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Founders Financial Alliance, LLC
CIK:0001832190
Investment Adviser
$1B AUM
544 holdings
Raleigh, NC, United States
Founders Financial Alliance, LLC provides financial guidance to clients through various market conditions and stages of life, supporting advisors seeking independence.
Latest 13F Filing Activity
Founders Financial Alliance, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 543 equity positions with a total 13F market value of $440M. The fund increased holdings in Nvidia Corporation, Morgan Stanley Etf Trust, Microsoft Corp. among other positions. Founders Financial Alliance, LLC reduced exposure to Select Sector SPDR TR, Apple Inc., SPDR Ser TR among others.
Top Holdings
Equity Positions (543)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 6.01% | $26.4M | 128,804 | $139.54 | $205.17 | -$1.9M |
N NVDA | NVIDIA CORPORATION | 5.49% | $24.1M | 152,709 | $36.89 | $157.99 | +$7.9M |
M MSFT | MICROSOFT CORP | 3.83% | $16.8M | 33,841 | $265.39 | $497.41 | +$4.2M |
A AMZN | AMAZON COM INC | 2.21% | $9.7M | 44,365 | $160.64 | $219.39 | +$1.5M |
P PULS | PGIM ETF TR | 1.99% | $8.7M | 175,622 | $49.52 | $49.76 | +$315.6K |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+8.1%
ELECTRONIC COMPUTERS
+6.2%
SERVICES-PREPACKAGED SOFTWARE
+4.8%
NATIONAL COMMERCIAL BANKS
+3.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.8%
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