Founders Financial Securities LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 17, 2026), Founders Financial Securities LLC reported 528 stock positions worth $1.8 billion. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 6.2% of the portfolio, followed by SS SPDR P S&P 500 Value ETF (SPYV, 4.8%) and Vanguard Dividend Apprec ETF (VIG, 2.8%). Compared with Q4 2025, it opened 30 new positions, sold out of 73, added to 238 and reduced 236. The biggest buy was Vanguard Dividend Apprec ETF (VIG, shares +63%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −63%).
- Most Recent 13F
- Q2 2026
- Location
- TOWSON, MD
- CIK
- 0001342396
- Portfolio Value
- $1.8B (Q1 2026)
- SEC Filing
- 0001062993-26-002032 ↗ filed Apr 17, 2026
Holdings Value
Holdings 528 stocks · $1.8B
| SPYG SS SPDR P S&P 500 Growth ETF | 6.16% | 1,050,219 | $109.2M | Add +8.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 4.76% | 1,450,889 | $84.4M | Add +5.1% |
| VIG Vanguard Dividend Apprec ETF | 2.85% | 226,499 | $50.5M | Add +62.6% |
| DFAE Dimensional Emerging Core Eq | 2.83% | 1,396,774 | $50.1M | Add +3.7% |
| VEA Vanguard Ftse Developed ETF | 2.53% | 664,634 | $44.9M | Add +1.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.41% | 143,176 | $42.7M | Add +2.8% |
| IJR iShares Core S&P Small-Cap E | 2.18% | 295,641 | $38.7M | Add +12.9% |
| XLK SS Technology Select Sector | 1.84% | 229,408 | $32.6M | Add +2.1% |
| NVDA Nvidia Corp. | 1.83% | 176,415 | $32.4M | Reduce -7.5% |
| FBND Fidelity Total Bond ETF | 1.67% | 644,365 | $29.6M | Add +10.4% |
| AGG iShares Core U.S. Aggregate | 1.63% | 289,486 | $28.8M | Add +4.7% |
| IDEV iShares Core MSCI Dev MKTS | 1.55% | 313,226 | $27.4M | Add +4.5% |
| JCPB JPMorgan Core Plus Bond ETF | 1.34% | 505,209 | $23.8M | Add +12.2% |
| AAPL Apple Inc. | 1.30% | 88,135 | $23.0M | Reduce -16.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.29% | 249,357 | $22.8M | Add +59.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.21% | 35,004 | $21.4M | Reduce -1.7% |
| IUSG iShares Core S&P U.S. Growth | 1.11% | 119,557 | $19.7M | Add +8.3% |
| PYLD PIMCO Multisector Bond Actv | 0.98% | 657,410 | $17.4M | Reduce -6.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.88% | 163,400 | $15.5M | Add +25.2% |
| IVVM Ishar LC MD Qur LD ETF-US Inc. | 0.87% | 438,365 | $15.4M | New |
| CGGR Cap Group Growth Equity | 0.84% | 353,320 | $14.9M | Add +17.9% |
| XLV SS Health Care Select Sector | 0.81% | 96,139 | $14.4M | Add +59.7% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.80% | 318,624 | $14.2M | Add +20.3% |
| ITA iShares U.S. Aerospace & Def | 0.80% | 61,102 | $14.2M | Add +6.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.80% | 150,485 | $14.1M | Reduce -17.2% |
| IEMG iShares Core MSCI Emerging | 0.75% | 178,641 | $13.2M | Reduce -0.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.71% | 27,482 | $12.6M | Reduce -36.0% |
| TFLO iShares Treasury Floating Ra | 0.71% | 247,360 | $12.5M | Add +0.7% |
| MSFT Microsoft Corp. | 0.70% | 33,225 | $12.4M | Reduce -10.5% |
| IVV iShares Core S&P 500 ETF | 0.69% | 17,918 | $12.2M | Reduce -5.9% |
| SGOV iShares 0-3 Month Treasury B | 0.67% | 118,941 | $11.9M | Add +52.5% |
| XLI SS Industrial Select Sector | 0.65% | 67,084 | $11.6M | Add +0.2% |
| LGLV SPDR US LC Low Vol Idx | 0.63% | 61,023 | $11.1M | Reduce -23.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.62% | 53,757 | $10.9M | Reduce -27.9% |
| AMZN Amazon.com Inc. | 0.61% | 46,133 | $10.8M | Reduce -15.8% |
| HOLA JPM Intll HDG Eq LDDR Ovrly filed as J P MORGAN EXCHANGE TRADED F | 0.57% | 185,779 | $10.0M | Reduce -13.2% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.56% | 278,522 | $10.0M | Add +20.0% |
| XLP SS Consumer Staples Sel Sect | 0.55% | 117,508 | $9.8M | Add +71.8% |
| JMUB JPMorgan Municipal ETF | 0.54% | 190,822 | $9.6M | Add +19.3% |
| MUB iShares National Muni Bond E | 0.52% | 85,564 | $9.2M | Add +18.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.51% | 27,183 | $9.1M | Add +0.8% |
| JPIE JPMorgan Income ETF | 0.49% | 189,908 | $8.8M | Add +9.8% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.49% | 215,805 | $8.7M | Add +20.5% |
| XLF SS Financial Select Sector | 0.48% | 165,774 | $8.5M | Reduce -39.5% |
| AVGO Broadcom Inc. | 0.46% | 22,821 | $8.1M | Reduce -9.5% |
| XLY SS Consumer Disc Select Sect | 0.46% | 71,840 | $8.1M | Add +8.4% |
| GOOGL Alphabet Inc. Class A | 0.45% | 25,211 | $8.0M | Reduce -4.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.45% | 168,563 | $7.9M | Add +119.1% |
| XLC SS Comm Select Sector SPDR | 0.45% | 69,072 | $7.9M | Reduce -46.4% |
| LVHI Franklin International Low V | 0.42% | 181,940 | $7.5M | Add +2373.7% |
| USFR Wisdomtree Floating Rate Tre | 0.41% | 144,075 | $7.3M | Add +19.1% |
| XOM Exxon Mobil Corp. | 0.39% | 45,119 | $7.0M | Reduce -21.8% |
| SPEM State Street SP PTF Em ETF | 0.39% | 140,501 | $6.9M | Add +4.2% |
| META Meta Platforms Inc. Class A | 0.39% | 10,914 | $6.9M | Reduce -8.9% |
| DJUL FT Vest US Equity Deep Buffe | 0.37% | 137,691 | $6.6M | Add +19.5% |
| XLE SS Energy Select Sector | 0.37% | 114,552 | $6.6M | Add +43.7% |
| VUSB Vanguard Ultra Short Bond Et | 0.37% | 131,410 | $6.5M | Add +21.1% |
| SCHG Schwab US Large-Cap Growth | 0.36% | 211,471 | $6.4M | Add +0.0% |
| VOO Vanguard S&P 500 ETF | 0.35% | 9,963 | $6.2M | Reduce -63.4% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.35% | 66,432 | $6.2M | Reduce -24.6% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.34% | 169,533 | $6.1M | Add +32.0% |
| XLB SS Materials Select Sector | 0.34% | 116,519 | $6.0M | Add +261.6% |
| PG The Procter & Gamble Co. | 0.33% | 40,362 | $5.9M | Reduce -11.1% |
| RSP Invesco S&P 500 Equal Weight | 0.33% | 29,542 | $5.9M | Add +28.3% |
| CLSE Convergence Long/Short Eqy | 0.33% | 191,637 | $5.8M | New |
| SCHD Schwab US DVD Equity ETF | 0.32% | 185,501 | $5.7M | Reduce -21.1% |
| JNJ Johnson & Johnson | 0.31% | 23,078 | $5.6M | Reduce -11.5% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.31% | 148,300 | $5.5M | Add +3.3% |
| PSDM Pgim SHRT Duration Ms BD ETF | 0.31% | 105,686 | $5.4M | New |
| USHY iShares Broad Usd High Yield | 0.30% | 145,337 | $5.4M | Add +10.8% |
| GMAR FT Vest US Equity Moderate B | 0.30% | 127,381 | $5.3M | Add +13.3% |
| RDVY First Trust Rising Dividend | 0.28% | 69,537 | $5.1M | Reduce -4.7% |
| EMB iShares JP Morgan Usd Emergi | 0.28% | 52,698 | $5.0M | Add +4.6% |
| SMH Vaneck Semiconductor ETF | 0.28% | 11,420 | $4.9M | Add +232.2% |
| TSLA Tesla Inc. | 0.28% | 14,197 | $4.9M | Reduce -12.8% |
| WMB Williams Cos Inc. | 0.28% | 67,088 | $4.9M | Add +11.4% |
| DGRO iShares Core Dividend Growth | 0.28% | 67,503 | $4.9M | Reduce -8.3% |
| JPM JPMorgan Chase & Co. | 0.27% | 15,669 | $4.9M | Reduce -11.7% |
| IJH iShares Core S&P Midcap ETF | 0.26% | 65,994 | $4.7M | Reduce -16.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.26% | 42,130 | $4.6M | Reduce -9.8% |
| V Visa Inc. Class A | 0.26% | 14,789 | $4.6M | Reduce -9.6% |
| DGRW Wisdomtree U.S. Quality Divi | 0.24% | 47,007 | $4.3M | Add +1.8% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.24% | 62,794 | $4.3M | Add +4.4% |
| PNC PNC Financial Services Group | 0.24% | 18,673 | $4.2M | Add +4.3% |
| IDMO Invesco S&P International DE | 0.23% | 70,473 | $4.2M | Reduce -19.9% |
| TXN Texas Instruments Inc. | 0.23% | 19,203 | $4.1M | Add +6.0% |
| RTX RTX Corp. | 0.23% | 20,311 | $4.1M | Reduce -16.7% |
| WMT Walmart Inc. | 0.23% | 31,655 | $4.1M | Add +3.4% |
| EWS iShares MSCI Singapore ETF | 0.23% | 138,096 | $4.0M | Add +9.0% |
| CVX Chevron Corp. | 0.22% | 20,254 | $3.9M | Add +4.2% |
| JTEK JPMorgan US Tech Leaders | 0.21% | 45,271 | $3.8M | Reduce -3.3% |
| QUAL iShares MSCI USA Quality Fac | 0.21% | 18,639 | $3.7M | Add +5.6% |
| JQUA JPMorgan US Quality Factor | 0.20% | 57,009 | $3.6M | Add +8.6% |
| EWP iShares MSCI Spain ETF | 0.20% | 62,823 | $3.6M | Reduce -3.5% |
| QGRO American Century US Quality | 0.20% | 31,615 | $3.5M | Add +5.3% |
| PJUL Innovator U.S. Equity Power | 0.20% | 73,837 | $3.5M | Add +18.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 7,041 | $3.4M | Reduce -9.1% |
| COST Costco Wholesale Corp. | 0.19% | 3,279 | $3.4M | Reduce -5.6% |
| DFEB FT Vest U.S. Equity Deep Buf | 0.19% | 69,723 | $3.4M | Add +18.8% |
| PAPR Innovator U.S. Equity Power | 0.19% | 82,392 | $3.4M | Add +18.9% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $15K (not counted above)
Total filed on the 13F, all lines: $1.8B.
Portfolio Sells Q4 2025 → Q1 2026
| VOO Vanguard S&P 500 ETF | Reduce -63.4% | 0.35% | −0.65 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -36.0% | 0.71% | −0.52 |
| XLC SS Comm Select Sector SPDR | Reduce -46.4% | 0.45% | −0.45 |
| XLF SS Financial Select Sector | Reduce -39.5% | 0.48% | −0.40 |
| AAPL Apple Inc. | Reduce -16.8% | 1.30% | −0.40 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −0.36 |
| MSFT Microsoft Corp. | Reduce -10.5% | 0.70% | −0.36 |
| IAI iShares U.S. Broker-Dealers | Sold out | 0.00% | −0.30 |
| NVDA Nvidia Corp. | Reduce -7.5% | 1.83% | −0.26 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -27.9% | 0.62% | −0.22 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -17.2% | 0.80% | −0.21 |
| LGLV SPDR US LC Low Vol Idx | Reduce -23.9% | 0.63% | −0.20 |
| ICSH iShares Ultra Short Duration | Sold out | 0.00% | −0.19 |
| TSLA Tesla Inc. | Reduce -12.8% | 0.28% | −0.15 |
| ENB Enbridge Inc. | Sold out | 0.00% | −0.14 |
| AMZN Amazon.com Inc. | Reduce -15.8% | 0.61% | −0.14 |
| PYLD PIMCO Multisector Bond Actv | Reduce -6.9% | 0.98% | −0.13 |
| BKLN Invesco Senior Loan ETF | Reduce -53.7% | 0.09% | −0.11 |
| AVB Avalonbay Communities Inc. | Sold out | 0.00% | −0.11 |
| ORCL Oracle Corp. | Reduce -33.8% | 0.08% | −0.10 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -24.6% | 0.35% | −0.10 |
| HOLA JPM Intll HDG Eq LDDR Ovrly | Reduce -13.2% | 0.57% | −0.09 |
| NOC Northrop Grumman Corp. | Reduce -83.9% | 0.02% | −0.09 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.7% | 1.21% | −0.08 |
| V Visa Inc. Class A | Reduce -9.6% | 0.26% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -8.9% | 0.39% | −0.08 |
| JMST JPM Ultra-Short Muni Income | Reduce -83.8% | 0.01% | −0.08 |
| IVV iShares Core S&P 500 ETF | Reduce -5.9% | 0.69% | −0.08 |
| IXN iShares Global Tech ETF | Sold out | 0.00% | −0.07 |
| PLTR Palantir Technologies Inc. Class A | Reduce -8.6% | 0.12% | −0.07 |
| JEPI JPMorgan Equity Premium Inco | Reduce -30.3% | 0.13% | −0.06 |
| QQEW First TR Nasdaq-100 Sel Eq | Sold out | 0.00% | −0.06 |
| EQIX Equinix Inc. | Sold out | 0.00% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -11.7% | 0.27% | −0.06 |
| AVGO Broadcom Inc. | Reduce -9.5% | 0.46% | −0.06 |
| SCHD Schwab US DVD Equity ETF | Reduce -21.1% | 0.32% | −0.06 |
| DVY iShares Select Dividend ETF | Reduce -41.4% | 0.09% | −0.05 |
| IDMO Invesco S&P International DE | Reduce -19.9% | 0.23% | −0.05 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.05 |
| IWP iShares Russell Mid-Cap Grow | Reduce -62.7% | 0.03% | −0.05 |
| TQQQ Proshares Ultrapro QQQ | Sold out | 0.00% | −0.05 |
| INTU Intuit Inc. | Reduce -13.6% | 0.04% | −0.05 |
| BDX Becton Dickinson and Co. | Reduce -5.0% | 0.13% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -11.1% | 0.33% | −0.05 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -73.3% | 0.02% | −0.05 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -18.2% | 0.17% | −0.05 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | Sold out | 0.00% | −0.05 |
| SPXL Direxion Daily S&P 500 Bull | Sold out | 0.00% | −0.05 |
| UPRO Proshares Ultrapro S&P 500 | Sold out | 0.00% | −0.05 |
| IWY iShares Russell Top 200 Grow | Reduce -75.4% | 0.01% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| VIG Vanguard Dividend Apprec ETF | Add +62.6% | 2.85% | +1.05 |
| IVVM Ishar LC MD Qur LD ETF-US Inc. | New | 0.87% | +0.87 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +59.2% | 1.29% | +0.44 |
| LVHI Franklin International Low V | Add +2373.7% | 0.42% | +0.41 |
| IJR iShares Core S&P Small-Cap E | Add +12.9% | 2.18% | +0.33 |
| CLSE Convergence Long/Short Eqy | New | 0.33% | +0.33 |
| PSDM Pgim SHRT Duration Ms BD ETF | New | 0.31% | +0.31 |
| XLV SS Health Care Select Sector | Add +59.7% | 0.81% | +0.26 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +119.1% | 0.45% | +0.26 |
| XLB SS Materials Select Sector | Add +261.6% | 0.34% | +0.25 |
| DFAE Dimensional Emerging Core Eq | Add +3.7% | 2.83% | +0.24 |
| XLP SS Consumer Staples Sel Sect | Add +71.8% | 0.55% | +0.24 |
| SGOV iShares 0-3 Month Treasury B | Add +52.5% | 0.67% | +0.21 |
| SMH Vaneck Semiconductor ETF | Add +232.2% | 0.28% | +0.20 |
| IEFA iShares Core MSCI Eafe ETF | Add +25.2% | 0.88% | +0.19 |
| XLE SS Energy Select Sector | Add +43.7% | 0.37% | +0.16 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +5.1% | 4.76% | +0.14 |
| CGDV Cap Group Dividend Value | Add +20.3% | 0.80% | +0.12 |
| VEA Vanguard Ftse Developed ETF | Add +1.1% | 2.53% | +0.11 |
| VGSH Vanguard Short-Term Treasury | Add +281.3% | 0.14% | +0.10 |
| FDL First Trust Morn DVD Lead Inc. | New | 0.10% | +0.10 |
| IDEV iShares Core MSCI Dev MKTS | Add +4.5% | 1.55% | +0.09 |
| BX Blackstone Inc. | Add +748.2% | 0.11% | +0.09 |
| JCPB JPMorgan Core Plus Bond ETF | Add +12.2% | 1.34% | +0.09 |
| FBND Fidelity Total Bond ETF | Add +10.4% | 1.67% | +0.08 |
| CGGO Cap Group Global Growth | Add +32.0% | 0.34% | +0.08 |
| CGBL Cap Group Core Balanced | Add +20.0% | 0.56% | +0.08 |
| ACII Innovator Index Ac in St ETF | Add +127.5% | 0.14% | +0.07 |
| HON Honeywell International Inc. | Add +452.1% | 0.09% | +0.07 |
| ITA iShares U.S. Aerospace & Def | Add +6.3% | 0.80% | +0.07 |
| CGNG Cap Group New Geography Eq | Add +90.5% | 0.15% | +0.07 |
| CGIC Cap Group Intl Core Eq | Add +241.2% | 0.10% | +0.07 |
| RSP Invesco S&P 500 Equal Weight | Add +28.3% | 0.33% | +0.07 |
| CGUS Cap Group Core Equity | Add +20.5% | 0.49% | +0.07 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +8.3% | 6.16% | +0.07 |
| JMUB JPMorgan Municipal ETF | Add +19.3% | 0.54% | +0.07 |
| XSMO Invesco S&P Smallcap Momentu | New | 0.06% | +0.06 |
| MUB iShares National Muni Bond E | Add +18.9% | 0.52% | +0.06 |
| QQQM Invesco Nasdaq 100 ETF | Add +83.2% | 0.15% | +0.06 |
| WMB Williams Cos Inc. | Add +11.4% | 0.28% | +0.06 |
| FEMR Fidelity Enh Emr MRKT ETF | New | 0.05% | +0.05 |
| CGGR Cap Group Growth Equity | Add +17.9% | 0.84% | +0.05 |
| DJUL FT Vest US Equity Deep Buffe | Add +19.5% | 0.37% | +0.05 |
| USFR Wisdomtree Floating Rate Tre | Add +19.1% | 0.41% | +0.05 |
| VUSB Vanguard Ultra Short Bond Et | Add +21.1% | 0.37% | +0.05 |
| TXN Texas Instruments Inc. | Add +6.0% | 0.23% | +0.05 |
| OTIS Otis Worldwide Corp. | Add +344.9% | 0.06% | +0.05 |
| CGMM Cap Group Small and Mid Cap | Add +92.9% | 0.09% | +0.05 |
| ANET Arista Networks Inc. | Add +160.2% | 0.07% | +0.04 |
| COP Conocophillips | Add +18.0% | 0.13% | +0.04 |
Notes & Other Activity Q4 2025 → Q1 2026
| AFRIW Forafric Global PLC -CW27 | *W EXP 06/09/202 | Reduce -4.3% | 13,360 | $10K |
| ECD AUTOMOTIVE DESIGN INC | *W EXP 12/12/202 | Sold out | 228,464 | $2Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 553 | $2.0B | SPYG, SPYV, DFAE, VO, VIG |
| Q1 2026Amended | 528 | $1.8B | SPYG, SPYV, VIG, DFAE, VEA |
| Q4 2025 | 571 | $1.7B | SPYG, SPYV, DFAE, VEA, VO |
| Q3 2025 | 487 | $1.5B | SPYG, SPYV, VO, NVDA, VEA |
| Q2 2025 | 489 | $1.3B | SPYG, SPYV, NVDA, VO, VEA |
| Q1 2025 | 458 | $1.2B | SPYG, SPYV, SCHD, AGG, VEA |
| Q4 2024 | 435 | $1.1B | SPYG, SPYV, SCHD, IJR, AGG |
| Q3 2024 | 427 | $1.1B | SPYG, SCHD, SPYV, AGG, IJR |
| Q2 2024 | 424 | $1.1B | SPYG, SCHD, SPYV, NVDA, VEA |
| Q1 2024 | 385 | $953.1M | SPYG, SPYV, SCHD, QQQ, SSUS |