Founders Financial Alliance, LLC
•CIK: 1832190•Filing: Q4 2025
**Founders Financial Alliance, LLC** manages $530M across a diverse portfolio of 607 positions. The fund exhibits significant conviction in mega-cap technology leaders, with top holdings including AAPL at $35.9M and NVDA at $25.6M. Further allocations target core growth names such as MSFT ($16.5M) and AMZN ($11.5M), alongside financial and semiconductor exposure. This concentrated approach suggests a strategic focus on established market leaders driving secular growth.
Total AUM
$529.8M
QoQ Performance
-0.2%
Positions
287
Top 10 Concentration
30.5%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL6.8%
NVDA4.8%
MSFT3.1%
AMZN2.2%
JPM1.9%
IVV1.8%
PULS1.7%
GOOGL1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.6%
Technology23.6%
Consumer6.0%
Financial5.0%
ETF4.1%
Healthcare3.0%
Industrial2.1%
Utilities2.0%
🚪 Exited Positionssold since Q3 2025
+513 more exited positions
Changes from Q3 2025
NEW5 new positions
↑96 increased
↓97 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023