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Fiduciary Alliance

Latest statistics and disclosures from Fiduciary Alliance's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, SPY, MSFT, JPM, NVDA, and represent 17.00% of Fiduciary Alliance's stock portfolio.
Added to shares of these 10 stocks: FXU, SPYM, IJR, CASY, WY, TSM, JNJ, NOV, CLSK, VRTX.
Started 42 new stock positions in NKE, SPLV, VRTX, MU, NVS, ALLW, WBD, IUSG, SPYH, IQLT.
Reduced shares in these 10 stocks: PLTR (-$6.4M), BAM, ISRG, HD, MOS, TOST, MARA, NVO, MSFT, YieldMax MSTR Opt.
Sold out of its positions in ALNY, ARCC, ADP, BCE, BMNR, CPRT, DEFT, DD, ROBO, FSK.
Fiduciary Alliance was a net buyer of stock by $58M.
Fiduciary Alliance has $1.5B in assets under management (AUM), dropping by 2.51%.
Central Index Key (CIK): 0001954805

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Portfolio Holdings for Fiduciary Alliance

Fiduciary Alliance holds 509 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Fiduciary Alliance has 509 total positions. Only the first 250 positions are shown.

Sign up to view all of the Fiduciary Alliance Dec. 31, 2025 positions
Download the Fiduciary Alliance December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	4.3	$66M		242k	271.86	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	3.7	$56M		83k	681.92	View chart
Microsoft Stock (MSFT)	3.7	$56M	-2%	116k	483.62	View chart
JPMorgan Chase Stock (JPM)	2.9	$44M		136k	322.22	View chart
Nvidia Corporation Stock (NVDA)	2.5	$38M		204k	186.50	View chart
Amazon Stock (AMZN)	2.4	$37M	+5%	160k	230.82	View chart
Berkshire Hathaway CL B Stock (BRK.B)	1.9	$29M		57k	502.65	View chart
Alphabet CL A Stock (GOOGL)	1.7	$26M	-2%	81k	313.00	View chart
SPDR S&P World ex-US Etf (SPDW)	1.6	$24M	+7%	550k	44.41	View chart
Schwab U.S. Large-Cap Growth Etf (SCHG)	1.4	$22M	-2%	673k	32.62	View chart
Alibaba Group Hldg Adr (BABA)	1.4	$22M		150k	146.58	View chart
iShares S&P Small Cap ETF Etf (IJR)	1.3	$20M	+14%	163k	120.18	View chart
Morgan Stanley Stock (MS)	1.1	$18M	+4%	99k	177.53	View chart
Cooper Std Hldgs Stock (CPS)	1.1	$17M		501k	32.83	View chart
Conocophillips Stock (COP)	1.0	$16M	+4%	171k	93.61	View chart
iShares Bitcoin ETF Etf (IBIT)	1.0	$16M	-5%	321k	49.65	View chart
Johnson & Johnson Stock (JNJ)	1.0	$15M	+17%	74k	206.95	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	1.0	$15M	-29%	85k	177.75	View chart
Tesla Stock (TSLA)	1.0	$15M	+15%	33k	449.72	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	1.0	$15M	+6%	160k	91.38	View chart
Home Depot Stock (HD)	0.9	$14M	-13%	39k	344.10	View chart
Inspire International Etf Etf (WWJD)	0.8	$13M	+4%	352k	36.48	View chart
Walmart Stock (WMT)	0.8	$12M	+6%	111k	111.41	View chart
Broadcom Stock (AVGO)	0.8	$12M	+2%	35k	346.10	View chart
V F Corp Stock (VFC)	0.8	$12M	+10%	648k	18.08	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.8	$12M	-2%	102k	113.10	View chart
Schwab Intermediate-Term US Treasury Etf (SCHR)	0.7	$11M	+4%	447k	25.08	View chart
Nextera Energy Stock (NEE)	0.7	$11M	+8%	138k	80.28	View chart
Eli Lilly & Co Stock (LLY)	0.7	$11M	-2%	10k	1074.64	View chart
Gold ETF Etf (SGOL)	0.7	$11M	+22%	258k	41.08	View chart
Paypal Stock (PYPL)	0.7	$10M	+10%	178k	58.38	View chart
Kinder Morgan Stock (KMI)	0.7	$10M	+6%	370k	27.49	View chart
Eaton Corp Stock (ETN)	0.7	$10M		32k	318.51	View chart
Schwab U.S. Large-Cap Value Etf (SCHV)	0.6	$9.9M		335k	29.61	View chart
Taiwan Semiconductor Adr (TSM)	0.6	$9.9M	+30%	33k	303.89	View chart
Intel Stock (INTC)	0.6	$9.6M	+10%	262k	36.90	View chart
Oscar Health Inc Cl A Stock (OSCR)	0.6	$9.4M	+7%	651k	14.37	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.6	$9.3M		15k	614.31	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.6	$9.2M	+3%	134k	68.36	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$9.1M	+13%	15k	627.13	View chart
Amgen Stock (AMGN)	0.6	$9.1M	+11%	28k	327.31	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.6	$9.0M		327k	27.43	View chart
International Business Machs Stock (IBM)	0.6	$8.9M	+15%	30k	296.21	View chart
Republic Services Stock (RSG)	0.6	$8.8M		42k	211.93	View chart
Alphabet CL C Stock (GOOG)	0.6	$8.7M	-5%	28k	313.80	View chart
First Trust Clean Edge Smart Grid ETF Etf (GRID)	0.6	$8.4M	+9%	55k	153.02	View chart
Quanta Services Stock (PWR)	0.5	$8.3M	-5%	20k	422.06	View chart
Costco Stock (COST)	0.5	$8.1M	+2%	9.4k	862.36	View chart
SPDR S&P Emerging Markets Etf (SPEM)	0.5	$7.9M	+11%	168k	46.81	View chart
Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB)	0.5	$7.7M	+11%	158k	48.70	View chart
Danaher Stock (DHR)	0.5	$7.4M	+8%	32k	228.92	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.5	$7.4M		52k	141.16	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.5	$7.3M		105k	69.42	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.5	$7.3M	+14%	272k	26.68	View chart
Strategy Inc Cl A Stock (MSTR)	0.5	$7.1M	+4%	47k	151.95	View chart
CME Group Stock (CME)	0.4	$6.9M	+10%	25k	273.08	View chart
Ishares Ethereum Trust Etf Etf (ETHA)	0.4	$6.5M	+12%	290k	22.43	View chart
Global X MLP & Energy Infrastructure ETF Etf (MLPX)	0.4	$6.5M	+11%	107k	60.53	View chart
Texas Instruments Stock (TXN)	0.4	$6.3M	+12%	36k	173.49	View chart
iShares Emerging Markets ex China ETF Etf (EMXC)	0.4	$6.3M	+6%	86k	72.68	View chart
Moodys Corp Stock (MCO)	0.4	$6.2M	-2%	12k	510.86	View chart
Us Treasury 3 Month Bill Etf Etf (TBIL)	0.4	$6.1M	-4%	123k	49.88	View chart
Vanguard Growth Etf Etf (VUG)	0.4	$6.1M	+13%	12k	487.84	View chart
JPMorgan Hedged Equity Laddered Overlay ETF Etf (HELO)	0.4	$6.0M	+12%	90k	66.43	View chart
Vanguard Total Stock Market Etf (VTI)	0.4	$5.9M	+3%	18k	335.27	View chart
Meta Platforms Stock (META)	0.4	$5.9M	-14%	9.0k	660.09	View chart
Pacer US Cash Cows 100 ETF Etf (COWZ)	0.4	$5.8M	+21%	96k	60.17	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.4	$5.6M		14k	412.77	View chart
Exxon Mobil Stock (XOM)	0.4	$5.6M	+7%	46k	120.34	View chart
Albemarle Stock (ALB)	0.4	$5.5M	+7%	39k	141.44	View chart
Sofi Technologies Stock (SOFI)	0.4	$5.5M	+5%	210k	26.18	View chart
Bank of America Stock (BAC)	0.4	$5.4M	+47%	98k	55.00	View chart
Lockheed Martin Stock (LMT)	0.3	$5.0M	+5%	10k	483.67	View chart
Global Robotics and AI ETF Etf (BOTZ)	0.3	$5.0M	+3%	137k	36.23	View chart
American Express Stock (AXP)	0.3	$4.9M		13k	369.96	View chart
Abbvie Stock (ABBV)	0.3	$4.9M		21k	228.49	View chart
Vanguard Mid-cap Etf Etf (VO)	0.3	$4.8M		17k	290.23	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.3	$4.7M	+13%	21k	226.14	View chart
JPMorgan Income ETF Etf (JPIE)	0.3	$4.7M	+11%	101k	46.29	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	0.3	$4.7M	+4%	65k	72.01	View chart
Hims & Hers Health Inc Com Cl A Stock (HIMS)	0.3	$4.6M	+4%	142k	32.47	View chart
At&t Stock (T)	0.3	$4.6M	-13%	184k	24.84	View chart
Disney Stock (DIS)	0.3	$4.5M	+8%	40k	113.77	View chart
Spdr S&p North American Natural Resources Etf Etf (NANR)	0.3	$4.5M	+30%	66k	67.83	View chart
Schwab International Dividend Equity ETF Etf (SCHY)	0.3	$4.5M	+62%	150k	29.82	View chart
Pfizer Stock (PFE)	0.3	$4.2M	+15%	168k	24.90	View chart
Unitedhealth Group Stock (UNH)	0.3	$4.1M	+3%	13k	330.12	View chart
Schwab REIT Etf (SCHH)	0.3	$4.0M	+2%	194k	20.89	View chart
Zeta Global Holdings Corp Cl A Stock (ZETA)	0.3	$4.0M	+56%	196k	20.35	View chart
M & T Bk Corp Stock (MTB)	0.3	$4.0M	-21%	20k	201.48	View chart
ASML Holdings Adr (ASML)	0.3	$3.9M	-25%	3.7k	1069.89	View chart
First Trust Cybersecurity ETF Etf (CIBR)	0.3	$3.9M	+6%	55k	71.45	View chart
Truist Financial Stock (TFC)	0.3	$3.9M	-7%	80k	49.21	View chart
Mastercard Incorporated Cl A Stock (MA)	0.3	$3.9M	-12%	6.8k	570.84	View chart
iShares China Large Cap Etf (FXI)	0.2	$3.8M	+6%	100k	38.29	View chart
Caseys Gen Stores Stock (CASY)	0.2	$3.8M	+168%	6.8k	552.68	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.2	$3.8M	+27%	37k	100.34	View chart
Abbott Labs Stock (ABT)	0.2	$3.7M	+5%	30k	125.29	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.2	$3.7M	+3%	49k	76.23	View chart
Eagle Capital Select Equity Etf Etf (EAGL)	0.2	$3.7M	+8%	113k	32.46	View chart
iShares Short-Term Treasury ETF Etf (SHV)	0.2	$3.6M	+6%	33k	110.15	View chart
Shopify Stock (SHOP)	0.2	$3.6M	+3%	22k	160.97	View chart
Fidelity Total Bond Etf Etf (FBND)	0.2	$3.6M	+4%	77k	46.04	View chart
Markel Stock (MKL)	0.2	$3.5M		1.7k	2149.65	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.2	$3.5M	+294%	44k	80.22	View chart
Global X 1-3 Month T-Bill ETF Etf (CLIP)	0.2	$3.5M	+53%	35k	100.11	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.2	$3.5M	+8%	65k	53.88	View chart
iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT)	0.2	$3.5M	+3%	23k	148.69	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	0.2	$3.4M	-3%	55k	63.18	View chart
Capital Group Core Bond Etf Etf (CGCB)	0.2	$3.4M	+4%	130k	26.52	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.2	$3.4M	+4%	37k	93.08	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	0.2	$3.4M	+5%	124k	27.62	View chart
Nov Stock (NOV)	0.2	$3.4M	+183%	219k	15.63	View chart
Ishares Silver Trust Etf (SLV)	0.2	$3.4M		53k	64.42	View chart
Duke Energy Corp Stock (DUK)	0.2	$3.4M		29k	117.21	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.2	$3.3M	+10%	7.0k	480.55	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	0.2	$3.3M	+15%	66k	50.86	View chart
Range Nuclear Renaissance Index Etf Etf (NUKZ)	0.2	$3.3M	+21%	52k	63.50	View chart
Bigbear Ai Hldgs Stock (BBAI)	0.2	$3.2M	+62%	589k	5.40	View chart
Chevron Stock (CVX)	0.2	$3.2M	+3%	21k	152.41	View chart
United Technologies Stock (RTX)	0.2	$3.2M		17k	183.40	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.2	$3.1M	-7%	14k	219.77	View chart
Workday Inc Cl A Stock (WDAY)	0.2	$3.0M	+4%	14k	214.78	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.2	$3.0M	+87%	30k	100.38	View chart
Honeywell Stock (HON)	0.2	$3.0M	+158%	15k	195.09	View chart
Crowdstrike Stock (CRWD)	0.2	$2.9M	+2%	6.2k	468.76	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$2.9M	+6%	3.8k	753.81	View chart
Capital One Finl Corp Stock (COF)	0.2	$2.8M		12k	242.36	View chart
Visa Stock (V)	0.2	$2.8M	-10%	8.1k	350.69	View chart
Hormel Foods Corp Stock (HRL)	0.2	$2.8M	+179%	118k	23.70	View chart
First Trust Utilities ETF Etf (FXU)	0.2	$2.7M	NEW	60k	45.01	View chart
Invesco Senior Loan Etf Etf (BKLN)	0.2	$2.7M	+17%	129k	21.00	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$2.7M	+2%	30k	89.46	View chart
Grab Holdings Limited Class A Ord Stock (GRAB)	0.2	$2.7M	+54%	537k	4.99	View chart
Netflix Stock (NFLX)	0.2	$2.6M	+421%	28k	93.76	View chart
McDonalds Stock (MCD)	0.2	$2.6M		8.5k	305.64	View chart
Powershares S&P 500 Quality Etf (SPHQ)	0.2	$2.6M	+7%	35k	75.05	View chart
Aercap Holdings Nv Stock (AER)	0.2	$2.6M	-11%	18k	143.76	View chart
Oracle Corp Stock (ORCL)	0.2	$2.6M	+8%	13k	194.92	View chart
Principal Spectrum Preferred Secs Active Etf Etf (PREF)	0.2	$2.6M	+13%	134k	19.07	View chart
Baxter International Stock (BAX)	0.2	$2.5M	+42%	132k	19.11	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$2.5M	+6%	13k	191.56	View chart
SPDR Portfolio High Yield Bond ETF Etf (SPHY)	0.2	$2.5M	+14%	105k	23.67	View chart
Main Sector Rotation Etf Etf (SECT)	0.2	$2.4M	+3%	38k	64.53	View chart
Nasdaq Stock (NDAQ)	0.2	$2.4M	+2%	25k	97.13	View chart
Vistra Corp Stock (VST)	0.2	$2.4M	-7%	15k	161.33	View chart
Southern Stock (SO)	0.2	$2.4M	+3%	27k	87.20	View chart
Comcast Stock (CMCSA)	0.2	$2.4M	-2%	79k	29.89	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.2	$2.4M		41k	58.12	View chart
Weyerhaeuser Reit (WY)	0.2	$2.3M	NEW	98k	23.69	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$2.3M		19k	123.26	View chart
Woodward Stock (WWD)	0.1	$2.3M		7.6k	302.32	View chart
Qxo Stock (QXO)	0.1	$2.3M	+10%	117k	19.29	View chart
Amphenol Corp New Cl A Stock (APH)	0.1	$2.2M	-4%	17k	135.14	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.1	$2.2M		4.7k	473.33	View chart
Cleanspark Stock (CLSK)	0.1	$2.2M	NEW	218k	10.12	View chart
Vertex Pharma Stock (VRTX)	0.1	$2.2M	NEW	4.8k	453.36	View chart
Stryker Corporation Stock (SYK)	0.1	$2.1M	-18%	5.9k	351.50	View chart
Brookfield Asset Management Stock (BAM)	0.1	$2.1M	-55%	39k	52.39	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.1	$2.0M		68k	29.55	View chart
Lennar Stock (LEN)	0.1	$2.0M	+22%	19k	102.80	View chart
Lowes Stock (LOW)	0.1	$2.0M	+2%	8.2k	241.17	View chart
Sap Se Adr (SAP)	0.1	$2.0M	+36%	8.1k	242.91	View chart
iShares Core S&P 500 ETF Etf (IVV)	0.1	$1.9M	+19%	2.8k	685.00	View chart
S&P Growth ETF Etf (SPYG)	0.1	$1.9M	-3%	18k	106.70	View chart
Tjx Cos Stock (TJX)	0.1	$1.9M	+2%	12k	153.61	View chart
Carpenter Technology Corp Stock (CRS)	0.1	$1.9M		5.9k	314.84	View chart
Kraneshares Csi China Internet Etf Etf (KWEB)	0.1	$1.9M	+3%	54k	34.05	View chart
Inspire 100 Etf Etf (BIBL)	0.1	$1.8M	-37%	41k	45.13	View chart
Ge Vernova Stock (GEV)	0.1	$1.8M		2.7k	653.58	View chart
Intuit Stock (INTU)	0.1	$1.7M	+48%	2.6k	662.33	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$1.7M		7.9k	219.70	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$1.7M	+109%	12k	143.97	View chart
Wells Fargo Stock (WFC)	0.1	$1.7M	+164%	18k	93.20	View chart
Capital Group Growth Etf Etf (CGGR)	0.1	$1.7M		39k	44.47	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.1	$1.7M		40k	42.56	View chart
Kla Corp Stock (KLAC)	0.1	$1.7M	-15%	1.4k	1215.12	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.1	$1.7M		36k	47.35	View chart
Pepsi Stock (PEP)	0.1	$1.7M		12k	143.53	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.1	$1.7M		75k	22.64	View chart
Merck Stock (MRK)	0.1	$1.7M	-2%	16k	105.26	View chart
Procter & Gamble Stock (PG)	0.1	$1.7M	-18%	12k	143.32	View chart
Vanguard Value Etf Etf (VTV)	0.1	$1.6M	+19%	8.6k	190.99	View chart
Wp Carey Reit (WPC)	0.1	$1.6M		25k	64.36	View chart
Aon Plc Shs Cl A Stock (AON)	0.1	$1.6M	-2%	4.6k	352.88	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.1	$1.6M	+7%	12k	132.37	View chart
Lauder Estee Cos Inc Cl A Stock (EL)	0.1	$1.6M		16k	104.72	View chart
Corning Stock (GLW)	0.1	$1.6M		19k	87.56	View chart
Constellation Energy Corp Stock (CEG)	0.1	$1.6M		4.6k	353.27	View chart
Boeing Stock (BA)	0.1	$1.6M		7.4k	217.13	View chart
Applied Materials Stock (AMAT)	0.1	$1.6M		6.2k	256.99	View chart
Cisco Stock (CSCO)	0.1	$1.6M	-3%	21k	77.03	View chart
Simplify Managed Futures ETF Etf (CTA)	0.1	$1.6M	+2%	57k	27.26	View chart
United Parcel Service Stock (UPS)	0.1	$1.6M	+92%	16k	99.19	View chart
Royal Dutch Shell Adr (SHEL)	0.1	$1.5M	-22%	21k	73.48	View chart
Alcoa Corp Stock (AA)	0.1	$1.5M		29k	53.14	View chart
Verizon Stock (VZ)	0.1	$1.5M	-4%	38k	40.73	View chart
Coca Cola Stock (KO)	0.1	$1.5M	+4%	22k	69.91	View chart
MercadoLibre Stock (MELI)	0.1	$1.5M	NEW	734.00	2014.26	View chart
Wec Energy Group Stock (WEC)	0.1	$1.5M		14k	105.46	View chart
Kratos Defense & Sec Solutions Stock (KTOS)	0.1	$1.5M	+3%	19k	75.91	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$1.4M	+9%	10k	143.51	View chart
Humana Stock (HUM)	0.1	$1.4M	-16%	5.6k	256.13	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$1.4M	+2%	4.6k	302.08	View chart
Franklin Senior Loan Etf Franklin Liberty Senior Loan Fund Etf (FLBL)	0.1	$1.4M	+2%	59k	23.42	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.1	$1.4M		32k	43.64	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	0.1	$1.4M	+8%	12k	119.32	View chart
Servicenow Stock (NOW)	0.1	$1.4M	+408%	9.0k	153.19	View chart
Crown Castle Int. Reit (CCI)	0.1	$1.4M	+8%	15k	88.87	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.1	$1.3M	-3%	3.8k	350.55	View chart
Goldman Sachs Group Stock (GS)	0.1	$1.3M	+10%	1.5k	878.85	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.3M	-26%	6.1k	214.16	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$1.3M		6.0k	212.07	View chart
Enbridge Stock (ENB)	0.1	$1.3M	-2%	27k	47.83	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.1	$1.3M		39k	32.73	View chart
Vanguard Small Cap Etf (VB)	0.1	$1.2M	+7%	4.8k	257.98	View chart
Caterpillar Stock (CAT)	0.1	$1.2M	+3%	2.2k	572.98	View chart
GE Aerospace Stock (GE)	0.1	$1.2M	+3%	4.0k	308.01	View chart
Analog Devices Stock (ADI)	0.1	$1.2M		4.4k	271.21	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.1	$1.2M		4.1k	287.25	View chart
Emerson Elec Stock (EMR)	0.1	$1.2M		8.7k	132.72	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.1	$1.1M	+96%	26k	44.71	View chart
iShares S&P Mid-Cap Growth ETF Etf (IJK)	0.1	$1.1M		12k	96.88	View chart
Spdr Gold Shares Etf (GLD)	0.1	$1.1M	+5%	2.8k	396.31	View chart
Inspire 500 Etf Etf (PTL)	0.1	$1.1M	+217%	4.5k	248.21	View chart
Te Connectivity Plc Ord Stock (TEL)	0.1	$1.1M		4.9k	227.51	View chart
Jacobs Solutions Stock (J)	0.1	$1.1M		8.4k	132.46	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.1M	+16%	4.5k	246.13	View chart
T-mobile Us Stock (TMUS)	0.1	$1.1M	+5%	5.4k	203.06	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	0.1	$1.1M	+3%	33k	32.89	View chart
Hcm Defender 100 Index Etf Etf (QQH)	0.1	$1.1M	-3%	14k	77.36	View chart
Intercontinental Exchange Stock (ICE)	0.1	$1.1M		6.7k	161.96	View chart
Realty Income Corp Reit (O)	0.1	$1.1M	+20%	19k	56.37	View chart
Palo Alto Networks Stock (PANW)	0.1	$1.1M	+26%	5.8k	184.19	View chart
Pgim Aaa Clo Etf Etf (PAAA)	0.1	$1.1M	+27%	21k	51.26	View chart
Comstock Res Stock (CRK)	0.1	$1.1M	+23%	45k	23.18	View chart
Altria Group Stock (MO)	0.1	$1.0M		18k	57.66	View chart
Tyler Technologies Stock (TYL)	0.1	$1.0M	-11%	2.3k	453.95	View chart
Qualcomm Stock (QCOM)	0.1	$1.0M		5.9k	171.06	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$1.0M	+4%	3.1k	322.99	View chart
Hcm Defender 500 Index Etf Etf (LGH)	0.1	$998k	-2%	16k	61.97	View chart
Gallagher Arthur J & Co Stock (AJG)	0.1	$990k		3.8k	258.80	View chart
Applied Digital Corp Stock (APLD)	0.1	$970k		40k	24.52	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.1	$968k	+28%	8.1k	119.35	View chart
Vulcan Matls Stock (VMC)	0.1	$967k		3.4k	285.22	View chart
Semiconductor ETF Etf (SMH)	0.1	$965k		2.7k	360.17	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.1	$957k		19k	50.32	View chart
Rpm Intl Stock (RPM)	0.1	$947k		9.1k	104.00	View chart
Trane Technologies Stock (TT)	0.1	$931k		2.4k	389.20	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.1	$921k		11k	84.65	View chart

Past Filings by Fiduciary Alliance

SEC 13F filings are viewable for Fiduciary Alliance going back to 2022

Fiduciary Alliance 2025 Q4 filed Jan. 22, 2026
Fiduciary Alliance 2025 Q3 filed Oct. 8, 2025
Fiduciary Alliance 2025 Q2 filed July 9, 2025
Fiduciary Alliance 2025 Q1 filed April 9, 2025
Fiduciary Alliance 2024 Q4 filed Jan. 13, 2025
Fiduciary Alliance 2024 Q3 filed Oct. 11, 2024
Fiduciary Alliance 2024 Q2 filed July 10, 2024
Fiduciary Alliance 2024 Q1 filed April 17, 2024
Fiduciary Alliance 2023 Q4 filed Jan. 17, 2024
Fiduciary Alliance 2023 Q3 filed Oct. 18, 2023
Fiduciary Alliance 2023 Q2 filed July 18, 2023
Fiduciary Alliance 2023 Q1 filed April 18, 2023
Fiduciary Alliance 2022 Q4 filed Jan. 19, 2023

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