Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Founders Financial Alliance, LLC (CIK 1832190) reported $754.5M across 778 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($36.3M, 4.81%), IVV ($29.7M, 3.93%), NVDA ($27.2M, 3.60%), IUSB ($15.0M, 1.99%), MSFT ($12.9M, 1.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $36.3M | 4.81% | 125,514 | Trimmed |
| 2 | IVV | ISHARES TR | $29.7M | 3.93% | 39,635 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $27.2M | 3.60% | 135,794 | Trimmed |
| 4 | IUSB | ISHARES TR | $15.0M | 1.99% | 324,785 | Added |
| 5 | MSFT | MICROSOFT CORP | $12.9M | 1.71% | 34,673 | Added |
| 6 | AMZN | AMAZON COM INC | $11.7M | 1.55% | 49,077 | Trimmed |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $11.6M | 1.54% | 15,535 | Added |
| 8 | IVW | ISHARES TR | $10.8M | 1.43% | 78,327 | Added |
| 9 | IVE | ISHARES TR | $10.7M | 1.41% | 46,961 | Added |
| 10 | GOOGL | ALPHABET INC | $10.5M | 1.39% | 29,437 | Added |
| 11 | JPM | JPMORGAN CHASE & CO | $10.2M | 1.35% | 31,144 | Added |
| 12 | DYNF | BLACKROCK ETF TRUST | $9.9M | 1.32% | 146,083 | Added |
| 13 | IEMG | ISHARES INC | $9.8M | 1.29% | 117,934 | Added |
| 14 | PYLD | PIMCO ETF TR | $9.1M | 1.21% | 344,308 | Added |
| 15 | AVGO | BROADCOM INC | $8.9M | 1.18% | 23,485 | Trimmed |
| 16 | DGRW | WISDOMTREE TR | $8.5M | 1.13% | 89,162 | Trimmed |
| 17 | DUK | DUKE ENERGY CORP NEW | $7.8M | 1.04% | 61,987 | Added |
| 18 | FBNC | FIRST BANCORP N C | $7.6M | 1.01% | 119,089 | Trimmed |
| 19 | GSUS | GOLDMAN SACHS ETF TR | $7.4M | 0.98% | 71,909 | Added |
| 20 | QQQ | INVESCO QQQ TR | $7.3M | 0.97% | 9,943 | Added |
| 21 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $7.2M | 0.95% | 174,970 | Added |
| 22 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $7.1M | 0.95% | 190,204 | Added |
| 23 | CGGR | CAPITAL GROUP GROWTH ETF | $7.0M | 0.93% | 148,267 | Added |
| 24 | JGRO | J P MORGAN EXCHANGE TRADED F | $6.8M | 0.90% | 68,988 | Added |
| 25 | BIL | SPDR SERIES TRUST | $6.7M | 0.89% | 73,394 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30