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 $554.9M across 733 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($32.6M, 5.88%), NVDA ($23.9M, 4.31%), MSFT ($12.7M, 2.29%), AMZN ($10.3M, 1.86%), PULS ($9.6M, 1.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $32.6M | 5.88% | 128,602 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $23.9M | 4.31% | 137,178 | Added |
| 3 | MSFT | MICROSOFT CORP | $12.7M | 2.29% | 34,276 | Added |
| 4 | AMZN | AMAZON COM INC | $10.3M | 1.86% | 49,449 | Trimmed |
| 5 | PULS | PGIM ETF TR | $9.6M | 1.73% | 194,000 | Added |
| 6 | JPM | JPMORGAN CHASE & CO | $9.1M | 1.64% | 30,863 | Added |
| 7 | IVV | ISHARES TR | $8.8M | 1.58% | 13,410 | Trimmed |
| 8 | DGRW | WISDOMTREE TR | $8.5M | 1.53% | 96,363 | Added |
| 9 | GOOGL | ALPHABET INC | $8.2M | 1.48% | 28,626 | Trimmed |
| 10 | DUK | DUKE ENERGY CORP NEW | $7.9M | 1.42% | 60,115 | Added |
| 11 | AVGO | BROADCOM INC | $7.3M | 1.31% | 23,546 | Trimmed |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $7.0M | 1.26% | 10,792 | Added |
| 13 | FBNC | FIRST BANCORP N C | $6.8M | 1.22% | 120,512 | Trimmed |
| 14 | BIL | SPDR SERIES TRUST | $6.7M | 1.21% | 73,490 | Added |
| 15 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $6.4M | 1.16% | 178,900 | Added |
| 16 | XOM | EXXON MOBIL CORP | $6.3M | 1.14% | 37,384 | Added |
| 17 | TCAF | T ROWE PRICE ETF INC | $6.1M | 1.09% | 170,293 | Added |
| 18 | JGRO | J P MORGAN EXCHANGE TRADED F | $5.7M | 1.03% | 67,440 | Added |
| 19 | EVLN | MORGAN STANLEY ETF TRUST | $5.5M | 0.99% | 114,237 | Trimmed |
| 20 | CGGR | CAPITAL GROUP GROWTH ETF | $5.5M | 0.99% | 137,081 | Added |
| 21 | QQQ | INVESCO QQQ TR | $5.4M | 0.98% | 9,420 | Added |
| 22 | DGRS | WISDOMTREE TR | $5.0M | 0.91% | 95,245 | Added |
| 23 | TBIL | RBB FD INC | $5.1M | 0.91% | 101,638 | Added |
| 24 | SPMD | SPDR SERIES TRUST | $5.0M | 0.90% | 84,061 | Added |
| 25 | LQDH | ISHARES U S ETF TR | $4.9M | 0.88% | 53,117 | Added |
Source: SEC Form 13F filings · as of 2026-03-31