Fiduciary Alliance LLC: 13F holdings
CIK 19548052026Q2
| Positions | 535 |
|---|
| Reported value | $1.5bn |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 535 (-12 vs prior quarter) |
|---|
| Reported value | $1.5bn (-10.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL Apple | 174,201 | $50.4m | 3.4% |
| SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF | 464,592 | $40.8m | 2.8% |
| JPM JPMorgan Chase | 100,605 | $32.9m | 2.2% |
| MSFT Microsoft | 87,984 | $32.8m | 2.2% |
| NVDA NVIDIA CORPORATION COM | 154,401 | $30.9m | 2.1% |
| IJR iShares S&P Small Cap ETF | 192,108 | $28.5m | 1.9% |
| EWU SPDR S&P World ex-US | 559,041 | $28.2m | 1.9% |
| AMZN Amazon | 112,504 | $26.8m | 1.8% |
| SPY STATE STREET SPDR S&P 500 ETF | 25,244 | $18.9m | 1.3% |
| GOOGL Alphabet CL A | 50,499 | $18.0m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1954805")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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