Fiduciary Alliance LLC Portfolio Holdings

Fiduciary Alliance LLC

  • $1.49 Trillion
  • Q3 2025

Fiduciary Alliance LLC has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.49 Trillion distributed in 501 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $62.6B, Microsoft Corp with a value of $61.7B, Spdr S&P 500 ETF Trust with a value of $55.2B, Jpmorgan Chase & CO with a value of $43.2B, and Nvidia Corp with a value of $38.2B.

Examining the 13F form we can see an increase of $152B in the current position value, from $1.34T to 1.49T.

Fiduciary Alliance LLC is based out at Greenville, SC

Below you can find more details about Fiduciary Alliance LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.49 Trillion
ETFs: $452 Billion
Technology: $313 Billion
Financial Services: $166 Billion
Consumer Cyclical: $133 Billion
Healthcare: $78.1 Billion
Industrials: $67.5 Billion
Communication Services: $58.9 Billion
Energy: $42.4 Billion
Other: $82.1 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$55.2 Billion 3.7% of portfolio
82,929
Q3 2025 Added 2.53%
$0
$22.1 Billion 1.48% of portfolio
692,754
Q3 2025 Added 0.38%
$0
$21.9 Billion 1.47% of portfolio
511,917
Q3 2025 Added 8.18%
$0
$16.9 Billion 1.13% of portfolio
141,822
Q3 2025 Added 8.5%
$0
$13.8 Billion 0.92% of portfolio
150,456
Q3 2025 Added 8.74%
$0
$11.9 Billion 0.8% of portfolio
337,404
Q3 2025 Reduced 0.9%
$0
$10.7 Billion 0.72% of portfolio
427,406
Q3 2025 Added 4.98%
$0
$9.76 Billion 0.65% of portfolio
335,189
Q3 2025 Added 0.12%
$0
$8.95 Billion 0.6% of portfolio
14,910
Q3 2025 Added 5.5%
$0
$8.98 Billion 0.6% of portfolio
328,817
Q3 2025 Reduced 1.14%
$0
$7.84 Billion 0.53% of portfolio
12,802
Q3 2025 Added 7.4%
$5.68B
$7.72 Billion 0.52% of portfolio
209,776
Q3 2025 Reduced 3.12%
$0
$7.62 Billion 0.51% of portfolio
50,453
Q3 2025 Added 307.37%
$0
$7.2 Billion 0.48% of portfolio
52,301
Q3 2025 Added 0.01%
$0
$7.18 Billion 0.48% of portfolio
105,444
Q3 2025 Added 0.27%
$0
$7.08 Billion 0.47% of portfolio
151,314
Q3 2025 Added 1.35%
$0
$6.04 Billion 0.4% of portfolio
96,392
Q3 2025 Reduced 2.23%
$0
$5.62 Billion 0.38% of portfolio
17,126
Q3 2025 Added 32.56%
$0
$5.54 Billion 0.37% of portfolio
13,769
Q3 2025 Added 4.49%
$0
$5.45 Billion 0.36% of portfolio
80,670
Q3 2025 Added 11.62%
$0
$5.24 Billion 0.35% of portfolio
10,934
Q3 2025 Added 15.85%
$0
$4.86 Billion 0.33% of portfolio
16,559
Q3 2025 Reduced 0.66%
$0
$4.7 Billion 0.32% of portfolio
132,743
Q3 2025 Added 16.01%
$0
$4.56 Billion 0.31% of portfolio
62,037
Q3 2025 Reduced 20.97%
$0
$4.54 Billion 0.3% of portfolio
79,046
Q3 2025 Added 20.8%
$0
$4.19 Billion 0.28% of portfolio
90,285
Q3 2025 Added 12.91%
$0
$4.07 Billion 0.27% of portfolio
188,632
Q3 2025 Added 3.77%
$0
$3.85 Billion 0.26% of portfolio
93,497
Q3 2025 Added 48.35%
$0
$3.95 Billion 0.26% of portfolio
51,993
Q3 2025 Added 25.86%
$0
$3.54 Billion 0.24% of portfolio
56,242
Q3 2025 Reduced 4.85%
$0
$3.39 Billion 0.23% of portfolio
30,705
Q3 2025 Added 5.71%
$0
$3.42 Billion 0.23% of portfolio
73,983
Q3 2025 Added 2.11%
$0
$3.25 Billion 0.22% of portfolio
50,294
Q3 2025 Added 6.53%
$0
$3.27 Billion 0.22% of portfolio
22,433
Q3 2025 Reduced 5.96%
$0
$3.21 Billion 0.22% of portfolio
59,361
Q3 2025 Added 7.41%
$0
$3.28 Billion 0.22% of portfolio
35,181
Q3 2025 Added 0.46%
$0
$3.33 Billion 0.22% of portfolio
15,442
Q3 2025 Added 65.39%
$0
$2.91 Billion 0.2% of portfolio
6,282
Q3 2025 Added 8.4%
$0
$2.96 Billion 0.2% of portfolio
29,422
Q3 2025 Added 4.9%
$0
$2.81 Billion 0.19% of portfolio
56,861
Q3 2025 Added 40.53%
$0
$2.88 Billion 0.19% of portfolio
64,734
Q3 2025 Reduced 3.98%
$0
$2.67 Billion 0.18% of portfolio
3,577
Q3 2025 Added 3.86%
$0
$2.57 Billion 0.17% of portfolio
29,469
Q3 2025 Added 6.05%
$0
$2.57 Billion 0.17% of portfolio
92,155
Q3 2025 Added 36.45%
$0
$2.32 Billion 0.16% of portfolio
12,221
Q3 2025 Added 2.11%
$0
$2.33 Billion 0.16% of portfolio
40,475
Q3 2025 Added 3.23%
$0
$2.36 Billion 0.16% of portfolio
32,228
Q3 2025 Added 16.1%
$0
$2.2 Billion 0.15% of portfolio
91,945
Q3 2025 Added 6.05%
$0
$2.24 Billion 0.15% of portfolio
4,776
Q3 2025 Added 16.35%

Summary

  • Portfolio
  • No. of Stocks 501
  • Current Value $1.49 Trillion
  • Prior Value $1.34 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 08, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 34 stocks
  • Additional Purchases 231 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 212 stocks
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