Founders Financial Alliance, LLC

Est. AUM

$554.9M

13F long equity, this entity only

Positions

735

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$32.6M	128602	5.88%	SOLE
2	NVIDIA CORPORATION	COM	$23.9M	137178	4.31%	SOLE
3	MICROSOFT CORP	COM	$12.7M	34276	2.29%	SOLE
4	AMAZON COM INC	COM	$10.3M	49449	1.86%	SOLE
5	PGIM ETF TR	PGIM ULTRA SH BD	$9.6M	194000	1.73%	SOLE
6	JPMORGAN CHASE & CO	COM	$9.1M	30863	1.64%	SOLE
7	ISHARES TR	CORE S&P500 ETF	$8.8M	13410	1.58%	SOLE
8	WISDOMTREE TR	US QTLY DIV GRT	$8.5M	96363	1.53%	SOLE
9	ALPHABET INC	CAP STK CL A	$8.2M	28626	1.48%	SOLE
10	DUKE ENERGY CORP NEW	COM NEW	$7.9M	60115	1.42%	SOLE
11	BROADCOM INC	COM	$7.3M	23546	1.31%	SOLE
12	STATE STR SPDR S&P 500 ETF T	TR UNIT	$7.0M	10792	1.26%	SOLE
13	FIRST BANCORP N C	COM	$6.8M	120512	1.22%	SOLE
14	SPDR SERIES TRUST	STATE STREET SPD	$6.7M	73490	1.21%	SOLE
15	CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$6.4M	178900	1.16%	SOLE
16	EXXON MOBIL CORP	COM	$6.3M	37384	1.14%	SOLE
17	T ROWE PRICE ETF INC	CAP APPRECIATION	$6.1M	170293	1.09%	SOLE
18	J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$5.7M	67440	1.03%	SOLE
19	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$5.5M	137081	0.99%	SOLE
20	MORGAN STANLEY ETF TRUST	EATON VANCE FLTG	$5.5M	114237	0.99%	SOLE
21	INVESCO QQQ TR	UNIT SER 1	$5.4M	9420	0.98%	SOLE
22	RBB FD INC	F/M US TREASURY	$5.1M	101638	0.91%	SOLE
23	WISDOMTREE TR	US S CAP QTY DIV	$5.0M	95245	0.91%	SOLE
24	SPDR SERIES TRUST	STATE STREET SPD	$5.0M	84061	0.90%	SOLE
25	ISHARES U S ETF TR	INT RT HDG C B	$4.9M	53117	0.88%	SOLE
26	STATE STR SPDR DOW JONES IND	UT SER 1	$4.8M	10380	0.87%	SOLE
27	ALTRIA GROUP INC	COM	$4.8M	72451	0.86%	SOLE
28	CHEVRON CORPORATION	COM	$4.6M	22129	0.83%	SOLE
29	JOHNSON & JOHNSON	COM	$4.6M	18714	0.82%	SOLE
30	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.1M	8507	0.73%	SOLE
31	FIDELITY COVINGTON TRUST	ENHANCED SMALL	$4.0M	105302	0.72%	SOLE
32	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$4.0M	78680	0.72%	SOLE
33	ABBVIE INC	COM	$3.9M	18132	0.71%	SOLE
34	FIDELITY COVINGTON TRUST	ENHANCED MID	$3.7M	103231	0.67%	SOLE
35	ISHARES TR	RUS 1000 GRW ETF	$3.7M	8579	0.66%	SOLE
36	WALMART INC	COM	$3.5M	27834	0.62%	SOLE
37	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$3.4M	23094	0.62%	SOLE
38	PHILIP MORRIS INTL INC	COM	$3.4M	20291	0.60%	SOLE
39	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.0M	4991	0.54%	SOLE
40	LOWES COS INC	COM	$3.0M	12592	0.54%	SOLE
41	WISDOMTREE TR	US MIDCAP DIVID	$2.9M	54662	0.52%	SOLE
42	AMPLIFY ETF TR	CWP ENHANCED DIV	$2.8M	63338	0.51%	SOLE
43	SPDR SERIES TRUST	STATE STREET SPD	$2.7M	34357	0.49%	SOLE
44	SPDR SERIES TRUST	STATE STREET SPD	$2.7M	47845	0.49%	SOLE
45	MCDONALDS CORP	COM	$2.6M	8479	0.47%	SOLE
46	LEGG MASON ETF INVT	FRANKLIN INTL LW	$2.6M	64409	0.47%	SOLE
47	ISHARES TR	RUS 1000 VAL ETF	$2.5M	11484	0.44%	SOLE
48	EATON CORP PLC	SHS	$2.4M	6775	0.44%	SOLE
49	FIRST CTZNS BANCSHARES INC D	CL A	$2.4M	1283	0.44%	SOLE
50	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$2.4M	7107	0.43%	SOLE

1–50 of 735

1 / 15

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.