Fiduciary Alliance
$1.5B 13F equity value
593 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Fiduciary Alliance covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | Apple | 174,201 | $50M | 3.4% |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 464,592 | $41M | 2.8% |
| JPM | JPMorgan Chase | 100,605 | $33M | 2.2% |
| MSFT | Microsoft | 87,984 | $33M | 2.2% |
| NVDA | NVIDIA CORPORATION COM | 154,401 | $31M | 2.1% |
| IJR | iShares S&P Small Cap ETF | 192,108 | $28M | 1.9% |
| SPDW | SPDR S&P World ex-US | 559,041 | $28M | 1.9% |
| AMZN | Amazon | 112,504 | $27M | 1.8% |
| SPY | STATE STREET SPDR S&P 500 ETF | 25,244 | $19M | 1.3% |
| GOOGL | Alphabet CL A | 50,499 | $18M | 1.2% |
Track Fiduciary Alliance's 13F portfolio: $1.5B in reported holdings, 593 positions. Top holdings and quarterly changes on SentiSense.
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