Latest FOUNDERS FINANCIAL SECURITIES LLC Stock Portfolio

FOUNDERS FINANCIAL SECURITIES LLC Performance:

2026 Q1: 1.82%YTD: 1.82%2025: 14.04%

Performance for 2026 Q1 is 1.82%, and YTD is 1.82%, and 2025 is 14.04%.

About FOUNDERS FINANCIAL SECURITIES LLC and 13F Hedge Fund Stock Holdings

FOUNDERS FINANCIAL SECURITIES LLC is a hedge fund based in Towson, MD. On 2026-04-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, FOUNDERS FINANCIAL SECURITIES LLC reported an equity portfolio of $1.8 Billions as of 31 Mar, 2026.

The top stock holdings of FOUNDERS FINANCIAL SECURITIES LLC are BIL, BIL, VIG. The fund has invested 6.2% of it's portfolio in SPDR SERIES TRUST and 4.8% of portfolio in SPDR SERIES TRUST.

The fund managers got completely rid off ISHARES TR (IJR), ISHARES TR (AAXJ) and UNILEVER PLC (UL) stocks. They significantly reduced their stock positions in NORTHROP GRUMMAN CORP (NOC), J P MORGAN EXCHANGE TRADED F (BBAX) and ISHARES TR (AOA). FOUNDERS FINANCIAL SECURITIES LLC opened new stock positions in BLACKROCK ETF TRUST II (HYMU), TRUST FOR PROFESSIONAL MANAG (CLSE) and PGIM ETF TR (PAB). The fund showed a lot of confidence in some stocks as they added substantially to LEGG MASON ETF INVT (INFR), BLACKSTONE INC (BX) and HONEYWELL INTL INC (HON).

FOUNDERS FINANCIAL SECURITIES LLC Annual Return Estimates Vs S&P 500

Our best estimate is that FOUNDERS FINANCIAL SECURITIES LLC made a return of 1.82% in the last quarter. In trailing 12 months, it's portfolio return was 19.64%.

Performance
S&P 500

New Buys

Ticker	$ Bought
blackrock etf trust ii	15,355,900
trust for professional manag	5,758,690
pgim etf tr	5,412,710
astrazeneca plc	3,235,360
unilever plc	3,201,270
first tr exchange-traded fd	1,811,310
invesco exchange traded fd t	1,149,730
fidelity covington trust	968,894

New stocks bought by FOUNDERS FINANCIAL SECURITIES LLC

Additions

Ticker	% Inc.
legg mason etf invt	2,373
blackstone inc	748
honeywell intl inc	452
otis worldwide corp	344
vanguard scottsdale fds	281
select sector spdr tr	261
capital group international	241
vaneck etf trust	232

Additions to existing portfolio by FOUNDERS FINANCIAL SECURITIES LLC

Reductions

Ticker	% Reduced
northrop grumman corp	-83.91
j p morgan exchange traded f	-83.77
invesco exchange traded fd t	-73.34
first tr exchange-traded fd	-67.62
vanguard index fds	-63.39
ishares tr	-62.67
vanguard scottsdale fds	-60.21
first tr exchange-traded fd	-56.39

FOUNDERS FINANCIAL SECURITIES LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by FOUNDERS FINANCIAL SECURITIES LLC

Sector Distribution

FOUNDERS FINANCIAL SECURITIES LLC has about 80.2% of it's holdings in Others sector.

Sector	%
Others	80.2
Technology	6
Industrials	2
Financial Services	1.9
Utilities	1.7
Healthcare	1.6
Energy	1.5
Consumer Cyclical	1.5
Communication Services	1.4
Consumer Defensive	1.2

Market Cap. Distribution

FOUNDERS FINANCIAL SECURITIES LLC has about 17.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	80.2
MEGA-CAP	11.2
LARGE-CAP	6.6
MID-CAP	1.7

Stocks belong to which Index?

About 19.4% of the stocks held by FOUNDERS FINANCIAL SECURITIES LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	80.7
S&P 500	17.5
RUSSELL 2000	1.9

Top 5 Winners (%)		%
	sandisk corp	244.2 %
GLW	corning inc	93.0 %
USO	united sts oil fd lp	83.6 %
VRT	vertiv holdings co	76.7 %
INTC	intel corp	61.7 %

Top 5 Winners ($)		$
DFAC	dimensional etf trust	4.5 M
VEA	vanguard tax-managed fds	3.4 M
IJR	ishares tr	2.9 M
BIL	spdr series trust	1.9 M
XOM	exxon mobil corp	1.8 M

Top 5 Losers (%)		%
AFRI	forafric global plc	-46.1 %
INTU	intuit	-42.3 %
NOW	servicenow inc	-40.4 %
SOFI	sofi technologies inc	-37.6 %
GETY	getty images holdings inc	-37.5 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-3.9 M
BIL	spdr series trust	-2.7 M
TSLA	tesla inc	-1.6 M
AAPL	apple inc	-1.1 M
VB	vanguard index fds	-1.0 M

FOUNDERS FINANCIAL SECURITIES LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of FOUNDERS FINANCIAL SECURITIES LLC

FOUNDERS FINANCIAL SECURITIES LLC has 529 stocks in it's portfolio. About 29.1% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for FOUNDERS FINANCIAL SECURITIES LLC last quarter.

Last Reported on: 17 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAAU	goldman sachs physical gold	0.04	14,012	658,844	reduced	-30.92

AAPL	apple inc	1.30	88,135	22,958,200	reduced	-16.76

AAXJ	ishares tr	0.80	61,102	14,161,100	added	6.28

AAXJ	ishares tr	0.52	85,564	9,155,380	added	18.95

AAXJ	ishares tr	0.28	52,698	5,033,200	added	4.64

AAXJ	ishares tr	0.09	28,132	1,502,790	reduced	-2.83

AAXJ	ishares tr	0.07	16,558	1,284,070	added	1.32

AAXJ	ishares tr	0.03	3,387	576,663	reduced	-0.44

AAXJ	ishares tr	0.03	4,778	454,685	added	19.00

AAXJ	ishares tr	0.02	3,584	424,797	added	0.82

AAXJ	ishares tr	0.01	4,968	267,305	reduced	-2.93

ABBV	abbvie inc	0.06	4,892	1,039,110	reduced	-14.8

ABNB	airbnb inc	0.06	8,825	1,139,840	reduced	-13.83

ABT	abbott laboratories	0.02	3,371	346,272	reduced	-15.43

ACES	alps etf tr	0.10	32,437	1,698,390	added	0.15

ACN	accenture plc ireland	0.02	2,005	372,990	reduced	-4.8

ACWF	ishares tr	0.70	247,360	12,496,600	added	0.66

ACWF	ishares tr	0.28	67,503	4,879,120	reduced	-8.33

ACWV	ishares inc	0.24	62,794	4,253,670	added	4.37

ACWV	ishares inc	0.20	62,823	3,607,920	reduced	-3.52