Founders Financial Alliance, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Founders Financial Alliance, LLC 13F Holdings
CIK 0001832190 · RALEIGH, NC
As of Sep 30, 2025, Founders Financial Alliance, LLC reported
713 positions worth $458.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| APPLE INC | AAPL | Technology | 128,331 | $32.7M | 7.12% |
| NVIDIA CORP | NVDA | Technology | 157,814 | $29.4M | 6.42% |
| MICROSOFT CORP | MSFT | Technology | 33,945 |
|
7.6M3.83% |
| AMAZON.COM INC | AMZN | Equity | 45,599 |
0.0M | 2.18% |
| ISHARES CORE S&P 500 ETF | IVV | — | 14,350 | $9.6M | 2.09% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 28,254 | $8.9M | 1.94% |
| PGIM ULTRA SHORT BOND ETF | PULS | — | 177,970 | $8.9M | 1.93% |
| BROADCOM INC | AVGO | Technology | 24,247 | $8.0M | 1.74% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 87,680 | $7.8M | 1.70% |
| DUKE ENERGY CORP | DUK | Utilities | 57,285 | $7.1M | 1.55% |
| SPDR S&P 500 ETF TRUST | SPY | — | 10,607 | $7.1M | 1.54% |
| ALPHABET INC | GOOGL | Equity | 28,151 | $6.8M | 1.49% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 70,994 | $6.5M | 1.42% |
| MORGAN STANLEY ETF TRUST | — | — | 129,738 | $6.4M | 1.41% |
| FIRST BANCORP | FBNC | Financial Services | 120,928 | $6.4M | 1.39% |
| T ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | TCAF | — | 151,858 | $5.7M | 1.25% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 109,488 | $5.6M | 1.21% |
| JPMORGAN ACTIVE GROWTH ETF | JGRO | — | 58,884 | $5.5M | 1.20% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 9,074 | $5.4M | 1.19% |
| CAPITAL GROUP DIVIDEND GROWERS ETF | CGDG | — | 150,713 | $5.2M | 1.14% |
| CAPITAL GROUP GROWTH ETF | CGGR | — | 116,142 | $5.1M | 1.11% |
| SS SPDR P S&P 400 MIDCAP ETF | SPMD | — | 84,407 | $4.8M | 1.05% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | DIA | — | 10,235 | $4.7M | 1.03% |
| ALTRIA GROUP INC | MO | Equity | 69,893 | $4.6M | 1.01% |
| WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND | DGRS | — | 91,913 | $4.6M | 1.00% |