Founders Financial Alliance, LLC has filed its Form 13F-HR, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, signed by Chief Compliance Officer James Sloop, lists a total of 662 individual holdings.
The portfolio is diversified across a wide range of sectors. The largest positions include Apple Inc., with 39,540,943 shares; Amazon.com Inc., with 11,904,163 shares; and Chevron Corporation, with 4,178,036 shares. Other notable holdings in the filing include shares of Berkshire Hathaway Inc. Class B, ExxonMobil Holdings Corp., and BlackRock Inc.
The filing also includes a significant number of exchange-traded funds (ETFs). Major ETFs held include the iShares Core S&P 500 ETF, the SPDR S&P 500 ETF Trust, and various funds focused on specific sectors such as technology, healthcare, and energy. Additionally, the report lists several actively managed ETFs from issuers including Goldman Sachs, Franklin Templeton, and First Trust.
