§ 13F · FUND PROFILE
Fiduciary Alliance LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1340.8T (13F)Positions · 479Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$20.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple | 242K | $65.9T | 4.3% | −2% |
| 2 | SPY | SPDR S&P 500 ETF TRUST | 83K | $56.3T | 3.7% | −1% |
| 3 | MSFT | Microsoft | 116K | $56.2T | 3.7% | −3% |
| 4 | JPM | JPMorgan Chase | 136K | $43.7T | 2.9% | −1% |
| 5 | NVDA | NVIDIA CORPORATION COM | 204K | $38.0T | 2.5% | ±0% |
| 6 | AMZN | Amazon | 160K | $36.9T | 2.4% | +6% |
| 7 | BRK/B | Berkshire Hathaway CL B | 57K | $28.5T | 1.9% | +1% |
| 8 | GOOGL | Alphabet CL A | 81K | $25.5T | 1.7% | −3% |
| 9 | SPDW | SPDR S&P World ex-US | 550K | $24.4T | 1.6% | +7% |
| 10 | SCHG | Schwab U.S. Large-Cap Growth | 673K | $21.9T | 1.4% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIDUCIARY SIGNAL
AC read
Fiduciary Alliance LLC is a Other fund managing $1340850.0 trillion in assets. The fund runs a broad portfolio of 479 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed