StockDriftsStockDriftsTop 50 Fiduciary Alliance LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple | 4.07% | 162.0K | $53.9M | -7.03%(-12.24K) | $168.56(+103.46%) | 2026-09-30 | |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 3.29% | 486.7K | $43.7M | +4.75%(+22.07K) | $78.68(+14.68%) | 2026-09-30 | |
| MSFT | Microsoft | 3.04% | 78.6K | $40.3M | -10.68%(-9.40K) | $311.73(+71.15%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION COM | 2.41% | 140.2K | $32.0M | -9.18%(-14.18K) | $66.82(+224.89%) | 2026-09-30 | |
| SPDW | SPDR S&P World ex-US | 2.14% | 566.0K | $28.4M | +1.25%(+6.97K) | $32.07(+53.59%) | 2026-09-30 | |
| IJR | iShares S&P Small Cap ETF | 2.12% | 207.2K | $28.2M | +7.85%(+15.08K) | $108.89(+24.73%) | 2026-09-30 | |
| JPM | JPMorgan Chase | 2.12% | 84.9K | $28.1M | -15.57%(-15.67K) | $153.53(+117.24%) | 2026-09-30 | |
| AMZN | Amazon | 2.07% | 110.3K | $27.5M | -2.00%(-2.25K) | $161.99(+62.01%) | 2026-09-30 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 1.38% | 23.9K | $18.3M | -5.18%(-1.31K) | $464.05(+65.17%) | 2026-09-30 | |
| SCHG | Schwab U.S. Large-Cap Growth | 1.27% | 469.0K | $16.9M | -0.89%(-4.24K) | $23.29(+52.79%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.16% | +56.72% | — | — | +64.40% |
| Top 20 Holdings Unweighted | +15.26% | +53.13% | — | — | +54.78% |
Fiduciary Alliance LLC reports $1.33B in US-listed equity holdings across 503 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.1%), SPYM (3.3%) and MSFT (3.0%). The top 20 holdings account for 34.4% of reported assets. Its disclosed equity book has returned +56.72% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fiduciary Alliance LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1954805). View Fiduciary Alliance LLC’s 13F filings on SEC