Fiduciary Alliance LLC - Portfolio Stock Holdings
Fiduciary Alliance LLC disclosed 569 stock positions in a recent SEC 13F filing. $1,326,884,377 of stock holdings were filed, with the largest holdings including AAPL, SPYM, and MSFT. This filing represented positions held on Sept. 30, 2026, and was filed on Oct. 13, 2026.We estimate the fund has a total AUM of $2,526,238,956 and has 76 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
569Est. Stock Holding Value:
$1,326,884,377Top Stock Holdings By Sector
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Portfolio Stock Holdings - Fiduciary Alliance LLC
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% of Portfolio
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