SEC 13F Intelligence

Founders Financial Alliance, LLC / AAPL

Founders Financial Alliance, LLC’s Apple Inc Position

Does Founders Financial Alliance, LLC own Apple Inc (AAPL)? Yes — 128.6K shares worth $33M (+5.88% of its 13F portfolio) as of Q1 2026, down from 132.0K shares the prior filed quarter.

Position Value
$33M
Q1 2026
Shares
128.6K
% of Portfolio
+5.88%
Quarters Held
23
currently held

Position History AAPL

Reported value by quarter
Q3 ’20: $14MQ3 ’20Q4 ’20: $16MQ1 ’21: $15MQ2 ’21: $17MQ2 ’21Q3 ’21: $18MQ4 ’21: $23MQ1 ’22: $23MQ1 ’22Q2 ’22: $14MQ3 ’22: $18MQ4 ’22: $17MQ4 ’22Q1 ’23: $17MQ2 ’23: $26MQ3 ’23: $23MQ3 ’23Q4 ’23: $25MQ1 ’24: $23MQ2 ’24: $27MQ2 ’24Q3 ’24: $30MQ4 ’24: $32MQ1 ’25: $28MQ1 ’25Q2 ’25: $26MQ3 ’25: $33MQ4 ’25: $36MQ4 ’25Q1 ’26: $33Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026128.6K$33M+5.88%
Q4 2025132.0K$36M+6.78%
Q3 2025128.3K$33M+6.16%
Q2 2025128.8K$26M+6.01%
Q1 2025127.5K$28M+6.86%
Q4 2024128.8K$32M+8.86%
Q3 2024127.8K$30M+8.29%
Q2 2024128.4K$27M+8.02%
Q1 2024132.7K$23M+6.83%
Q4 2023131.4K$25M+9.81%
Q3 2023131.7K$23M+9.85%
Q2 2023131.5K$26M+10.04%
Q1 2023104.4K$17M+8.62%
Q4 2022129.4K$17M+7.72%
Q3 2022131.0K$18M+9.22%
Q2 2022105.0K$14M+7.28%
Q1 2022132.1K$23M+10.25%
Q4 2021130.5K$23M+9.32%
Q3 2021127.0K$18M+8.40%
Q2 2021126.7K$17M+7.89%
Q1 2021124.8K$15M+7.63%
Q4 2020120.9K$16M+9.08%
Q3 2020115.7K$14M+8.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Founders Financial Alliance, LLC’s full portfolio or all institutional holders of AAPL.