Founders Financial Alliance, LLC

Q2 2026 13F-HR Holdings

Location
Raleigh, NC
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
779
Total value ($000)
$754,486
Net value change ($000)
+199,596 (36.0%)
New positions
91
Sold out positions
47
Turnover %
5.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 20,923 238.9%
IUSB 14,735 5801.2%
IVW 10,485 3653.3%
IVE 10,402 3985.4%
DYNF 9,849 11452.3%
IEMG 8,935 1070.1%
PYLD 8,051 745.5%
GSUS 7,289 5831.2%
EFV 6,526 5438.3%
BAI 6,398 31990.0%
Top Reduces (Value $000, Stocks/ETFs)
PULS -9,312 -97.0%
DGRS -4,774 -94.6%
SPMD -3,543 -71.2%
DON -2,763 -96.2%
VYM -2,643 -77.3%
LVHI -2,611 -100.0%
HON -2,376 -100.0%
SPTM -2,318 -85.3%
CLMT -2,005 -100.0%
UAN -1,921 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type