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
$45.2B
$353,000 0.07% of portfolio
5,922
Q3 2025 Reduced 0.27%
$1.85B
$349,000 0.07% of portfolio
10,947
Q3 2025 New
$0
$318,000 0.07% of portfolio
16,510
Q3 2025 Added 0.42%
$0
$350,000 0.07% of portfolio
10,260
Q2 2025 Reduced 33.64%
$7.41B
$353,000 0.07% of portfolio
3,832
Q1 2024 New
$245M
$345,000 0.07% of portfolio
30,151
Q3 2025 Added 0.78%
$57.9B
$302,000 0.06% of portfolio
1,411
Q3 2025 Added 1.51%
$69.4B
$290,000 0.06% of portfolio
3,541
Q3 2025 New
$103B
$285,000 0.06% of portfolio
2,194
Q3 2025 Reduced 1.83%
$0
$301,000 0.06% of portfolio
2,069
Q2 2025 Reduced 22.63%
$123B
$307,000 0.06% of portfolio
1,088
Q3 2025 Added 0.09%
$91.4B
$279,000 0.06% of portfolio
1,799
Q3 2025 Added 36.7%
$0
$267,000 0.06% of portfolio
2,592
Q3 2025 New
$0
$305,000 0.06% of portfolio
28,329
Q3 2025 Added 0.42%
$579M
$265,000 0.06% of portfolio
28,008
Q3 2025 Added 13.91%
$25.4B
$303,000 0.06% of portfolio
1,185
Q2 2025 Reduced 5.12%
$0
$305,000 0.06% of portfolio
11,881
Q3 2025 Added 0.16%
$0
$274,000 0.06% of portfolio
12,562
Q3 2025 Added 0.42%
$38.8B
$302,000 0.06% of portfolio
1,866
Q3 2025 Added 11.34%
$163B
$303,000 0.06% of portfolio
422
Q3 2025 New
$0
$269,000 0.06% of portfolio
1,292
Q3 2025 Added 326.4%
$48.8B
$268,000 0.06% of portfolio
5,512
Q3 2025 New
$0
$309,000 0.06% of portfolio
11,237
Q3 2025 Added 25.72%
$808M
$270,000 0.06% of portfolio
34,373
Q3 2025 Reduced 3.64%
$143B
$288,000 0.06% of portfolio
8,594
Q3 2025 New
$45.2B
$276,000 0.06% of portfolio
487
Q3 2025 Reduced 2.01%
$38B
$285,000 0.06% of portfolio
2,110
Q3 2025 Added 30.33%
$0
$280,000 0.06% of portfolio
4,067
Q3 2025 Added 14.79%
$5.57B
$270,000 0.06% of portfolio
16,801
Q3 2025 Reduced 27.14%
$42.6B
$269,000 0.06% of portfolio
2,018
Q3 2025 Added 0.05%
$10.7B
$273,000 0.06% of portfolio
3,611
Q3 2025 Added 0.06%
$0
$307,000 0.06% of portfolio
2,162
Q3 2025 Added 49.41%
$0
$284,000 0.06% of portfolio
5,546
Q3 2025 Added 2.02%
$0
$229,000 0.05% of portfolio
2,019
Q3 2025 Added 71.83%
$405B
$250,000 0.05% of portfolio
259
Q3 2025 New
$0
$251,000 0.05% of portfolio
1,293
Q3 2025 Added 7.93%
$46.9B
$249,000 0.05% of portfolio
2,056
Q3 2025 Added 10.9%
$152B
$245,000 0.05% of portfolio
994
Q3 2025 Reduced 31.5%
$0
$257,000 0.05% of portfolio
5,066
Q3 2025 Added 1.32%
$40.4B
$263,000 0.05% of portfolio
2,082
Q3 2025 New
$128B
$254,000 0.05% of portfolio
2,677
Q3 2025 Added 14.89%
$0
$255,000 0.05% of portfolio
2,750
Q1 2025 Added 189.47%
$0
$256,000 0.05% of portfolio
1,243
Q3 2025 Added 12.9%
$47.8B
$227,000 0.05% of portfolio
3,381
Q3 2025 Added 1.71%
$0
$230,000 0.05% of portfolio
17,242
Q3 2025 New
$29.6B
$260,000 0.05% of portfolio
783
Q3 2025 New
$89.3B
$220,000 0.05% of portfolio
2,028
Q3 2025 New
$16.9B
$234,000 0.05% of portfolio
3,479
Q3 2025 New
$53.1B
$253,000 0.05% of portfolio
1,032
Q3 2025 Reduced 1.9%

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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