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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IVV Ishares Core S&P 500 ETF ETFs	$0	$9.6 Million 2.0% of portfolio	14,350	Q3 2025 Added 28.69%
PULS Pgim ETF Tr ETFs	$0	$8.87 Million 1.84% of portfolio	177,970	Q3 2025 Added 1.34%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$7.8 Million 1.62% of portfolio	87,680	Q3 2025 Added 68.46%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$7.07 Million 1.47% of portfolio	10,607	Q3 2025 Added 0.98%
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$6.51 Million 1.35% of portfolio	70,994	Q3 2025 Reduced 14.28%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$5.55 Million 1.15% of portfolio	109,488	Q3 2025 Added 7.34%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$5.45 Million 1.13% of portfolio	9,074	Q3 2025 Added 2.06%
CGGR Capital Group Growth ETF Shs C ETFs	$0	$5.1 Million 1.06% of portfolio	116,142	Q3 2025 Added 1,656.53%
SPMD Spdr Portfolio ETFs	$0	$4.83 Million 1.0% of portfolio	84,407	Q3 2025 Reduced 2.88%

DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$4.75 Million 0.99% of portfolio	10,235	Q3 2025 Added 1.12%
DGRS Wisdomtree Tr Us Small Cap Qua ETFs	$0	$4.59 Million 0.95% of portfolio	91,913	Q3 2025 Reduced 5.91%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$4.16 Million 0.86% of portfolio	8,889	Q3 2025 Reduced 9.77%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$3.32 Million 0.69% of portfolio	23,561	Q3 2025 Reduced 1.37%
XLE Energy Sector Spdr ETFs	$0	$2.93 Million 0.61% of portfolio	32,809	Q3 2025 Reduced 13.64%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$2.86 Million 0.59% of portfolio	4,664	Q3 2025 Added 3.0%
SPTM Spdr Portfolio S&P 1500 Compos ETFs	$0	$2.79 Million 0.58% of portfolio	34,584	Q3 2025 Reduced 0.78%
DON Wisdomtree Tr U.S. Midcap Divi ETFs	$0	$2.82 Million 0.58% of portfolio	53,826	Q3 2025 Added 0.49%
IWD Ishares Russell 1000 Val ETF ETFs	$0	$2.39 Million 0.5% of portfolio	11,756	Q3 2025 Reduced 7.85%

SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$2.3 Million 0.48% of portfolio	41,607	Q3 2025 Added 17.21%
VUG Vanguard Growth ETF ETFs	$0	$2.25 Million 0.47% of portfolio	4,697	Q2 2025 Added 3.76%
XLF Financial Sector Spdr ETFs	$0	$2.06 Million 0.43% of portfolio	38,284	Q3 2025 Reduced 11.09%
DIVO Amplify ETF Tr Amplify Cwp Enh ETFs	$0	$1.94 Million 0.4% of portfolio	43,617	Q3 2025 Added 6.14%
USFR Wisdomtree Floating Rate Treas ETFs	$0	$1.81 Million 0.38% of portfolio	35,933	Q3 2025 Added 11.52%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$1.8 Million 0.37% of portfolio	66,063	Q3 2025 Reduced 1.38%
XLK Technology Sector Spdr ETFs	$0	$1.77 Million 0.37% of portfolio	6,274	Q3 2025 Added 0.38%
VTI Vanguard Total Stock Market Et ETFs	$0	$1.79 Million 0.37% of portfolio	5,463	Q3 2025 Added 2.07%
QDPL Pacer Fds Tr Metaurus Us Large	$0	$1.79 Million 0.37% of portfolio	42,612	Q3 2025 Added 0.5%
DLN Wisdomtree Tr U.S Largecap Div ETFs	$0	$1.78 Million 0.37% of portfolio	20,507	Q3 2025 Reduced 6.16%
VIG Vanguard Dividend Appreciation ETFs	$0	$1.75 Million 0.36% of portfolio	9,610	Q3 2025 Reduced 0.49%
GCOW Pacer Fds Tr Global Cash Cows ETFs	$0	$1.55 Million 0.32% of portfolio	39,240	Q3 2025 Added 0.17%
VTV Vanguard Value ETF ETFs	$0	$1.43 Million 0.3% of portfolio	7,668	Q3 2025 Added 0.01%
VEA Vanguard Ftse Developed Market ETFs	$0	$1.45 Million 0.3% of portfolio	24,147	Q3 2025 Reduced 0.89%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$1.44 Million 0.3% of portfolio	4,426	Q3 2025 Added 5.11%
VB Vanguard Small Cap ETF ETFs	$0	$1.42 Million 0.29% of portfolio	5,576	Q3 2025 Reduced 2.04%
XLI Industrial Sector Spdr ETFs	$0	$1.38 Million 0.29% of portfolio	8,921	Q3 2025 Reduced 0.3%
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$1.17 Million 0.24% of portfolio	25,245	Q3 2025 Reduced 72.44%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$1.06 Million 0.22% of portfolio	16,203	Q3 2025 Reduced 0.99%
SLV I Shares Silver Trust ETFs	$24.1B	$983,000 0.2% of portfolio	23,221	Q3 2025 Added 10.33%
XAR Spdr S&P Aerospace & Defense E ETFs	$0	$926,000 0.19% of portfolio	3,942	Q3 2025 Added 3.71%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$915,000 0.19% of portfolio	4,828	Q3 2025 Reduced 68.22%
VPU Vanguard Utilities ETF ETFs	$0	$914,000 0.19% of portfolio	4,827	Q3 2025 Added 0.54%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$906,000 0.19% of portfolio	8,136	Q3 2025 Added 0.73%
GLD Spdr Gold Trust ETFs	$130B	$877,000 0.18% of portfolio	2,468	Q3 2025 Added 23.34%
XLY Select Sector Spdr Consumer Di ETFs	$0	$877,000 0.18% of portfolio	3,663	Q3 2025 Added 0.36%
XYLD Global X Fds S&P 500 Covered C ETFs	$0	$859,000 0.18% of portfolio	21,898	Q3 2025 Added 20.33%
VOT Vanguard Mid Cap Growth Index ETFs	$0	$849,000 0.18% of portfolio	2,892	Q3 2025 Added 2.08%
XRMI Global X Fds S&P 500 Risk Mana ETFs	$0	$838,000 0.17% of portfolio	47,428	Q3 2025 Added 22.14%
VOE Vanguard Mid Cap Value Index F ETFs	$0	$816,000 0.17% of portfolio	4,676	Q3 2025 Reduced 4.57%
IWY Ishares Tr Russell 200 Growth ETFs	$0	$832,000 0.17% of portfolio	3,042	Q3 2025 Reduced 0.16%
SPYG Spdr Portfolio ETFs	$0	$758,000 0.16% of portfolio	7,258	Q3 2025 Added 2.1%

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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Founders Financial Alliance, LLC Portfolio Holdings