Founders Financial Alliance, LLC

Q4 2025 13F-HR Holdings

Location
Raleigh, NC
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
607
Total value ($000)
$529,795
Net value change ($000)
-1,075 (-0.2%)
New positions
29
Sold out positions
134
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/7/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 3,221 9.9%
GOOGL 2,132 31.2%
LVHI 2,112 NEW
AVUV 1,661 NEW
AMZN 1,527 15.3%
XOM 1,350 42.9%
AKRE 1,180 NEW
FESM 1,109 40.3%
TBIL 1,105 28.8%
JPM 1,030 11.6%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -3,863 -13.1%
XLE -2,619 -89.4%
PGR -1,244 -42.0%
MSFT -1,071 -6.1%
SPSM -855 -73.1%
MO -512 -11.1%
ORCL -508 -26.4%
T -421 -17.8%
HOOD -399 -100.0%
HD -355 -15.5%
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