Founders Financial Alliance, LLC
RIA/Wealth
Founders Financial Alliance, LLC is a RIA/Wealth based in Raleigh, NC led by Tommy Wayne Porter, reporting $1.0B in AUM as of Q3 2025 with 37% ETF concentration.
Managing PartnerTommy Wayne Porter
- Portfolio Value
- $530.1M
- Positions
- 702
- Top Holding
- AAPL at 6.16%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Founders Financial Alliance, LLC's portfolio (26.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $32.7M | 6.16% | -$120.4K Sold | 0.00% 128.3K shares | |
Semiconductors Technology | $29.4M | 5.55% | +$952.5K Bought | 0.00% 157.8K shares | |
Software - Infrastructure Technology | $17.6M | 3.32% | +$53.9K Bought | 0.00% 33.9K shares | |
Specialty Retail Consumer Cyclical | $10.0M | 1.89% | +$270.9K Bought | 0.00% 45.6K shares | |
ETF ETF | $9.6M | 1.81% | +$2.1M Bought | — 14.4K shares | |
Banks - Diversified Financial Services | $8.9M | 1.68% | +$113.2K Bought | 0.00% 28.3K shares | |
Unknown Unknown | $8.9M | 1.67% | +$117.0K Bought | — 178.0K shares | |
Semiconductors Technology | $8.0M | 1.51% | -$194.3K Sold | 0.00% 24.2K shares | |
ETF ETF | $7.8M | 1.47% | +$3.2M Bought | — 87.7K shares | |
Regulated Electric Utilities | $7.1M | 1.34% | +$190.3K Bought | 0.01% 57.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Founders Financial Alliance, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Founders Financial Alliance, LLC
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