Institutional Fund
Founders Financial Alliance, LLC
Raleigh, NCCIK 18321905 filings on record
Portfolio Value
$554.89M
Q1 2026
Holdings
735
Reported positions
New Buys
146
Opened this quarter
QoQ Change
+4.7%
from $529.80M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc5.9%
- Nvidia Corporation4.3%
- Microsoft Corp2.3%
- Amazon Com Inc1.9%
- Pgim ETF Tr1.7%
- Jpmorgan Chase & Co.1.6%
- Other82.3%
Portfolio Holdings
735 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 128.6K | $32.64M | 5.9% | −3.4K | Reduced |
| 2 | Nvidia Corporation | 137.2K | $23.92M | 4.3% | +10 | Added |
| 3 | Microsoft Corp | 34.3K | $12.69M | 2.3% | +136 | Added |
| 4 | Amazon Com Inc | 49.4K | $10.30M | 1.9% | −543 | Reduced |
| 5 | Pgim ETF Tr | 194.0K | $9.60M | 1.7% | +8.9K | Added |
| 6 | Jpmorgan Chase & Co. | 30.9K | $9.08M | 1.6% | +9 | Added |
| 7 | Ishares Tr | 13.4K | $8.76M | 1.6% | −334 | Reduced |
| 8 | Wisdomtree Tr | 96.4K | $8.46M | 1.5% | +3.3K | Added |
| 9 | Alphabet Inc | 28.6K | $8.23M | 1.5% | −50 | Reduced |
| 10 | Duke Energy Corp New | 60.1K | $7.87M | 1.4% | +1.9K | Added |
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