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
$265B
$1.96 Million 0.41% of portfolio
2,456
Q3 2025 Added 12.2%
$593B
$1.93 Million 0.4% of portfolio
6,847
Q3 2025 Added 8.79%
$0
$1.94 Million 0.4% of portfolio
43,617
Q3 2025 Added 6.14%
$258B
$1.86 Million 0.39% of portfolio
11,086
Q3 2025 Added 0.14%
$1.46T
$1.86 Million 0.39% of portfolio
6,643
Q3 2025 Added 15.65%
$1.29T
$1.88 Million 0.39% of portfolio
4,226
Q3 2025 Added 13.94%
$346B
$1.87 Million 0.39% of portfolio
12,162
Q3 2025 Reduced 0.68%
$0
$1.81 Million 0.38% of portfolio
35,933
Q3 2025 Added 11.52%
$319B
$1.83 Million 0.38% of portfolio
26,711
Q3 2025 Reduced 0.62%
$0
$1.8 Million 0.37% of portfolio
66,063
Q3 2025 Reduced 1.38%
$0
$1.77 Million 0.37% of portfolio
6,274
Q3 2025 Added 0.38%
$0
$1.79 Million 0.37% of portfolio
5,463
Q3 2025 Added 2.07%
$0
$1.79 Million 0.37% of portfolio
42,612
Q3 2025 Added 0.5%
$0
$1.78 Million 0.37% of portfolio
20,507
Q3 2025 Reduced 6.16%
$0
$1.75 Million 0.36% of portfolio
116,503
Q3 2025 Added 3.86%
$0
$1.75 Million 0.36% of portfolio
9,610
Q3 2025 Reduced 0.49%
$413B
$1.66 Million 0.34% of portfolio
32,147
Q3 2025 Added 2.66%
$168B
$1.65 Million 0.34% of portfolio
21,837
Q3 2025 Added 12.9%
$388B
$1.55 Million 0.32% of portfolio
9,583
Q3 2025 Reduced 1.04%
$0
$1.55 Million 0.32% of portfolio
39,240
Q3 2025 Added 0.17%
$291B
$1.52 Million 0.31% of portfolio
3,177
Q3 2025 Reduced 2.19%
$49.1B
$1.48 Million 0.31% of portfolio
1,233
Q3 2025 Added 12.4%
$0
$1.43 Million 0.3% of portfolio
7,668
Q3 2025 Added 0.01%
$205B
$1.46 Million 0.3% of portfolio
9,889
Q3 2025 Added 0.06%
$0
$1.45 Million 0.3% of portfolio
24,147
Q3 2025 Reduced 0.89%
$404B
$1.45 Million 0.3% of portfolio
1,563
Q3 2025 Added 11.56%
$0
$1.44 Million 0.3% of portfolio
4,426
Q3 2025 Added 5.11%
$204B
$1.38 Million 0.29% of portfolio
9,826
Q3 2025 Added 3.65%
$0
$1.42 Million 0.29% of portfolio
5,576
Q3 2025 Reduced 2.04%
$0
$1.38 Million 0.29% of portfolio
8,921
Q3 2025 Reduced 0.3%
$1.05B
$1.4 Million 0.29% of portfolio
15,548
Q3 2025 Reduced 13.07%
$235B
$1.35 Million 0.28% of portfolio
16,072
Q3 2025 Reduced 2.97%
$533B
$1.35 Million 0.28% of portfolio
3,963
Q3 2025 Added 1.12%
$971B
$1.34 Million 0.28% of portfolio
1,754
Q3 2025 Reduced 6.65%
$28.7B
$1.33 Million 0.28% of portfolio
22,698
Q3 2025 Reduced 0.81%
$92.7B
$1.25 Million 0.26% of portfolio
4,817
Q3 2025 Added 26.3%
$172B
$1.23 Million 0.26% of portfolio
28,070
Q3 2025 Reduced 6.71%
$306B
$1.25 Million 0.26% of portfolio
18,896
Q3 2025 Reduced 6.03%
$62.3B
$1.2 Million 0.25% of portfolio
10,632
Q3 2025 Added 5.02%
$0
$1.17 Million 0.24% of portfolio
25,245
Q3 2025 Reduced 72.44%
$255B
$1.15 Million 0.24% of portfolio
3,460
Q3 2025 Added 20.14%
$59.5B
$1.18 Million 0.24% of portfolio
25,795
Q3 2025 Reduced 4.32%
$328B
$1.1 Million 0.23% of portfolio
3,650
Q3 2025 Added 21.67%
$0
$1.06 Million 0.22% of portfolio
16,203
Q3 2025 Reduced 0.99%
$50.4B
$1.07 Million 0.22% of portfolio
17,558
Q3 2025 Added 0.05%
$85.9B
$1.04 Million 0.22% of portfolio
4,701
Q3 2025 Reduced 2.25%
$170B
$1.06 Million 0.22% of portfolio
7,313
Q3 2025 Reduced 7.37%
$57.4B
$1.03 Million 0.21% of portfolio
26,172
Q3 2025 Added 7.86%
$96.7B
$985,000 0.2% of portfolio
19,538
Q3 2025 Added 15.88%

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
Track This Portfolio

Track Founders Financial Alliance, LLC Portfolio

Follow Founders Financial Alliance, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Founders Financial Alliance, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Alliance, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email