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 $1.48B across 535 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($50.4M, 3.41%), SPLG ($40.8M, 2.76%), JPM ($32.9M, 2.23%), MSFT ($32.8M, 2.22%), NVDA ($30.9M, 2.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple | $50.4M | 3.41% | 174,201 | Trimmed |
| 2 | SPLG | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $40.8M | 2.76% | 464,592 | Added |
| 3 | JPM | JPMorgan Chase | $32.9M | 2.23% | 100,605 | Trimmed |
| 4 | MSFT | Microsoft | $32.8M | 2.22% | 87,984 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION COM | $30.9M | 2.09% | 154,401 | Trimmed |
| 6 | IJR | iShares S&P Small Cap ETF | $28.5M | 1.93% | 192,108 | Trimmed |
| 7 | SPDW | SPDR S&P World ex-US | $28.2M | 1.90% | 559,041 | Trimmed |
| 8 | AMZN | Amazon | $26.8M | 1.81% | 112,504 | Trimmed |
| 9 | SPY | STATE STREET SPDR S&P 500 ETF | $18.9M | 1.27% | 25,244 | Trimmed |
| 10 | GOOGL | Alphabet CL A | $18.0M | 1.22% | 50,499 | Trimmed |
| 11 | BRK/B | Berkshire Hathaway CL B | $17.8M | 1.21% | 35,649 | Trimmed |
| 12 | JNJ | Johnson & Johnson | $17.5M | 1.18% | 68,948 | Trimmed |
| 13 | SCHG | Schwab U.S. Large-Cap Growth | $16.0M | 1.08% | 473,227 | Trimmed |
| 14 | MS | Morgan Stanley | $15.6M | 1.06% | 74,707 | Trimmed |
| 15 | TSM | Taiwan Semiconductor | $15.1M | 1.02% | 31,531 | Trimmed |
| 16 | COP | Conocophillips | $14.8M | 1.00% | 142,195 | Trimmed |
| 17 | LLY | ELI LILLY & CO COM | $14.0M | 0.95% | 11,681 | Added |
| 18 | WWJD | INSPIRE INTERNATIONAL ETF | $13.6M | 0.92% | 357,061 | Added |
| 19 | NEE | NEXTERA ENERGY INC COM | $13.0M | 0.88% | 147,654 | Added |
| 20 | SCHR | Schwab Intermediate-Term US Treasury | $12.6M | 0.85% | 510,479 | Added |
| 21 | WMT | WALMART INC COM | $11.5M | 0.78% | 101,307 | Trimmed |
| 22 | EMXC | iShares Emerging Markets ex China ETF | $11.4M | 0.77% | 111,818 | Trimmed |
| 23 | GRID | First Trust Clean Edge Smart Grid ETF | $11.3M | 0.77% | 59,089 | Added |
| 24 | SCHV | Schwab U.S. Large-Cap Value | $11.3M | 0.76% | 324,528 | Trimmed |
| 25 | BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $11.3M | 0.76% | 123,150 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30