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CIK: 0001832190
Total reported value
$754.5M
$754.5M
607 檔
13.2%
As reported in its official Q4 2025 Form 13F filing, Founders Financial Alliance, LLC's tracked investment portfolio stood at $754.5M with 607 total positions.
In Q4 2025, Founders Financial Alliance, LLC displayed an active expansion posture, initiating 8 new positions and adding to 24 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 607 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.78% | -1.07% | +2.89% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.83% | -0.71% | -13.08% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.12% | -0.58% | +0.57% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.18% | -0.31% | +9.63% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.88% | -0.29% | +9.20% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.78% | +2.35% | -4.22% | |
| 7 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.73% | -1.69% | +4.02% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.69% | -0.09% | +1.86% | |
| 9 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.57% | -0.40% | +6.17% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.56% | -0.13% | -1.54% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.35% | +0.28% | -1.18% | |
| 12 | DUK | Duke Energy CORP | Stock-Utilities | 1.29% | -0.38% | +1.69% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.23% | -0.32% | +0.31% | |
| 14 | EVLN | Eaton Vance Floating-rate | ETF-Other | 1.18% | -0.28% | -2.87% | |
| 15 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.16% | -0.14% | +5.63% | |
| 16 | FBNC | First Bancorp/nc | Stock-Other | 1.16% | -0.21% | -0.32% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.15% | -0.03% | +10.38% | |
| 18 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.13% | -0.13% | +9.36% | |
| 19 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.12% | -0.21% | +9.98% | |
| 20 | CGGR | Cap Group Growth Equity | ETF-Other | 1.08% | -0.06% | +10.29% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.06% | -0.01% | +0.33% | |
| 22 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.93% | -0.21% | +29.13% | |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.93% | -0.17% | -0.07% | |
| 24 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-Other | 0.87% | -0.87% | +1.03% | |
| 25 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.86% | -0.71% | -6.70% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -0.51% | +33.90% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | -0.14% | +0.49% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | -0.16% | +7.06% | |
| 29 | MO | Altria Group Inc | Stock-Consumer Staples | 0.77% | -0.22% | +1.86% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.77% | -0.10% | -2.76% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.26% | -0.05% | |
| 32 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 0.73% | -0.04% | +35.77% | |
| 33 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 0.69% | -0.10% | +37.24% | |
| 34 | PM | Philip Morris International | Stock-Consumer Staples | 0.64% | -0.10% | -2.57% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.63% | -0.52% | -1.60% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.62% | -0.36% | -1.98% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.20% | -3.12% | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.57% | -0.16% | +0.76% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | -0.08% | +0.49% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.08% | +7.00% | |
| 41 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.53% | -0.51% | +0.78% | |
| 42 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.52% | -0.44% | -3.13% | |
| 43 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.52% | -0.09% | -16.25% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.26% | -1.10% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.49% | -0.06% | +1.98% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.17% | +0.17% | |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.47% | -0.32% | +4.43% | |
| 48 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.45% | -0.05% | +11.32% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.44% | -0.07% | -6.48% | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.42% | -0.14% | -3.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.6% | +2.89% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | +1.86% | Add |
| 3 | AMZN | Amazon.com Inc | +0.3% | +9.63% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.3% | +33.90% | Add |
| 5 | FESM | Fidelity Enhanced Small Cap | +0.2% | +35.77% | Add |
| 6 | TBIL | F/m US Treasury 3 Month Bill | +0.2% | +29.13% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +9.20% | Add |
| 8 | FMDE | Fidelity Enhanced Mid Cap Co | +0.2% | +37.24% | Add |
| 9 | CGDG | Cap Group Dividend Growers | +0.1% | +9.98% | Add |
| 10 | CGGR | Cap Group Growth Equity | +0.1% | +10.29% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | -1.10% | Trim |
| 12 | LLY | Eli Lilly & Co | +0.1% | +0.29% | Add |
| 13 | JPST | Jpmorgan Ultra-short Income | +0.1% | +10.38% | Add |
| 14 | CL | Colgate-palmolive Co | +0.1% | +255.18% | Add |
| 15 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +6.17% | Add |
| 16 | AMD | Advanced Micro Devices | +0.1% | -0.16% | Trim |
| 17 | TCAL | T Rowe Pre Cpt Apr Pr In ETF | +0.1% | +128.40% | Add |
| 18 | JGRO | Jpmorgan Active Growth ETF | +0.1% | +9.36% | Add |
| 19 | GS | Goldman Sachs Group Inc | +0.1% | +11.32% | Add |
| 20 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +5.63% | Add |
| 21 | JNJ | Johnson & Johnson | +0.1% | -0.05% | Trim |
| 22 | MRK | Merck & Co. Inc. | +0.1% | -1.26% | Trim |
| 23 | SLV | Ishares Silver Trust | +0.1% | -12.82% | Trim |
| 24 | PULS | Pgim Ultra Short Bond ETF | +0.1% | +4.02% | Add |
| 25 | MU | Micron Technology Inc | +0.1% | -0.17% | Trim |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +7.06% | Add |
| 27 | CAT | Caterpillar Inc | +0.1% | -1.57% | Trim |
| 28 | FBNC | First Bancorp/nc | 0% | -0.32% | Trim |
| 29 | CSCO | Cisco Systems Inc | -0.1% | -25.96% | Trim |
| 30 | HD | Home Depot Inc | -0.1% | -0.48% | Trim |
| 31 | ETN | Eaton Corporation plc | -0.1% | +1.49% | Add |
| 32 | T | At&t Inc | -0.1% | -6.57% | Trim |
| 33 | ORCL | Oracle CORP | -0.1% | +6.22% | Add |
| 34 | MO | Altria Group Inc | -0.1% | +1.86% | Add |
| 35 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.2% | -73.42% | Trim |
| 36 | MSFT | Microsoft CORP | -0.2% | +0.57% | Add |
| 37 | PGR | Progressive CORP | -0.2% | -37.10% | Trim |
| 38 | XLE | Ss Energy Select Sector | -0.5% | -78.73% | Trim |
| 39 | NVDA | Nvidia CORP | -0.7% | -13.08% | Trim |
| 40 | LVHI | Franklin International Low V | — | NEW | New buy |
| 41 | AVUV | Avantis US Small Cap Value | — | NEW | New buy |
| 42 | AKRE | Akre Focus ETF | — | NEW | New buy |
| 43 | FBND | Fidelity Total Bond ETF | — | NEW | New buy |
| 44 | QQQM | Invesco Nasdaq 100 ETF | — | NEW | New buy |
| 45 | HOOD | Robinhood Markets Inc - A | — | EXIT | Sold out |
| 46 | OTF | Blue Owl Technology Finance | — | NEW | New buy |
| 47 | HYDB | Ishares High Yield Systemati | — | NEW | New buy |
| 48 | GRNY | Fundstr Gran Sh US Lrg Cap | — | NEW | New buy |
| 49 | HTGC | Hercules Capital Inc | — | EXIT | Sold out |
| 50 | RUNN | Running Oak Efficient Gr ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Founders Financial Alliance, LLC reported a total U.S. public equity portfolio value of $754.5M across 607 disclosed positions in Q4 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 Q4 2025.
Top New Position Initiated
LVHI
市值: $2.1M
Top Position Liquidated / Trimmed
HOOD
前期市值: $399.0K
During Q4 2025, Founders Financial Alliance, LLC's top holdings by market value included AAPL (6.8%)、NVDA (4.8%)、MSFT (3.1%). The largest single position, AAPL, represented 6.8% of total portfolio value.
In Q4 2025, Founders Financial Alliance, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 24 positions, trimming 15 holdings, and fully liquidating 3 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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