account_balance
Investment manager · 13F filer · SEC CIK 1832190
Founders Financial Alliance, LLC
Reported value$723Mas of Sep 30, 2026
Positions662 25 new, 142 sold out
Top 10 weight25.8%AAPL alone is 5%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc
5.5%Trimmed −5%
IVViShares Tr
4.6%Added +9%
NVDANvidia Corporation
4.0%Trimmed −6%
MSFTMicrosoft Corp
2.4%Trimmed −4%
IUSBiShares Tr
2.1%Added +5%
AMZNAmazon Com Inc
1.6%Trimmed −3%
SPYState STR SPDR S&P 500 ETF T
1.5%Trimmed −10%
DYNFBlackRock ETF Trust
1.4%Added +3%
JPMJPMorgan Chase & Co
1.4%
GOOGLAlphabet Inc
1.3%Trimmed −6%
SPYMSPDR Series Trust
1.3%Added +2736%
IVWiShares Tr
1.2%Trimmed −21%
AAPLApple Inc
5.5%Trimmed −5%
IVViShares Tr
4.6%Added +9%
NVDA4.0%MSFT2.4%IUSB2.1%AMZN1.6%SPY1.5%DYNF1.4%JPM1.4%GOOGL1.3%SPYM1.3%IVW1.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc 5.5% Trimmed −5%IVV iShares Tr 4.6% Added +9%NVDA Nvidia Corporation 4.0% Trimmed −6%MSFT Microsoft Corp 2.4% Trimmed −4%IUSB iShares Tr 2.1% Added +5%AMZN Amazon Com Inc 1.6% Trimmed −3%SPY State STR SPDR S&P 500 ETF T 1.5% Trimmed −10%DYNF BlackRock ETF Trust 1.4% Added +3%JPM JPMorgan Chase & Co 1.4% HeldGOOGL Alphabet Inc 1.3% Trimmed −6%SPYM SPDR Series Trust 1.3% Added +2736%IVW iShares Tr 1.2% Trimmed −21%
What changed