Founders Financial Securities LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing details the firm's investment portfolio, which includes a mix of individual common stocks and exchange-traded funds.
The report lists the firm's principal office address as 1026 Cromwell Bridge Road, Suite 100, Towson, MD 21286. The filing was signed by Joseph V. Krcma, the Chief Compliance Officer, on October 28, 2026.
The portfolio includes a total of 801 holdings. Major positions include Apple Inc., with 96,663 shares; Amazon.com Inc., with 37,161 shares; and Berkshire Hathaway Inc. Class B, with 6,021 shares. The filing also lists significant positions in Alphabet Inc. Class A and Class C, Microsoft, and Eli Lilly & Co.
A substantial portion of the portfolio is allocated to exchange-traded funds. Notable funds include the iShares Core S&P Mid-Cap ETF, iShares Core S&P Small-Cap ETF, and various Fidelity and First Trust ETFs. The filing also lists specific positions in companies such as Costco Wholesale Corporation, Chevron Corporation, and UnitedHealth Group.
