1y return+17.9%S&P 500 +20.9%
3y return+54.1%S&P 500 +68.5%
5y return+52.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2020: $193 against $223 in the S&P 500.2
Founders Financial Alliance, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $36.3M | 4.8% | −2.4% |
| IVVIshares Tr | $29.7M | 3.9% | +195.6% |
| NVDANvidia Corporation | $27.2M | 3.6% | −1.0% |
| IUSBIshares Tr | $15.0M | 2.0% | +5796.6% |
| MSFTMicrosoft Corp | $12.9M | 1.7% | +1.2% |
| AMZNAmazon Com Inc | $11.7M | 1.6% | |
| SPYState Str Spdr S&p 500 Etf T | $11.6M | 1.5% | +43.9% |
| IVWIshares Tr | $10.8M | 1.4% | +2982.5% |
| IVEIshares Tr | $10.7M | 1.4% | +3693.3% |
| GOOGLAlphabet Inc | $10.5M | 1.4% | +2.8% |
| JPMJpmorgan Chase & Co | $10.2M | 1.4% | |
| DYNFBlackrock Etf Trust | $9.9M | 1.3% | +9737.2% |
| IEMGIshares Inc | $9.8M | 1.3% | +885.3% |
| PYLDPimco Etf Tr | $9.1M | 1.2% | +735.7% |
| AVGOBroadcom Inc | $8.9M | 1.2% | |
| DGRWWisdomtree Tr | $8.5M | 1.1% | −7.5% |
| DUKDuke Energy Corp New | $7.8M | 1.0% | +3.1% |
| FBNCFirst Bancorp N C | $7.6M | 1.0% | −1.2% |
| GSUSGoldman Sachs Etf Tr | $7.4M | 1.0% | +5040.0% |
| QQQInvesco Qqq Tr | $7.3M | 1.0% | +5.6% |
| TCAFT Rowe Price Exchange-traded | $7.2M | 1.0% | +2.7% |
| CGDGCapital Group Dividend Growe | $7.1M | 0.9% | +6.3% |
| CGGRCapital Group Growth Etf | $7.0M | 0.9% | +8.2% |
| JGROJ P Morgan Exchange Traded F | $6.8M | 0.9% | +2.3% |
| BILSpdr Series Trust | $6.7M | 0.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | September 30, 2020 | +1378.8% | $27.2M |
| AVGOBroadcom Inc | September 30, 2020 | +936.9% | $8.9M |
| AMDAdvanced Micro Devices Inc | September 30, 2020 | +608.5% | $5.9M |
| GOOGLAlphabet Inc | September 30, 2020 | +387.7% | $10.5M |
| GOOGAlphabet Inc | September 30, 2020 | +380.9% | $5.2M |
| JPMJpmorgan Chase & Co | September 30, 2020 | +240.0% | $10.2M |
| FBNCFirst Bancorp N C | September 30, 2020 | +205.4% | $7.6M |
| QQQInvesco Qqq Tr | September 30, 2020 | +165.0% | $7.3M |
| AAPLApple Inc | September 30, 2020 | +149.9% | $36.3M |
| IVWIshares Tr | September 30, 2020 | +138.1% | $10.8M |
Sold off last quarter
- LVHILegg Mason Etf Invt was $2.6M
- Honeywell Intl IncCUSIP 438516106 was $2.4M
- CLMTCalumet Inc was $2.0M
- UANCvr Partners Lp/cvr Nitrogen was $1.9M
- BTUPeabody Engr Corp was $828K
- NXSTNexstar Media Group Inc was $558K
- LXULsb Inds Inc was $512K
- CFCf Industries Hold was $475K
- INTUIntuit was $405K
- DESWisdomtree Tr was $401K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.0% | +14.8% |
| March 31, 2026 | −1.8% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +7.3% | +7.8% |
| June 30, 2025 | +7.5% | +10.5% |
| March 31, 2025 | −3.2% | −4.6% |
| December 31, 2024 | +0.6% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +3.5% | +4.0% |
| March 31, 2024 | +8.0% | +10.0% |
| December 31, 2023 | +10.5% | +11.2% |
| September 30, 2023 | −4.4% | −3.6% |
| June 30, 2023 | +5.1% | +8.3% |
| March 31, 2023 | +4.2% | +7.0% |
| December 31, 2022 | +7.9% | +7.1% |
| September 30, 2022 | −5.0% | −5.3% |
| June 30, 2022 | −14.7% | −16.5% |
| March 31, 2022 | −4.2% | −4.9% |
| December 31, 2021 | +8.9% | +10.7% |
| September 30, 2021 | −0.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Founders Financial Alliance, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1832190&type=13F-HR&dateb=&owner=include&count=40CIK 1832190
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1832190/000139834426013459/Filed August 4, 2026 · accession 0001398344-26-013459