StockDriftsStockDriftsTop 50 Fiduciary Alliance LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple | 3.41% | 174.2K | $50.4M | -24.79%(-57.42K) | $168.56(+81.17%) | 2026-06-30 | |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 2.76% | 464.6K | $40.8M | +6.88%(+29.91K) | $78.19(+16.70%) | 2026-06-30 | |
| JPM | JPMorgan Chase | 2.23% | 100.6K | $32.9M | -15.73%(-18.77K) | $153.53(+137.55%) | 2026-06-30 | |
| MSFT | Microsoft | 2.22% | 88.0K | $32.8M | -23.87%(-27.59K) | $311.73(+55.93%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 2.09% | 154.4K | $30.9M | -23.03%(-46.19K) | $66.82(+238.33%) | 2026-06-30 | |
| IJR | iShares S&P Small Cap ETF | 1.93% | 192.1K | $28.5M | -0.66%(-1.28K) | $108.89(+37.71%) | 2026-06-30 | |
| SPDW | SPDR S&P World ex-US | 1.9% | 559.0K | $28.2M | -5.63%(-33.34K) | $32.63(+59.95%) | 2026-06-30 | |
| AMZN | Amazon | 1.81% | 112.5K | $26.8M | -26.79%(-41.18K) | $161.99(+62.07%) | 2026-06-30 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 1.27% | 25.2K | $18.9M | -39.10%(-16.21K) | $464.05(+67.08%) | 2026-06-30 | |
| GOOGL | Alphabet CL A | 1.22% | 50.5K | $18.0M | -34.12%(-26.15K) | $139.08(+147.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.77% | +47.28% | — | — | +56.26% |
| Top 20 Holdings Unweighted | +13.27% | +45.32% | — | — | +50.23% |
Fiduciary Alliance LLC reports $1.48B in US-listed equity holdings across 535 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.4%), SPYM (2.8%) and JPM (2.2%). The top 20 holdings account for 30.99% of reported assets. Its disclosed equity book has returned +47.28% on a three-year cumulative basis. Figures reflect the Q2 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