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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.6B
$1.68 Million 0.35% of portfolio
171,802
Q3 2025 Added 11.24%
$6.2B
$920,000 0.19% of portfolio
8,534
Q3 2025 Added 24.22%
$4.15B
$726,000 0.15% of portfolio
27,405
Q3 2025 Reduced 15.81%
$7.07B
$611,000 0.13% of portfolio
3,094
Q3 2025 Reduced 5.3%
$8.34B
$571,000 0.12% of portfolio
2,917
Q3 2025 Added 13.24%
$5.52B
$462,000 0.1% of portfolio
3,218
Q3 2025 Reduced 0.68%
$7.7B
$416,000 0.09% of portfolio
2,461
Q3 2022 New
$8.21B
$400,000 0.08% of portfolio
5,452
Q3 2025 Added 42.09%
$2.24B
$351,000 0.07% of portfolio
18,591
Q3 2025 New
$2.44B
$340,000 0.07% of portfolio
6,611
Q3 2025 Added 0.59%
$7.41B
$353,000 0.07% of portfolio
3,832
Q1 2024 New
$5.08B
$303,000 0.06% of portfolio
41,813
Q3 2025 Added 4.6%
$5.57B
$270,000 0.06% of portfolio
16,801
Q3 2025 Reduced 27.14%
$4.4B
$218,000 0.05% of portfolio
4,363
Q3 2025 New
$9.4B
$234,000 0.05% of portfolio
3,812
Q3 2025 New

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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