FOUNDERS FINANCIAL SECURITIES LLC

Filed: 8/6/2025ACC: 0001062993-25-013688

📋 What this filing means

FOUNDERS FINANCIAL SECURITIES LLC filed this quarterly 13F‑HR report disclosing 491 equity positions with a total reported market value of $1.32B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

491

Positions

$1.32B

Total AUM (reported)

18.86M

Total Shares

Allocation by class

COM$258.91M19.7%

PRTFLO S&P500 GW$68.97M5.2%

PRTFLO S&P500 VL$51.60M3.9%

MID CAP ETF$28.91M2.2%

VAN FTSE DEV MKT$28.22M2.1%

CORE US AGGBD ET$26.55M2.0%

US DIVIDEND EQ$26.13M2.0%

Portfolio Concentration

Top 3$151.11M11.5%

4–10$180.77M13.7%

11–25$234.02M17.8%

Rest$750.44M57.0%

Top 3 weight

11.5%

Top 10 weight

25.2%

Voting Authority Distribution

Total shares with voting rights: 18.86M

Sole

Full voting authority

75.78K

% of voting shares0.4%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

18.78M

% of voting shares99.6%

Investment Discretion (by position count)

Sole491

Shared0

Other0

Dominant voting typeNone · 99.6% of voting shares

Institutional Holdings491

Rows:

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 GW

Shares723.61K

TypeSH

Market value$68.97M

5.24%

Sole

0.00

Shared

0.00

None

723.61K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 VL

Shares985.94K

TypeSH

Market value$51.60M

3.92%

Sole

389.00

Shared

0.00

None

985.55K

NVIDIA CORPORATION

SOLE

COM

Shares193.27K

TypeSH

Market value$30.53M

2.32%

Sole

2.30K

Shared

0.00

None

190.97K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares103.31K

TypeSH

Market value$28.91M

2.20%

Sole

605.00

Shared

0.00

None

102.70K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares495.02K

TypeSH

Market value$28.22M

2.14%

Sole

605.00

Shared

0.00

None

493.70K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares267.60K

TypeSH

Market value$26.55M

2.02%

Sole

605.00

Shared

0.00

None

265.52K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares986.20K

TypeSH

Market value$26.13M

1.99%

Sole

605.00

Shared

0.00

None

985.87K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares237.62K

TypeSH

Market value$25.97M

1.97%

Sole

605.00

Shared

0.00

None

237.39K

ISHARES TR

SOLE

CORE MSCI INTL

Shares304.96K

TypeSH

Market value$23.19M

1.76%

Sole

605.00

Shared

0.00

None

304.70K

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares86.09K

TypeSH

Market value$21.80M

1.66%

Sole

0.00

Shared

0.00

None

86.09K

DIMENSIONAL ETF TRUST

SOLE

EMGR CRE EQT MNG

Shares699.31K

TypeSH

Market value$20.25M

1.54%

Sole

2.04K

Shared

0.00

None

697.28K

APPLE INC

SOLE

COM

Shares95.17K

TypeSH

Market value$19.53M

1.48%

Sole

1.23K

Shared

0.00

None

93.94K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares414.71K

TypeSH

Market value$18.97M

1.44%

Sole

3.52K

Shared

0.00

None

411.19K

DIMENSIONAL ETF TRUST

SOLE

US HIGH PROFITAB

Shares511.05K

TypeSH

Market value$18.17M

1.38%

Sole

0.00

Shared

0.00

None

511.05K

MICROSOFT CORP

SOLE

COM

Shares34.82K

TypeSH

Market value$17.32M

1.32%

Sole

658.00

Shared

0.00

None

34.16K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares29.99K

TypeSH

Market value$16.54M

1.26%

Sole

460.00

Shared

0.00

None

29.53K

ISHARES TR

SOLE

MSCI USA MIN VOL

Shares166.80K

TypeSH

Market value$15.66M

1.19%

Sole

116.00

Shared

0.00

None

166.68K

SPDR SERIES TRUST

SOLE

BLOOMBERG 1-3 MO

Shares164.06K

TypeSH

Market value$15.05M

1.14%

Sole

0.00

Shared

0.00

None

164.06K

ISHARES TR

SOLE

CORE S&P US GWT

Shares97.45K

TypeSH

Market value$14.66M

1.11%

Sole

198.00

Shared

0.00

None

97.26K

J P MORGAN EXCHANGE TRADED F

SOLE

CORE PLUS BD ETF

Shares295.25K

TypeSH

Market value$13.89M

1.06%

Sole

3.12K

Shared

0.00

None

292.13K

ISHARES TR

SOLE

TRS FLT RT BD

Shares270.27K

TypeSH

Market value$13.69M

1.04%

Sole

0.00

Shared

0.00

None

270.27K

SPDR SERIES TRUST

SOLE

SSGA US LRG ETF

Shares74.04K

TypeSH

Market value$12.93M

0.98%

Sole

0.00

Shared

0.00

None

74.04K

SELECT SECTOR SPDR TR

SOLE

FINANCIAL

Shares244.10K

TypeSH

Market value$12.78M

0.97%

Sole

0.00

Shared

0.00

None

244.10K

SELECT SECTOR SPDR TR

SOLE

COMMUNICATION

Shares117.67K

TypeSH

Market value$12.77M

0.97%

Sole

0.00

Shared

0.00

None

117.67K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares26.93K

TypeSH

Market value$11.81M

0.90%

Sole

2.21K

Shared

0.00

None

24.72K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 GW	723.61K	SH	$68.97M 5.24%	0.00	723.61K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 VL	985.94K	SH	$51.60M 3.92%	389.00	985.55K
NVIDIA CORPORATIONSOLE	COM	193.27K	SH	$30.53M 2.32%	2.30K	190.97K
VANGUARD INDEX FDSSOLE	MID CAP ETF	103.31K	SH	$28.91M 2.20%	605.00	102.70K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	495.02K	SH	$28.22M 2.14%	605.00	493.70K
ISHARES TRSOLE	CORE US AGGBD ET	267.60K	SH	$26.55M 2.02%	605.00	265.52K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	986.20K	SH	$26.13M 1.99%	605.00	985.87K
ISHARES TRSOLE	CORE S&P SCP ETF	237.62K	SH	$25.97M 1.97%	605.00	237.39K
ISHARES TRSOLE	CORE MSCI INTL	304.96K	SH	$23.19M 1.76%	605.00	304.70K
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	86.09K	SH	$21.80M 1.66%	0.00	86.09K
DIMENSIONAL ETF TRUSTSOLE	EMGR CRE EQT MNG	699.31K	SH	$20.25M 1.54%	2.04K	697.28K
APPLE INCSOLE	COM	95.17K	SH	$19.53M 1.48%	1.23K	93.94K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	414.71K	SH	$18.97M 1.44%	3.52K	411.19K
DIMENSIONAL ETF TRUSTSOLE	US HIGH PROFITAB	511.05K	SH	$18.17M 1.38%	0.00	511.05K
MICROSOFT CORPSOLE	COM	34.82K	SH	$17.32M 1.32%	658.00	34.16K
INVESCO QQQ TRSOLE	UNIT SER 1	29.99K	SH	$16.54M 1.26%	460.00	29.53K
ISHARES TRSOLE	MSCI USA MIN VOL	166.80K	SH	$15.66M 1.19%	116.00	166.68K
SPDR SERIES TRUSTSOLE	BLOOMBERG 1-3 MO	164.06K	SH	$15.05M 1.14%	0.00	164.06K
ISHARES TRSOLE	CORE S&P US GWT	97.45K	SH	$14.66M 1.11%	198.00	97.26K
J P MORGAN EXCHANGE TRADED FSOLE	CORE PLUS BD ETF	295.25K	SH	$13.89M 1.06%	3.12K	292.13K
ISHARES TRSOLE	TRS FLT RT BD	270.27K	SH	$13.69M 1.04%	0.00	270.27K
SPDR SERIES TRUSTSOLE	SSGA US LRG ETF	74.04K	SH	$12.93M 0.98%	0.00	74.04K
SELECT SECTOR SPDR TRSOLE	FINANCIAL	244.10K	SH	$12.78M 0.97%	0.00	244.10K
SELECT SECTOR SPDR TRSOLE	COMMUNICATION	117.67K	SH	$12.77M 0.97%	0.00	117.67K
VANGUARD INDEX FDSSOLE	GROWTH ETF	26.93K	SH	$11.81M 0.90%	2.21K	24.72K

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