Founders Financial Alliance, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$554.9M
Q ending 2026-03-31
Prior quarter
$529.8M
Q ending 2025-12-31
Change
+4.7% QoQ · +34.5% YoY
Positions
735
reported holdings
Largest positions
Top 100 of 735 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $32.6M | 129K |
| Nvidia Corporation | NVDA | Shares | $23.9M | 137K |
| Microsoft Corp | MSFT | Shares | $12.7M | 34K |
| Amazon Com Inc | AMZN | Shares | $10.3M | 49K |
| Pgim Etf Tr | PULS | Shares | $9.6M | 194K |
| Jpmorgan Chase & Co | JPM | Shares | $9.1M | 31K |
| Ishares Tr | IVV | Shares | $8.8M | 13K |
| Wisdomtree Tr | DGRW | Shares | $8.5M | 96K |
| Alphabet Inc | GOOGL | Shares | $8.2M | 29K |
| Duke Energy Corp New | DUK | Shares | $7.9M | 60K |
| Broadcom Inc | AVGO | Shares | $7.3M | 24K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $7.0M | 11K |
| First Bancorp N C | FBNC | Shares | $6.8M | 121K |
| Spdr Series Trust | BIL | Shares | $6.7M | 73K |
| Capital Group Dividend Growe | CGDG | Shares | $6.4M | 179K |
| Exxon Mobil Corp | XOM | Shares | $6.3M | 37K |
| T Rowe Price Etf Inc | TCAF | Shares | $6.1M | 170K |
| J P Morgan Exchange Traded F | JGRO | Shares | $5.7M | 67K |
| Capital Group Growth Etf | CGGR | Shares | $5.5M | 137K |
| Morgan Stanley Etf Trust | EVLN | Shares | $5.5M | 114K |
| Invesco Qqq Tr | QQQ | Shares | $5.4M | 9K |
| Rbb Fd Inc | TBIL | Shares | $5.1M | 102K |
| Wisdomtree Tr | DGRS | Shares | $5.0M | 95K |
| Spdr Series Trust | SPMD | Shares | $5.0M | 84K |
| Ishares U S Etf Tr | LQDH | Shares | $4.9M | 53K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $4.8M | 10K |
| Altria Group Inc | MO | Shares | $4.8M | 72K |
| Chevron Corporation | CVX | Shares | $4.6M | 22K |
| Johnson & Johnson | JNJ | Shares | $4.6M | 19K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $4.1M | 9K |
| Fidelity Covington Trust | FESM | Shares | $4.0M | 105K |
| J P Morgan Exchange Traded F | JPST | Shares | $4.0M | 79K |
| Abbvie Inc | ABBV | Shares | $3.9M | 18K |
| Fidelity Covington Trust | FMDE | Shares | $3.7M | 103K |
| Ishares Tr | IWF | Shares | $3.7M | 9K |
| Walmart Inc | WMT | Shares | $3.5M | 28K |
| Vanguard Whitehall Fds | VYM | Shares | $3.4M | 23K |
| Philip Morris Intl Inc | PM | Shares | $3.4M | 20K |
| Vanguard Index Fds | VOO | Shares | $3.0M | 5K |
| Lowes Cos Inc | LOW | Shares | $3.0M | 13K |
| Wisdomtree Tr | DON | Shares | $2.9M | 55K |
| Amplify Etf Tr | DIVO | Shares | $2.8M | 63K |
| Spdr Series Trust | SPTM | Shares | $2.7M | 34K |
| Spdr Series Trust | SPYV | Shares | $2.7M | 48K |
| Mcdonalds Corp | MCD | Shares | $2.6M | 8K |
| Legg Mason Etf Invt | LVHI | Shares | $2.6M | 64K |
| Ishares Tr | IWD | Shares | $2.5M | 11K |
| Eaton Corp Plc | Shares | $2.4M | 7K | |
| First Ctzns Bancshares Inc D | FCNCA | Shares | $2.4M | 1K |
| Taiwan Semiconductor Manufac | TSM | Shares | $2.4M | 7K |
| Alphabet Inc | GOOG | Shares | $2.4M | 8K |
| Caterpillar Inc | CAT | Shares | $2.4M | 3K |
| Honeywell Intl Inc | HONGBP | Shares | $2.4M | 11K |
| Advanced Micro Devices Inc | AMD | Shares | $2.3M | 11K |
| Meta Platforms Inc | META | Shares | $2.3M | 4K |
| Goldman Sachs Group Inc | GS | Shares | $2.3M | 3K |
| At&T Inc | T | Shares | $2.2M | 77K |
| Vanguard Specialized Funds | VIG | Shares | $2.1M | 10K |
| International Business Machs | IBM | Shares | $2.1M | 9K |
| American Centy Etf Tr | AVUV | Shares | $2.1M | 19K |
| Rtx Corporation | RTX | Shares | $2.1M | 11K |
| Schwab Strategic Tr | SCHD | Shares | $2.0M | 65K |
| Calumet Inc | CLMT | Shares | $2.0M | 56K |
| Blackrock Etf Trust | BALI | Shares | $2.0M | 65K |
| Rbb Fd Inc | XBIL | Shares | $2.0M | 40K |
| Cvr Partners Lp/Cvr Nitrogen | UAN | Shares | $1.9M | 15K |
| Vanguard Index Fds | VUG | Shares | $1.9M | 4K |
| Select Sector Spdr Tr | XLF | Shares | $1.9M | 39K |
| Merck & Co Inc | MRK | Shares | $1.9M | 16K |
| Nextera Energy Inc | NEE | Shares | $1.9M | 20K |
| Home Depot Inc | HD | Shares | $1.8M | 6K |
| Costco Wholesale Corporation | COST | Shares | $1.8M | 2K |
| Vanguard Index Fds | VTI | Shares | $1.8M | 6K |
| Vaneck Etf Trust | SMH | Shares | $1.8M | 5K |
| Wisdomtree Tr | DLN | Shares | $1.7M | 19K |
| Tesla Inc | TSLA | Shares | $1.7M | 5K |
| Royal Bk Cda | RY | Shares | $1.7M | 10K |
| Netflix Inc. | NFLX | Shares | $1.7M | 17K |
| Select Sector Spdr Tr | XLK | Shares | $1.7M | 12K |
| T Rowe Price Etf Inc | TCAL | Shares | $1.6M | 74K |
| Pacer Fds Tr | GCOW | Shares | $1.6M | 35K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $1.6M | 4K |
| Procter & Gamble Co | PG | Shares | $1.6M | 11K |
| Eli Lilly & Co | LLY | Shares | $1.6M | 2K |
| Marriott Intl Inc New | MAR | Shares | $1.6M | 5K |
| Pepsico Inc | PEP | Shares | $1.6M | 10K |
| Ishares Silver Tr | SLV | Shares | $1.6M | 23K |
| American Elec Pwr Co Inc | AEP | Shares | $1.6M | 12K |
| Cisco Sys Inc | CSCO | Shares | $1.5M | 20K |
| Bank America Corp | BAC | Shares | $1.5M | 31K |
| Progressive Corp | PGR | Shares | $1.5M | 8K |
| Wisdomtree Tr | USFR | Shares | $1.5M | 30K |
| Pacer Fds Tr | QDPL | Shares | $1.5M | 37K |
| Capital Grp Fixed Incm Etf T | CGSD | Shares | $1.5M | 57K |
| Coca Cola Co | KO | Shares | $1.4M | 19K |
| Vanguard Index Fds | VTV | Shares | $1.4M | 7K |
| Agnc Invt Corp | AGNC | Shares | $1.4M | 141K |
| Freeport Mcmoran Inc | FCX | Shares | $1.4M | 24K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.4M | 22K |
| Select Sector Spdr Tr | XLI | Shares | $1.3M | 8K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.