Fiduciary Alliance LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1954805
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$1.5B
Holdings
535
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Fiduciary Alliance LLC disclosed 535 positions worth $1.5B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 3.4% of the equity portfolio. During the quarter the fund opened 44 new positions and exited 55 and a full exit from $GBTC. The portfolio is most concentrated in Other (40.6% of disclosed assets). All figures are sourced directly from Fiduciary Alliance LLC’s Form 13F-HR filing with the SEC under CIK 1954805.
AI Fund Analysis
Diversifying
$AAPL3.4% weight
Held 10 quarters
STATE STREET SPDR PORTFOLI
2.8% weight
Held 5 quarters
$JPM2.2% weight
Held 10 quarters
$MSFT2.2% weight
Held 10 quarters
$NVDA2.1% weight
Held 10 quarters
VANGUARD S&P 500 ETF - ETF
9 quarters accumulating
JPMorgan Income ETF - ETF
9 quarters accumulating
STATE STREET SPDR S&P NORT
9 quarters accumulating
iShares S&P Mid-Cap Value
9 quarters accumulating
ISHARES DOW JONES U.S. ETF
9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$50.4M174,201 sh STATE STREET SPDR PORTFOLIO S&P 500 ETF - ETF
—Quality
$40.8M464,592 sh- 70.7#210
Quality
$32.9M100,605 sh - 79.8
Quality
$32.8M87,984 sh - 85.9
Quality
$30.9M154,401 sh iShares S&P Small Cap ETF - ETF
—Quality
$28.5M192,108 shSPDR S&P World ex-US - ETF
—Quality
$28.2M559,041 sh- 68.7
Quality
$26.8M112,504 sh - —
Quality
$18.9M25,244 sh - 78.2
Quality
$18.0M50,499 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $50.4M | 174,201 |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF - ETF | — | $40.8M | 464,592 |
| JPMORGAN CHASE & CO$JPM | 70.7#210 | $32.9M | 100,605 |
| MICROSOFT CORP$MSFT | 79.8 | $32.8M | 87,984 |
| NVIDIA CORP$NVDA | 85.9 | $30.9M | 154,401 |
| iShares S&P Small Cap ETF - ETF | — | $28.5M | 192,108 |
| SPDR S&P World ex-US - ETF | — | $28.2M | 559,041 |
 AMAZON COM INC$AMZN | 68.7 | $26.8M | 112,504 |
 SPDR S&P 500 ETF TRUST$SPY | — | $18.9M | 25,244 |
 Alphabet Inc.$GOOG | 78.2 | $18.0M | 50,499 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Fiduciary Alliance LLC's 535 positions.
Showing top 10 of 535 holdings.
Sector Allocation
Other
$600.5M
Technology
$249.2M
Financials
$175.9M
Healthcare
$107.5M
Consumer Discretionary
$104.5M
Industrials
$87.3M
Energy
$53.1M
Utilities
$36.4M
Top Holdings — Fiduciary Alliance LLC (Q2 2026)
Top 150 of 535 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $50.4M | 3.4% | -25% | 76.4 |
| 2 | — | STATE STREET SPDR PORTFOLIO S&P 500 ETF - ETF | $40.8M | 2.8% | +7% | — |
| 3 | $JPM | JPMORGAN CHASE & CO | $32.9M | 2.2% | -16% | 70.7 |
| 4 | $MSFT | MICROSOFT CORP | $32.8M | 2.2% | -24% | 79.8 |
| 5 | $NVDA | NVIDIA CORP | $30.9M | 2.1% | -23% | 85.9 |
| 6 | — | iShares S&P Small Cap ETF - ETF | $28.5M | 1.9% | -1% | — |
| 7 | — | SPDR S&P World ex-US - ETF | $28.2M | 1.9% | -6% | — |
| 8 | $AMZN | AMAZON COM INC | $26.8M | 1.8% | -27% | 68.7 |
| 9 | $SPY | SPDR S&P 500 ETF TRUST | $18.9M | 1.3% | -39% | — |
| 10 | $GOOG | Alphabet Inc. | $18.0M | 1.2% | -34% | 78.2 |
| 11 |  $BRK.B | BERKSHIRE HATHAWAY INC | $17.8M | 1.2% | -28% | 73.8 |
| 12 |  $JNJ | JOHNSON & JOHNSON | $17.5M | 1.2% | -2% | 69 |
| 13 | — | Schwab U.S. Large-Cap Growth - ETF | $16.0M | 1.1% | -21% | — |
| 14 |  $MS | MORGAN STANLEY | $15.6M | 1.1% | -6% | 75.8 |
| 15 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $15.1M | 1.0% | -3% | — |
| 16 |  $COP | CONOCOPHILLIPS | $14.8M | 1.0% | -5% | 70.2 |
| 17 |  $LLY | ELI LILLY & Co | $14.0M | 0.9% | +8% | 87.5 |
| 18 | — | INSPIRE INTERNATIONAL ETF - ETF | $13.6M | 0.9% | +3% | — |
| 19 |  $NEE | NEXTERA ENERGY INC | $13.0M | 0.9% | +6% | 64.6 |
| 20 | — | Schwab Intermediate-Term US Treasury - ETF | $12.6M | 0.8% | +1% | — |
| 21 |  $WMT | Walmart Inc. | $11.5M | 0.8% | -6% | 60.2 |
| 22 | — | iShares Emerging Markets ex China ETF - ETF | $11.4M | 0.8% | -5% | — |
| 23 | — | First Trust Clean Edge Smart Grid ETF - ETF | $11.3M | 0.8% | +3% | — |
| 24 | — | Schwab U.S. Large-Cap Value - ETF | $11.3M | 0.8% | -1% | — |
| 25 | — | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF - ETF | $11.3M | 0.8% | -24% | — |
| 26 | — | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND - ETF | $10.6M | 0.7% | +10% | — |
| 27 | — | VANGUARD S&P 500 ETF - ETF | $10.2M | 0.7% | +1% | — |
| 28 |  $PFE | PFIZER INC | $10.2M | 0.7% | +15% | 62 |
| 29 |  $ETN | Eaton Corp plc | $10.2M | 0.7% | -11% | — |
| 30 |  $TXN | TEXAS INSTRUMENTS INC | $10.2M | 0.7% | -1% | 73.4 |
| 31 | — | SCHWAB US DIVIDEND EQUITY ETF - ETF | $10.0M | 0.7% | -18% | — |
| 32 |  $KMI | KINDER MORGAN, INC. | $9.9M | 0.7% | -8% | 71.3 |
| 33 |  $OSCR | Oscar Health, Inc. | $9.8M | 0.7% | -52% | 83.1 |
| 34 |  $HD | HOME DEPOT, INC. | $9.6M | 0.7% | -12% | 60.3 |
| 35 | — | Pacer US Cash Cows 100 ETF - ETF | $9.6M | 0.7% | +11% | — |
| 36 |  $GOOGL | Alphabet Inc. | $9.5M | 0.6% | -5% | 78.2 |
| 37 |  $AMGN | AMGEN INC | $9.4M | 0.6% | -12% | 79.2 |
| 38 | — | VANGUARD GROWTH ETF - ETF | $9.1M | 0.6% | +498% | — |
| 39 | — | Global X MLP & Energy Infrastructure ETF - ETF | $9.0M | 0.6% | +1% | — |
| 40 | — | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND - ETF | $8.9M | 0.6% | +3% | — |
| 41 | — | Biotech ETF - ETF | $8.7M | 0.6% | +55% | — |
| 42 |  $VFC | V F CORP | $8.3M | 0.6% | -15% | 49.8 |
| 43 |  $CPS | Cooper-Standard Holdings Inc. | $8.3M | 0.6% | -39% | 50.7 |
| 44 | — | VANGUARD MEGA CAP VALUE ETF - ETF | $8.2M | 0.6% | -1% | — |
| 45 | — | ISHARES CORE DIVIDEND GROWTH ETF - ETF | $8.2M | 0.6% | -1% | — |
| 46 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $8.0M | 0.5% | -28% | — |
| 47 |  $PYPL | PayPal Holdings, Inc. | $7.9M | 0.5% | -37% | 64.1 |
| 48 |  $AVGO | Broadcom Inc. | $7.7M | 0.5% | -39% | 84.5 |
| 49 |  $COST | COSTCO WHOLESALE CORP /NEW | $7.4M | 0.5% | -8% | 66.2 |
| 50 | — | ISHARES 0-3 MONTH TREASURY BOND ETF - ETF | $7.4M | 0.5% | -39% | — |
| 51 |  $SGOL | abrdn Gold ETF Trust | $7.3M | 0.5% | -24% | — |
| 52 |  $HOOD | Robinhood Markets, Inc. | $7.2M | 0.5% | -5% | 82.1 |
| 53 | — | SPDR S&P Emerging Markets - ETF | $7.2M | 0.5% | -11% | — |
| 54 | — | JPMorgan Hedged Equity Laddered Overlay ETF - ETF | $7.2M | 0.5% | +5% | — |
| 55 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $7.1M | 0.5% | +4% | 70 |
| 56 | — | Vanguard Total Stock Market - ETF | $6.9M | 0.5% | +4% | — |
| 57 | — | JPMorgan Income ETF - ETF | $6.5M | 0.4% | +8% | — |
| 58 |  $HRL | HORMEL FOODS CORP /DE/ | $6.5M | 0.4% | +53% | 51.8 |
| 59 |  $UNH | UNITEDHEALTH GROUP INC | $6.5M | 0.4% | +27% | 62.7 |
| 60 |  $BABA | Alibaba Group Holding Ltd | $6.5M | 0.4% | -59% | — |
| 61 |  $XOM.R34088 | EXXON MOBIL CORP | $6.4M | 0.4% | -2% | 57.9 |
| 62 |  $PWR | QUANTA SERVICES, INC. | $6.3M | 0.4% | -49% | 72.1 |
| 63 |  $IVZ | Invesco Ltd. | $6.3M | 0.4% | +12% | — |
| 64 |  $RSG | REPUBLIC SERVICES, INC. | $6.3M | 0.4% | -19% | 62.3 |
| 65 |  $BAX | BAXTER INTERNATIONAL INC | $6.2M | 0.4% | +13% | 50.1 |
| 66 |  $CASY | CASEYS GENERAL STORES INC | $6.0M | 0.4% | +8% | 65.1 |
| 67 | $IVZ | Invesco Ltd. | $6.0M | 0.4% | +3% | — |
| 68 |  $MA | Mastercard Inc | $6.0M | 0.4% | +47% | 85.1 |
| 69 | — | Schwab International Dividend Equity ETF - ETF | $5.8M | 0.4% | +8% | — |
| 70 | — | VANGUARD MEGA CAP GROWTH ETF - ETF | $5.8M | 0.4% | +391% | — |
| 71 |  $NOV | NOV Inc. | $5.7M | 0.4% | +6% | 47.8 |
| 72 |  $DHR | DANAHER CORP /DE/ | $5.7M | 0.4% | -0% | 64.8 |
| 73 |  $ABBV | AbbVie Inc. | $5.5M | 0.4% | +1% | 72.6 |
| 74 |  $PZZA | PAPA JOHNS INTERNATIONAL INC | $5.5M | 0.4% | +10% | 42.5 |
| 75 | — | VANGUARD MID-CAP ETF - ETF | $5.5M | 0.4% | +296% | — |
| 76 | — | STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF - ETF | $5.5M | 0.4% | +2% | — |
| 77 |  $AMAT | APPLIED MATERIALS INC /DE | $5.2M | 0.3% | +8% | 72.3 |
| 78 |  $WY | WEYERHAEUSER CO | $5.2M | 0.3% | +7% | 51.3 |
| 79 |  $HIMS | Hims & Hers Health, Inc. | $5.1M | 0.3% | +8% | 53.4 |
| 80 | — | Global Robotics and AI ETF - ETF | $4.9M | 0.3% | -2% | — |
| 81 | — | First Trust Utilities ETF - ETF | $4.8M | 0.3% | +12% | — |
| 82 |  $META | Meta Platforms, Inc. | $4.8M | 0.3% | -11% | 79.6 |
| 83 |  $PLTR | Palantir Technologies Inc. | $4.8M | 0.3% | -43% | 84.6 |
| 84 |  $ASML | ASML HOLDING NV | $4.8M | 0.3% | +0% | — |
| 85 | — | Schwab REIT - ETF | $4.7M | 0.3% | -1% | — |
| 86 |  $UTHR | UNITED THERAPEUTICS Corp | $4.5M | 0.3% | +24% | 71.3 |
| 87 | — | JPMorgan Active Bond ETF - ETF | $4.5M | 0.3% | +4% | — |
| 88 |  $MELI | MERCADOLIBRE INC | $4.4M | 0.3% | +78% | 80.2 |
| 89 | — | PGIM AAA CLO ETF - ETF | $4.3M | 0.3% | +3% | — |
| 90 | — | RANGE NUCLEAR RENAISSANCE INDEX ETF - ETF | $4.3M | 0.3% | +10% | — |
| 91 | — | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF - ETF | $4.3M | 0.3% | +8% | — |
| 92 | — | STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF - ETF | $4.1M | 0.3% | +3% | — |
| 93 |  $SWK | STANLEY BLACK & DECKER, INC. | $4.1M | 0.3% | +13% | 58.7 |
| 94 | — | EAGLE CAPITAL SELECT EQUITY ETF - ETF | $4.0M | 0.3% | +5% | — |
| 95 | — | JPMORGAN U.S. QUALITY FACTOR ETF - ETF | $4.0M | 0.3% | +0% | — |
| 96 | — | Simplify Managed Futures ETF - ETF | $4.0M | 0.3% | +7% | — |
| 97 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $3.9M | 0.3% | +13% | 56.5 |
| 98 |  $CVX | CHEVRON CORP | $3.9M | 0.3% | -69% | 62.8 |
| 99 |  $GLW | CORNING INC /NY | $3.9M | 0.3% | -15% | 73.7 |
| 100 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST - ETF | $3.9M | 0.3% | +2% | — |
| 101 | — | ISHARES LATIN AMERICA 40 ETF - ETF | $3.8M | 0.3% | +38% | — |
| 102 |  $RTX | RTX Corp | $3.7M | 0.3% | +4% | 73.2 |
| 103 | — | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF - ETF | $3.7M | 0.3% | -19% | — |
| 104 | — | FIDELITY TOTAL BOND ETF - ETF | $3.7M | 0.3% | -2% | — |
| 105 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.6M | 0.3% | -4% | 67.6 |
| 106 |  $CRS | CARPENTER TECHNOLOGY CORP | $3.6M | 0.3% | +0% | 64.6 |
| 107 |  $TSLA | Tesla, Inc. | $3.6M | 0.2% | -72% | 53.9 |
| 108 |  $AXP | AMERICAN EXPRESS CO | $3.6M | 0.2% | -1% | 69.4 |
| 109 | — | CAPITAL GROUP CORE BOND ETF - ETF | $3.6M | 0.2% | -0% | — |
| 110 | — | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND - ETF | $3.6M | 0.2% | -0% | — |
| 111 |  $TFC | TRUIST FINANCIAL CORP | $3.5M | 0.2% | -1% | 76.4 |
| 112 |  $DE | DEERE & CO | $3.5M | 0.2% | +179% | 55.4 |
| 113 | — | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF - ETF | $3.5M | 0.2% | -0% | — |
| 114 |  $DUK | Duke Energy CORP | $3.5M | 0.2% | -15% | 56.4 |
| 115 |  $UPS | UNITED PARCEL SERVICE INC | $3.5M | 0.2% | +60% | 58.6 |
| 116 | — | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF - ETF | $3.4M | 0.2% | NEW | — |
| 117 |  $SOFI | SoFi Technologies, Inc. | $3.4M | 0.2% | -31% | 62.4 |
| 118 |  $LMT | LOCKHEED MARTIN CORP | $3.3M | 0.2% | -22% | 65.6 |
| 119 | — | VANGUARD INFORMATION TECHNOLOGY ETF - ETF | $3.3M | 0.2% | +649% | — |
| 120 | — | Vaneck Vectors Agribusiness ETF - ETF | $3.3M | 0.2% | +19% | — |
| 121 | — | iShares Core S&P 500 ETF - ETF | $3.3M | 0.2% | +8% | — |
| 122 | — | ISHARES S&P 500 GROWTH ETF - ETF | $3.3M | 0.2% | +5% | — |
| 123 |  $CAT | CATERPILLAR INC | $3.3M | 0.2% | -2% | 66.5 |
| 124 | — | Vanguard Dividend Appreciation ETF - ETF | $3.3M | 0.2% | +1% | — |
| 125 | $IVZ | Invesco Ltd. | $3.3M | 0.2% | +10% | — |
| 126 |  $IBIT | iShares Bitcoin Trust ETF | $3.2M | 0.2% | -68% | — |
| 127 |  $SPGI | S&P Global Inc. | $3.2M | 0.2% | +109% | 76.1 |
| 128 | — | SIMPLIFY TREASURY OPTION INCOME ETF - ETF | $3.2M | 0.2% | +15% | — |
| 129 |  $MTB | M&T BANK CORP | $3.2M | 0.2% | -13% | 58.6 |
| 130 |  $FCX | FREEPORT-MCMORAN INC | $3.1M | 0.2% | +50% | 62 |
| 131 | — | PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF - ETF | $3.1M | 0.2% | +10% | — |
| 132 |  $CRK | COMSTOCK RESOURCES INC | $3.0M | 0.2% | +27% | 62.5 |
| 133 |  $CRWD | CrowdStrike Holdings, Inc. | $3.0M | 0.2% | -17% | 67.7 |
| 134 | — | ISHARES CORE MSCI EAFE ETF - ETF | $2.9M | 0.2% | -4% | — |
| 135 |  $XRAY | DENTSPLY SIRONA Inc. | $2.9M | 0.2% | -28% | 39.8 |
| 136 | — | SPDR Portfolio High Yield Bond ETF - ETF | $2.9M | 0.2% | +1% | — |
| 137 | — | TR ACTIVEBETA US LARGE CAP EQUITY ETF - ETF | $2.9M | 0.2% | +4% | — |
| 138 |  $GEV | GE Vernova Inc. | $2.9M | 0.2% | -14% | 81.1 |
| 139 |  $GXO | GXO Logistics, Inc. | $2.7M | 0.2% | +86% | 61.2 |
| 140 |  $CSCO | CISCO SYSTEMS, INC. | $2.7M | 0.2% | +1% | 70.3 |
| 141 |  $QXO | QXO, Inc. | $2.7M | 0.2% | -14% | 49 |
| 142 |  $APH | AMPHENOL CORP /DE/ | $2.6M | 0.2% | -9% | 79.3 |
| 143 |  $HUM | HUMANA INC | $2.6M | 0.2% | +18% | 58.9 |
| 144 | — | First Trust Cybersecurity ETF - ETF | $2.6M | 0.2% | +603% | — |
| 145 | — | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - ETF | $2.5M | 0.2% | +2% | — |
| 146 |  $GS | GOLDMAN SACHS GROUP INC | $2.5M | 0.2% | +1% | 73.5 |
| 147 |  $SAP | SAP SE | $2.5M | 0.2% | +9% | — |
| 148 |  $GRRR | Gorilla Technology Group Inc. | $2.5M | 0.2% | NEW | — |
| 149 |  $ZETA | Zeta Global Holdings Corp. | $2.5M | 0.2% | -64% | 63.4 |
| 150 | $IVZ | Invesco Ltd. | $2.5M | 0.2% | -7% | — |
New Positions (44)
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF - ETF$3.4M
$GRRR Gorilla Technology Group Inc.$2.5M
$ARCO Arcos Dorados Holdings Inc.$2.5M
$RBC RBC Bearings INC$2.2M
$XHR Xenia Hotels & Resorts, Inc.$2.0M
$HST HOST HOTELS & RESORTS, INC.$1.9M
$JD JD.com, Inc.$1.7M ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF - ETF$1.5M
INVESCO AGRICULTURE COMMODITY STRATEGY NO K-1 ETF - ETF$1.3M
ISHARES U.S. TELECOMMUNICATIONS ETF - ETF$1.2M
$ADUR ADURO CLEAN TECHNOLOGIES INC.$1.0M GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF - ETF$766,843
$CMI CUMMINS INC$692,218
$JAZZ Jazz Pharmaceuticals plc$455,674 ISHARES U.S. TECHNOLOGY ETF - ETF$416,787
Exited Positions (55)
$GBTC Grayscale Bitcoin Trust ETF
$GRAB Grab Holdings Ltd
$COIN Coinbase Global, Inc.
$HON HONEYWELL INTERNATIONAL INC
$CLSK CLEANSPARK, INC.
$MKL MARKEL GROUP INC.
$BBAI BigBear.ai Holdings, Inc.
$VRTX VERTEX PHARMACEUTICALS INC / MA
$SHOP SHOPIFY INC.
$CCZ COMCAST CORP
$AER AerCap Holdings N.V.
$WWD Woodward, Inc.
$KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
$ICE Intercontinental Exchange, Inc.
$APLD Applied Digital Corp.Browse Top Institutional Investors
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