FOUNDERS FINANCIAL SECURITIES LLC - Portfolio overview

FOUNDERS FINANCIAL SECURITIES LLC has 568 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPYG - SPDR SERIES TRUST, 6.01%
2. SPYV - SPDR SERIES TRUST, 4.64%
3. VIG - VANGUARD SPECIALIZED FUNDS, 2.78%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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