Founders Fund V Management, LLC — 13F Holdings & Portfolio
CIK 1697733 · latest 13F-HR filed 2026-02-17
Founders Fund V Management, LLC manages $2.2M in 13F-reported U.S. long-equity assets across 2 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are RGTI (90.76%), RFL (9.24%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 0 new positions and exited 0; 0 existing positions rose in reported value and 2 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-02-17
vs 2025-09-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q4 25Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q3 25 → Q4 25Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
2 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Apr 20, 2026.
SUITE 100
TOWSON, MD 21286
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| FOUNDERS FINANCIAL LLC Control | MEMBER since Dec 2022 | 75% or more | Domestic Entity |
| KRCMA, JOSEPH VICTOR Control | CHIEF COMPLIANCE OFFICER since Jun 2014 | Less than 5% | Individual |
| SHEPHERD, BRADLEY MATTHEW Control | CEO/ROSFP since Jun 2014 | Less than 5% | Individual |
| RECKAMP, JILL ANNE | FINOP since Mar 2015 | Less than 5% | Individual |
| FOUNDERS FINANCIAL HOLDINGS INC. Control Indirect owner via FOUNDERS FINANCIAL LLC | MEMBER FIRM since Dec 2022 | 75% or more | Domestic Entity |
| KAREN E BROOKS 2025 IRREVOCABLE TRUST Control Indirect owner via FOUNDERS FINANCIAL HOLDINGS INC. | MEMBER FIRM since Jan 2026 | 50–75% | Domestic Entity |
| MICHAEL O BROOKS 2025 IRREVOCABLE TRUST Control Indirect owner via FOUNDERS FINANCIAL HOLDINGS INC. | MEMBER FIRM since Jan 2026 | 50–75% | Domestic Entity |
| BROOKS, JARED MICHAEL Indirect owner via KAREN E BROOKS 2025 IRREVOCABLE TRUST | TRUSTEE since Jan 2026 | General partner, trustee or manager | Individual |
| BUERLEIN, KATELYN B. Indirect owner via MICHAEL O BROOKS 2025 IRREVOCABLE TRUST | TRUSTEE since Mar 2025 | General partner, trustee or manager | Individual |
| GERAGHTY, JEROME G. Indirect owner via MICHAEL O BROOKS 2025 IRREVOCABLE TRUST | TRUSTEE since Mar 2025 | General partner, trustee or manager | Individual |
| GERAGHTY, JEROME G. Indirect owner via KAREN E BROOKS 2025 IRREVOCABLE TRUST | TRUSTEE since Jan 2026 | General partner, trustee or manager | Individual |
| GIESE, MELISSA B. Indirect owner via MICHAEL O BROOKS 2025 IRREVOCABLE TRUST | TRUSTEE since Mar 2025 | General partner, trustee or manager | Individual |
| HUNTER, EMILY HELEN Indirect owner via KAREN E BROOKS 2025 IRREVOCABLE TRUST | TRUSTEE since Jan 2026 | General partner, trustee or manager | Individual |
Ownership & leadership changes · 8 filings with changes since Mar 22, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedBROOKS, MICHAEL OWENS · MEMBER · 75% or more · indirect via FOUNDERS FINANCIAL HOLDING INC. · listed since Dec 2022
- AddedBROOKS, JARED MICHAEL · TRUSTEE · General partner, trustee or manager · indirect via KAREN E BROOKS 2025 IRREVOCABLE TRUST
- AddedBUERLEIN, KATELYN B. · TRUSTEE · General partner, trustee or manager · indirect via MICHAEL O BROOKS 2025 IRREVOCABLE TRUST
- AddedGERAGHTY, JEROME G. · TRUSTEE · General partner, trustee or manager · indirect via MICHAEL O BROOKS 2025 IRREVOCABLE TRUST
- AddedGERAGHTY, JEROME G. · TRUSTEE · General partner, trustee or manager · indirect via KAREN E BROOKS 2025 IRREVOCABLE TRUST
- AddedGIESE, MELISSA B. · TRUSTEE · General partner, trustee or manager · indirect via MICHAEL O BROOKS 2025 IRREVOCABLE TRUST
- AddedHUNTER, EMILY HELEN · TRUSTEE · General partner, trustee or manager · indirect via KAREN E BROOKS 2025 IRREVOCABLE TRUST
- AddedKAREN E BROOKS 2025 IRREVOCABLE TRUST · MEMBER FIRM · 50–75% · indirect via FOUNDERS FINANCIAL HOLDINGS INC. · control person
- AddedMICHAEL O BROOKS 2025 IRREVOCABLE TRUST · MEMBER FIRM · 50–75% · indirect via FOUNDERS FINANCIAL HOLDINGS INC. · control person
- No longer listedBROOKS, MICHAEL OWENS · SHAREHOLDER · 75% or more · indirect via FOUNDERS FINANCIAL, INC. · listed since Oct 1994
- No longer listedFOUNDERS FINANCIAL, INC. · MEMBER · 75% or more · control person · listed since Sep 2004
- AddedBROOKS, MICHAEL OWENS · MEMBER · 75% or more · indirect via FOUNDERS FINANCIAL HOLDING INC.
- AddedFOUNDERS FINANCIAL HOLDINGS INC. · MEMBER FIRM · 75% or more · indirect via FOUNDERS FINANCIAL LLC · control person
- AddedFOUNDERS FINANCIAL LLC · MEMBER · 75% or more · control person
- ChangedSHEPHERD, BRADLEY MATTHEW · title PRESIDENT/ROSFP → CEO/ROSFP
- No longer listedSTEIGHNER, KAREN ANN · FINOP · Less than 5% · listed since May 2010
- No longer listedWESTBROOK, SARAH MARGARET · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Jan 2014
- AddedRECKAMP, JILL ANNE · FINOP · Less than 5%
- ChangedSHEPHERD, BRADLEY MATTHEW · title PRESIDENT → PRESIDENT/ROSFP
- AddedKRCMA, JOSEPH VICTOR · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedSHEPHERD, BRADLEY MATTHEW · title CHIEF COMPLIANCE OFFICER, PRESIDENT → PRESIDENT
- No longer listedBEECH, KAREN ELIZABETH · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jun 2012
- AddedWESTBROOK, SARAH MARGARET · CHIEF COMPLIANCE OFFICER · Less than 5%
- ChangedSHEPHERD, BRADLEY MATTHEW · title PRESIDENT → CHIEF COMPLIANCE OFFICER, PRESIDENT
- AddedBEECH, KAREN ELIZABETH · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedSHEPHERD, BRADLEY MATTHEW · title PRESIDENT/CHIEF COMPLIANCE OFFICER → PRESIDENT
- No longer listedBRIGGS, RICHARD RAYMOND · CHIEF COMPLIANCE OFFICER/COMPLIANCE REGISTERED OPTIONS PRINCIPAL · Less than 5% · control person · listed since Oct 2005
- ChangedSHEPHERD, BRADLEY MATTHEW · title PRESIDENT/CHIEF MARKETING → PRESIDENT/CHIEF COMPLIANCE OFFICER
- ListedBRIGGS, RICHARD RAYMOND · CHIEF COMPLIANCE OFFICER/COMPLIANCE REGISTERED OPTIONS PRINCIPAL · Less than 5% · control person
- ListedBROOKS, MICHAEL OWENS · SHAREHOLDER · 75% or more · indirect via FOUNDERS FINANCIAL, INC.
- ListedFOUNDERS FINANCIAL, INC. · MEMBER · 75% or more · control person
- ListedSHEPHERD, BRADLEY MATTHEW · PRESIDENT/CHIEF MARKETING · Less than 5% · control person
- ListedSTEIGHNER, KAREN ANN · FINOP · Less than 5%
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Founders Fund V Management, LLC Holdings (2025-12-31)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2025-12-31 | 2026-02-17 | $2.2M | 2 | 0001697733-26-000001 |
| 2025-09-30 | 2025-11-14 | $2.9M | 2 | 0001697733-25-000003 |