Founders Financial Alliance, LLC

CIK 0001832190 · RALEIGH, NC · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source

Founders Financial Alliance, LLC reported 779 positions worth $754.5M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: AAPL (4.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$754.5M
2026 Q2
Positions
779
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
23.4%
Est. Net Flow (Q)
2026 Q2
10 / 779 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$36.3M4.81%125,514
2IVVISHARES TRSH$29.7M3.93%39,635
3NVDANVIDIA CORPORATIONSH$27.2M3.60%135,794
4IUSBISHARES TRSH$15.0M1.99%324,785
5MSFTMICROSOFT CORPSH$12.9M1.71%34,673
6AMZNAMAZON COM INCSH$11.7M1.55%49,077
7SPYSTATE STR SPDR S&P 500 ETF TSH$11.6M1.54%15,535
8IVWISHARES TRSH$10.8M1.43%78,327
9IVEISHARES TRSH$10.7M1.41%46,961
10GOOGLALPHABET INCSH$10.5M1.39%29,437

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Founders Financial Alliance, LLC hold as of Q2 2026?

Founders Financial Alliance, LLC reported 779 positions worth $754.5M in its Q2 2026 13F filing. Largest positions: AAPL (4.8%), IVV (3.9%), NVDA (3.6%), IUSB (2.0%) and MSFT (1.7%).

What did Founders Financial Alliance, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Founders Financial Alliance, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.