Portfolio (Quarterly) Guide ↗

FOUNDERS FINANCIAL SECURITIES LLC

· CIK 0001342396

13F Portfolio $1.8B AUM 530 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 32 New 227 Added 227 Reduced 76 Exited

Page 3 of 4 · 76 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	SCHM	SCHWAB STRATEGIC TR	—	9,517	$286K	0.02%	SOLD
42	VRIG	INVESCO ACTIVELY MANAGED EXC	—	11,233	$282K	0.02%	SOLD
43	SDY	SPDR SERIES TRUST	—	1,963	$273K	0.02%	SOLD
44	BLK	BLACKROCK INC	Financial Services	253	$271K	0.02%	SOLD
45	PH	PARKER-HANNIFIN CORP	Industrials	297	$261K	0.01%	SOLD
46	MSCI	MSCI INC	Financial Services	454	$260K	0.01%	SOLD
47	IWD	ISHARES TR	—	1,226	$258K	0.01%	SOLD
48	IDU	ISHARES TR	—	2,353	$255K	0.01%	SOLD
49	KXI	ISHARES TR	—	3,927	$254K	0.01%	SOLD
50	COWG	PACER FDS TR	—	7,121	$251K	0.01%	SOLD
51	SCHA	SCHWAB STRATEGIC TR	—	8,776	$250K	0.01%	SOLD
52	FBT	FIRST TR EXCHANGE-TRADED FD	—	1,184	$245K	0.01%	SOLD
53	PKB	INVESCO EXCHANGE TRADED FD T	—	2,630	$243K	0.01%	SOLD
54	EMR	EMERSON ELEC CO	Industrials	1,796	$238K	0.01%	SOLD
55	FDN	FIRST TR EXCHANGE-TRADED FD	—	851	$229K	0.01%	SOLD
56	AFLG	FIRST TR EXCHNG TRADED FD VI	—	5,799	$227K	0.01%	SOLD
57	DIVB	ISHARES TR	—	4,235	$225K	0.01%	SOLD
58	XMHQ	INVESCO EXCHANGE TRADED FD T	—	2,135	$219K	0.01%	SOLD
59	FNDF	SCHWAB STRATEGIC TR	—	4,756	$215K	0.01%	SOLD
60	VXUS	VANGUARD STAR FDS	—	2,817	$212K	0.01%	SOLD

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Sector Allocation

Technology 28.1%

Financial Services 19.5%

Healthcare 9.1%

Industrials 9.1%

Communication Services 7.1%

Energy 7.0%

Consumer Cyclical 6.9%

Consumer Defensive 6.3%

Basic Materials 3.4%

Utilities 1.8%