Fiduciary Alliance LLC 13F Holdings

CIK 0001954805 · GREENVILLE, SC

As of Sep 30, 2025, Fiduciary Alliance LLC reported 501 positions worth .3B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology246,042$62.6M4.71%
MICROSOFT CORPMSFTTechnology119,188$61.7M4.64%
SPDR S&P 500 ETF TRUSTSPY—82,929$55.2M4.15%
JPMORGAN CHASE & COJPMFinancial Services137,046$43.2M3.25%
NVIDIA CORPNVDATechnology204,546$38.2M2.87%
AMAZON.COM INCAMZNEquity151,653$33.3M2.50%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services56,082$28.2M2.12%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical149,096$26.6M2.00%
ISHARES BITCOIN TRUST ETFIBIT—341,648$22.2M1.67%
SCHWAB US LARGE-CAP GROWTHSCHG—692,754$22.1M1.66%
PALANTIR TECHNOLOGIES INCPLTRTechnology121,083$22.1M1.66%
SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETFSPDW—511,917$21.9M1.65%
ALPHABET INCGOOGLEquity83,614$20.3M1.53%
COOPER-STANDARD HOLDINGS INCCPSConsumer Cyclical498,714 8.4M1.38%
HOME DEPOT INCHDConsumer Cyclical45,178 8.3M1.38%
ISHARES CORE S&P SMALL-CAP ETFIJR—141,822 6.9M1.27%
CONOCOPHILLIPSCOPEnergy163,920 5.5M1.17%
MORGAN STANLEYMSFinancial Services94,803 5.1M1.13%
ROBINHOOD MARKETS INC - AHOODEquity104,561 5.0M1.13%
STRATEGY INCMSTRTechnology44,445 4.3M1.08%
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETFBIL—150,456 3.8M1.04%
TESLA INCTSLAConsumer Cyclical28,665 2.7M0.96%
INSPIRE INTERNATIONAL ETFWWJD—337,404 1.9M0.89%
EATON CORP PLCETNIndustrials31,418 1.8M0.88%
GRAYSCALE BITCOIN TRUST ETFGBTC—130,032 1.7M0.88%