Founders Financial Alliance, LLC Top Holdings and 13F Report (2026)

About Founders Financial Alliance, LLC

Investment Activity

Founders Financial Alliance, LLC has $554.89 million in total holdings as of March 31, 2026.
Founders Financial Alliance, LLC owns shares of 735 different stocks, but just 151 companies or ETFs make up 80% of its holdings.
Approximately 8.60% of the portfolio was purchased this quarter.
About 2.55% of the portfolio was sold this quarter.
This quarter, Founders Financial Alliance, LLC has purchased 607 new stocks and bought additional shares in 324 stocks.
Founders Financial Alliance, LLC sold shares of 130 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

Apple: $32,638,067
NVIDIA: $23,923,805
Microsoft: $12,688,016
Amazon.com: $10,298,747
PGIM Ultra Short Bond ETF: $9,603,072

Largest New Holdings this Quarter

46090R104 - Investcorp Credit Management BDC: $479,189 Holding
92206C714 - Vanguard Russell 1000 Value ETF: $385,833 Holding
718546104 - Phillips 66: $373,492 Holding
G7997R103 - Seagate Technology: $356,923 Holding
N07059210 - ASML: $343,862 Holding

Largest Purchases this Quarter

iShares Interest Rate Hedged Corporate Bond ETF: 47,883 shares (about $4.42M)
BLACKROCK ETF TRUST: 53,449 shares (about $1.65M)
T ROWE PRICE ETF INC: 37,380 shares (about $835.45K)
GOLDMAN SACHS ETF TR: 16,030 shares (about $793.31K)
PIMCO Multi Sector Bond Active ETF: 29,647 shares (about $776.76K)

Largest Sales this Quarter

JPMorgan Ultra-Short Income ETF: 42,172 shares (about $2.13M)
Apple: 3,442 shares (about $873.55K)
MORGAN STANLEY ETF TRUST: 11,777 shares (about $567.42K)
AGNC Investment: 30,965 shares (about $310.58K)
Verizon Communications: 5,904 shares (about $296.37K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$32,638,067	$873,550 â–¼	-2.6%	128,602	5.9%	Computer and Technology
NVDA NVIDIA	$23,923,805	$1,744 â–²	0.0%	137,178	4.3%	Computer and Technology
MSFT Microsoft	$12,688,016	$50,343 â–²	0.4%	34,276	2.3%	Computer and Technology
AMZN Amazon.com	$10,298,747	$113,091 â–¼	-1.1%	49,449	1.9%	Retail/Wholesale
PULS PGIM Ultra Short Bond ETF	$9,603,072	$438,969 â–²	4.8%	194,000	1.7%	ETF
JPM JPMorgan Chase & Co.	$9,078,427	$2,647 â–²	0.0%	30,863	1.6%	Finance
IVV iShares Core S&P 500 ETF	$8,759,496	$218,171 â–¼	-2.4%	13,410	1.6%	ETF
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$8,464,550	$287,150 â–²	3.5%	96,363	1.5%	Manufacturing
GOOGL Alphabet	$8,231,735	$14,378 â–¼	-0.2%	28,626	1.5%	Computer and Technology
DUK Duke Energy	$7,871,422	$244,071 â–²	3.2%	60,115	1.4%	Utilities
AVGO Broadcom	$7,287,590	$101,208 â–¼	-1.4%	23,546	1.3%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$7,018,723	$201,613 â–²	3.0%	10,792	1.3%	Finance
FBNC First Bancorp	$6,790,869	$1,860 â–¼	0.0%	120,512	1.2%	Finance
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$6,734,593	$208,755 â–²	3.2%	73,490	1.2%	ETF
CAPITAL GROUP DIVIDEND GROWE	$6,422,517	$471,691 â–²	7.9%	178,900	1.2%	SHS ETF
XOM ExxonMobil	$6,342,540	$2,036 â–²	0.0%	37,384	1.1%	Energy
TCAF T. Rowe Price Capital Appreciation Equity ETF	$6,060,758	$351,880 â–²	6.2%	170,293	1.1%	ETF
JGRO JPMorgan Active Growth ETF	$5,700,042	$257,110 â–²	4.7%	67,440	1.0%	ETF
CGGR Capital Group Growth ETF	$5,509,308	$361,350 â–²	7.0%	137,081	1.0%	ETF
MORGAN STANLEY ETF TRUST	$5,503,956	$567,418 â–¼	-9.3%	114,237	1.0%	EATON VANCE FLTG
QQQ Invesco QQQ	$5,436,947	$182,386 â–²	3.5%	9,420	1.0%	Finance
TBIL US Treasury 3 Month Bill ETF	$5,067,685	$128,240 â–²	2.6%	101,638	0.9%	ETF
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund	$5,043,998	$126,199 â–²	2.6%	95,245	0.9%	Manufacturing
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$4,978,106	$314,222 â–²	6.7%	84,061	0.9%	ETF
LQDH iShares Interest Rate Hedged Corporate Bond ETF	$4,904,823	$4,421,516 â–²	914.8%	53,117	0.9%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$4,807,652	$70,401 â–²	1.5%	10,380	0.9%	Finance
MO Altria Group	$4,781,006	$82,949 â–²	1.8%	72,451	0.9%	Consumer Staples
CVX Chevron	$4,578,552	$126,831 â–²	2.8%	22,129	0.8%	Energy
JNJ Johnson & Johnson	$4,574,379	$733 â–¼	0.0%	18,714	0.8%	Medical
BRK.B Berkshire Hathaway	$4,076,553	$95,361 â–²	2.4%	8,507	0.7%	Finance
FIDELITY COVINGTON TRUST	$4,001,460	$121,448 â–²	3.1%	105,302	0.7%	ENHANCED SMALL
JPST JPMorgan Ultra-Short Income ETF	$3,981,982	$2,134,318 â–¼	-34.9%	78,680	0.7%	ETF
ABBV AbbVie	$3,943,616	$65,901 â–¼	-1.6%	18,132	0.7%	Medical
FIDELITY COVINGTON TRUST	$3,712,191	$112,843 â–²	3.1%	103,231	0.7%	ENHANCED MID
IWF iShares Russell 1000 Growth ETF	$3,658,353	$27,718 â–¼	-0.8%	8,579	0.7%	ETF
WALMART INC	$3,459,240	$25,602 â–¼	-0.7%	27,834	0.6%	COM
VYM Vanguard High Dividend Yield ETF	$3,420,135	$13,329 â–¼	-0.4%	23,094	0.6%	ETF
PM Philip Morris International	$3,354,821	$155,250 â–¼	-4.4%	20,291	0.6%	Consumer Staples
VOO Vanguard S&P 500 ETF	$2,981,850	$181,623 â–²	6.5%	4,991	0.5%	ETF
LOW Lowe's Companies	$2,975,159	$13,468 â–²	0.5%	12,592	0.5%	Retail/Wholesale
DON WisdomTree U.S. MidCap Dividend Fund	$2,871,946	$21,804 â–²	0.8%	54,662	0.5%	Finance
DIVO Amplify CWP Enhanced Dividend Income ETF	$2,840,712	$725,494 â–²	34.3%	63,338	0.5%	ETF
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$2,716,299	$67,518 â–²	2.5%	34,357	0.5%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$2,707,066	$248,725 â–²	10.1%	47,845	0.5%	ETF
MCD McDonald's	$2,635,055	$51,899 â–²	2.0%	8,479	0.5%	Retail/Wholesale
LVHI Franklin International Low Volatility High Dividend Index ETF	$2,611,143	$286,213 â–²	12.3%	64,409	0.5%	ETF
IWD iShares Russell 1000 Value ETF	$2,453,869	$104,702 â–²	4.5%	11,484	0.4%	ETF
ETN Eaton	$2,423,052	$60,800 â–²	2.6%	6,775	0.4%	Industrials
FCNCA First Citizens BancShares	$2,417,456		0.0%	1,283	0.4%	Finance
TSM Taiwan Semiconductor Manufacturing	$2,401,863	$68,267 â–²	2.9%	7,107	0.4%	Computer and Technology
GOOG Alphabet	$2,398,835	$1,434 â–²	0.1%	8,363	0.4%	Computer and Technology
CAT Caterpillar	$2,376,522	$160,844 â–²	7.3%	3,354	0.4%	Industrials
HON Honeywell International	$2,375,738	$40,914 â–²	1.8%	10,510	0.4%	Multi-Sector Conglomerates
AMD Advanced Micro Devices	$2,330,293	$383,873 â–²	19.7%	11,455	0.4%	Computer and Technology
META Meta Platforms	$2,329,582	$155,038 â–¼	-6.2%	4,072	0.4%	Computer and Technology
GS The Goldman Sachs Group	$2,261,361	$50,741 â–¼	-2.2%	2,674	0.4%	Finance
T AT&T	$2,240,264	$27,975 â–¼	-1.2%	77,277	0.4%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$2,130,439	$14,409 â–¼	-0.7%	9,906	0.4%	ETF
IBM International Business Machines	$2,117,074	$2,666 â–¼	-0.1%	8,735	0.4%	Computer and Technology
AVUV Avantis U.S. Small Cap Value ETF	$2,110,105	$310,534 â–²	17.3%	19,101	0.4%	ETF
RTX RTX	$2,058,622	$67,515 â–¼	-3.2%	10,672	0.4%	Aerospace
SCHD Schwab US Dividend Equity ETF	$2,009,200	$7,793 â–¼	-0.4%	65,489	0.4%	ETF
CALUMET INC	$2,005,196		0.0%	55,855	0.4%	COM
BLACKROCK ETF TRUST	$2,001,079	$1,646,764 â–²	464.8%	64,949	0.4%	ISHARES US LARG
XBIL US Treasury 6 Month Bill ETF	$1,993,180	$20,162 â–¼	-1.0%	39,840	0.4%	ETF
UAN CVR Partners	$1,921,349	$48,135 â–¼	-2.4%	15,168	0.3%	Basic Materials
VUG Vanguard Growth ETF	$1,912,895	$64,651 â–¼	-3.3%	4,379	0.3%	ETF
XLF Financial Select Sector SPDR Fund	$1,901,838	$10,269 â–¼	-0.5%	38,522	0.3%	ETF
MRK Merck & Co., Inc.	$1,894,799	$14,074 â–¼	-0.7%	15,752	0.3%	Medical
NEE NextEra Energy	$1,891,039	$129,382 â–²	7.3%	20,360	0.3%	Utilities
HD Home Depot	$1,836,350	$18,090 â–¼	-1.0%	5,583	0.3%	Retail/Wholesale
COST Costco Wholesale	$1,781,308	$102,614 â–²	6.1%	1,788	0.3%	Retail/Wholesale
VTI Vanguard Total Stock Market ETF	$1,766,454	$86,943 â–²	5.2%	5,506	0.3%	ETF
SMH VanEck Semiconductor ETF	$1,764,790	$27,221 â–²	1.6%	4,603	0.3%	Manufacturing
DLN WisdomTree U.S. LargeCap Dividend Fund	$1,719,172	$71,643 â–¼	-4.0%	19,245	0.3%	Finance
TSLA Tesla	$1,713,401	$108,551 â–²	6.8%	4,609	0.3%	Auto/Tires/Trucks
RY Royal Bank Of Canada	$1,675,610	$83,319 â–²	5.2%	10,357	0.3%	Finance
NFLX Netflix	$1,667,345	$283,932 â–²	20.5%	17,341	0.3%	Consumer Discretionary
XLK Technology Select Sector SPDR Fund	$1,660,033	$38,939 â–²	2.4%	12,491	0.3%	ETF
T ROWE PRICE ETF INC	$1,647,873	$835,447 â–²	102.8%	73,730	0.3%	CAPITAL APPRECIA
GCOW Pacer Global Cash Cows Dividend ETF	$1,636,165	$55,072 â–¼	-3.3%	35,384	0.3%	ETF
CRWD CrowdStrike	$1,630,741	$30,452 â–¼	-1.8%	4,177	0.3%	Computer and Technology
PG Procter & Gamble	$1,618,927	$69,478 â–¼	-4.1%	11,208	0.3%	Consumer Staples
LLY Eli Lilly and Company	$1,610,617	$7,359 â–¼	-0.5%	1,751	0.3%	Medical
MAR Marriott International	$1,608,615	$172,375 â–²	12.0%	4,918	0.3%	Consumer Discretionary
PEP PepsiCo	$1,585,437	$6,832 â–¼	-0.4%	10,210	0.3%	Consumer Staples
SLV iShares Silver Trust	$1,571,174	$191,678 â–²	13.9%	23,058	0.3%	ETF
AEP American Electric Power	$1,552,758	$40,897 â–²	2.7%	11,846	0.3%	Utilities
CSCO Cisco Systems	$1,537,606	$3,181 â–²	0.2%	19,817	0.3%	Computer and Technology
BAC Bank of America	$1,511,244	$14,722 â–¼	-1.0%	31,000	0.3%	Finance
PGR Progressive	$1,491,573	$3,965 â–¼	-0.3%	7,524	0.3%	Finance
USFR WisdomTree Floating Rate Treasury Fund	$1,488,457	$220,590 â–¼	-12.9%	29,568	0.3%	Finance
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF	$1,483,196	$108,855 â–¼	-6.8%	36,952	0.3%	ETF
CGSD Capital Group Short Duration Income ETF	$1,478,140	$1,805 â–²	0.1%	57,314	0.3%	ETF
KO CocaCola	$1,435,828	$15,210 â–¼	-1.0%	18,880	0.3%	Consumer Staples
VTV Vanguard Value ETF	$1,430,308	$2,943 â–²	0.2%	7,290	0.3%	ETF
AGNC AGNC Investment	$1,409,736	$310,579 â–¼	-18.1%	140,552	0.3%	Finance
FCX Freeport-McMoRan	$1,393,910	$148,243 â–²	11.9%	23,714	0.3%	Basic Materials
VEA Vanguard FTSE Developed Markets ETF	$1,388,549	$147,256 â–¼	-9.6%	21,669	0.3%	ETF
XLI Industrial Select Sector SPDR Fund	$1,346,970	$91,383 â–¼	-6.4%	8,328	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Founders Financial Alliance, LLC Top Holdings and 13F Report (2026)

About Founders Financial Alliance, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Founders Financial Alliance, LLC Top Holdings and 13F Report (2026)

About Founders Financial Alliance, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFounders Financial Alliance, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools