Founders Financial Alliance, LLC
Annual return '25
+13.8%
SPY '25
+17.7%
Alpha
-3.9ptsvs SPY
Invested
$554.9M
Holdings
734
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 93.2% (132.0k → 9.0k shares)
5.9%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 98.7% (137.2k → 1.8k shares)
4.3%
03
$MSFT
MICROSOFT CORP
Q1 2026: Sold 92.2% (34.1k → 2.7k shares)
2.3%
04
$AMZN
AMAZON COM INC
Q1 2026: Sold 97.2% (50.0k → 1.4k shares)
1.9%
05
$PULS
PGIM ETF TR
Q1 2026: Exited (was 185.1k shares)
1.7%
06
$JPM
JPMORGAN CHASE & CO
Q1 2026: Sold 87.7% (30.9k → 3.8k shares)
1.6%
07
$IVV
ISHARES TR
Q1 2026: Increased +129.9% (13.7k → 31.6k shares)
1.6%
08
$DGRW
WISDOMTREE TR
Q1 2026: Exited (was 93.1k shares)
1.5%
09
$GOOGL
ALPHABET INC
Q1 2026: Sold 96.7% (28.7k → 958 shares)
1.5%
10
$DUK
DUKE ENERGY CORP NEW
Q1 2026: Exited (was 58.3k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:35 UTC.