Fiduciary Alliance LLC - Portfolio Stock Holdings
Fiduciary Alliance LLC disclosed 593 stock positions in a recent SEC 13F filing. $1,477,167,473 of stock holdings were filed, with the largest holdings including AAPL, SPYM, and JPM. This filing represented positions held on June 30, 2026, and was filed on July 20, 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:
June 30, 2026No. of Stocks:
593Est. Stock Holding Value:
$1,477,167,473Top Stock Holdings By Sector
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Portfolio Stock Holdings - Fiduciary Alliance LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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