Founders Financial Alliance, LLC

Q3 2025 13F-HR Holdings

Location
Raleigh, NC
Holdings as of
9/30/2025
Date filed
11/7/2025
Form type
13F-HR
Num holdings
713
Total value ($000)
$530,870
Net value change ($000)
+91,115 (20.7%)
New positions
180
Sold out positions
13
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 6,250 23.7%
TCAF 5,418 1764.8%
JGRO 5,381 3871.2%
NVDA 5,319 22.0%
CGDG 5,222 NEW
CGGR 4,832 1796.3%
DGRW 3,441 78.9%
FESM 2,749 NEW
IVV 2,681 38.7%
FMDE 2,637 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPSM -2,733 -70.0%
RSP -1,845 -66.8%
BIL -1,083 -14.3%
OXLC -947 -100.0%
SHY -574 -93.3%
PM -413 -10.5%
PGR -384 -11.5%
WDAY -295 -100.0%
XLE -291 -9.0%
TTD -257 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type