13F Filings History of Founders Financial Alliance, LLC

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$529,795,328
Signature - Title
James Sloop - CCO
Location
Raleigh, NC
Summary
This page shows a list of all the recent 13F filings made by Founders Financial Alliance, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Founders Financial Alliance, LLC reported 607 stock holdings with total value $529,795,328 as of Q4 2025. Top holdings included AAPL, NVDA, MSFT, AMZN, and JPM.

Notify me when Founders Financial Alliance, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 607 $529,795,328 +$28,980,209 -$34,423,869 -$5,443,660 AAPL, NVDA, MSFT, AMZN, JPM 13F-HR 11 Feb 2026, 21:27
Q3 2025 713 $530,869,572 +$74,529,381 -$15,802,984 +$58,726,397 AAPL, NVDA, MSFT, AMZN, IVV 13F-HR 07 Nov 2025, 09:50
Q2 2025 544 $439,754,833 +$22,693,985 -$25,944,757 -$3,250,772 AAPL, NVDA, MSFT, AMZN, PULS 13F-HR 12 Aug 2025, 10:20
Q1 2025 616 $412,595,622 +$67,958,101 -$7,862,957 +$60,095,144 AAPL, NVDA, MSFT, PULS, AMZN 13F-HR 12 May 2025, 09:11
Q4 2024 576 $363,732,667 +$16,419,056 -$13,327,051 +$3,092,005 AAPL, NVDA, MSFT, AMZN, PULS 13F-HR 07 Feb 2025, 14:17
Q3 2024 588 $359,219,175 +$16,235,766 -$9,311,713 +$6,924,053 AAPL, NVDA, MSFT, PULS, BIL 13F-HR 01 Nov 2024, 09:26
Q2 2024 560 $337,228,857 +$30,120,639 -$17,640,931 +$12,479,708 AAPL, NVDA, MSFT, XLE, PULS 13F-HR 23 Aug 2024, 19:45
Q1 2024 557 $333,095,666 +$69,883,853 -$13,797,843 +$56,086,010 AAPL, NVDA, MSFT, XLE, PULS 13F-HR 14 May 2024, 09:31
Q4 2023 491 $257,868,620 +$13,653,702 -$8,677,812 +$4,975,890 AAPL, MSFT, NVDA, FBNC, AMZN 13F-HR 09 Feb 2024, 17:16
Q3 2023 475 $228,952,544 +$4,225,943 -$18,582,260 -$14,356,317 AAPL, MSFT, NVDA, FBNC, DUK 13F-HR 13 Nov 2023, 15:30
Q2 2023 508 $254,036,649 +$52,773,835 -$8,554,943 +$44,218,892 AAPL, MSFT, NVDA, FBNC, AMZN 13F-HR 11 Aug 2023, 09:51
Q1 2023 455 $200,187,036 +$8,134,289 -$35,299,620 -$27,165,331 AAPL, MSFT, DUK, FBNC, SPY 13F-HR 15 May 2023, 09:54
Q4 2022 478 $217,803,826 +$13,096,154 -$7,302,609 +$5,793,545 AAPL, FBNC, MSFT, DUK, SPY 13F-HR 15 Feb 2023, 09:50
Q3 2022 472 $196,491,000 +$41,748,793 -$29,251,880 +$12,496,913 AAPL, MSFT, FBNC, DUK, AMZN 13F-HR 14 Nov 2022, 10:24
Q2 2022 498 $197,187,000 +$42,199,632 -$35,421,214 +$6,778,418 AAPL, MSFT, FBNC, NVDA, AMZN 13F-HR 15 Aug 2022, 09:27
Q1 2022 437 $225,035,000 +$8,856,624 -$23,717,027 -$14,860,403 AAPL, MSFT, FBNC, DUK, AMZN 13F-HR 12 May 2022, 11:58
Q4 2021 481 $248,535,000 +$19,132,405 -$5,144,181 +$13,988,224 AAPL, MSFT, FBNC, DUK, AMZN 13F-HR 14 Feb 2022, 13:41
Q3 2021 482 $213,739,000 +$11,961,220 -$13,418,411 -$1,457,191 AAPL, MSFT, FBNC, DUK, AMZN 13F-HR 15 Nov 2021, 09:27
Q2 2021 627 $219,342,000 +$15,183,976 -$3,609,667 +$11,574,309 AAPL, MSFT, FBNC, AMZN, SPY 13F-HR 02 Aug 2021, 08:26
Q1 2021 624 $200,498,000 +$19,359,812 -$8,408,925 +$10,950,887 AAPL, FBNC, MSFT, DUK, AMZN 13F-HR 14 May 2021, 17:08
Q4 2020 556 $176,261,000 +$19,325,656 -$24,574,486 -$5,248,830 AAPL, MSFT, FBNC, AMZN, DUK 13F-HR 04 Feb 2021, 16:50
Q3 2020 1,688 $166,282,000 $0 $0 $0 AAPL, MSFT, DUK, AMZN, FBNC 13F-HR 13 Nov 2020, 13:59