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Latest FOUNDERS FINANCIAL SECURITIES LLC Stock Portfolio

$2.03Billion | No. of Holdings #578

FOUNDERS FINANCIAL SECURITIES LLC Performance

2026 Q3-0.02%
YTD+0.13%
2025+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 2026-10-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, FOUNDERS FINANCIAL SECURITIES LLC reported an equity portfolio of $2 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of FOUNDERS FINANCIAL SECURITIES LLC are BIL, BIL, VIG. The fund has invested 5.3% of it's portfolio in SPDR SERIES TRUST and 4.7% of portfolio in SPDR SERIES TRUST. <br><br> The fund managers got completely rid off ISHARES INC (ACWV), WILLIAMS COS INC (WMB) and AMERICAN CENTY ETF TR (AEMB) stocks. They significantly reduced their stock positions in AMERICAN CENTY ETF TR (AEMB), ISHARES TR (IJR) and ISHARES TR (AAXJ). FOUNDERS FINANCIAL SECURITIES LLC opened new stock positions in SPDR INDEX SHS FDS (CWI), SERIES PORTFOLIOS TR (ICAP) and EXXONMOBIL HOLDINGS CORP. The fund showed a lot of confidence in some stocks as they added substantially to GLOBAL X FDS (AGNG), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (IJR).
FOUNDERS FINANCIAL SECURITIES LLC Equity Portfolio Value
Last Reported on: 28 Oct, 2026
$2.03Billion
  as of Oct 28, 2026

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

Our best estimate is that FOUNDERS FINANCIAL SECURITIES LLC made a return of -0.02% in the last quarter. In trailing 12 months, it's portfolio return was 3.77%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
spdr index shs fds14,177,100
series portfolios tr9,909,150
series portfolios tr9,784,130
exxonmobil holdings corp8,900,800
vanguard index fds7,169,880
spdr index shs fds6,270,580
blackrock etf trust4,550,280
spdr series trust4,154,520
New stocks bought by FOUNDERS FINANCIAL SECURITIES LLC

Additions

Ticker% Inc.
global x fds1,185
select sector spdr tr690
ishares tr518
ishares gold tr405
honeywell aerospace inc355
ebay inc.339
global x fds337
vanguard scottsdale fds280
Additions to existing portfolio by FOUNDERS FINANCIAL SECURITIES LLC

Reductions

Ticker% Reduced
american centy etf tr-91.92
ishares tr-79.58
ishares inc-75.96
spdr series trust-74.43
sherwin williams co-72.97
qualcomm inc-71.79
ishares inc-70.29
ishares tr-69.32
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 80.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Industrials
  • Healthcare
  • Communication Services
  • Utilities
  • Consumer Cyclical
Sector%
Others80.8
Technology7.3
Financial Services2.1
Industrials1.6
Healthcare1.5
Communication Services1.5
Utilities1.4
Consumer Cyclical1.3

Market Cap. Distribution

FOUNDERS FINANCIAL SECURITIES LLC has about 18.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED80.8
MEGA-CAP12.3
LARGE-CAP6.3

Stocks belong to which Index?

About 18.6% of the stocks held by FOUNDERS FINANCIAL SECURITIES LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others81.4
S&P 50016.9
RUSSELL 20001.7
Top 5 Winners (%)%
AFRI
forafric global plc
116.1 %
PLTR
palantir technologies inc
60.1 %
MPC
marathon pete corp
52.8 %
VLO
valero energy corp
48.6 %
ACN
accenture plc ireland
46.4 %
Top 5 Winners ($)$
NVDA
nvidia corporation
5.6 M
MSFT
microsoft corp
4.1 M
AAPL
apple inc
4.1 M
BIL
spdr series trust
4.0 M
META
meta platforms inc
1.9 M
Top 5 Losers (%)%
BZFD
buzzfeed inc
-73.6 %
EHTH
ehealth inc
-52.4 %
ASTI
ascent solar technologies in
-49.6 %
MNST
monster beverage corp new
-49.3 %
ARRY
array technologies inc
-45.6 %
Top 5 Losers ($)$
IJR
ishares tr
-3.6 M
XLB
select sector spdr tr
-1.8 M
FBND
fidelity merrimack str tr
-1.7 M
VB
vanguard index fds
-1.5 M
IJR
ishares tr
-1.4 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 578 stocks in it's portfolio. About 29.1% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for FOUNDERS FINANCIAL SECURITIES LLC last quarter.

$2.01BTotal Value
500Positions
28 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of FOUNDERS FINANCIAL SECURITIES LLC, last reported on 28 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAAU
Goldman Sachs Physical Gold

Goldman Sachs Physical Gold

AAAU
FOUNDERS FINANCIAL SECURITIES LLC's holding in Goldman Sachs Physical Gold over time
0.03%12,744
$522.0K
0.03%
decreased 5.66 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
FOUNDERS FINANCIAL SECURITIES LLC's holding in Ishares Tr over time
0.5%100,902
$10.20M
0.5%
increased 11.97 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
FOUNDERS FINANCIAL SECURITIES LLC's holding in Ishares Tr over time
0.38%37,626
$7.80M
0.38%
increased 8.53 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
FOUNDERS FINANCIAL SECURITIES LLC's holding in Ishares Tr over time
0.38%85,223
$7.74M
0.38%
increased 49.15 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
FOUNDERS FINANCIAL SECURITIES LLC's holding in Ishares Tr over time
0.07%17,635
$1.40M
0.07%
increased 3.52 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
FOUNDERS FINANCIAL SECURITIES LLC's holding in Ishares Tr over time
0.03%3,388
$626.2K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
FOUNDERS FINANCIAL SECURITIES LLC's holding in Ishares Tr over time
0.01%5,867
$295.4K
0.01%
decreased 79.58 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
FOUNDERS FINANCIAL SECURITIES LLC's holding in Alps Etf Tr over time
0.08%32,104
$1.67M
0.08%
decreased 1.25 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
FOUNDERS FINANCIAL SECURITIES LLC's holding in Ishares Tr over time
0.2%78,900
$4.00M
0.2%
decreased 69.32 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
FOUNDERS FINANCIAL SECURITIES LLC's holding in Ishares Inc over time
0.23%62,346
$4.62M
0.23%
decreased 0.95 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
FOUNDERS FINANCIAL SECURITIES LLC's holding in Ishares Inc over time
0.18%60,439
$3.58M
0.18%
decreased 7.42 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
FOUNDERS FINANCIAL SECURITIES LLC's holding in Ishares Inc over time
0.05%26,479
$926.0K
0.05%
decreased 0.15 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
FOUNDERS FINANCIAL SECURITIES LLC's holding in American Centy Etf Tr over time
0.01%2,518
$295.2K
0.01%
decreased 91.92 percentreduced