Founders Financial Alliance, LLC
Sector Allocation
- Other51.3%$387.2M
- Technology19.5%$146.9M
- Financials11.0%$83.1M
- Consumer Discretionary3.7%$27.6M
- Industrials2.9%$21.8M
- Healthcare2.8%$21.0M
- Consumer Staples2.7%$20.6M
- Energy2.0%$15.4M
- Utilities2.0%$15.1M
- Real Estate0.9%$7.2M
AUM History
13fpro.ai/research/fund/founders-financial-alliance-llc-1832190
Conviction and streaks
Stable · top 10 = 23.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$36.3M- ISHARES$29.7M
NVDA
$27.2M- ISHARES$15.0M
MSFT
$12.9MAMZN
$11.7MSPY
$11.6M- ISHARES$10.8M
- ISHARES$10.7M
GOOGL
$10.5MJPM
$10.2M- BLACKROCK$9.9M
- ISHARES$9.8M
- PIMCO$9.1M
AVGO
$8.9MWT
$8.5MDUK
$7.8MFBNC
$7.6MGS
$7.4MQQQ
$7.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/founders-financial-alliance-llc-1832190
Founders Financial Alliance, LLC 13F holdings — Q2 2026
$754.5M portfolio (+36.0% QoQ) · 779 holdings · Q2 2026 13F · top 10 are 23% of the stock portfolio
$36.3M
4.8% of stocks
-2%This quarter+11.2%Since filed3+ qtrsHeld- 2
ISHARES TR - CORE S&P500 ETF
$29.7M
3.9% of stocks
+196%This quarter—Since filed—HeldAIQuality—Est. buy— $27.2M
3.6% of stocks
-1%This quarter+1.9%Since filed3+ qtrsHeld- 4
ISHARES TR - CORE UNIVRSL USD
$15.0M
2.0% of stocks
+5797%This quarter—Since filed—HeldAIQuality—Est. buy— $12.9M
1.7% of stocks
+1%This quarter+8.1%Since filed3+ qtrsHeld$11.7M
1.6% of stocks
-0.8%This quarter-10.2%Since filed3+ qtrsHeld$11.6M
1.5% of stocks
+44%This quarter-0.8%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row- 8
ISHARES TR - S&P 500 GRWT ETF
$10.8M
1.4% of stocks
+2983%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - S&P 500 VAL ETF
$10.7M
1.4% of stocks
+3693%This quarter—Since filed—HeldAIQuality—Est. buy— $10.5M
1.4% of stocks
+3%This quarter-16.3%Since filed3+ qtrsHeld
All holdings — Founders Financial Alliance, LLC (Q2 2026)
779 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JPMORGAN CHASE & CO | Financials | $10.2M | 1.4% | 31K | +0.9% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | BLACKROCK ETF TRUST - ISHARES US EQUITetf/fund | — | $9.9M | 1.3% | 146K | +9737% | — | — | 13F |
| 13 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $9.8M | 1.3% | 118K | +885% | — | — | 13F |
| 14 | — | PIMCO ETF TR - MULTISECTOR BDetf/fund | — | $9.1M | 1.2% | 344K | +736% | — | — | 13F |
| 15 | Broadcom Inc. | Technology | $8.9M | 1.2% | 23K | -0.3% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | WisdomTree, Inc. | Financials | $8.5M | 1.1% | 89K | -7% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Duke Energy CORP | Utilities | $7.8M | 1.0% | 62K | +3% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | FIRST BANCORP /NC/ | Financials | $7.6M | 1.0% | 119K | -1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | GOLDMAN SACHS GROUP INCetf/fund | Financials | $7.4M | 1.0% | 72K | +5040% | 3+ qtrsAdded 2 qtrs in a row | 73.2 | 13F | |
| 20 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $7.3M | 1.0% | 9,943 | +6% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Booz Allen Hamilton Holding Corp | Technology | $7.2M | 0.9% | 175K | +3% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | CAPITAL GROUP DIVIDEND GROWE - SHS ETFetf/fund | — | $7.1M | 0.9% | 190K | +6% | — | — | 13F |
| 23 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNITetf/fund | — | $7.0M | 0.9% | 148K | +8% | — | — | 13F |
| 24 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | — | $6.8M | 0.9% | 69K | +2% | — | — | 13F |
| 25 | — | SPDR SERIES TRUST - ST STR BLO 1 ETFetf/fund | — | $6.7M | 0.9% | 73K | -0.1% | — | — | 13F |
| 26 | — | ISHARES TR - EAFE VALUE ETF | — | $6.6M | 0.9% | 87K | +5285% | |||
| 27 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $6.4M | 0.8% | 122K | New | |||
| 28 | — | ISHARES TR - MSCI USA MMENTM | — | $5.9M | 0.8% | 17K | +2203% | |||
| 29 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $5.9M | 0.8% | 10K | -11% | |||
| 30 | — | FRANKLIN TEMPLETON ETF TR - HIGH YIELD CORP | — | $5.5M | 0.7% | 227K | +2426% | |||
| 31 | $EFT | Eaton Vance Floating-Rate Income Trust | — | $5.4M | 0.7% | 111K | -3% | |||
| 32 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $5.3M | 0.7% | 10K | -3% | |||
| 33 | — | RBB FD INC - F/M US TREASURY | — | $5.3M | 0.7% | 106K | +4% | |||
| 34 | — | ISHARES TR - EAFE GRWTH ETF | — | $5.2M | 0.7% | 42K | +2654% | |||
| 35 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $5.2M | 0.7% | 103K | +31% | |||
| 36 | $GOOG | Alphabet Inc. | Technology | $5.2M | 0.7% | 15K | +76% | |||
| 37 | — | FIDELITY COVINGTON TRUST - ENHANCED SML CAP | — | $5.2M | 0.7% | 107K | +2% | |||
| 38 | — | ISHARES TR - 10-20 YR TRS ETF | — | $5.1M | 0.7% | 51K | New | |||
| 39 | — | ISHARES TR - MSCI USA QLT FCT | — | $4.9M | 0.7% | 22K | +1395% | |||
| 40 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $4.8M | 0.6% | 67K | -8% | |||
| 41 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $4.7M | 0.6% | 35K | -8% | |||
| 42 | — | ISHARES TR - MBS ETF | — | $4.6M | 0.6% | 49K | +902% | |||
| 43 | — | ISHARES TR - US TREAS BD ETF | — | $4.5M | 0.6% | 196K | +500% | |||
| 44 | $ABBV | AbbVie Inc. | Healthcare | $4.3M | 0.6% | 17K | -5% | |||
| 45 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | — | $4.3M | 0.6% | 99K | New | |||
| 46 | — | FIDELITY COVINGTON TRUST - ENH MID COR ETF | — | $4.3M | 0.6% | 106K | +2% | |||
| 47 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $4.3M | 0.6% | 8,544 | +0.4% | |||
| 48 | $JNJ | JOHNSON & JOHNSON | Healthcare | $4.3M | 0.6% | 17K | -11% | |||
| 49 | — | ISHARES TR - RUS 1000 GRW ETF | — | $4.2M | 0.6% | 34K | +298% | |||
| 50 | — | ISHARES U S ETF TR - INT RT HDG C B | — | $4.1M | 0.5% | 44K | -18% | |||
| 51 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | — | $3.8M | 0.5% | 75K | New | |||
| 52 | $PM | Philip Morris International Inc. | Consumer Staples | $3.7M | 0.5% | 21K | +2% | |||
| 53 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $3.5M | 0.5% | 7,395 | +4% | |||
| 54 | $CVX | CHEVRON CORP | Energy | $3.5M | 0.5% | 21K | -4% | |||
| 55 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $3.5M | 0.5% | 5,076 | +2% | |||
| 56 | $WMT | Walmart Inc. | Consumer Staples | $3.2M | 0.4% | 28K | +2% | |||
| 57 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $3.1M | 0.4% | 4,109 | -2% | |||
| 58 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $3.0M | 0.4% | 4,609 | +0.1% | |||
| 59 | $GS | GOLDMAN SACHS GROUP INC | Financials | $3.0M | 0.4% | 72K | +3084% | |||
| 60 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | — | $2.9M | 0.4% | 21K | +419% | |||
| 61 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $2.9M | 0.4% | 13K | +4% | |||
| 62 | $GS | GOLDMAN SACHS GROUP INC | Financials | $2.9M | 0.4% | 63K | +5105% | |||
| 63 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | — | $2.8M | 0.4% | 62K | -2% | |||
| 64 | — | BLACKROCK ETF TRUST - ISHARES DEFENSE | — | $2.8M | 0.4% | 89K | New | |||
| 65 | — | ISHARES TR - RUS 1000 VAL ETF | — | $2.8M | 0.4% | 11K | -0.4% | |||
| 66 | $GS | GOLDMAN SACHS GROUP INC | Financials | $2.7M | 0.4% | 2,686 | +0.4% | |||
| 67 | $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | Financials | $2.7M | 0.3% | 1,283 | — | |||
| 68 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $2.7M | 0.3% | 11K | +13% | |||
| 69 | — | ISHARES TR - CORE INTL AGGR | — | $2.6M | 0.3% | 51K | New | |||
| 70 | $META | Meta Platforms, Inc. | Technology | $2.5M | 0.3% | 4,517 | +11% | |||
| 71 | $CAT | CATERPILLAR INC | Industrials | $2.5M | 0.3% | 2,350 | -30% | |||
| 72 | — | SSGA ACTIVE TR - STATE STREET US | — | $2.5M | 0.3% | 38K | New | |||
| 73 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.4M | 0.3% | 8,670 | -0.7% | |||
| 74 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $2.4M | 0.3% | 6,492 | +18% | |||
| 75 | $LLY | ELI LILLY & Co | Healthcare | $2.4M | 0.3% | 1,993 | +14% | |||
| 76 | — | BLACKROCK ETF TRUST - ISHARES US LARG | — | $2.4M | 0.3% | 70K | +8% | |||
| 77 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $2.3M | 0.3% | 12K | -1% | |||
| 78 | $CSCO | CISCO SYSTEMS, INC. | Technology | $2.3M | 0.3% | 20K | -0.2% | |||
| 79 | $MCD | MCDONALDS CORP | Consumer Discretionary | $2.3M | 0.3% | 8,511 | +0.4% | |||
| 80 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $2.2M | 0.3% | 41K | New | |||
| 81 | $RY | ROYAL BANK OF CANADA | Financials | $2.1M | 0.3% | 10K | -0.5% | |||
| 82 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $2.1M | 0.3% | 66K | +1% | |||
| 83 | $RTX | RTX Corp | Industrials | $2.1M | 0.3% | 11K | +3% | |||
| 84 | $ETN | Eaton Corp plc | Industrials | $2.1M | 0.3% | 4,844 | -29% | |||
| 85 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.1M | 0.3% | 5,849 | +5% | |||
| 86 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.1M | 0.3% | 4,898 | +6% | |||
| 87 | $MRK | Merck & Co., Inc. | Healthcare | $2.1M | 0.3% | 16K | +1% | |||
| 88 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $2.0M | 0.3% | 38K | -1% | |||
| 89 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $1.9M | 0.3% | 38K | +936% | |||
| 90 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $1.8M | 0.2% | 4,930 | +0.2% | |||
| 91 | $NEE | NEXTERA ENERGY INC | Utilities | $1.8M | 0.2% | 20K | -0.2% | |||
| 92 | — | T ROWE PRICE EXCHANGE-TRADED - CAP APP PREM ETF | — | $1.8M | 0.2% | 80K | +9% | |||
| 93 | — | TIDAL TRUST I - FUND GRAN US ETF | — | $1.8M | 0.2% | 64K | +37% | |||
| 94 | — | SSGA ACTIVE TR - ST STR SECTO ETF | — | $1.8M | 0.2% | 69K | New | |||
| 95 | $MU | MICRON TECHNOLOGY INC | Technology | $1.8M | 0.2% | 1,531 | -37% | |||
| 96 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.8M | 0.2% | 31K | -0.3% | |||
| 97 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $1.8M | 0.2% | 34K | +627% | |||
| 98 | — | PACER FDS TR - METAURUS CAP 400 | — | $1.7M | 0.2% | 38K | +3% | |||
| 99 | — | TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE US | — | $1.7M | 0.2% | 37K | New | |||
| 100 | — | GOLDMAN SACHS ETF TR - NASDA 100 ETF | — | $1.7M | 0.2% | 29K | +36% | |||
| 101 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $1.7M | 0.2% | 7,628 | +1% | |||
| 102 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $1.6M | 0.2% | 12K | +2% | |||
| 103 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.6M | 0.2% | 1,747 | -2% | |||
| 104 | — | RBB FD INC - US TRSRY 6 MNTH | — | $1.6M | 0.2% | 33K | -18% | |||
| 105 | $AGNC | AGNC Investment Corp. | Real Estate | $1.6M | 0.2% | 150K | +6% | |||
| 106 | — | PACER FDS TR - GLOBL CASH ETF | — | $1.6M | 0.2% | 37K | +4% | |||
| 107 | $PANW | Palo Alto Networks Inc | Technology | $1.6M | 0.2% | 4,642 | +1% | |||
| 108 | $KO | COCA COLA CO | Consumer Staples | $1.5M | 0.2% | 19K | +0.7% | |||
| 109 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $1.5M | 0.2% | 8,281 | -0.6% | |||
| 110 | $GEV | GE Vernova Inc. | Industrials | $1.5M | 0.2% | 1,299 | +2% | |||
| 111 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $1.5M | 0.2% | 17K | +299% | |||
| 112 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.4M | 0.2% | 9,862 | -12% | |||
| 113 | — | SPDR SERIES TRUST - ST STR P400MID | — | $1.4M | 0.2% | 21K | -75% | |||
| 114 | $V | VISA INC. | Financials | $1.4M | 0.2% | 4,131 | +5% | |||
| 115 | $T | AT&T INC. | Communication Services | $1.4M | 0.2% | 67K | -14% | |||
| 116 | $AXP | AMERICAN EXPRESS CO | Financials | $1.3M | 0.2% | 3,990 | +1% | |||
| 117 | — | ISHARES TR - IBOXX INV CP ETF | — | $1.3M | 0.2% | 12K | +58% | |||
| 118 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.3M | 0.2% | 3,219 | +0.3% | |||
| 119 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $1.3M | 0.2% | 21K | -55% | |||
| 120 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $1.3M | 0.2% | 4,273 | -17% | |||
| 121 | $GOF | GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | Other | $1.3M | 0.2% | 117K | -2% | |||
| 122 | $CW | CURTISS WRIGHT CORP | Industrials | $1.3M | 0.2% | 1,686 | +0.1% | |||
| 123 | $PEP | PEPSICO INC | Consumer Staples | $1.3M | 0.2% | 9,377 | -8% | |||
| 124 | — | ISHARES TR - CORE MSCI EAFE | — | $1.3M | 0.2% | 13K | +1.0% | |||
| 125 | $TFC | TRUIST FINANCIAL CORP | Financials | $1.3M | 0.2% | 25K | +0.6% | |||
| 126 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $1.2M | 0.2% | 5,376 | -49% | |||
| 127 | $INTC | INTEL CORP | Technology | $1.2M | 0.2% | 8,793 | +0.8% | |||
| 128 | $GLD | SPDR GOLD TRUST | Financials | $1.2M | 0.2% | 3,301 | +40% | |||
| 129 | $GE | GENERAL ELECTRIC CO | Industrials | $1.2M | 0.2% | 3,220 | -7% | |||
| 130 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $1.2M | 0.2% | 21K | +197% | |||
| 131 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.2M | 0.2% | 4,001 | -11% | |||
| 132 | $HONA | Honeywell Aerospace Inc. | Industrials | $1.2M | 0.2% | 5,332 | New | |||
| 133 | — | VANGUARD INDEX FDS - VALUE ETF | — | $1.2M | 0.1% | 5,358 | -27% | |||
| 134 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.2M | 0.1% | 1,597 | -25% | |||
| 135 | $IRM | IRON MOUNTAIN INC | Real Estate | $1.1M | 0.1% | 9,023 | +0.0% | |||
| 136 | $ORCL | ORACLE CORP | Technology | $1.1M | 0.1% | 7,756 | -1% | |||
| 137 | — | EATON VANCE TAX ADVT DIV INC - COM | — | $1.1M | 0.1% | 40K | +4% | |||
| 138 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.1M | 0.1% | 21K | +5378% | |||
| 139 | $MNST | Monster Beverage Corp | Consumer Staples | $1.1M | 0.1% | 11K | +0.9% | |||
| 140 | — | GLOBAL X FDS - S&P 500 COVERED | — | $1.1M | 0.1% | 27K | +5% | |||
| 141 | $NFLX | NETFLIX INC | Communication Services | $1.1M | 0.1% | 15K | -13% | |||
| 142 | $ORC | Orchid Island Capital, Inc. | Real Estate | $1.1M | 0.1% | 154K | -3% | |||
| 143 | — | SPDR SERIES TRUST - ST STR SP AERO | — | $1.1M | 0.1% | 3,784 | -4% | |||
| 144 | $D | DOMINION ENERGY, INC | Utilities | $1.1M | 0.1% | 16K | -3% | |||
| 145 | — | CAPITAL GRP FIXED INCM ETF T - SHORT DURATION | — | $1.1M | 0.1% | 41K | -28% | |||
| 146 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.1M | 0.1% | 7,027 | -3% | |||
| 147 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.0M | 0.1% | 15K | -33% | |||
| 148 | $IAU | ISHARES GOLD TRUST | Financials | $1.0M | 0.1% | 14K | +465% | |||
| 149 | — | GOLDMAN SACHS ETF TR - MAR 1000 GRO ETF | — | $1.0M | 0.1% | 15K | +4743% | |||
| 150 | $SLV | iShares Silver Trust | Financials | $1.0M | 0.1% | 19K | -18% |
What changed in Q2 2026
Against the previous quarter's 13F: 84 new, 319 added to, 195 trimmed, 43 sold out. Share-count changes; largest moves by dollar size first.
New positions (84)
- SSGA ACTIVE TR - STATE STREET US$2.5M
first bought this quarter
- BLACKROCK ETF TRUST II - ISHA FLEX IN ETF$2.2M
first bought this quarter
- SSGA ACTIVE TR - ST STR SECTO ETF$1.8M
first bought this quarter
- TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE US$1.7M
first bought this quarter
$HONAHoneywell Aerospace Inc.$1.2M
first bought this quarter
- SPDR SERIES TRUST - STATE STRET SPDR$719K
first bought this quarter
+78 more in the Excel export
Added to (319)
- ISHARES TR - CORE S&P500 ETF+196%
now $29.7M
- ISHARES TR - CORE UNIVRSL USD+5797%
now $15.0M
- ISHARES TR - S&P 500 GRWT ETF+2983%
now $10.8M
- ISHARES TR - S&P 500 VAL ETF+3693%
now $10.7M
- BLACKROCK ETF TRUST - ISHARES US EQUIT+9737%
now $9.9M
- ISHARES INC - CORE MSCI EMKT+885%
now $9.8M
+313 more in the Excel export
Trimmed (195)
- PGIM ETF TR - PGIM ULTRA SH BD-97%
now $291K
- SPDR SERIES TRUST - ST STR P400MID-75%
now $1.4M
- SPDR SERIES TRUST - ST STR P500VAL-55%
now $1.3M
$HONHONEYWELL INTERNATIONAL INC-49%
now $1.2M · held 3+ qtrs
$CATCATERPILLAR INC-30%
now $2.5M · held 3+ qtrs
$MUMICRON TECHNOLOGY INC-37%
now $1.8M · held 3+ qtrs
+189 more in the Excel export
Holdings by quarter
Every 13F Founders Financial Alliance, LLC has filed, 23 earlier quarters. Pick one to see what it held then.
Is it too late to follow Founders Financial Alliance?
Q2 2026 13F filed with the SEC on Aug 4, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Founders Financial Alliance's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-2.3%
Value-weighted move of the 10 largest stock positions
Turnover
12%
Last quarter
Top 10 weight
23%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Founders Financial Alliance, LLC disclosed 779 positions worth $754.5M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 4.8% of the equity portfolio. During the quarter the fund opened 84 new positions and exited 43. The portfolio is most concentrated in Other (51.3% of disclosed assets). All figures are sourced directly from Founders Financial Alliance, LLC’s Form 13F-HR filing with the SEC under CIK 1832190.
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