Fiduciary Alliance LLC 13F Holdings
CIK 0001954805 · GREENVILLE, SC
As of Sep 30, 2025, Fiduciary Alliance LLC reported 501 positions worth
CIK 0001954805 · GREENVILLE, SC
As of Sep 30, 2025, Fiduciary Alliance LLC reported 501 positions worth
.3B in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 246,042 | $62.6M | 4.71% |
| MICROSOFT CORP | MSFT | Technology | 119,188 | $61.7M | 4.64% |
| SPDR S&P 500 ETF TRUST | SPY | — | 82,929 | $55.2M | 4.15% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 137,046 | $43.2M | 3.25% |
| NVIDIA CORP | NVDA | Technology | 204,546 | $38.2M | 2.87% |
| AMAZON.COM INC | AMZN | Equity | 151,653 | $33.3M | 2.50% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 56,082 | $28.2M | 2.12% |
| ALIBABA GROUP HOLDING LTD | BABA | Consumer Cyclical | 149,096 | $26.6M | 2.00% |
| ISHARES BITCOIN TRUST ETF | IBIT | — | 341,648 | $22.2M | 1.67% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 692,754 | $22.1M | 1.66% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 121,083 | $22.1M | 1.66% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 511,917 | $21.9M | 1.65% |
| ALPHABET INC | GOOGL | Equity | 83,614 | $20.3M | 1.53% |
| COOPER-STANDARD HOLDINGS INC | CPS | Consumer Cyclical | 498,714 | 8.4M | 1.38% |
| HOME DEPOT INC | HD | Consumer Cyclical | 45,178 | 8.3M | 1.38% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 141,822 | 6.9M | 1.27% |
| CONOCOPHILLIPS | COP | Energy | 163,920 | 5.5M | 1.17% |
| MORGAN STANLEY | MS | Financial Services | 94,803 | 5.1M | 1.13% |
| ROBINHOOD MARKETS INC - A | HOOD | Equity | 104,561 | 5.0M | 1.13% |
| STRATEGY INC | MSTR | Technology | 44,445 | 4.3M | 1.08% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 150,456 | 3.8M | 1.04% |
| TESLA INC | TSLA | Consumer Cyclical | 28,665 | 2.7M | 0.96% |
| INSPIRE INTERNATIONAL ETF | WWJD | — | 337,404 | 1.9M | 0.89% |
| EATON CORP PLC | ETN | Industrials | 31,418 | 1.8M | 0.88% |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | — | 130,032 | 1.7M | 0.88% |