Founders Financial Alliance, LLC

Q1 2026 13F-HR Holdings

Location
Raleigh, NC
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
735
Total value ($000)
$554,890
Net value change ($000)
+25,095 (4.7%)
New positions
146
Sold out positions
18
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
LQDH 4,416 903.1%
XOM 1,846 41.0%
BALI 1,637 449.7%
CVX 1,300 39.6%
DUK 1,043 15.3%
CLMT 895 80.6%
TCAL 791 92.3%
GPIQ 775 275.8%
PYLD 772 250.6%
DIVO 742 35.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -3,823 -23.2%
AAPL -3,260 -9.1%
JPST -2,132 -34.9%
NVDA -1,658 -6.5%
AMZN -1,240 -10.7%
FBND -995 -100.0%
AVGO -974 -11.8%
JPM -864 -8.7%
GOOGL -744 -8.3%
EVLN -730 -11.7%
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