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Fiduciary Alliance LLC

Q2 2026 13F Holdings

  • Location
    greenville, SC
  • Num holdings

    535

  • Value ($000)

    $1,479,191

  • Date Filed
    07/20/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

Apple

STOCK
037833100
$50.41M
3 %

174,201

K
KRE

STATE STREET SPDR PORTFOLIO S&P 500 ETF

ETF
78464A854
$40.83M
3 %

464,592

J
JPM

JPMorgan Chase

STOCK
46625H100
$32.93M
2 %

100,605

M
MSFT

Microsoft

STOCK
594918104
$32.82M
2 %

87,984

N
NVDA

NVIDIA CORPORATION COM

STOCK
67066G104
$30.89M
2 %

154,401

I
IJR

iShares S&P Small Cap ETF

ETF
464287804
$28.49M
2 %

192,108

S
SPDW

SPDR S&P World ex-US

ETF
78463X889
$28.17M
2 %

559,041

A
AMZN

Amazon

STOCK
023135106
$26.81M
2 %

112,504

S
SPY

STATE STREET SPDR S&P 500 ETF

ETF
78462F103
$18.85M
1 %

25,244

G
GOOGL

Alphabet CL A

STOCK
02079K305
$18.05M
1 %

50,499

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