StockDrifts LogoStockDrifts

Fiduciary Alliance LLC

Portfolio Manager
Fiduciary Alliance LLC
Performance
-7.24% (2026 Q1)
AUM (13F)
$1.66B
# of Holdings
547
Performance Rank
Allocation (Top 20)
32.92%

Fiduciary Alliance LLC Holdings Map

Top 50 Fiduciary Alliance LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
Apple
3.72%231.6K$61.7M
-4.38%(-10.61K)
2025-Q1: 233.8K shares2025-Q2: 246.0K shares2025-Q3: 246.0K shares2025-Q4: 242.2K shares2026-Q1: 231.6K shares
$168.56(+77.31%)
2026-03-31
MSFT
Microsoft
2.87%115.6K$47.5M
-0.54%(-625)
2025-Q1: 102.2K shares2025-Q2: 121.0K shares2025-Q3: 119.2K shares2025-Q4: 116.2K shares2026-Q1: 115.6K shares
$311.73(+29.99%)
2026-03-31
NVDA
NVIDIA CORPORATION COM
2.41%200.6K$39.9M
-1.61%(-3.27K)
2025-Q1: 181.3K shares2025-Q2: 207.8K shares2025-Q3: 204.5K shares2025-Q4: 203.9K shares2026-Q1: 200.6K shares
$66.82(+237.97%)
2026-03-31
AMZN
Amazon
2.3%153.7K$38.2M
-3.95%(-6.33K)
2025-Q1: 137.2K shares2025-Q2: 148.9K shares2025-Q3: 151.7K shares2025-Q4: 160.0K shares2026-Q1: 153.7K shares
$161.99(+66.76%)
2026-03-31
JPM
JPMorgan Chase
2.2%119.4K$36.5M
-12.05%(-16.36K)
2025-Q1: 142.9K shares2025-Q2: 146.4K shares2025-Q3: 137.0K shares2025-Q4: 135.7K shares2026-Q1: 119.4K shares
$153.53(+95.56%)
2026-03-31
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
2.16%434.7K$35.8M
+895.84%(+391.04K)
2025-Q1: 0 shares2025-Q2: 9.1K shares2025-Q3: 11.1K shares2025-Q4: 43.6K shares2026-Q1: 434.7K shares
$75.60(+15.57%)
2026-03-31
SPY
STATE STREET SPDR S&P 500 ETF
1.75%41.5K$29.0M
-49.76%(-41.06K)
2025-Q1: 75.4K shares2025-Q2: 80.9K shares2025-Q3: 82.9K shares2025-Q4: 82.5K shares2026-Q1: 41.5K shares
$464.05(+59.96%)
2026-03-31
SPDW
SPDR S&P World ex-US
1.75%592.4K$29.0M
+7.69%(+42.28K)
2025-Q1: 466.6K shares2025-Q2: 473.2K shares2025-Q3: 511.9K shares2025-Q4: 550.1K shares2026-Q1: 592.4K shares
$32.63(+54.04%)
2026-03-31
GOOGL
Alphabet CL A
1.56%76.7K$25.8M
-5.83%(-4.75K)
2025-Q1: 72.0K shares2025-Q2: 81.1K shares2025-Q3: 83.6K shares2025-Q4: 81.4K shares2026-Q1: 76.7K shares
$139.08(+189.49%)
2026-03-31
IJR
iShares S&P Small Cap ETF
1.54%193.4K$25.6M
+18.90%(+30.74K)
2025-Q1: 124.4K shares2025-Q2: 130.7K shares2025-Q3: 141.8K shares2025-Q4: 162.6K shares2026-Q1: 193.4K shares
$106.54(+26.98%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Fiduciary Alliance LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all