Universe · entity
Founders Financial Alliance, LLC
Institutional manager (13F) · CIK 1832190
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $305M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $33M | 128,602 |
| 2 | NVIDIA CORPORATION | $24M | 137,178 |
| 3 | MICROSOFT CORP | $13M | 34,276 |
| 4 | AMAZON COM INC | $10M | 49,449 |
| 5 | PGIM ETF TR | $10M | 194,000 |
| 6 | JPMORGAN CHASE & CO | $9M | 30,863 |
| 7 | ISHARES TR | $9M | 13,410 |
| 8 | WISDOMTREE TR | $8M | 96,363 |
| 9 | ALPHABET INC | $8M | 28,626 |
| 10 | DUKE ENERGY CORP NEW | $8M | 60,115 |
| 11 | BROADCOM INC | $7M | 23,546 |
| 12 | STATE STR SPDR S&P 500 ETF T | $7M | 10,792 |
| 13 | FIRST BANCORP N C | $7M | 120,512 |
| 14 | SPDR SERIES TRUST | $7M | 73,490 |
| 15 | CAPITAL GROUP DIVIDEND GROWE | $6M | 178,900 |
| 16 | EXXON MOBIL CORP | $6M | 37,384 |
| 17 | T ROWE PRICE ETF INC | $6M | 170,293 |
| 18 | J P MORGAN EXCHANGE TRADED F | $6M | 67,440 |
| 19 | CAPITAL GROUP GROWTH ETF | $6M | 137,081 |
| 20 | MORGAN STANLEY ETF TRUST | $6M | 114,237 |
| 21 | INVESCO QQQ TR | $5M | 9,420 |
| 22 | RBB FD INC | $5M | 101,638 |
| 23 | WISDOMTREE TR | $5M | 95,245 |
| 24 | SPDR SERIES TRUST | $5M | 84,061 |
| 25 | ISHARES U S ETF TR | $5M | 53,117 |
| 26 | STATE STR SPDR DOW JONES IND | $5M | 10,380 |
| 27 | ALTRIA GROUP INC | $5M | 72,451 |
| 28 | CHEVRON CORPORATION | $5M | 22,129 |
| 29 | JOHNSON & JOHNSON | $5M | 18,714 |
| 30 | BERKSHIRE HATHAWAY INC DEL | $4M | 8,507 |
| 31 | FIDELITY COVINGTON TRUST | $4M | 105,302 |
| 32 | J P MORGAN EXCHANGE TRADED F | $4M | 78,680 |
| 33 | ABBVIE INC | $4M | 18,132 |
| 34 | FIDELITY COVINGTON TRUST | $4M | 103,231 |
| 35 | ISHARES TR | $4M | 8,579 |
| 36 | WALMART INC | $3M | 27,834 |
| 37 | VANGUARD WHITEHALL FDS | $3M | 23,094 |
| 38 | PHILIP MORRIS INTL INC | $3M | 20,291 |
| 39 | VANGUARD INDEX FDS | $3M | 4,991 |
| 40 | LOWES COS INC | $3M | 12,592 |
| 41 | WISDOMTREE TR | $3M | 54,662 |
| 42 | AMPLIFY ETF TR | $3M | 63,338 |
| 43 | SPDR SERIES TRUST | $3M | 34,357 |
| 44 | SPDR SERIES TRUST | $3M | 47,845 |
| 45 | MCDONALDS CORP | $3M | 8,479 |
| 46 | LEGG MASON ETF INVT | $3M | 64,409 |
| 47 | ISHARES TR | $2M | 11,484 |
| 48 | EATON CORP PLC | $2M | 6,775 |
| 49 | FIRST CTZNS BANCSHARES INC D | $2M | 1,283 |
| 50 | TAIWAN SEMICONDUCTOR MANUFAC | $2M | 7,107 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.