13F Insight
DOSSIER · 13F-HR · Q3 2026

Fiduciary Alliance LLC

$1.3B in tracked AUM across 503 positions as of Q3 2026.

FA
CIK 0001954805 · last filed Sep 30, 2026
Total AUM
$1.3B
as of Q3 2026
Holdings
503
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Fiduciary Alliance LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
Apple
$54M162K4.1%02
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
$44M487K3.3%03
MSFT
Microsoft
$40M79K3.0%04
NVDA
NVIDIA CORPORATION COM
$32M140K2.4%05
SPDW
SPDR S&P World ex-US
$28M566K2.1%06
IJR
iShares S&P Small Cap ETF
$28M207K2.1%07
JPM
JPMorgan Chase
$28M85K2.1%08
AMZN
Amazon
$27M110K2.1%09
SPY
STATE STREET SPDR S&P 500 ETF
$18M24K1.4%10
SCHG
Schwab U.S. Large-Cap Growth
$17M469K1.3%

Filing history

2026Q3Sep 30
$1.3B▼ 10.3%
503 positionsView →2026Q2Jun 30
$1.5B▼ 10.7%
535 positionsView →2026Q1Mar 31
$1.7B▲ 8.3%
547 positionsView →2025Q4Dec 31
$1.5B▲ 2.5%
510 positionsView →2025Q3Sep 30
$1.5B▲ 11.3%
501 positionsLocked2025Q2Jun 30
$1.3B▲ 31.8%
479 positionsLocked2025Q1Mar 31
$1.0B▲ 2.9%
385 positionsLocked2024Q4Dec 31
$989M▲ 31.2%
353 positionsLocked2024Q3Sep 30
$754M▲ 22.3%
256 positionsLocked2024Q2Jun 30
$616M▲ 8.8%
216 positionsLocked2024Q1Mar 31
$567M▲ 11.6%
196 positionsLocked2023Q4Dec 31
$508M▲ 17.3%
184 positionsLocked
Showing 12 of 16