Fiduciary Alliance
$1.7B Assets Reported
576 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | Apple | 231,623 | $62M | 3.7% |
| MSFT | Microsoft | 115,569 | $48M | 2.9% |
| NVDA | NVIDIA CORPORATION COM | 200,590 | $40M | 2.4% |
| AMZN | Amazon | 153,680 | $38M | 2.3% |
| JPM | JPMorgan Chase | 119,379 | $37M | 2.2% |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 434,686 | $36M | 2.2% |
| SPY | STATE STREET SPDR S&P 500 ETF | 41,454 | $29M | 1.8% |
| SPDW | SPDR S&P World ex-US | 592,378 | $29M | 1.7% |
| GOOGL | Alphabet CL A | 76,653 | $26M | 1.6% |
| IJR | iShares S&P Small Cap ETF | 193,386 | $26M | 1.5% |
Track Fiduciary Alliance's 13F portfolio: $1.7B in reported holdings, 576 positions. Top holdings, AUM, and quarterly changes on SentiSense.