Founders Financial Alliance, LLC Portfolio Holdings

Founders Financial Alliance, LLC

  • $481 Million
  • Q3 2025

Founders Financial Alliance, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $481 Million distributed in 713 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $32.7M, Nvidia Corp with a value of $29.4M, Microsoft Corp with a value of $17.6M, Amazon Com Inc with a value of $10M, and Ishares Core S&P 500 ETF with a value of $9.6M.

Examining the 13F form we can see an increase of $62.2M in the current position value, from $419M to 481M.

Founders Financial Alliance, LLC is based out at Raleigh, NC

Below you can find more details about Founders Financial Alliance, LLC portfolio as well as his latest detailed transactions.

Portfolio value $481 Million
ETFs: $169 Million
Technology: $112 Million
Financial Services: $54.9 Million
Consumer Cyclical: $27.4 Million
Industrials: $23.9 Million
Communication Services: $19.7 Million
Consumer Defensive: $19.3 Million
Healthcare: $17.1 Million
Other: $36.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$32.7 Million 6.79% of portfolio
128,331
Q3 2025 Reduced 0.37%
$465B
$29.4 Million 6.12% of portfolio
157,814
Q3 2025 Added 3.34%
$3.78T
$17.6 Million 3.65% of portfolio
33,945
Q3 2025 Added 0.31%
$2.39T
$10 Million 2.08% of portfolio
45,599
Q3 2025 Added 2.78%
$0
$9.6 Million 2.0% of portfolio
14,350
Q3 2025 Added 28.69%
$881B
$8.91 Million 1.85% of portfolio
28,254
Q3 2025 Added 1.29%
$0
$8.87 Million 1.84% of portfolio
177,970
Q3 2025 Added 1.34%
$139B
$8 Million 1.66% of portfolio
24,247
Q3 2025 Reduced 2.37%
$0
$7.8 Million 1.62% of portfolio
87,680
Q3 2025 Added 68.46%
$0
$7.07 Million 1.47% of portfolio
10,607
Q3 2025 Added 0.98%
$96.4B
$7.09 Million 1.47% of portfolio
57,285
Q3 2025 Added 2.76%
$1.65T
$6.84 Million 1.42% of portfolio
28,151
Q3 2025 Added 5.05%
$0
$6.51 Million 1.35% of portfolio
70,994
Q3 2025 Reduced 14.28%
$1.82B
$6.4 Million 1.33% of portfolio
120,928
Q3 2025 Reduced 1.07%
$0
$5.55 Million 1.15% of portfolio
109,488
Q3 2025 Added 7.34%
$0
$5.45 Million 1.13% of portfolio
9,074
Q3 2025 Added 2.06%
$0
$4.83 Million 1.0% of portfolio
84,407
Q3 2025 Reduced 2.88%
$0
$4.75 Million 0.99% of portfolio
10,235
Q3 2025 Added 1.12%
$104B
$4.62 Million 0.96% of portfolio
69,893
Q3 2025 Added 1.28%
$0
$4.59 Million 0.95% of portfolio
91,913
Q3 2025 Reduced 5.91%
$414B
$4.25 Million 0.88% of portfolio
18,345
Q3 2025 Added 0.11%
$0
$4.16 Million 0.86% of portfolio
8,889
Q3 2025 Reduced 9.77%
$662B
$3.9 Million 0.81% of portfolio
7,760
Q3 2025 Added 4.91%
$237B
$3.53 Million 0.73% of portfolio
21,789
Q3 2025 Added 0.54%
$522B
$3.47 Million 0.72% of portfolio
18,727
Q3 2025 Added 0.01%
$303B
$3.41 Million 0.71% of portfolio
21,950
Q3 2025 Added 1.62%
$0
$3.32 Million 0.69% of portfolio
23,561
Q3 2025 Reduced 1.37%
$490B
$3.15 Million 0.65% of portfolio
27,911
Q3 2025 Added 3.63%
$140B
$3.13 Million 0.65% of portfolio
12,441
Q3 2025 Added 3.99%
$132B
$2.96 Million 0.62% of portfolio
11,994
Q3 2025 Reduced 4.35%
$1.37T
$2.98 Million 0.62% of portfolio
4,059
Q3 2025 Added 1.68%
$279B
$2.98 Million 0.62% of portfolio
28,944
Q3 2025 Added 0.76%
$0
$2.93 Million 0.61% of portfolio
32,809
Q3 2025 Reduced 13.64%
$0
$2.86 Million 0.59% of portfolio
4,664
Q3 2025 Added 3.0%
$0
$2.79 Million 0.58% of portfolio
34,584
Q3 2025 Reduced 0.78%
$0
$2.82 Million 0.58% of portfolio
53,826
Q3 2025 Added 0.49%
$26.8B
$2.74 Million 0.57% of portfolio
1,532
Q3 2025 Added 484.73%
$224B
$2.52 Million 0.52% of portfolio
8,298
Q3 2025 Reduced 1.27%
$140B
$2.44 Million 0.51% of portfolio
6,508
Q3 2025 Added 5.58%
$0
$2.39 Million 0.5% of portfolio
11,756
Q3 2025 Reduced 7.85%
$266B
$2.42 Million 0.5% of portfolio
8,576
Q3 2025 Added 2.56%
$181B
$2.36 Million 0.49% of portfolio
83,743
Q3 2025 Added 1.21%
$0
$2.3 Million 0.48% of portfolio
41,607
Q3 2025 Added 17.21%
$367B
$2.3 Million 0.48% of portfolio
5,665
Q3 2025 Reduced 1.38%
$0
$2.25 Million 0.47% of portfolio
4,697
Q2 2025 Added 3.76%
$132B
$2.2 Million 0.46% of portfolio
10,475
Q3 2025 Added 0.02%
$115B
$2.06 Million 0.43% of portfolio
4,199
Q3 2025 Added 3.42%
$1.74T
$2.06 Million 0.43% of portfolio
8,451
Q3 2025 Reduced 1.69%
$0
$2.06 Million 0.43% of portfolio
38,284
Q3 2025 Reduced 11.09%

Summary

  • Portfolio
  • No. of Stocks 713
  • Current Value $481 Million
  • Prior Value $419 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 182 stocks
  • Additional Purchases 318 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 104 stocks
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