD INDEX FDS - LARGE CAP ETF	—	$3.2M	0.2%	9,300	-1%
126	—	CAPITAL GROUP CONSERVATIVE E - SHS	—	$3.2M	0.2%	97K	+2%
127	—	VANGUARD INDEX FDS - MCAP GR IDXVIP	—	$3.2M	0.2%	10K	+2%
128	$CVS	CVS HEALTH Corp	Healthcare	$3.1M	0.2%	30K	-8%
129	—	SPDR SERIES TRUST - ST STR SP TELCO	—	$3.1M	0.2%	14K	New
130	$UNP	UNION PACIFIC CORP	Industrials	$3.1M	0.2%	11K	+4%
131	$APD	Air Products & Chemicals, Inc.	Materials	$3.1M	0.2%	10K	New
132	$MRSH	MARSH & MCLENNAN COMPANIES, INC.	Financials	$3.0M	0.2%	18K	+11%
133	$APO	Apollo Global Management, Inc.	Financials	$3.0M	0.1%	25K	+4%
134	—	SPDR SERIES TRUST - ST STR SP REGBNK	—	$3.0M	0.1%	40K	+36%
135	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$3.0M	0.1%	3,160	-4%
136	—	MORGAN STANLEY ETF TRUST - EATO VANC BD ETF	—	$3.0M	0.1%	58K	+2%
137	$BX	Blackstone Inc.	Financials	$2.9M	0.1%	25K	+53%
138	$CCZ	COMCAST CORP	Communication Services	$2.9M	0.1%	119K	+22%
139	$PSA	Public Storage	Real Estate	$2.9M	0.1%	9,144	+10%
140	$AMGN	AMGEN INC	Healthcare	$2.9M	0.1%	8,037	New
141	$LBRT	Liberty Energy Inc.	Energy	$2.9M	0.1%	110K	-11%
142	$OTIS	Otis Worldwide Corp	Industrials	$2.9M	0.1%	40K	+187%
143	—	INNOVATOR ETFS TRUST - INDE AUT INC ETF	—	$2.9M	0.1%	113K	+16%
144	$KO	COCA COLA CO	Consumer Staples	$2.8M	0.1%	35K	+1%
145	—	SPDR SERIES TRUST - ST STR SP METAL	—	$2.8M	0.1%	26K	+5%
146	$WT	WisdomTree, Inc.	Financials	$2.7M	0.1%	27K	+34%
147	$IVZ	Invesco Ltd.	Financials	$2.7M	0.1%	16K	+11%
148	—	J P MORGAN EXCHANGE TRADED F - U S TEC LEA ETF	—	$2.6M	0.1%	24K	-48%
149	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$2.6M	0.1%	59K	+4%
150	—	VANGUARD INDEX FDS - SML CP GRW ETF	—	$2.6M	0.1%	7,091	-0.3%

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Q2 2026 13F filed with the SEC on Jul 31, 2026. Prices are closing prices as of Oct 27, 2026.

Average quality of FOUNDERS FINANCIAL SECURITIES's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)