Founders Financial Alliance, LLC

13F filer · CIK 0001832190

Reported Aug 4, 2026

Net seller this quarter

13F portfolio value$754MU.S. long equity reported on 13F

Positions28723 new · 28 closed

Net flow last quarter-$20.5MBuys minus sells

Top 10 positions weight19.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 2026287 positions
AAPLApple Inc.	$36.3M	4.81%	0.00%	-2.4%	Q4 2020
NVDANvidia Corp	$27.2M	3.60%	0.00%	-1.0%	Q4 2020
MSFTMicrosoft Corp	$12.9M	1.71%	0.00%	+1.2%	Q4 2020
AMZNAmazon Com Inc	$11.7M	1.55%	0.00%	-0.8%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$11.6M	1.54%	Not reported	+44.0%	Q4 2020
GOOGLAlphabet Inc.	$10.5M	1.39%	0.00%	+2.8%	Q4 2020
JPMJPMorgan Chase & Co	$10.2M	1.35%	0.00%	+0.9%	Q4 2020
AVGOBroadcom Inc.	$8.87M	1.18%	0.00%	-0.3%	Q4 2020
DUKDuke Energy CORP	$7.85M	1.04%	0.01%	+3.1%	Q4 2020
FBNCFirst Bancorp	$7.61M	1.01%	0.29%	-1.2%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$7.32M	0.97%	Not reported	+5.6%	Q4 2020
AMDAdvanced Micro Devices Inc	$5.92M	0.78%	0.00%	-11.0%	Q4 2020
DIASPDR Dow Jones Industrial Average ETF Trust	$5.27M	0.70%	Not reported	-2.9%	Q4 2020
GOOGAlphabet Inc.	$5.19M	0.69%	Not reported	+75.8%	Q4 2020
MOAltria Group, Inc.	$4.8M	0.64%	0.00%	-8.0%	Q4 2020
XOMExxonMobil Holdings Corp	$4.72M	0.63%	0.00%	-7.7%	Q4 2020
ABBVAbbVie Inc.	$4.33M	0.57%	0.00%	-5.1%	Q4 2020
THROTheron Resource Group	$4.29M	0.57%	1.26%	+17083.3%	Q3 2025
BRK.BBerkshire Hathaway Inc	$4.28M	0.57%	Not reported	+0.4%	Q4 2020
JNJJohnson & Johnson	$4.25M	0.56%	0.00%	-10.5%	Q4 2020
PMPhilip Morris International Inc.	$3.74M	0.50%	0.00%	+1.9%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.53M	0.47%	0.00%	+4.1%	Q4 2020
CVXChevron Corp	$3.51M	0.47%	0.00%	-4.2%	Q4 2020
WMTWalmart Inc.	$3.2M	0.42%	0.00%	+1.6%	Q4 2020
CRWDCrowdStrike Holdings, Inc.	$3.14M	0.42%	0.00%	-1.6%	Q3 2021
SMHMarket Vectors ETF Trust	$3.02M	0.40%	Not reported	+0.1%	Q2 2022
LOWLowes Companies Inc	$2.9M	0.38%	0.00%	+4.3%	Q4 2020
GSGoldman Sachs Group Inc	$2.72M	0.36%	0.00%	+0.5%	Q4 2020
FCNCAFirst Citizens Bancshares Inc	$2.67M	0.35%	Not reported	Not reported	Q3 2024
METAMeta Platforms, Inc.	$2.54M	0.34%	Not reported	+10.9%	Q4 2020
CATCaterpillar Inc	$2.5M	0.33%	0.00%	-29.9%	Q4 2020
IBMInternational Business Machines Corp	$2.44M	0.32%	0.00%	-0.7%	Q4 2020
LLYELI LILLY & Co	$2.39M	0.32%	0.00%	+13.8%	Q4 2020
CSCOCisco Systems, Inc.	$2.32M	0.31%	0.00%	-0.2%	Q4 2020
MCDMcdonalds Corp	$2.3M	0.30%	0.00%	+0.4%	Q4 2020
RYRoyal Bank of Canada	$2.13M	0.28%	0.00%	-0.5%	Q4 2020
RTXRTX Corp	$2.08M	0.28%	0.00%	+2.5%	Q4 2020
ETNEaton Corp plc	$2.06M	0.27%	0.00%	-28.5%	Q4 2020
HDHome Depot, Inc.	$2.06M	0.27%	0.00%	+4.8%	Q4 2020
TSLATesla, Inc.	$2.06M	0.27%	0.00%	+6.3%	Q4 2020
MRKMerck & Co., Inc.	$2.05M	0.27%	0.00%	+1.5%	Q4 2020
MARMarriott International Inc	$1.83M	0.24%	0.00%	+0.2%	Q4 2020
NEENextera Energy Inc	$1.78M	0.24%	0.00%	-0.2%	Q4 2020
MUMicron Technology Inc	$1.77M	0.23%	0.00%	-36.8%	Q1 2025
BACBank of America Corp	$1.76M	0.23%	0.00%	-0.3%	Q4 2020
PGRProgressive Corp	$1.67M	0.22%	0.00%	+1.4%	Q1 2025
AEPAmerican Electric Power Co Inc	$1.65M	0.22%	0.00%	+1.6%	Q4 2020
COSTCostco Wholesale Corp	$1.63M	0.22%	0.00%	-2.3%	Q4 2020
AGNCAGNC Investment Corp.	$1.63M	0.22%	0.01%	+6.4%	Q3 2021
PANWPalo Alto Networks Inc	$1.58M	0.21%	0.00%	+1.3%	Q4 2021

Q1 2026Reported May 11, 2026291 positions
AAPLApple Inc.	$32.6M	5.88%	0.00%	-2.6%	Q4 2020
NVDANvidia Corp	$23.9M	4.31%	0.00%	0.0%	Q4 2020
MSFTMicrosoft Corp	$12.7M	2.29%	0.00%	+0.4%	Q4 2020
AMZNAmazon Com Inc	$10.3M	1.86%	0.00%	-1.1%	Q4 2020
PULSPulse Electronics Corp	$9.6M	1.73%	1.11%	+4.8%	Q1 2024
JPMJPMorgan Chase & Co	$9.08M	1.64%	0.00%	0.0%	Q4 2020
GOOGLAlphabet Inc.	$8.23M	1.48%	0.00%	-0.2%	Q4 2020
DUKDuke Energy CORP	$7.87M	1.42%	0.01%	+3.2%	Q4 2020
AVGOBroadcom Inc.	$7.29M	1.31%	0.00%	-1.4%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$7.02M	1.26%	Not reported	+3.0%	Q4 2020
FBNCFirst Bancorp	$6.79M	1.22%	0.29%	0.0%	Q4 2020
XOMExxonMobil Holdings Corp	$6.34M	1.14%	0.00%	0.0%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$5.44M	0.98%	Not reported	+3.5%	Q4 2020
SPMDSupermedia Inc.	$4.98M	0.90%	Not reported	+6.7%	Q2 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$4.81M	0.87%	Not reported	+1.5%	Q4 2020
MOAltria Group, Inc.	$4.78M	0.86%	0.00%	+1.8%	Q4 2020
CVXChevron Corp	$4.58M	0.83%	0.00%	+2.9%	Q4 2020
JNJJohnson & Johnson	$4.57M	0.82%	0.00%	0.0%	Q4 2020
BRK.BBerkshire Hathaway Inc	$4.08M	0.73%	Not reported	+2.4%	Q4 2020
ABBVAbbVie Inc.	$3.94M	0.71%	0.00%	-1.6%	Q4 2020
WMTWalmart Inc.	$3.46M	0.62%	0.00%	-0.7%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.42M	0.62%	Not reported	-0.4%	Q1 2021
PMPhilip Morris International Inc.	$3.35M	0.60%	0.00%	-4.4%	Q4 2020
LOWLowes Companies Inc	$2.98M	0.54%	0.00%	+0.5%	Q4 2020
MCDMcdonalds Corp	$2.64M	0.47%	0.00%	+2.0%	Q4 2020
ETNEaton Corp plc	$2.42M	0.44%	0.00%	+2.6%	Q4 2020
FCNCAFirst Citizens Bancshares Inc	$2.42M	0.44%	Not reported	Not reported	Q3 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.4M	0.43%	0.00%	+2.9%	Q4 2020
GOOGAlphabet Inc.	$2.4M	0.43%	Not reported	+0.1%	Q4 2020
CATCaterpillar Inc	$2.38M	0.43%	0.00%	+7.3%	Q4 2020
HONHoneywell International Inc	$2.38M	0.43%	0.00%	+1.8%	Q4 2020
AMDAdvanced Micro Devices Inc	$2.33M	0.42%	0.00%	+19.7%	Q4 2020
METAMeta Platforms, Inc.	$2.33M	0.42%	Not reported	-6.2%	Q4 2020
GSGoldman Sachs Group Inc	$2.26M	0.41%	0.00%	-2.2%	Q4 2020
TAt&T Inc.	$2.24M	0.40%	0.00%	-1.2%	Q4 2020
IBMInternational Business Machines Corp	$2.12M	0.38%	0.00%	-0.1%	Q4 2020
RTXRTX Corp	$2.06M	0.37%	0.00%	-3.2%	Q4 2020
CLMTCalumet, Inc.	$2.01M	0.36%	0.06%	Not reported	Q1 2024
UANCVR Partners, LP	$1.92M	0.35%	0.14%	-2.4%	Q1 2024
MRKMerck & Co., Inc.	$1.89M	0.34%	0.00%	-0.7%	Q4 2020
NEENextera Energy Inc	$1.89M	0.34%	0.00%	+7.3%	Q4 2020
HDHome Depot, Inc.	$1.84M	0.33%	0.00%	-1.0%	Q4 2020
COSTCostco Wholesale Corp	$1.78M	0.32%	0.00%	+6.1%	Q4 2020
SMHMarket Vectors ETF Trust	$1.76M	0.32%	Not reported	+1.6%	Q2 2022
TSLATesla, Inc.	$1.71M	0.31%	0.00%	+6.8%	Q4 2020
RYRoyal Bank of Canada	$1.68M	0.30%	0.00%	+5.2%	Q4 2020
NFLXNetflix Inc	$1.67M	0.30%	0.00%	+20.5%	Q4 2021
CRWDCrowdStrike Holdings, Inc.	$1.63M	0.29%	0.00%	-1.8%	Q3 2021
PGPROCTER & GAMBLE Co	$1.62M	0.29%	0.00%	-4.1%	Q4 2020
LLYELI LILLY & Co	$1.61M	0.29%	0.00%	-0.5%	Q4 2020

Q4 2025Reported Feb 12, 2026271 positions
AAPLApple Inc.	$35.9M	6.78%	0.00%	+2.9%	Q4 2020
NVDANvidia Corp	$25.6M	4.83%	0.00%	-13.1%	Q4 2020
MSFTMicrosoft Corp	$16.5M	3.12%	0.00%	+0.6%	Q4 2020
AMZNAmazon Com Inc	$11.5M	2.18%	0.00%	+9.6%	Q4 2020
JPMJPMorgan Chase & Co	$9.94M	1.88%	0.00%	+9.2%	Q4 2020
PULSPulse Electronics Corp	$9.18M	1.73%	1.05%	+4.0%	Q1 2024
GOOGLAlphabet Inc.	$8.98M	1.69%	0.00%	+1.9%	Q4 2020
AVGOBroadcom Inc.	$8.26M	1.56%	0.00%	-1.5%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$7.15M	1.35%	Not reported	-1.2%	Q4 2020
DUKDuke Energy CORP	$6.83M	1.29%	0.01%	+1.7%	Q4 2020
FBNCFirst Bancorp	$6.12M	1.16%	0.29%	-0.3%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$5.59M	1.06%	Not reported	+0.3%	Q4 2020
DIASPDR Dow Jones Industrial Average ETF Trust	$4.92M	0.93%	Not reported	-0.1%	Q4 2020
SPMDSupermedia Inc.	$4.56M	0.86%	Not reported	-6.7%	Q2 2022
XOMExxonMobil Holdings Corp	$4.5M	0.85%	0.00%	+33.9%	Q4 2020
ABBVAbbVie Inc.	$4.21M	0.80%	0.00%	+0.5%	Q4 2020
BRK.BBerkshire Hathaway Inc	$4.18M	0.79%	Not reported	+7.1%	Q4 2020
MOAltria Group, Inc.	$4.11M	0.77%	0.00%	+1.9%	Q4 2020
JNJJohnson & Johnson	$3.87M	0.73%	0.00%	-0.1%	Q4 2020
PMPhilip Morris International Inc.	$3.41M	0.64%	0.00%	-2.6%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.33M	0.63%	Not reported	-1.6%	Q1 2021
CVXChevron Corp	$3.28M	0.62%	0.00%	-2.0%	Q4 2020
WMTWalmart Inc.	$3.12M	0.59%	0.00%	-3.1%	Q4 2020
LOWLowes Companies Inc	$3.02M	0.57%	0.00%	+0.8%	Q4 2020
METAMeta Platforms, Inc.	$2.87M	0.54%	Not reported	+7.0%	Q4 2020
FCNCAFirst Citizens Bancshares Inc	$2.75M	0.52%	Not reported	-16.3%	Q3 2024
GOOGAlphabet Inc.	$2.62M	0.50%	Not reported	-1.1%	Q4 2020
IBMInternational Business Machines Corp	$2.59M	0.49%	0.00%	+2.0%	Q4 2020
MCDMcdonalds Corp	$2.54M	0.48%	0.00%	+0.2%	Q4 2020
GSGoldman Sachs Group Inc	$2.4M	0.45%	0.00%	+11.3%	Q4 2020
ETNEaton Corp plc	$2.1M	0.40%	0.00%	+1.5%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.1M	0.40%	0.00%	+3.9%	Q4 2020
AMDAdvanced Micro Devices Inc	$2.05M	0.39%	0.00%	-0.2%	Q4 2020
RTXRTX Corp	$2.02M	0.38%	0.00%	-0.6%	Q4 2020
HONHoneywell International Inc	$2.02M	0.38%	0.00%	-1.4%	Q4 2020
CRWDCrowdStrike Holdings, Inc.	$1.99M	0.38%	0.00%	+1.3%	Q3 2021
TAt&T Inc.	$1.94M	0.37%	0.00%	-6.6%	Q4 2020
TSLATesla, Inc.	$1.94M	0.37%	0.00%	+2.2%	Q4 2020
HDHome Depot, Inc.	$1.94M	0.37%	0.00%	-0.5%	Q4 2020
LLYELI LILLY & Co	$1.89M	0.36%	0.00%	+0.3%	Q4 2020
AGNCAGNC Investment Corp.	$1.84M	0.35%	0.02%	-0.2%	Q3 2021
CATCaterpillar Inc	$1.79M	0.34%	0.00%	-1.6%	Q4 2020
BACBank of America Corp	$1.72M	0.32%	0.00%	-2.6%	Q4 2020
PGRProgressive Corp	$1.72M	0.32%	0.00%	-37.1%	Q1 2025
RYRoyal Bank of Canada	$1.68M	0.32%	0.00%	-0.5%	Q4 2020
PGPROCTER & GAMBLE Co	$1.68M	0.32%	0.00%	-3.9%	Q4 2020
MRKMerck & Co., Inc.	$1.67M	0.32%	0.00%	-1.3%	Q4 2020
SMHMarket Vectors ETF Trust	$1.63M	0.31%	Not reported	+2.4%	Q2 2022
UANCVR Partners, LP	$1.59M	0.30%	0.15%	Not reported	Q1 2024
CSCOCisco Systems, Inc.	$1.52M	0.29%	0.00%	-26.0%	Q4 2020

Q3 2025Reported Nov 7, 2025296 positions
AAPLApple Inc.	$32.7M	6.16%	0.00%	-0.4%	Q4 2020
NVDANvidia Corp	$29.4M	5.55%	0.00%	+3.3%	Q4 2020
MSFTMicrosoft Corp	$17.6M	3.31%	0.00%	+0.3%	Q4 2020
AMZNAmazon Com Inc	$10M	1.89%	0.00%	+2.8%	Q4 2020
JPMJPMorgan Chase & Co	$8.91M	1.68%	0.00%	+1.3%	Q4 2020
PULSPulse Electronics Corp	$8.87M	1.67%	1.01%	+1.3%	Q1 2024
AVGOBroadcom Inc.	$8M	1.51%	0.00%	-2.4%	Q4 2020
DUKDuke Energy CORP	$7.09M	1.34%	0.01%	+2.8%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$7.07M	1.33%	Not reported	+1.0%	Q4 2020
GOOGLAlphabet Inc.	$6.84M	1.29%	0.00%	+5.1%	Q4 2020
FBNCFirst Bancorp	$6.4M	1.20%	0.29%	-1.1%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$5.45M	1.03%	Not reported	+2.1%	Q4 2020
SPMDSupermedia Inc.	$4.83M	0.91%	Not reported	-2.9%	Q2 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$4.75M	0.89%	Not reported	+1.1%	Q4 2020
MOAltria Group, Inc.	$4.62M	0.87%	0.00%	+1.3%	Q4 2020
ABBVAbbVie Inc.	$4.25M	0.80%	0.00%	+0.1%	Q4 2020
BRK.BBerkshire Hathaway Inc	$3.9M	0.73%	Not reported	+4.9%	Q4 2020
PMPhilip Morris International Inc.	$3.53M	0.67%	0.00%	+0.5%	Q4 2020
JNJJohnson & Johnson	$3.47M	0.65%	0.00%	0.0%	Q4 2020
CVXChevron Corp	$3.41M	0.64%	0.00%	+1.6%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.32M	0.63%	Not reported	-1.4%	Q1 2021
XOMExxonMobil Holdings Corp	$3.15M	0.59%	0.00%	+3.6%	Q4 2020
LOWLowes Companies Inc	$3.13M	0.59%	0.00%	+4.0%	Q4 2020
WMTWalmart Inc.	$2.98M	0.56%	0.00%	+0.8%	Q4 2020
METAMeta Platforms, Inc.	$2.98M	0.56%	Not reported	+1.7%	Q4 2020
PGRProgressive Corp	$2.96M	0.56%	0.00%	-4.4%	Q1 2025
FCNCAFirst Citizens Bancshares Inc	$2.74M	0.52%	Not reported	+484.7%	Q3 2024
MCDMcdonalds Corp	$2.52M	0.48%	0.00%	-1.3%	Q4 2020
ETNEaton Corp plc	$2.44M	0.46%	0.00%	+5.6%	Q4 2020
IBMInternational Business Machines Corp	$2.42M	0.46%	0.00%	+2.6%	Q4 2020
TAt&T Inc.	$2.36M	0.45%	0.00%	+1.2%	Q4 2020
HDHome Depot, Inc.	$2.3M	0.43%	0.00%	-1.4%	Q4 2020
HONHoneywell International Inc	$2.21M	0.42%	0.00%	0.0%	Q4 2020
CRWDCrowdStrike Holdings, Inc.	$2.06M	0.39%	0.00%	+3.4%	Q3 2021
GOOGAlphabet Inc.	$2.06M	0.39%	Not reported	-1.7%	Q4 2020
GSGoldman Sachs Group Inc	$1.96M	0.37%	0.00%	+12.2%	Q4 2020
ORCLOracle Corp	$1.93M	0.36%	0.00%	+8.8%	Q4 2020
TSLATesla, Inc.	$1.88M	0.35%	0.00%	+13.9%	Q4 2020
PGPROCTER & GAMBLE Co	$1.87M	0.35%	0.00%	-0.7%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.86M	0.35%	0.00%	+15.7%	Q4 2020
RTXRTX Corp	$1.86M	0.35%	0.00%	+0.1%	Q4 2020
CSCOCisco Systems, Inc.	$1.83M	0.34%	0.00%	-0.6%	Q4 2020
GOFGuggenheim Strategic Opportunities Fund	$1.75M	0.33%	Not reported	+3.9%	Q4 2020
AGNCAGNC Investment Corp.	$1.68M	0.32%	0.02%	+11.2%	Q3 2021
BACBank of America Corp	$1.66M	0.31%	0.00%	+2.7%	Q4 2020
NEENextera Energy Inc	$1.65M	0.31%	0.00%	+12.9%	Q4 2020
AMDAdvanced Micro Devices Inc	$1.55M	0.29%	0.00%	-1.0%	Q4 2020
CATCaterpillar Inc	$1.52M	0.29%	0.00%	-2.2%	Q4 2020
NFLXNetflix Inc	$1.48M	0.28%	0.00%	+12.4%	Q4 2021
RYRoyal Bank of Canada	$1.46M	0.27%	0.00%	+0.1%	Q4 2020

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