Founders Financial Alliance Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
T. Rowe Price Capital Appreciation Equity ETF
TCAF
|
+$5.23M |
| 2 |
Capital Group Dividend Growers ETF
CGDG
|
+$5.13M |
| 3 |
JPMorgan Active Growth ETF
JGRO
|
+$5.11M |
| 4 |
Capital Group Growth ETF
CGGR
|
+$4.62M |
| 5 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$3.09M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$2.98M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$1.93M |
| 3 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.08M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$572K |
| 5 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$454K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.08% |
| 2 | Financials | 9.46% |
| 3 | Consumer Discretionary | 5.16% |
| 4 | Industrials | 4.52% |
| 5 | Communication Services | 3.77% |
Similar funds
Founders Financial Alliance's Q3 2025 Portfolio in Review
As of Q3 2025, Founders Financial Alliance held 725 positions worth $531M, up 21% from $440M the previous quarter. Its ten largest holdings account for 26% of the portfolio.
Founders Financial Alliance deployed $57.1M of net new capital in Q3 2025, opening 181 new positions and adding to 319 existing holdings. Its largest new stake was Capital Group Dividend Growers ETF: 150,713 shares worth $5.22M.
By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 22% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was State Street SPDR Portfolio S&P 600 Small Cap ETF, an estimated $2.98M trimmed.
- Founders Financial Alliance's largest Q3 2025 buy was Capital Group Dividend Growers ETF: 150,713 shares worth $5.22M.
- Founders Financial Alliance added most to T. Rowe Price Capital Appreciation Equity ETF in Q3 2025, an estimated $5.23M increase.
- Founders Financial Alliance's biggest Q3 2025 reduction was State Street SPDR Portfolio S&P 600 Small Cap ETF, cutting an estimated $2.98M.
- Founders Financial Alliance fully exited Workday in Q3 2025, selling an estimated $295K.
- Founders Financial Alliance's ten largest holdings make up 26% of its $531M portfolio in Q3 2025.
- Founders Financial Alliance opened 181 new positions and closed 12 in Q3 2025.
- Founders Financial Alliance's portfolio value rose 21% quarter-over-quarter to $531M.
Based on Founders Financial Alliance's 13F filing for Q3 2025, filed 7 Nov 2025.