Founders Financial Alliance, LLC
CIK: 0001832190SEC EDGAR →
Portfolio Value
$529.8M
Holdings
607
As of
Q4 2025
New Positions
181
Closed Positions
13
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 132,044 | $35.9M | 6.78% |
| 2 | NVIDIA CORPORATION | 137,168 | $25.6M | 4.83% |
| 3 | MICROSOFT CORP | 34,140 | $16.5M | 3.12% |
| 4 | AMAZON COM INC | 49,992 | $11.5M | 2.18% |
| 5 | JPMORGAN CHASE & CO. | 30,854 | $9.9M | 1.88% |
| 6 | ISHARES TR | 13,744 | $9.4M | 1.78% |
| 7 | PGIM ETF TR | 185,132 | $9.2M | 1.73% |
| 8 | ALPHABET INC | 28,676 | $9.0M | 1.69% |
| 9 | WISDOMTREE TR | 93,094 | $8.3M | 1.57% |
| 10 | BROADCOM INC | 23,873 | $8.3M | 1.56% |
Quarterly Changes
New Positions (29)
$2.1M · 57K shares
$1.7M · 16K shares
$1.2M · 18K shares
$995K · 22K shares
$705K · 3K shares
$392K · 27K shares
$388K · 8K shares
$385K · 16K shares
$271K · 2K shares
$208K · 4K shares
$207K · 5K shares
$165K · 4K shares
$150K · 10K shares
$149K · 6K shares
$148K · 7K shares
$140K · 11K shares
$68K · 2K shares
$16K · 227 shares
$14K · 44 shares
$14K · 106 shares
$11K · 240 shares
$10K · 65 shares
$9K · 320 shares
$7K · 66 shares
$6K · 129 shares
$3K · 83 shares
$2K · 50 shares
$1K · 42 shares
$0 · 9 shares
Closed Positions (135)
$410K · 5K shares
$399K · 3K shares
$352K · 19K shares
$288K · 8K shares
$269K · 6K shares
$267K · 3K shares
$260K · 783 shares
$260K · 7K shares
$254K · 4K shares
$251K · 259 shares
$251K · 263 shares
$245K · 994 shares
$241K · 715 shares
$240K · 8K shares
$235K · 3K shares
$234K · 4K shares
$234K · 5K shares
$233K · 3K shares
$223K · 4K shares
$219K · 8K shares
$218K · 4K shares
$215K · 3K shares
$215K · 910 shares
$213K · 1K shares
$212K · 3K shares
$206K · 4K shares
$205K · 2K shares
$202K · 3K shares
$200K · 815 shares
$197K · 9K shares
$192K · 2K shares
$189K · 2K shares
$160K · 3K shares
$159K · 3K shares
$146K · 3K shares
$141K · 2K shares
$135K · 11K shares
$134K · 5K shares
$121K · 95 shares
$116K · 5K shares
$98K · 1K shares
$97K · 2K shares
$89K · 3K shares
$86K · 1K shares
$82K · 832 shares
$80K · 1K shares
$78K · 2K shares
$76K · 2K shares
$68K · 1K shares
$66K · 1K shares
$61K · 341 shares
$60K · 1K shares
$58K · 1K shares
$55K · 503 shares
$52K · 759 shares
$47K · 2K shares
$47K · 562 shares
$45K · 333 shares
$45K · 536 shares
$45K · 715 shares
$44K · 307 shares
$43K · 740 shares
$42K · 913 shares
$41K · 500 shares
$41K · 1K shares
$40K · 1K shares
$37K · 388 shares
$36K · 332 shares
$36K · 486 shares
$33K · 367 shares
$32K · 566 shares
$32K · 266 shares
$29K · 1K shares
$27K · 246 shares
$26K · 303 shares
$26K · 483 shares
$25K · 732 shares
$24K · 456 shares
$23K · 2K shares
$22K · 335 shares
$21K · 310 shares
$21K · 484 shares
$21K · 531 shares
$21K · 153 shares
$19K · 175 shares
$17K · 152 shares
$16K · 654 shares
$16K · 678 shares
$15K · 648 shares
$15K · 1K shares
$15K · 354 shares
$15K · 171 shares
$14K · 221 shares
$14K · 144 shares
$14K · 238 shares
$14K · 687 shares
$14K · 146 shares
$12K · 188 shares
$12K · 467 shares
$12K · 204 shares
$11K · 210 shares
$10K · 174 shares
$10K · 202 shares
$10K · 81 shares
$9K · 255 shares
$9K · 216 shares
$8K · 250 shares
$8K · 226 shares
$7K · 234 shares
$6K · 220 shares
$6K · 147 shares
$6K · 118 shares
$6K · 233 shares
$5K · 215 shares
$5K · 18 shares
$5K · 150 shares
$5K · 100 shares
$5K · 82 shares
$4K · 121 shares
$4K · 76 shares
$4K · 126 shares
$3K · 55 shares
$3K · 19 shares
$3K · 34 shares
$3K · 108 shares
$3K · 26 shares
$3K · 131 shares
$2K · 37 shares
$2K · 93 shares
$2K · 53 shares
$2K · 25 shares
$2K · 82 shares
$1K · 3 shares
$1K · 35 shares
$475 · 22 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 405 | $253.8M | 47.9% |
| Technology | 41 | $111.8M | 21.1% |
| Consumer Cyclical | 15 | $27.9M | 5.3% |
| Unknown | 35 | $22.5M | 4.3% |
| Industrials | 34 | $22.0M | 4.1% |
| Communication Services | 10 | $20.2M | 3.8% |
| Healthcare | 16 | $17.5M | 3.3% |
| Consumer Defensive | 10 | $15.1M | 2.8% |
| Energy | 15 | $14.8M | 2.8% |
| Utilities | 9 | $12.7M | 2.4% |
| Real Estate | 9 | $6.3M | 1.2% |
| Basic Materials | 8 | $4.9M | 0.9% |