13F Insight
DOSSIER · 13F-HR · Q2 2026

Fiduciary Alliance LLC

$1.5B in tracked AUM across 535 positions as of Q2 2026.

FA
CIK 0001954805 · last filed Jun 30, 2026
Total AUM
$1.5B
as of Q2 2026
Holdings
535
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Fiduciary Alliance LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
Apple
$50M174K3.4%02
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
$41M465K2.8%03
JPM
JPMorgan Chase
$33M101K2.2%04
MSFT
Microsoft
$33M88K2.2%05
NVDA
NVIDIA CORPORATION COM
$31M154K2.1%06
IJR
iShares S&P Small Cap ETF
$28M192K1.9%07
SPDW
SPDR S&P World ex-US
$28M559K1.9%08
AMZN
Amazon
$27M113K1.8%09
SPY
STATE STREET SPDR S&P 500 ETF
$19M25K1.3%10
GOOGL
Alphabet CL A
$18M50K1.2%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$433M▼ 7.1%
167 positionsLocked
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