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CIK: 0001832190
Total reported value
$754.5M
$754.5M
713 檔
13.2%
The Q3 2025 SEC filing reveals that Founders Financial Alliance, LLC held a total portfolio value of $754.5M, covering 713 public equity positions.
In Q3 2025, Founders Financial Alliance, LLC displayed an active expansion posture, initiating 7 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 713 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.16% | -1.07% | -0.37% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.55% | -0.71% | +3.34% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.31% | -0.58% | +0.31% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.89% | -0.31% | +2.78% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.81% | +2.35% | +28.69% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.68% | -0.29% | +1.29% | |
| 7 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.67% | -1.69% | +1.34% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.51% | -0.13% | -2.37% | |
| 9 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.47% | -0.40% | +68.46% | |
| 10 | DUK | Duke Energy CORP | Stock-Utilities | 1.34% | -0.38% | +2.76% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.33% | +0.28% | +0.98% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.29% | -0.09% | +5.05% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.23% | -0.32% | -14.28% | |
| 14 | EVLN | Eaton Vance Floating-rate | ETF-Other | 1.21% | -0.28% | +10.15% | |
| 15 | FBNC | First Bancorp/nc | Stock-Other | 1.20% | -0.21% | -1.07% | |
| 16 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.08% | -0.14% | +1643.69% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.05% | -0.03% | +7.34% | |
| 18 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.04% | -0.13% | +3541.56% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.03% | -0.01% | +2.06% | |
| 20 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.98% | -0.21% | — | |
| 21 | CGGR | Cap Group Growth Equity | ETF-Other | 0.96% | -0.06% | +1656.53% | |
| 22 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.91% | -0.71% | -2.88% | |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.89% | -0.17% | +1.12% | |
| 24 | MO | Altria Group Inc | Stock-Consumer Staples | 0.87% | -0.22% | +1.28% | |
| 25 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-Other | 0.87% | -0.87% | -5.91% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | -0.14% | +0.11% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.78% | -0.10% | -9.77% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.16% | +4.91% | |
| 29 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.72% | -0.21% | +25.51% | |
| 30 | PM | Philip Morris International | Stock-Consumer Staples | 0.67% | -0.10% | +0.54% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | -0.26% | +0.01% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.36% | +1.62% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.63% | -0.52% | -1.37% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.51% | +3.63% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.59% | -0.16% | +3.99% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.20% | +0.76% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.08% | +1.68% | |
| 38 | PGR | Progressive CORP | Stock-Financials | 0.56% | -0.05% | -4.35% | |
| 39 | XLE | Ss Energy Select Sector | ETF-Other | 0.55% | -0.03% | -13.64% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | -0.08% | +3.00% | |
| 41 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.53% | -0.51% | +0.49% | |
| 42 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.53% | -0.44% | -0.78% | |
| 43 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 0.52% | -0.04% | — | |
| 44 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.52% | -0.09% | +484.73% | |
| 45 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 0.50% | -0.10% | — | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.17% | -1.27% | |
| 47 | ETN | Eaton Corporation plc | Stock-Industrials | 0.46% | -0.17% | +5.58% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.46% | -0.06% | +2.56% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.45% | -0.07% | -7.85% | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.45% | -0.22% | +1.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.6% | +3.34% | Add |
| 2 | TCAF | T Rowe Prc Cap Appreciation | +1% | +1643.69% | Add |
| 3 | JGRO | Jpmorgan Active Growth ETF | +1% | +3541.56% | Add |
| 4 | CGGR | Cap Group Growth Equity | +0.9% | +1656.53% | Add |
| 5 | AVGO | Broadcom Inc | +0.5% | -2.37% | Trim |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | +0.5% | +68.46% | Add |
| 7 | FCNCA | First Citizens Bcshs -cl A | +0.4% | +484.73% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.3% | +28.69% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | +5.05% | Add |
| 10 | MSFT | Microsoft CORP | +0.3% | +0.31% | Add |
| 11 | TSLA | Tesla Inc | +0.2% | +13.94% | Add |
| 12 | ORCL | Oracle CORP | +0.2% | +8.79% | Add |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +15.65% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.1% | +1.68% | Add |
| 15 | GS | Goldman Sachs Group Inc | +0.1% | +12.20% | Add |
| 16 | CGSD | Cap Group Short Duration | +0.1% | +4.31% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -1.69% | Trim |
| 18 | NFLX | Netflix Inc | +0.1% | +12.40% | Add |
| 19 | ETN | Eaton Corporation plc | +0.1% | +5.58% | Add |
| 20 | TBIL | F/m US Treasury 3 Month Bill | +0.1% | +25.51% | Add |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +17.21% | Add |
| 22 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +3.42% | Add |
| 23 | SMH | Vaneck Semiconductor ETF | +0.1% | +5.11% | Add |
| 24 | AMD | Advanced Micro Devices | +0.1% | -1.04% | Trim |
| 25 | JPM | Jpmorgan Chase & Co | 0% | +1.29% | Add |
| 26 | QQQ | Invesco Qqq Trust Series 1 | 0% | +2.06% | Add |
| 27 | VUG | Vanguard Growth ETF | 0% | — | Add |
| 28 | FBNC | First Bancorp/nc | 0% | -1.07% | Trim |
| 29 | VOO | Vanguard S&p 500 ETF | 0% | +3.00% | Add |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.98% | Add |
| 31 | WMT | Walmart Inc | 0% | +0.76% | Add |
| 32 | AMZN | Amazon.com Inc | -0.1% | +2.78% | Add |
| 33 | IWF | Ishares Russell 1000 Growth | -0.1% | -9.77% | Trim |
| 34 | JPST | Jpmorgan Ultra-short Income | -0.1% | +7.34% | Add |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | -0.1% | +1.12% | Add |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | -0.2% | -93.26% | Trim |
| 37 | XME | Ss Spdr S&p Metals Mining | -0.2% | — | Trim |
| 38 | RSP | Invesco S&p 500 Equal Weight | -0.3% | -68.22% | Trim |
| 39 | PGR | Progressive CORP | -0.3% | -4.35% | Trim |
| 40 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.6% | -72.44% | Trim |
| 41 | AAPL | Apple Inc | -0.7% | -0.37% | Add |
| 42 | XLE | Ss Energy Select Sector | -1.1% | -13.64% | Trim |
| 43 | EVLN | Eaton Vance Floating-rate | — | NEW | New buy |
| 44 | CGDG | Cap Group Dividend Growers | — | NEW | New buy |
| 45 | FESM | Fidelity Enhanced Small Cap | — | NEW | New buy |
| 46 | FMDE | Fidelity Enhanced Mid Cap Co | — | NEW | New buy |
| 47 | OXLC | Oxford Lane Capital Corp. | — | EXIT | Sold out |
| 48 | OXLC | Oxford Lane Capital CORP | — | NEW | New buy |
| 49 | CGHM | Cap Group Muni High-income | — | NEW | New buy |
| 50 | XBMEX | Blackrock Health Sciences | — | NEW | New buy |
According to official SEC Form 13F filings, Founders Financial Alliance, LLC reported a total U.S. public equity portfolio value of $754.5M across 713 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 13.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
EVLN
市值: $6.4M
Top Position Liquidated / Trimmed
OXLC
前期市值: $1.1M
During Q3 2025, Founders Financial Alliance, LLC's top holdings by market value included AAPL (6.2%)、NVDA (5.5%)、MSFT (3.3%). The largest single position, AAPL, represented 6.2% of total portfolio value.
In Q3 2025, Founders Financial Alliance, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 31 positions, trimming 11 holdings, and fully liquidating 1 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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