Fiduciary Alliance LLC
Fiduciary Alliance LLC reported 535 positions worth $1.48B as of June 30, 2026 (13F filed July 20, 2026). Largest holding: AAPL (3.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $50.4M | 3.41% | 174,201 | — | — | |
| ▸ 2 | SPYM | SH | $40.8M | 2.76% | 464,592 | — | — | |
| ▸ 3 | JPM | SH | $32.9M | 2.23% | 100,605 | — | — | |
| ▸ 4 | MSFT | SH | $32.8M | 2.22% | 87,984 | — | — | |
| ▸ 5 | NVDA | SH | $30.9M | 2.09% | 154,401 | — | — | |
| ▸ 6 | IJR | SH | $28.5M | 1.93% | 192,108 | — | — | |
| ▸ 7 | SPDW | SH | $28.2M | 1.90% | 559,041 | — | — | |
| ▸ 8 | AMZN | SH | $26.8M | 1.81% | 112,504 | — | — | |
| ▸ 9 | SPY | SH | $18.9M | 1.27% | 25,244 | — | — | |
| ▸ 10 | GOOGL | SH | $18.0M | 1.22% | 50,499 | — | — |
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Frequently Asked Questions
What stocks does Fiduciary Alliance LLC hold as of Q2 2026?
Fiduciary Alliance LLC reported 535 positions worth $1.48B in its Q2 2026 13F filing. Largest positions: AAPL (3.4%), SPYM (2.8%), JPM (2.2%), MSFT (2.2%) and NVDA (2.1%).
What did Fiduciary Alliance LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Fiduciary Alliance LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.