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
$2.3 Billion 0.15% of portfolio
36,571
Q3 2025 Added 0.14%
$0
$2.26 Billion 0.15% of portfolio
118,294
Q3 2025 Added 14.74%
$0
$2.28 Billion 0.15% of portfolio
18,896
Q3 2025 Added 16.22%
$0
$2.3 Billion 0.15% of portfolio
110,013
Q3 2025 Added 25.45%
$0
$2.21 Billion 0.15% of portfolio
52,584
Q3 2025 Added 12.12%
$0
$2.02 Billion 0.14% of portfolio
68,354
Q3 2025 Added 1.82%
$25B
$2.13 Billion 0.14% of portfolio
50,215
Q3 2025 Added 16.44%
$0
$1.95 Billion 0.13% of portfolio
18,614
Q3 2025 Added 18.83%
$0
$1.72 Billion 0.12% of portfolio
39,135
Q3 2025 Reduced 0.75%
$0
$1.71 Billion 0.11% of portfolio
39,911
Q3 2025 Added 7.28%
$0
$1.57 Billion 0.11% of portfolio
2,349
Q3 2025 Added 2.58%
$0
$1.7 Billion 0.11% of portfolio
35,818
Q3 2025 Added 7.36%
$0
$1.6 Billion 0.11% of portfolio
15,877
Q3 2025 Reduced 37.47%
$0
$1.61 Billion 0.11% of portfolio
5,727
Q3 2025 Added 26.93%
$0
$1.69 Billion 0.11% of portfolio
74,463
Q3 2025 Added 7.39%
$0
$1.56 Billion 0.1% of portfolio
55,915
Q3 2025 Reduced 13.56%
$0
$1.34 Billion 0.09% of portfolio
31,880
Q3 2025 Added 0.87%
$0
$1.34 Billion 0.09% of portfolio
7,163
Q3 2025 Added 0.63%
$0
$1.39 Billion 0.09% of portfolio
57,969
Q3 2025 Added 36.4%
$0
$1.34 Billion 0.09% of portfolio
4,501
Q3 2025 Added 2.51%
$0
$1.29 Billion 0.09% of portfolio
10,647
Q3 2025 Added 35.03%
$0
$1.29 Billion 0.09% of portfolio
9,184
Q3 2025 Added 11.27%
$0
$1.14 Billion 0.08% of portfolio
4,470
Q3 2025 Added 21.01%
$0
$1.16 Billion 0.08% of portfolio
12,999
Q3 2025 Added 0.29%
$0
$1.12 Billion 0.08% of portfolio
11,695
Q3 2025 Added 0.06%
$0
$1.24 Billion 0.08% of portfolio
39,447
Q3 2025 Added 2.49%
$0
$1.23 Billion 0.08% of portfolio
5,949
Q3 2025 Reduced 6.58%
$0
$1 Billion 0.07% of portfolio
16,555
Q3 2025 Reduced 0.21%
$0
$1.11 Billion 0.07% of portfolio
14,527
Q3 2025 Reduced 0.74%
$0
$1.02 Billion 0.07% of portfolio
32,183
Q3 2025 Added 3.19%
$0
$875 Million 0.06% of portfolio
34,323
Q3 2025 Added 10.22%
$0
$877 Million 0.06% of portfolio
2,689
Q3 2025 Added 3.38%
$0
$959 Million 0.06% of portfolio
7,621
Q3 2025 Added 0.3%
$0
$866 Million 0.06% of portfolio
11,054
Q3 2025 Added 21.75%
$0
$907 Million 0.06% of portfolio
10,870
Q3 2025 Added 0.68%
$0
$935 Million 0.06% of portfolio
3,866
Q3 2025 Added 6.56%
$130B
$960 Million 0.06% of portfolio
2,701
Q3 2025 Added 1.96%
$0
$877 Million 0.06% of portfolio
17,176
Q3 2025 Reduced 13.95%
$0
$964 Million 0.06% of portfolio
19,169
Q3 2025 Added 219.48%
$0
$958 Million 0.06% of portfolio
2,993
Q3 2025 Added 8.88%
$0
$814 Million 0.05% of portfolio
9,184
Q3 2025 Added 1.83%
$0
$683 Million 0.05% of portfolio
25,940
Q3 2025 Reduced 5.93%
$0
$767 Million 0.05% of portfolio
1,287
Q3 2025 Added 2.31%
$0
$750 Million 0.05% of portfolio
18,989
Q3 2025 Added 0.01%
$0
$755 Million 0.05% of portfolio
6,318
Q3 2025 Added 5.55%
$0
$748 Million 0.05% of portfolio
23,642
Q3 2025 New
$0
$755 Million 0.05% of portfolio
7,825
Q3 2025 Reduced 7.59%
$0
$741 Million 0.05% of portfolio
7,678
Q3 2025 Reduced 5.48%
$0
$652 Million 0.04% of portfolio
12,415
Q3 2025 Added 4.2%

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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