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CIK: 0001832190
Total reported value
$754.5M
$754.5M
544 檔
11.4%
As reported in its official Q2 2025 Form 13F filing, Founders Financial Alliance, LLC's tracked investment portfolio stood at $754.5M with 544 total positions.
During Q2 2025, Founders Financial Alliance, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 544 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.01% | -1.07% | +1.04% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.49% | -0.71% | +2.19% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.83% | -0.58% | +0.95% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.21% | -0.31% | +3.00% | |
| 5 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.99% | -1.69% | +3.68% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.84% | -0.29% | +1.40% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.73% | -0.32% | +14.78% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.57% | +2.35% | +1.26% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.56% | -0.13% | -0.27% | |
| 10 | DUK | Duke Energy CORP | Stock-Utilities | 1.50% | -0.38% | +0.42% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.48% | +0.28% | +5.04% | |
| 12 | EVLN | Eaton Vance Floating-rate | ETF-Other | 1.34% | -0.28% | — | |
| 13 | FBNC | First Bancorp/nc | Stock-Other | 1.23% | -0.21% | -1.66% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.18% | -0.03% | +7.03% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.12% | -0.01% | -0.92% | |
| 16 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.07% | -0.71% | +2.84% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.07% | -0.09% | +0.81% | |
| 18 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-Other | 1.03% | -0.87% | -4.53% | |
| 19 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.01% | -0.17% | +2.30% | |
| 20 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.99% | -0.40% | -1.47% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.95% | -0.10% | -2.16% | |
| 22 | MO | Altria Group Inc | Stock-Consumer Staples | 0.92% | -0.22% | +0.74% | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 0.90% | -0.10% | -0.04% | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.89% | +0.10% | +8.89% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.16% | +4.76% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.77% | -0.14% | +0.13% | |
| 27 | PGR | Progressive CORP | Stock-Financials | 0.76% | -0.05% | +1.53% | |
| 28 | XLE | Ss Energy Select Sector | ETF-Other | 0.73% | -0.03% | -46.71% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.72% | -0.52% | -5.30% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.70% | -0.36% | +1.83% | |
| 31 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.69% | -0.21% | +9.87% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.08% | +20.82% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | -0.51% | +1.35% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | -0.26% | +1.36% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.20% | +3.82% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.63% | -0.03% | +41.24% | |
| 37 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.61% | -0.51% | +3.79% | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.60% | -0.16% | +0.42% | |
| 39 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.59% | -0.44% | +1.89% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | -0.08% | +2.63% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.56% | -0.07% | -5.64% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.56% | -0.06% | +2.30% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.56% | -0.17% | -1.05% | |
| 44 | HON | Honeywell International Inc | Stock-Industrials | 0.55% | -0.43% | EXIT | |
| 45 | T | At&t Inc | Stock-Comm Services | 0.54% | -0.22% | -3.02% | |
| 46 | XLF | Ss Financial Select Sector | ETF-Other | 0.51% | -0.07% | +1.62% | |
| 47 | ETN | Eaton Corporation plc | Stock-Industrials | 0.50% | -0.17% | +0.52% | |
| 48 | XBIL | F/m US Treasury 6 Month Bill | ETF-Gov Bonds | 0.49% | -0.14% | -3.18% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | -0.06% | +0.49% | |
| 50 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.47% | +0.13% | +3.54% |
According to official SEC Form 13F filings, Founders Financial Alliance, LLC reported a total U.S. public equity portfolio value of $754.5M across 544 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 11.4% of total reported equity market value during Q2 2025.
During Q2 2025, Founders Financial Alliance, LLC's top holdings by market value included AAPL (6.0%)、NVDA (5.5%)、MSFT (3.8%). The largest single position, AAPL, represented 6.0% of total portfolio value.
In Q2 2025, Founders Financial Alliance, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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