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

Fiduciary Alliance LLC

$1.7B in tracked AUM across 547 positions as of Q1 2026.

FA
CIK 0001954805 · last filed Mar 31, 2026
Total AUM
$1.7B
as of Q1 2026
Holdings
547
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$466M▲ 16.9%
1,014 positionsLocked
Showing 12 of 14