Founders Financial Alliance, LLC
All 13F Filings
- Location
- Raleigh, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 754,486
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 779 | 754,486 | 13F-HR | Founders Financial Alliance, LLC |
| Q1 2026 | 5/11/2026 | 735 | 554,890 | 13F-HR | Founders Financial Alliance, LLC |
| Q4 2025 | 2/12/2026 | 607 | 529,795 | 13F-HR | Founders Financial Alliance, LLC |
| Q3 2025 | 11/7/2025 | 713 | 530,870 | 13F-HR | Founders Financial Alliance, LLC |
| Q2 2025 | 8/12/2025 | 544 | 439,755 | 13F-HR | Founders Financial Alliance, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 383.5 K | 51.1% | 22.18 K | 0 | 22.18 K |
| ETFs | 366.6 K | 48.9% | 178.6 K | 0 | 178.6 K |
| Debt | 270 | 0.0% | 0 | 60 | -60 |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
754,486
Holdings
779
QoQ value change ($000)
199,596
(36.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.