FOUNDERS FINANCIAL SECURITIES LLC

Broker-Dealer

CIK

1342396

Location

TOWSON, MD

Portfolio Value

Small $423,526,700

Diversification

Diversified

Reports for

Horizon Investments, LLC Orion Portfolio Solutions Betterment LLC

Files via

Horizon Investments, LLC Orion Portfolio Solutions Betterment LLC

Filing Date

Global Rank

#3,145 / 8,700 ▼ 1524

Top Industry

Semiconductors 17.3%

Period ended 2 months ago

Filed Jul 31, 2026 · 44d

26 quarters · since Mar 2020

Portfolio Concentration

226 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.2%

−7.6 pts

Top 5

26.6%

−15.4 pts

Top 10

34.9%

−20.8 pts

HHI

226

Diversified−317

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.6%	$133,795,242	40
Financial Services	11.8%	$50,078,654	37
Unclassified	10.1%	$42,598,480	12
Healthcare	8.6%	$36,538,547	23
Industrials	8.5%	$36,002,062	33
Communication Services	7.0%	$29,746,217	15
Consumer Cyclical	6.2%	$26,228,521	16
Consumer Defensive	6.0%	$25,321,382	16
Energy	4.3%	$18,376,026	12
Basic Materials	2.9%	$12,490,036	8
Real Estate	1.6%	$6,813,564	4
Utilities	1.3%	$5,537,969	10

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HLN	Haleon plc	+72,398	275,444	$2,569,892
OTIS	Otis Worldwide Corp	+26,092	40,016	$2,865,145
CMCSA	Comcast Corp	+21,562	119,172	$2,925,672
NVDA	Nvidia Corp	+17,699	194,114	$38,840,270
UL	Unilever PLC	+15,494	70,254	$4,223,670
GETY	Getty Images Holdings, Inc.	+10,000	36,110	$31,054
QCOM	Qualcomm Inc/De	+9,951	13,539	$2,501,871
BX	Blackstone Inc.	+8,667	25,021	$2,944,221
TMUS	T-Mobile US, Inc.	+8,506	23,131	$3,879,762
ACN	Accenture plc	+6,773	8,778	$1,092,334
MDY	Spdr S&P Midcap 400 ETF Trust	+6,325	8,113	$5,706,197
PG	PROCTER & GAMBLE Co	+5,493	45,855	$6,724,177
VZ	Verizon Communications Inc	+5,380	23,597	$999,096
ABBV	AbbVie Inc.	+4,910	9,802	$2,466,575
PM	Philip Morris International Inc.	+3,862	7,151	$1,293,687
GIS	General Mills Inc	+3,795	12,540	$436,392
ANET	Arista Networks, Inc.	+3,576	11,935	$2,027,517
PGR	Progressive Corp/Oh/	+2,635	4,036	$881,664
GOOGL	Alphabet Inc.	+2,466	30,859	$11,028,080
AMT	American Tower Corp /Ma/	+2,257	14,637	$2,394,174
NAK	Northern Dynasty Minerals Ltd	+2,160	21,160	$40,627
PCG	PG&E Corp	+2,155	65,323	$1,098,732
CSQ	Calamos Strategic Total Return Fund	+1,820	120,550	$2,478,508
MRSH	Marsh & Mclennan Companies, Inc.	+1,805	18,237	$3,039,560
KLAC	Kla Corp	+1,605	1,777	$536,138
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BZFD	BuzzFeed, Inc.	−285,273	56,822	$82,960
WMT	Walmart Inc.	−16,932	14,723	$1,667,526
FCX	Freeport-Mcmoran Inc	−16,285	5,244	$329,795
LBRT	Liberty Energy Inc.	−13,172	110,000	$2,880,900
WFC	Wells Fargo & Company/Mn	−9,563	12,715	$1,050,767
AVGO	Broadcom Inc.	−7,817	15,004	$5,667,761
BUD	Anheuser-Busch InBev SA/NV	−7,596	11,876	$978,582
AMZN	Amazon Com Inc	−7,563	38,570	$9,192,773
FAST	Fastenal Co	−7,013	6,532	$313,731
HSBC	Hsbc Holdings PLC	−4,820	14,959	$1,422,451
LHX	L3harris Technologies, Inc. /De/	−4,490	1,979	$575,077
IBM	International Business Machines Corp	−3,780	5,301	$1,490,694
COP	Conocophillips	−3,321	15,812	$1,643,815
MSFT	Microsoft Corp	−3,287	29,938	$11,167,472
HON	Honeywell International Inc	−3,287	3,217	$720,286
AZN	Astrazeneca PLC	−3,069	12,714	$2,410,828
EHTH	eHealth, Inc.	−3,001	15,887	$23,671
BNY	Bank of New York Mellon Corp	−2,676	5,594	$808,948
CVS	CVS HEALTH Corp	−2,488	29,981	$3,101,534
AMD	Advanced Micro Devices Inc	−2,420	10,381	$6,030,426
UNH	Unitedhealth Group Inc	−2,317	1,915	$795,931
FDX	Fedex Corp	−2,257	982	$307,493
USO	United States Oil Fund, LP	−1,628	2,606	$277,382
RIO	Rio Tinto PLC	−1,522	14,891	$1,413,602
PANW	Palo Alto Networks Inc	−1,258	6,394	$2,180,481
No positions match the current search.

New Positions

Positions the filer opened this quarter

19 positions

Ticker	Company	Shares	Value
GSG	iShares S&P GSCI Commodity-Indexed Trust	114,649	$3,278,961
HPQ	Hp Inc	61,828	$1,356,506
HONA	Honeywell Aerospace Inc.	3,204	$707,443
SPCX	Space Exploration Technologies Corp	3,866	$660,544
BTI	British American Tobacco p.l.c.	9,137	$564,301
TTE	TotalEnergies SE	6,399	$497,586
BSX	Boston Scientific Corp	10,043	$428,635
APP	AppLovin Corp	577	$297,287
SEDG	Solaredge Technologies, Inc.	4,250	$248,370
SNOW	Snowflake Inc.	950	$241,775
AXON	Axon Enterprise, Inc.	431	$241,622
FLEX	Flex Ltd.	1,476	$239,215
DAL	Delta Air Lines, Inc.	2,540	$237,896
DIA	Spdr Dow Jones Industrial Average ETF Trust	396	$206,866
JBL	Jabil Inc	529	$203,918
D	Dominion Energy, Inc	2,931	$200,157
BBDC	Barings BDC, Inc.	14,726	$125,465
BSIN	Big Sky Industrial Inc.	35,000	$38,500
TOON	Kartoon Studios, Inc.	20,000	$14,200
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	3,034,077	$278,972,323
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	2,609,227	$193,420,428
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	839,420	$86,601,383
AFGR	First Trust Active Factor Large Cap Growth ETF	1,794,463	$78,815,985
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	1,229,134	$62,295,950
VB	Vanguard Morningstar Small-Cap ETF	311,449	$49,634,038
DCOR	Dimensional US Core Equity 1 ETF	1,454,182	$49,402,591
VIG	Vanguard Dividend Appreciation ETF	231,979	$49,196,950
VEA	Vanguard FTSE Developed Markets ETF	664,634	$42,589,746
—		333,266	$34,801,261
FAAA	Fidelity AAA CLO ETF	644,365	$29,395,931
BILZ	PIMCO Ultra Short Government Active ETF	666,831	$17,838,114
BKF	iShares MSCI BIC ETF	352,279	$17,339,833
BAPR	Innovator U.S. Equity Buffer ETF - April	422,531	$16,407,805
—		234,027	$15,455,759
BCLO	iShares BBB-B CLO Active ETF	438,365	$14,952,630
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	231,653	$14,604,674
CGGR	Capital Group Growth ETF	353,320	$14,199,930
FNDA	Schwab Fundamental U.S. Small Company ETF	483,846	$14,123,414
CGDV	Capital Group Dividend Value ETF	318,624	$13,554,264
ABI	VictoryShares Pioneer Asset-Based Income ETF	97,522	$13,192,768
IVZ	Invesco Ltd.	188,339	$10,421,467
CGBL	Capital Group Core Balanced ETF	278,522	$9,583,942
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	234,653	$9,256,755
CGUS	Capital Group Core Equity ETF	215,805	$8,291,228
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

226 tracked positions · $423,526,700 total · filing declares 555 positions · $1,951,592,180 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 226 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	194,114	+17,699	$38,840,270	+26.2%	9.17%
QQQ	Invesco Qqq Trust, Series 1	Added	35,278	+274	$25,978,719	+28.6%	6.13%
AAPL	Apple Inc. Technology	Added	89,227	+1,092	$25,818,724	+15.4%	6.10%
MSFT	Microsoft Corp Technology	Reduced	29,938	-3,287	$11,167,472	−9.2%	2.64%
GOOGL	Alphabet Inc. Communication Services	Added	30,859	+2,466	$11,028,080	+35.1%	2.60%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	38,570	-7,563	$9,192,773	−4.3%	2.17%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	45,855	+5,493	$6,724,177	+15.3%	1.59%
TSLA	Tesla, Inc. Consumer Cyclical	Added	15,394	+1,197	$6,474,716	+22.7%	1.53%
META	Meta Platforms, Inc. Communication Services	Added	11,274	+360	$6,350,531	+1.7%	1.50%
AMD	Advanced Micro Devices Inc Technology	Reduced	10,381	-2,420	$6,030,426	+131.6%	1.42%
JNJ	Johnson & Johnson Healthcare	Added	23,408	+330	$5,944,929	+5.4%	1.40%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	8,113	+6,325	$5,706,197	+417.4%	1.35%
TXN	Texas Instruments Inc Technology	Reduced	19,050	-153	$5,678,233	+52.3%	1.34%
AVGO	Broadcom Inc. Technology	Reduced	15,004	-7,817	$5,667,761	−19.8%	1.34%
V	Visa Inc. Financial Services	Added	15,190	+401	$5,211,537	+16.6%	1.23%
JPM	Jpmorgan Chase & Co Financial Services	Added	15,751	+82	$5,155,774	+11.9%	1.22%
WMB	Williams Companies, Inc. Energy	Added	67,737	+649	$5,035,568	+3.1%	1.19%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	18,888	+215	$4,650,603	+19.7%	1.10%
UL	Unilever PLC Consumer Defensive	Added	70,254	+15,494	$4,223,670	+35.4%	1.00%
CAT	Caterpillar Inc Industrials	Reduced	3,934	-58	$4,189,316	+48.1%	0.99%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	8,508	-574	$4,063,165	+32.4%	0.96%
TMUS	T-Mobile US, Inc. Communication Services	Added	23,131	+8,506	$3,879,762	+26.3%	0.92%
RTX	RTX Corp Industrials	Reduced	19,880	-431	$3,771,832	−3.7%	0.89%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,869	-173	$3,437,178	−16.0%	0.81%
ASML	Asml Holding NV Technology	Added	1,713	+112	$3,407,910	+61.2%	0.80%
LIN	Linde PLC Basic Materials	Added	6,510	+565	$3,378,299	+14.6%	0.80%
CVX	Chevron Corp Energy	Added	20,357	+103	$3,374,376	−19.5%	0.80%
GSG	iShares S&P GSCI Commodity-Indexed Trust	NEW	114,649	NEW	$3,278,961	NEW	0.77%
CVS	CVS HEALTH Corp Healthcare	Reduced	29,981	-2,488	$3,101,534	+33.0%	0.73%
UNP	Union Pacific Corp Industrials	Added	11,284	+385	$3,069,248	+16.1%	0.72%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	10,422	+656	$3,055,521	+7.7%	0.72%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	18,237	+1,805	$3,039,560	+6.6%	0.72%
APO	Apollo Global Management, Inc. Financial Services	Added	25,371	+949	$3,001,643	+10.3%	0.71%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,160	-119	$2,956,085	−9.5%	0.70%
BX	Blackstone Inc. Financial Services	Added	25,021	+8,667	$2,944,221	+56.6%	0.70%
CMCSA	Comcast Corp Communication Services	Added	119,172	+21,562	$2,925,672	+4.4%	0.69%
PSA	Public Storage Real Estate	Added	9,144	+865	$2,910,626	+29.8%	0.69%
AMGN	Amgen Inc Healthcare	Added	8,037	+78	$2,910,358	+3.9%	0.69%
LBRT	Liberty Energy Inc. Energy	Reduced	110,000	-13,172	$2,880,900	−18.8%	0.68%
OTIS	Otis Worldwide Corp Industrials	Added	40,016	+26,092	$2,865,145	+167.0%	0.68%
KO	Coca Cola Co Consumer Defensive	Added	35,016	+506	$2,845,750	+8.4%	0.67%
HLN	Haleon plc Healthcare	Added	275,444	+72,398	$2,569,892	+26.4%	0.61%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,432	-14	$2,562,914	+14.4%	0.61%
QCOM	Qualcomm Inc/De Technology	Added	13,539	+9,951	$2,501,871	+441.5%	0.59%
MRK	Merck & Co., Inc. Healthcare	Reduced	19,290	-303	$2,478,765	+5.2%	0.59%
CSQ	Calamos Strategic Total Return Fund Financial Services	Added	120,550	+1,820	$2,478,508	+21.9%	0.59%
ABBV	AbbVie Inc. Healthcare	Added	9,802	+4,910	$2,466,575	+131.8%	0.58%
AZN	Astrazeneca PLC Healthcare	Reduced	12,714	-3,069	$2,410,828	−22.5%	0.57%
TRV	Travelers Companies, Inc. Financial Services	Reduced	7,287	-76	$2,405,584	+12.0%	0.57%
AMT	American Tower Corp /Ma/ Real Estate	Added	14,637	+2,257	$2,394,174	+12.1%	0.57%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.