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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$574 Million 0.04% of portfolio
8,708
Q3 2025 Added 8.85%
$1.77B
$528 Million 0.04% of portfolio
9,975
Q2 2025 New
$3.95B
$636 Million 0.04% of portfolio
18,530
Q3 2025 Reduced 6.49%
$0
$629 Million 0.04% of portfolio
11,864
Q3 2025 Reduced 5.44%
$0
$644 Million 0.04% of portfolio
1,700
Q2 2025 New
$163B
$573 Million 0.04% of portfolio
1,177
Q3 2025 Added 0.77%
$0
$601 Million 0.04% of portfolio
4,634
Q3 2025 Added 0.15%
$0
$560 Million 0.04% of portfolio
2,385
Q3 2025 Reduced 1.45%
$153B
$553 Million 0.04% of portfolio
2,241
Q3 2025 Reduced 37.7%
$0
$550 Million 0.04% of portfolio
6,375
Q3 2025 Reduced 1.3%
$0
$625 Million 0.04% of portfolio
6,693
Q3 2025 Reduced 51.82%
$58.3B
$546 Million 0.04% of portfolio
3,734
Q3 2025 Reduced 9.24%
$46.1B
$655 Million 0.04% of portfolio
14,552
Q3 2025 Reduced 1.2%
$52.8B
$534 Million 0.04% of portfolio
2,486
Q3 2025 Reduced 92.36%
$0
$650 Million 0.04% of portfolio
56,845
Q3 2025 Reduced 19.76%
$32.3B
$529 Million 0.04% of portfolio
2,475
Q3 2025 Added 37.42%
$50.5B
$560 Million 0.04% of portfolio
46,844
Q3 2025 Added 0.16%
$26.3B
$529 Million 0.04% of portfolio
3,309
Q3 2025 New
$0
$603 Million 0.04% of portfolio
12,191
Q3 2025 Added 1.19%
$96.9B
$615 Million 0.04% of portfolio
13,630
Q3 2025 Added 3.58%
$0
$616 Million 0.04% of portfolio
34,217
Q3 2025 Reduced 22.96%
Core Scientific Inc New Wt Exp 012327
-
$633 Million 0.04% of portfolio
-
Q3 2025 Reduced 5.6%
$0
$595 Million 0.04% of portfolio
39,543
Q3 2025 New
Global X Superdividend ETF
-
$602 Million 0.04% of portfolio
-
Q3 2025 New
$21.1B
$546 Million 0.04% of portfolio
3,992
Q3 2025 Reduced 2.78%
$88.8B
$534 Million 0.04% of portfolio
3,442
Q3 2025 Reduced 16.6%
$10.1B
$595 Million 0.04% of portfolio
8,677
Q3 2025 Added 1.27%
$24B
$571 Million 0.04% of portfolio
975
Q3 2025 New
$88.4B
$657 Million 0.04% of portfolio
2,524
Q3 2025 Added 2.02%
Grayscale Bitcoin Mini Trust ETF
-
$625 Million 0.04% of portfolio
-
Q3 2025 Reduced 4.21%
-
$570 Million 0.04% of portfolio
-
Q3 2025 Reduced 3.43%
$27.5B
$568 Million 0.04% of portfolio
11,268
Q3 2025 Reduced 2.58%
$0
$646 Million 0.04% of portfolio
2,696
Q3 2025 Added 7.45%
$0
$615 Million 0.04% of portfolio
7,712
Q3 2025 Reduced 1.33%
Blackrock
-
$660 Million 0.04% of portfolio
-
Q3 2025 Reduced 1.22%
$0
$633 Million 0.04% of portfolio
7,530
Q3 2025 Added 4.79%
$0
$546 Million 0.04% of portfolio
9,109
Q3 2025 Added 4.32%
$0
$526 Million 0.04% of portfolio
13,643
Q3 2025 Reduced 0.56%
$0
$433 Million 0.03% of portfolio
16,827
Q3 2025 Reduced 9.96%
$0
$492 Million 0.03% of portfolio
6,278
Q3 2025 Reduced 15.14%
$49.4B
$437 Million 0.03% of portfolio
7,147
Q3 2025 Added 6.31%
$0
$499 Million 0.03% of portfolio
3,805
Q3 2025 Reduced 1.93%
$37.7B
$474 Million 0.03% of portfolio
7,061
Q3 2025 Reduced 11.76%
$35.5B
$504 Million 0.03% of portfolio
1,831
Q3 2025 Reduced 7.2%
$37B
$443 Million 0.03% of portfolio
5,375
Q3 2025 Reduced 20.66%
$9.86B
$431 Million 0.03% of portfolio
5,799
Q3 2025 Added 41.37%
$65.2B
$474 Million 0.03% of portfolio
2,785
Q3 2025 Reduced 15.91%
$25.9B
$402 Million 0.03% of portfolio
2,841
Q3 2025 Added 0.35%
$0
$448 Million 0.03% of portfolio
6,028
Q3 2025 Added 25.79%

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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