13F Insight
DOSSIER · 13F-HR · Q1 2026

Fiduciary Alliance LLC

Fiduciary Alliance's pension fund based in Stamford, CT — $1.7B in tracked AUM across 547 positions as of Q1 2026.

FA
Fiduciary Alliance·Stamford, CT·Pension Fund
CIK 0001954805 · last filed Mar 31, 2026
Total AUM
$1.7B
▼ 7.3%
vs prior
Holdings
547
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
10% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Fiduciary Alliance LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
Apple
$62M232K3.7%
02
MSFT
Microsoft
$48M116K2.9%
03
NVDA
NVIDIA CORPORATION COM
$40M201K2.4%
04
AMZN
Amazon
$38M154K2.3%
05
JPM
JPMorgan Chase
$37M119K2.2%
06
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
$36M435K2.2%
07
SPY
STATE STREET SPDR S&P 500 ETF
$29M41K1.8%
08
SPDW
SPDR S&P World ex-US
$29M592K1.7%
09
GOOGL
Alphabet CL A
$26M77K1.6%
10
IJR
iShares S&P Small Cap ETF
$26M193K1.5%

Filing history

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