FOUNDERS FINANCIAL SECURITIES LLC

CIK 1342396 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $1.8B
every reported holding for this filer and quarter, including ones with no disclosed value: 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

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: 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	derived by Public Filings from the published data; “no value” 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	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: STATE STREET SPD · position key `pos:12580` · issuer key `iss:1602`	ADD	+$5.7M	+80,305	$103M	$109M	969,914	1,050,219
—	share class as filed: STATE STREET SPD · position key `pos:12962` · issuer key `iss:1602`	ADD	+$6.0M	+70,613	$78.4M	$84.4M	1,380,276	1,450,889
—	share class as filed: DIV APP ETF · position key `pos:16249` · issuer key `iss:2476`	ADD	+$19.9M	+87,243	$30.6M	$50.5M	139,256	226,499
—	share class as filed: EMGR CRE EQT MNG · position key `sid:sec:prov:359a00ea349fa38fd8b784c1239e9e00` · issuer key `cusip6:25434V`	ADD	+$6.2M	+50,107	$43.9M	$50.1M	1,346,667	1,396,774
—	share class as filed: VAN FTSE DEV MKT · position key `pos:17409` · issuer key `iss:2478`	ADD	+$3.8M	+7,118	$41.1M	$44.9M	657,516	664,634
—	share class as filed: MID CAP ETF · position key `pos:14055` · issuer key `iss:2483`	ADD	+$2.3M	+3,865	$40.4M	$42.7M	139,311	143,176
—	share class as filed: CORE S&P SCP ETF · position key `pos:14033` · issuer key `iss:1012`	ADD	+$7.2M	+33,742	$31.5M	$38.7M	261,899	295,641
—	share class as filed: STATE STREET TEC · position key `pos:10892` · issuer key `iss:2454`	ADD	+$243K	+4,714	$32.3M	$32.6M	224,694	229,408
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15642` · issuer key `iss:1334`	TRIM	−$3.1M	−14,222	$35.6M	$32.4M	190,637	176,415
—	share class as filed: TOTAL BD ETF · position key `sid:sec:prov:5682d6057b30813559773b9f85162b0a` · issuer key `cusip6:316188`	ADD	+$2.7M	+60,511	$26.9M	$29.6M	583,854	644,365
—	share class as filed: CORE US AGGBD ET · position key `pos:14737` · issuer key `iss:1012`	ADD	+$1.2M	+12,909	$27.6M	$28.8M	276,577	289,486
—	share class as filed: CORE MSCI INTL · position key `sid:sec:prov:29f8d97ab26dd0c9ac1e35bec6ed33b8` · issuer key `cusip6:46435G`	ADD	+$2.7M	+13,510	$24.7M	$27.4M	299,716	313,226
—	share class as filed: CORE PLUS BD ETF · position key `sid:sec:prov:39ee92c086a4100560ef55ca0374666d` · issuer key `iss:2408`	ADD	+$2.5M	+54,754	$21.3M	$23.8M	450,455	505,209
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13215` · issuer key `iss:144`	TRIM	−$5.8M	−17,743	$28.8M	$23.0M	105,878	88,135
—	share class as filed: STATE STREET SPD · position key `sid:sec:prov:4252b4f3709914f645284b0206172232` · issuer key `iss:2452`	ADD	+$8.5M	+92,745	$14.3M	$22.8M	156,612	249,357
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: UNIT SER 1 · position key `pos:11173` · issuer key `iss:995`	TRIM	−$514K	−602	$21.9M	$21.4M	35,606	35,004
—	share class as filed: CORE S&P US GWT · position key `pos:11834` · issuer key `iss:1012`	ADD	+$1.1M	+9,136	$18.5M	$19.7M	110,421	119,557
—	share class as filed: MULTISECTOR BD · position key `sid:sec:prov:472af252cda1e0f13d5ff2184a64a0e5` · issuer key `iss:2436`	TRIM	−$1.4M	−48,604	$18.8M	$17.4M	706,014	657,410
—	share class as filed: CORE MSCI EAFE · position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F`	ADD	+$3.9M	+32,857	$11.7M	$15.5M	130,543	163,400
—	share class as filed: ISHARES LARG CAP · position key `pos:12959` · issuer key `iss:280`	NEW	+$15.4M	+438,365	$0	$15.4M	—	438,365

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

Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

320 issuers · 530 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

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 45.3%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 137 bpsbelow median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 530 / 530median book 97.5 positions

606 quarter-over-quarter rows

Filing history

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

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

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

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 changed or closed since the 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; each record notes its original unit.

Affiliated managers may report the same position, 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.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.