Fiduciary Alliance LLC
CIK 1954805
13F filing for Q2 2026・No. 2,026
- Holdings
- US$1.48B
- Quarter change
- −US$177.94M
- Entries
- 535
- Net bought (estimate)
- −US$229.17M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 46
- Sold out 58
- Cut 250
- Added 211
- Corporate actions 0
- Unchanged 28
Largest holdings
535 stocks worth US$1.48B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleStock | Cut | 174,201 | US$50.41M | 3.41% |
| STATE STREET SPDR PORTFOLIO S&P 500 ETFETF | Added | 464,592 | US$40.83M | 2.76% |
| JPMJPMorgan ChaseStock | Cut | 100,605 | US$32.93M | 2.23% |
| MSFTMicrosoftStock | Cut | 87,984 | US$32.82M | 2.22% |
| NVDANvidiaStock | Cut | 154,401 | US$30.89M | 2.09% |
| iShares S&P Small Cap ETFETF | Cut | 192,108 | US$28.49M | 1.93% |
| SPDR S&P World ex-USETF | Cut | 559,041 | US$28.17M | 1.90% |
| AMZNAmazonStock | Cut | 112,504 | US$26.81M | 1.81% |
| SPYSTATE STREET SPDR S&P 500 ETFETF | Cut | 25,244 | US$18.85M | 1.27% |
| GOOGLAlphabetStock | Cut | 50,499 | US$18.05M | 1.22% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 20, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.