Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Fiduciary Alliance LLC (CIK 1954805) reported $1.66B across 542 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($61.7M, 3.72%), MSFT ($47.5M, 2.87%), NVDA ($39.9M, 2.41%), AMZN ($38.2M, 2.30%), JPM ($36.5M, 2.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple | $61.7M | 3.72% | 231,623 | Trimmed |
| 2 | MSFT | Microsoft | $47.5M | 2.87% | 115,569 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION COM | $39.9M | 2.41% | 200,590 | Trimmed |
| 4 | AMZN | Amazon | $38.2M | 2.30% | 153,680 | Trimmed |
| 5 | JPM | JPMorgan Chase | $36.5M | 2.20% | 119,379 | Trimmed |
| 6 | SPLG | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $35.8M | 2.16% | 434,686 | Added |
| 7 | SPDW | SPDR S&P World ex-US | $29.0M | 1.75% | 592,378 | Added |
| 8 | SPY | STATE STREET SPDR S&P 500 ETF | $29.0M | 1.75% | 41,454 | Trimmed |
| 9 | GOOGL | Alphabet CL A | $25.8M | 1.56% | 76,653 | Trimmed |
| 10 | IJR | iShares S&P Small Cap ETF | $25.6M | 1.54% | 193,386 | Added |
| 11 | BRK/B | Berkshire Hathaway CL B | $23.6M | 1.42% | 49,701 | Trimmed |
| 12 | BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $21.9M | 1.32% | 164,355 | Added |
| 13 | SCHG | Schwab U.S. Large-Cap Growth | $19.2M | 1.16% | 598,648 | Trimmed |
| 14 | INTC | Intel | $17.7M | 1.07% | 272,967 | Added |
| 15 | COP | Conocophillips | $17.8M | 1.07% | 149,418 | Trimmed |
| 16 | JNJ | Johnson & Johnson | $16.9M | 1.02% | 70,709 | Trimmed |
| 17 | CPS | COOPER-STANDARD HOLDINGS INC COM | $15.4M | 0.93% | 503,971 | Added |
| 18 | MS | Morgan Stanley | $15.3M | 0.92% | 79,791 | Trimmed |
| 19 | BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $14.8M | 0.89% | 161,212 | Added |
| 20 | PYPL | Paypal | $14.3M | 0.86% | 288,712 | Added |
| 21 | CVX | Chevron | $14.2M | 0.86% | 76,717 | Added |
| 22 | WWJD | INSPIRE INTERNATIONAL ETF | $13.7M | 0.83% | 346,536 | Trimmed |
| 23 | WMT | WALMART INC COM | $13.5M | 0.82% | 108,330 | Trimmed |
| 24 | AVGO | Broadcom | $13.3M | 0.80% | 33,480 | Trimmed |
| 25 | IBIT | iShares Bitcoin ETF | $12.9M | 0.78% | 302,840 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31