Founders Financial Alliance
Founders Financial Alliance reported 779 stocks worth $754M in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are AAPL (4.8%), IVV (3.9%) and NVDA (3.6%). Compared with Q1 2026, the fund opened new positions in XLSR, BINC and FISR, added to IVV, IUSB and MSFT, trimmed AAPL, NVDA and AMZN and sold out of LVHI, CLMT and UAN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $36.3M | 4.8% | 126K | −3,088 (−2%) | 8 of 8 | |
| 2 |  IVV Ishares TR | $29.7M | 3.9% | 40K | +26K (+196%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $27.2M | 3.6% | 136K | −1,384 (−1%) | 8 of 8 | |
| 4 |  IUSB Ishares Core | $15M | 2.0% | 325K | +319K (+5797%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $12.9M | 1.7% | 35K | +397 (+1%) | 8 of 8 | |
| 6 |  AMZN Amazon Com Inc | $11.7M | 1.6% | 49K | −372 (−1%) | 8 of 8 | |
| 7 |  SPY Spdr S&P 500 ETF TR | $11.6M | 1.5% | 16K | +4,743 (+44%) | 8 of 8 | |
| 8 |  IVW Ishares TR | $10.8M | 1.4% | 78K | +76K (+2983%) | 8 of 8 | |
| 9 |  IVE Ishares TR | $10.7M | 1.4% | 47K | +46K (+3693%) | 8 of 8 | |
| 10 |  GOOGL Alphabet Inc | $10.5M | 1.4% | 29K | +811 (+3%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 LVHI Legg Mason ETF Invt | $2.6M | 64K |
HONEYWELL INTL INC | $2.4M | 11K |
 CLMT Calumet Inc | $2M | 56K |
 UAN Cvr Partners LP | $1.9M | 15K |
 BTU Peabody Energy Corp | $828K | 25K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 4, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Founders Financial Alliance 13F FAQ
What does Founders Financial Alliance own?
Founders Financial Alliance reported 779 stocks worth $754M in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are AAPL (4.8%), IVV (3.9%) and NVDA (3.6%). The table above lists every position in the filing (the top 10 without an account).
What did Founders Financial Alliance buy and sell in Q2 2026?
Compared with Q1 2026: 91 new positions, 307 added to, 193 trimmed and 47 sold out. New positions include XLSR, BINC and FISR. It sold all of LVHI, CLMT and UAN.
When will Founders Financial Alliance file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Founders Financial Alliance's portfolio worth?
The Q2 2026 filing reports $754M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.