StockDriftsStockDriftsTop 50 Founders Financial Alliance, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.81% | 125.5K | $36.3M | -2.40%(-3.09K) | $128.89(+136.93%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.93% | 39.6K | $29.7M | +195.56%(+26.23K) | $644.10(+20.93%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.6% | 135.8K | $27.2M | -1.01%(-1.38K) | $38.76(+483.30%) | 2026-06-30 | |
| IUSB | ISHARES TR | 1.99% | 324.8K | $15.0M | +5796.60%(+319.28K) | $46.30(-1.83%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.71% | 34.7K | $12.9M | +1.16%(+397) | $260.95(+86.27%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.55% | 49.1K | $11.7M | -0.75%(-372) | $166.12(+58.04%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.54% | 15.5K | $11.6M | +43.95%(+4.74K) | $482.62(+60.65%) | 2026-06-30 | |
| IVW | ISHARES TR | 1.43% | 78.3K | $10.8M | +2982.53%(+75.79K) | $121.92(+16.16%) | 2026-06-30 | |
| IVE | ISHARES TR | 1.41% | 47.0K | $10.7M | +3693.30%(+45.72K) | $216.19(+9.68%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.39% | 29.4K | $10.5M | +2.83%(+811) | $132.20(+160.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.22% | +78.10% | +12.67% | +81.56% |
| Top 20 Holdings Unweighted | +19.22% | +69.44% | +11.85% | +75.08% |
Founders Financial Alliance, LLC reports $754.49M in US-listed equity holdings across 779 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.8%), IVV (3.9%) and NVDA (3.6%). The top 20 holdings account for 34.84% of reported assets. Its disclosed equity book has returned +78.10% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Founders Financial Alliance, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Founders Financial Alliance, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1832190). View Founders Financial Alliance, LLC’s 13F filings on SEC