FOUNDERS FINANCIAL SECURITIES LLC

Filed: 10/15/2025ACC: 0001062993-25-016074

📋 What this filing means

FOUNDERS FINANCIAL SECURITIES LLC filed this quarterly 13F‑HR report disclosing 489 equity positions with a total reported market value of $1.47B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

489

Positions

$1.47B

Total AUM (reported)

19.61M

Total Shares

Allocation by class

COM$276.91M18.8%

PRTFLO S&P500 GW$91.13M6.2%

PRTFLO S&P500 VL$72.21M4.9%

MID CAP ETF$36.48M2.5%

FT VEST US EQT$33.93M2.3%

VAN FTSE DEV MKT$31.96M2.2%

CORE S&P SCP ETF$30.73M2.1%

Portfolio Concentration

Top 3$199.81M13.6%

4–10$200.49M13.6%

11–25$265.07M18.0%

Rest$804.70M54.7%

Top 3 weight

13.6%

Top 10 weight

27.2%

Voting Authority Distribution

Total shares with voting rights: 19.61M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

115.91K

% of voting shares0.6%

None

No voting authority

19.49M

% of voting shares99.4%

Investment Discretion (by position count)

Sole489

Shared0

Other0

Dominant voting typeNone · 99.4% of voting shares

Institutional Holdings489

Rows:

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 GW

Shares871.94K

TypeSH

Market value$91.13M

6.20%

Sole

0.00

Shared

0.00

None

871.94K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 VL

Shares1.31M

TypeSH

Market value$72.21M

4.91%

Sole

0.00

Shared

389.00

None

1.30M

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares124.18K

TypeSH

Market value$36.48M

2.48%

Sole

0.00

Shared

589.00

None

123.59K

NVIDIA CORPORATION

SOLE

COM

Shares186.14K

TypeSH

Market value$34.73M

2.36%

Sole

0.00

Shared

3.13K

None

183.01K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares533.39K

TypeSH

Market value$31.96M

2.17%

Sole

0.00

Shared

1.31K

None

532.08K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares258.59K

TypeSH

Market value$30.73M

2.09%

Sole

0.00

Shared

346.00

None

258.25K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares135.44K

TypeSH

Market value$29.23M

1.99%

Sole

0.00

Shared

3.97K

None

131.48K

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares91.12K

TypeSH

Market value$25.68M

1.75%

Sole

0.00

Shared

0.00

None

91.12K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares527.10K

TypeSH

Market value$24.37M

1.66%

Sole

0.00

Shared

0.00

None

527.10K

DIMENSIONAL ETF TRUST

SOLE

EMGR CRE EQT MNG

Shares754.42K

TypeSH

Market value$23.79M

1.62%

Sole

0.00

Shared

0.00

None

754.42K

ISHARES TR

SOLE

CORE MSCI INTL

Shares292.59K

TypeSH

Market value$23.46M

1.60%

Sole

0.00

Shared

261.00

None

292.33K

APPLE INC

SOLE

COM

Shares89.64K

TypeSH

Market value$22.82M

1.55%

Sole

0.00

Shared

8.67K

None

80.96K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares227.51K

TypeSH

Market value$22.81M

1.55%

Sole

0.00

Shared

5.47K

None

222.04K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares33.80K

TypeSH

Market value$20.29M

1.38%

Sole

0.00

Shared

1.07K

None

32.73K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares40.19K

TypeSH

Market value$19.28M

1.31%

Sole

0.00

Shared

2.21K

None

37.98K

J P MORGAN EXCHANGE TRADED F

SOLE

CORE PLUS BD ETF

Shares403.79K

TypeSH

Market value$19.20M

1.31%

Sole

0.00

Shared

3.69K

None

400.11K

MICROSOFT CORP

SOLE

COM

Shares34.54K

TypeSH

Market value$17.89M

1.22%

Sole

0.00

Shared

1.52K

None

33.02K

ISHARES TR

SOLE

CORE S&P US GWT

Shares108.51K

TypeSH

Market value$17.85M

1.21%

Sole

0.00

Shared

0.00

None

108.51K

ISHARES TR

SOLE

MSCI USA MIN VOL

Shares173.40K

TypeSH

Market value$16.50M

1.12%

Sole

0.00

Shared

116.00

None

173.29K

SELECT SECTOR SPDR TR

SOLE

FINANCIAL

Shares301.65K

TypeSH

Market value$16.25M

1.11%

Sole

0.00

Shared

0.00

None

301.65K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares164.94K

TypeSH

Market value$14.40M

0.98%

Sole

0.00

Shared

0.00

None

164.94K

SPDR SERIES TRUST

SOLE

BLOOMBERG 1-3 MO

Shares148.48K

TypeSH

Market value$13.62M

0.93%

Sole

0.00

Shared

0.00

None

148.48K

PIMCO ETF TR

SOLE

MULTISECTOR BD

Shares506.14K

TypeSH

Market value$13.58M

0.92%

Sole

0.00

Shared

0.00

None

506.14K

SELECT SECTOR SPDR TR

SOLE

COMMUNICATION

Shares114.64K

TypeSH

Market value$13.57M

0.92%

Sole

0.00

Shared

0.00

None

114.64K

SPDR SERIES TRUST

SOLE

SSGA US LRG ETF

Shares76.04K

TypeSH

Market value$13.55M

0.92%

Sole

0.00

Shared

0.00

None

76.04K

Issuer	Class	Shares	Type	Value / Portfolio %	Shared	None
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 GW	871.94K	SH	$91.13M 6.20%	0.00	871.94K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 VL	1.31M	SH	$72.21M 4.91%	389.00	1.30M
VANGUARD INDEX FDSSOLE	MID CAP ETF	124.18K	SH	$36.48M 2.48%	589.00	123.59K
NVIDIA CORPORATIONSOLE	COM	186.14K	SH	$34.73M 2.36%	3.13K	183.01K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	533.39K	SH	$31.96M 2.17%	1.31K	532.08K
ISHARES TRSOLE	CORE S&P SCP ETF	258.59K	SH	$30.73M 2.09%	346.00	258.25K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	135.44K	SH	$29.23M 1.99%	3.97K	131.48K
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	91.12K	SH	$25.68M 1.75%	0.00	91.12K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	527.10K	SH	$24.37M 1.66%	0.00	527.10K
DIMENSIONAL ETF TRUSTSOLE	EMGR CRE EQT MNG	754.42K	SH	$23.79M 1.62%	0.00	754.42K
ISHARES TRSOLE	CORE MSCI INTL	292.59K	SH	$23.46M 1.60%	261.00	292.33K
APPLE INCSOLE	COM	89.64K	SH	$22.82M 1.55%	8.67K	80.96K
ISHARES TRSOLE	CORE US AGGBD ET	227.51K	SH	$22.81M 1.55%	5.47K	222.04K
INVESCO QQQ TRSOLE	UNIT SER 1	33.80K	SH	$20.29M 1.38%	1.07K	32.73K
VANGUARD INDEX FDSSOLE	GROWTH ETF	40.19K	SH	$19.28M 1.31%	2.21K	37.98K
J P MORGAN EXCHANGE TRADED FSOLE	CORE PLUS BD ETF	403.79K	SH	$19.20M 1.31%	3.69K	400.11K
MICROSOFT CORPSOLE	COM	34.54K	SH	$17.89M 1.22%	1.52K	33.02K
ISHARES TRSOLE	CORE S&P US GWT	108.51K	SH	$17.85M 1.21%	0.00	108.51K
ISHARES TRSOLE	MSCI USA MIN VOL	173.40K	SH	$16.50M 1.12%	116.00	173.29K
SELECT SECTOR SPDR TRSOLE	FINANCIAL	301.65K	SH	$16.25M 1.11%	0.00	301.65K
ISHARES TRSOLE	CORE MSCI EAFE	164.94K	SH	$14.40M 0.98%	0.00	164.94K
SPDR SERIES TRUSTSOLE	BLOOMBERG 1-3 MO	148.48K	SH	$13.62M 0.93%	0.00	148.48K
PIMCO ETF TRSOLE	MULTISECTOR BD	506.14K	SH	$13.58M 0.92%	0.00	506.14K
SELECT SECTOR SPDR TRSOLE	COMMUNICATION	114.64K	SH	$13.57M 0.92%	0.00	114.64K
SPDR SERIES TRUSTSOLE	SSGA US LRG ETF	76.04K	SH	$13.55M 0.92%	0.00	76.04K

Page 1 of 20

…