Founders Financial Alliance, LLC holds a diversified book of 779 stocks worth $754.5M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened SS US Sector Rotation and trimmed Apple Inc. Their largest long position is Apple Inc at 5% of the equity book. Cloning the disclosed picks since 2024 would be +34% (+17.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1832190/holdings"
Use Arkolith to show Founders Financial Alliance, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Founders Financial Alliance, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
43% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Founders Financial Alliance, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $591.9B |
| LPL Financial LLC | 80 / 80 | $118.6B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $20.1B |
| JPMORGAN CHASE & CO | 79 / 80 | $563.2B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $175.7B |
| ROYAL BANK OF CANADA | 79 / 80 | $161.5B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $141.0B |
| Cetera Investment Advisers | 79 / 80 | $28.3B |
Ranked by how many of Founders Financial Alliance, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $36.3M | 125.5K | 4.8% | ▼−2.4% Reduced · −3K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $29.7M | 39.6K | 3.9% | ▲+196% Added · +26K sh | |
| 3 | Nvidia Corporation COM | $27.2M | 135.8K | 3.6% | ▼−1.0% Reduced · −1K sh | |
| 4 | Ishares TR CORE UNIVRSL USD | $15.0M | 324.8K | 2.0% | ▲59× Added · +319K sh | |
| 5 | Microsoft Corp COM | $12.9M | 34.7K | 1.7% | ▲+1.1% Added · +397 sh | |
| 6 | Amazon Com Inc COM | $11.7M | 49.1K | 1.6% | ▼−0.8% Reduced · −372 sh | |
| 7 | State STR SPDR S&P 500 ETF T TR UNIT | $11.6M | 15.5K | 1.5% | ▲+44% Added · +5K sh | |
| 8 | Ishares TR S&P 500 GRWT ETF | $10.8M | 78.3K | 1.4% | ▲31× Added · +76K sh | |
| 9 | Ishares TR S&P 500 VAL ETF | $10.7M | 47.0K | 1.4% | ▲38× Added · +46K sh | |
| 10 | Alphabet Inc CAP STK CL A | $10.5M | 29.4K | 1.4% | ▲+2.8% Added · +811 sh | |
| 11 | JPMorgan Chase & Co COM | $10.2M | 31.1K | 1.4% | ▲+0.9% Added · +281 sh | |
| 12 | BlackRock ETF Trust ISHARES US EQUIT | $9.9M | 146.1K | 1.3% | ▲98× Added · +145K sh | |
| 13 | Ishares Inc CORE MSCI EMKT | $9.8M | 117.9K | 1.3% | ▲+885% Added · +106K sh | |
| 14 | Pimco ETF TR MULTISECTOR BD | $9.1M | 344.3K | 1.2% | ▲+736% Added · +303K sh | |
| 15 | Broadcom Inc COM | $8.9M | 23.5K | 1.2% | ▼−0.3% Reduced · −61 sh | |
| 16 | Wisdomtree TR US QTLY DIV GRT | $8.5M | 89.2K | 1.1% | ▼−7.5% Reduced · −7K sh | |
| 17 | Duke Energy Corp New COM NEW | $7.8M | 62.0K | 1.0% | ▲+3.1% Added · +2K sh | |
| 18 | First Bancorp N C COM | $7.6M | 119.1K | 1.0% | ▼−1.2% Reduced · −1K sh | |
| 19 | Goldman Sachs ETF TR MARKETBETA US EQ | $7.4M | 71.9K | 1.0% | ▲51× Added · +71K sh | |
| 20 | Invesco QQQ TR UNIT SER 1 | $7.3M | 9.9K | 1.0% | ▲+5.5% Added · +523 sh | |
| 21 | T Rowe Price Exchange-Traded CAP APPRECIATION | $7.2M | 175.0K | 1.0% | ▲+2.7% Added · +5K sh | |
| 22 | Capital Group Dividend Growe SHS ETF | $7.1M | 190.2K | 0.9% | ▲+6.3% Added · +11K sh | |
| 23 | Capital Group Growth ETF SHS CREAT UNIT | $7.0M | 148.3K | 0.9% | ▲+8.2% Added · +11K sh | |
| 24 | J P Morgan Exchange Traded F ACTIVE GROWTH | $6.8M | 69.0K | 0.9% | ▲+2.3% Added · +2K sh | |
| 25 | SPDR Series Trust ST STR BLO 1 ETF | $6.7M | 73.4K | 0.9% | ▼−0.1% Reduced · −96 sh | |
| 26 | Ishares TR EAFE VALUE ETF | $6.6M | 86.8K | 0.9% | ▲54× Added · +85K sh | |
| 27 | BlackRock ETF Trust ISHA I IN TE ETF | $6.4M | 121.7K | 0.9% | ▲205× Added · +121K sh | |
| 28 | Ishares TR MSCI USA MMENTM | $5.9M | 17.3K | 0.8% | ▲23× Added · +17K sh | |
| 29 | Advanced Micro Devices Inc COM | $5.9M | 10.2K | 0.8% | ▼−11% Reduced · −1K sh | |
| 30 | Franklin Templeton ETF TR HIGH YIELD CORP | $5.5M | 227.0K | 0.7% | ▲25× Added · +218K sh | |
| 31 | Morgan Stanley ETF Trust EATON VANCE FLTG | $5.4M | 110.5K | 0.7% | ▼−3.2% Reduced · −4K sh | |
| 32 | State STR SPDR Dow Jones Ind UT SER 1 | $5.3M | 10.1K | 0.7% | ▼−2.9% Reduced · −296 sh | |
| 33 | RBB FD Inc F/M US TREASURY | $5.3M | 105.5K | 0.7% | ▲+3.8% Added · +4K sh | |
| 34 | Ishares TR EAFE GRWTH ETF | $5.2M | 42.2K | 0.7% | ▲28× Added · +41K sh | |
| 35 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $5.2M | 103.4K | 0.7% | ▲+31% Added · +25K sh | |
| 36 | Alphabet Inc CAP STK CL C | $5.2M | 14.7K | 0.7% | ▲+76% Added · +6K sh | |
| 37 | Fidelity Covington Trust ENHANCED SML CAP | $5.2M | 107.0K | 0.7% | ▲+1.6% Added · +2K sh | |
| 38 | Ishares TR 10-20 YR TRS ETF | $5.1M | 50.8K | 0.7% | ▲133× Added · +50K sh | |
| 39 | Ishares TR MSCI USA QLT FCT | $4.9M | 22.4K | 0.7% | ▲15× Added · +21K sh | |
| 40 | Altria Group Inc COM | $4.8M | 66.7K | 0.6% | ▼−8.0% Reduced · −6K sh | |
| 41 | Exxon Mobil Corp COM | $4.7M | 34.5K | 0.6% | ▼−7.7% Reduced · −3K sh | |
| 42 | Ishares TR MBS ETF | $4.6M | 48.8K | 0.6% | ▲10× Added · +44K sh | |
| 43 | Ishares TR US TREAS BD ETF | $4.5M | 196.5K | 0.6% | ▲+500% Added · +164K sh | |
| 44 | Abbvie Inc COM | $4.3M | 17.2K | 0.6% | ▼−5.1% Reduced · −924 sh | |
| 45 | BlackRock ETF Trust ISHA US THEM ETF | $4.3M | 99.5K | 0.6% | ▲172× Added · +99K sh | |
| 46 | Fidelity Covington Trust ENH MID COR ETF | $4.3M | 105.6K | 0.6% | ▲+2.3% Added · +2K sh | |
| 47 | Berkshire Hathaway Inc Del CL B NEW | $4.3M | 8.5K | 0.6% | ▲+0.4% Added · +37 sh | |
| 48 | Johnson & Johnson COM | $4.3M | 16.7K | 0.6% | ▼−11% Reduced · −2K sh | |
| 49 | Ishares TR RUS 1000 GRW ETF | $4.2M | 34.2K | 0.6% | ▲+298% Added · +26K sh | |
| 50 | Ishares U S ETF TR INT RT HDG C B | $4.1M | 43.7K | 0.5% | ▼−18% Reduced · −9K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 779 | $754.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 735 | $554.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 607 | $529.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 713 | $530.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 544 | $439.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 659 | $412.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 576 | $363.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 588 | $359.2M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 26, 2024 | 560 | $337.2M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 557 | $333.1M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 9, 2024 | 491 | $257.9M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 475 | $229.0M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 508 | $254.0M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 456 | $200.3M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 15, 2023 | 478 | $217.8M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 476 | $196.5M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 500 | $197.2M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 12, 2022 | 440 | $225.0M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 482 | $248.5M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 1,864 | $213.8M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 2, 2021 | 7,597 | $219.9M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 6,486 | $203.0M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 4, 2021 | 6,369 | $176.9M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 6,813 | $167.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.