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Fiduciary Alliance LLC

Q3 2025 13F Holdings

  • Location
    greenville, SC
  • Num holdings

    498

  • Value ($000)

    $1,492,750

  • Date Filed
    10/08/2025
  • Form type
    13F-HR
  • CIK
    0001954805
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

Apple

STOCK
037833100
$62.65M
4 %

246,042

M
MSFT

Microsoft

STOCK
594918104
$61.73M
4 %

119,188

S
SPY

SPDR S&P 500 ETF TRUST

ETF
78462F103
$55.25M
4 %

82,929

J
JPM

JPMorgan Chase

STOCK
46625H100
$43.23M
3 %

137,046

N
NVDA

NVIDIA CORPORATION COM

STOCK
67066G104
$38.16M
3 %

204,546

A
AMZN

Amazon

STOCK
023135106
$33.3M
2 %

151,653

B
BRK.B

Berkshire Hathaway CL B

STOCK
084670702
$28.19M
2 %

56,082

B
BABA

ALIBABA GROUP HLDG LTD SPONSORED ADS

ADR
01609W102
$26.65M
2 %

149,096

I
IBIT

ISHARES BITCOIN TRUST ETF

ETF
46438F101
$22.21M
2 %

341,648

S
SCHG

Schwab U.S. Large-Cap Growth

ETF
808524300
$22.11M
2 %

692,754

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