§ 13F · FUND PROFILE
Fiduciary Alliance LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.5B (13F)Positions · 501Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$53M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple | 232K | $62M | 3.7% | −4% |
| 2 | MSFT | Microsoft | 116K | $48M | 2.9% | −1% |
| 3 | NVDA | NVIDIA CORPORATION COM | 201K | $40M | 2.4% | −2% |
| 4 | AMZN | Amazon | 154K | $38M | 2.3% | −4% |
| 5 | JPM | JPMorgan Chase | 119K | $37M | 2.2% | −12% |
| 6 | SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 435K | $36M | 2.2% | +896% |
| 7 | SPY | STATE STREET SPDR S&P 500 ETF | 41K | $29M | 1.8% | −50% |
| 8 | SPDW | SPDR S&P World ex-US | 592K | $29M | 1.7% | +8% |
| 9 | GOOGL | Alphabet CL A | 77K | $26M | 1.6% | −6% |
| 10 | IJR | iShares S&P Small Cap ETF | 193K | $26M | 1.5% | +19% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIDUCIARY SIGNAL
AC read
Fiduciary Alliance LLC is a Other fund managing $1.5 billion in assets. The fund runs a broad portfolio of 501 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed