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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, SPYM, JPM, MSFT, NVDA, and represent 12.70% of Fiduciary Alliance's stock portfolio.
Added to shares of these 10 stocks: VUG (+$7.6M), MGK, VO, AIRR, XBI, VGT, SPYM, GRRR, ARCO, DE.
Started 46 new stock positions in COHR, VIK, CPRT, IYW, TIGO, RBC, IMCG, DG, VBR, AAP.
Reduced shares in these 10 stocks: INTC (-$36M), AAPL (-$17M), SPY (-$12M), OSCR (-$11M), MSFT (-$10M), AMZN (-$9.8M), GOOGL (-$9.3M), BABA (-$9.3M), NVDA (-$9.2M), TSLA (-$9.1M).
Sold out of its positions in Above Food Ingredients, ABTC, COR, APLD, APP, BP, BBAI, BXSL, BSX, CLSK.
Fiduciary Alliance was a net seller of stock by $-219M.
Fiduciary Alliance has $1.5B in assets under management (AUM), dropping by -10.74%.
Central Index Key (CIK): 0001954805

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Portfolio Holdings for Fiduciary Alliance

Fiduciary Alliance holds 535 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Fiduciary Alliance has 535 total positions. Only the first 250 positions are shown.

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Download the Fiduciary Alliance June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	3.4	$50M	-24%	174k	289.36	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	2.8	$41M	+6%	465k	87.88	View chart
JPMorgan Chase Stock (JPM)	2.2	$33M	-15%	101k	327.33	View chart
Microsoft Stock (MSFT)	2.2	$33M	-23%	88k	373.02	View chart
Nvidia Corporation Stock (NVDA)	2.1	$31M	-23%	154k	200.08	View chart
iShares S&P Small Cap ETF Etf (IJR)	1.9	$29M		192k	148.31	View chart
SPDR S&P World ex-US Etf (SPDW)	1.9	$28M	-5%	559k	50.39	View chart
Amazon Stock (AMZN)	1.8	$27M	-26%	113k	238.34	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.3	$19M	-39%	25k	746.77	View chart
Alphabet CL A Stock (GOOGL)	1.2	$18M	-34%	51k	357.37	View chart
Berkshire Hathaway CL B Stock (BRK.B)	1.2	$18M	-28%	36k	500.40	View chart
Johnson & Johnson Stock (JNJ)	1.2	$18M	-2%	69k	253.97	View chart
Schwab U.S. Large-Cap Growth Etf (SCHG)	1.1	$16M	-20%	473k	33.84	View chart
Morgan Stanley Stock (MS)	1.1	$16M	-6%	75k	209.04	View chart
Taiwan Semiconductor Adr (TSM)	1.0	$15M	-2%	32k	477.55	View chart
Conocophillips Stock (COP)	1.0	$15M	-4%	142k	103.96	View chart
Eli Lilly & Co Stock (LLY)	0.9	$14M	+8%	12k	1199.44	View chart
Inspire International Etf Etf (WWJD)	0.9	$14M	+3%	357k	38.13	View chart
Nextera Energy Stock (NEE)	0.9	$13M	+6%	148k	87.77	View chart
Schwab Intermediate-Term US Treasury Etf (SCHR)	0.9	$13M		511k	24.66	View chart
Walmart Stock (WMT)	0.8	$12M	-6%	101k	113.26	View chart
iShares Emerging Markets ex China ETF Etf (EMXC)	0.8	$11M	-4%	112k	102.30	View chart
First Trust Clean Edge Smart Grid ETF Etf (GRID)	0.8	$11M	+3%	59k	191.74	View chart
Schwab U.S. Large-Cap Value Etf (SCHV)	0.8	$11M		325k	34.81	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.8	$11M	-23%	123k	91.64	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.7	$11M	+9%	401k	26.52	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.7	$10M		15k	686.81	View chart
Pfizer Stock (PFE)	0.7	$10M	+15%	423k	24.08	View chart
Eaton Corp Stock (ETN)	0.7	$10M	-11%	24k	426.08	View chart
Texas Instruments Stock (TXN)	0.7	$10M		34k	298.05	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.7	$10M	-18%	317k	31.71	View chart
Kinder Morgan Stock (KMI)	0.7	$9.9M	-7%	309k	31.97	View chart
Oscar Health Inc Cl A Stock (OSCR)	0.7	$9.8M	-51%	344k	28.52	View chart
Home Depot Stock (HD)	0.7	$9.6M	-12%	27k	352.68	View chart
Pacer US Cash Cows 100 ETF Etf (COWZ)	0.6	$9.6M	+10%	154k	62.20	View chart
Alphabet CL C Stock (GOOG)	0.6	$9.5M	-4%	27k	353.32	View chart
Amgen Stock (AMGN)	0.6	$9.4M	-11%	26k	362.12	View chart
Vanguard Growth Etf Etf (VUG)	0.6	$9.1M	+497%	105k	86.14	View chart
Global X MLP & Energy Infrastructure ETF Etf (MLPX)	0.6	$9.0M		122k	73.66	View chart
Jpmorgan International Bond Opportunities Fund Etf (JPIB)	0.6	$8.9M	+3%	185k	48.35	View chart
Biotech ETF Etf (XBI)	0.6	$8.7M	+55%	55k	158.25	View chart
V F Corp Stock (VFC)	0.6	$8.3M	-15%	499k	16.68	View chart
Cooper-standard Holdings Stock (CPS)	0.6	$8.3M	-39%	306k	27.05	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.6	$8.2M		50k	163.45	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.6	$8.2M		108k	75.79	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.5	$8.0M	-28%	11k	736.39	View chart
Paypal Stock (PYPL)	0.5	$7.9M	-37%	182k	43.18	View chart
Broadcom Stock (AVGO)	0.5	$7.7M	-38%	21k	377.74	View chart
Costco Stock (COST)	0.5	$7.4M	-7%	7.9k	935.51	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.5	$7.4M	-39%	74k	100.67	View chart
Gold ETF Etf (SGOL)	0.5	$7.3M	-23%	191k	38.23	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.5	$7.2M	-4%	72k	100.28	View chart
SPDR S&P Emerging Markets Etf (SPEM)	0.5	$7.2M	-11%	139k	51.78	View chart
JPMorgan Hedged Equity Laddered Overlay ETF Etf (HELO)	0.5	$7.2M	+4%	106k	67.58	View chart
International Business Machs Stock (IBM)	0.5	$7.1M	+4%	25k	281.21	View chart
Vanguard Total Stock Market Etf (VTI)	0.5	$6.9M	+4%	19k	370.04	View chart
JPMorgan Income ETF Etf (JPIE)	0.4	$6.5M	+8%	142k	46.05	View chart
Hormel Foods Corp Stock (HRL)	0.4	$6.5M	+52%	262k	24.82	View chart
Unitedhealth Group Stock (UNH)	0.4	$6.5M	+27%	16k	415.64	View chart
Alibaba Group Hldg Adr (BABA)	0.4	$6.5M	-59%	67k	95.98	View chart
Exxon Mobil Stock (XOM)	0.4	$6.4M		47k	136.72	View chart
Quanta Services Stock (PWR)	0.4	$6.3M	-49%	8.8k	720.05	View chart
Powershares S&P 500 Quality Etf (SPHQ)	0.4	$6.3M	+11%	70k	90.10	View chart
Republic Services Stock (RSG)	0.4	$6.3M	-19%	29k	213.08	View chart
Baxter International Stock (BAX)	0.4	$6.2M	+13%	292k	21.32	View chart
Caseys Gen Stores Stock (CASY)	0.4	$6.0M	+7%	7.6k	794.72	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	0.4	$6.0M	+2%	64k	93.62	View chart
Mastercard Incorporated Cl A Stock (MA)	0.4	$6.0M	+46%	12k	513.62	View chart
Schwab International Dividend Equity ETF Etf (SCHY)	0.4	$5.8M	+8%	182k	31.73	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.4	$5.8M	+391%	65k	87.91	View chart
Nov Stock (NOV)	0.4	$5.7M	+6%	306k	18.55	View chart
Danaher Stock (DHR)	0.4	$5.7M		30k	190.48	View chart
Abbvie Stock (ABBV)	0.4	$5.5M		22k	251.64	View chart
Papa Johns Intl Stock (PZZA)	0.4	$5.5M	+10%	149k	36.77	View chart
Vanguard Mid-cap Etf Etf (VO)	0.4	$5.5M	+296%	68k	80.57	View chart
State Street Spdr S&p North American Natural Resources Etf Etf (NANR)	0.4	$5.5M	+2%	73k	75.50	View chart
Applied Materials Stock (AMAT)	0.4	$5.2M	+8%	7.2k	722.97	View chart
Weyerhaeuser Reit (WY)	0.4	$5.2M	+6%	217k	23.94	View chart
Hims & Hers Health Inc Com Cl A Stock (HIMS)	0.3	$5.1M	+7%	146k	34.67	View chart
Global Robotics and AI ETF Etf (BOTZ)	0.3	$4.9M		128k	37.94	View chart
First Trust Utilities ETF Etf (FXU)	0.3	$4.8M	+12%	98k	49.34	View chart
Meta Platforms Stock (META)	0.3	$4.8M	-11%	8.5k	563.30	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.3	$4.8M	-43%	41k	116.66	View chart
ASML Holdings Adr (ASML)	0.3	$4.8M		2.4k	1989.34	View chart
Schwab REIT Etf (SCHH)	0.3	$4.7M		200k	23.68	View chart
United Therapeutics Corp Del Stock (UTHR)	0.3	$4.5M	+24%	8.3k	541.84	View chart
JPMorgan Active Bond ETF Etf (JBND)	0.3	$4.5M	+4%	84k	53.50	View chart
MercadoLibre Stock (MELI)	0.3	$4.4M	+78%	2.6k	1697.39	View chart
Pgim Aaa Clo Etf Etf (PAAA)	0.3	$4.3M	+3%	85k	51.27	View chart
Range Nuclear Renaissance Index Etf Etf (NUKZ)	0.3	$4.3M	+9%	63k	68.16	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.3	$4.3M	+8%	80k	53.17	View chart
State Street Spdr S&p Global Natural Resources Etf Etf (GNR)	0.3	$4.1M	+2%	61k	67.31	View chart
Stanley Black & Decker Stock (SWK)	0.3	$4.1M	+13%	43k	94.12	View chart
Eagle Capital Select Equity Etf Etf (EAGL)	0.3	$4.0M	+4%	125k	32.17	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	0.3	$4.0M		55k	72.28	View chart
Simplify Managed Futures ETF Etf (CTA)	0.3	$4.0M	+7%	153k	25.94	View chart
Omega Healthcare Invs Reit (OHI)	0.3	$3.9M	+12%	82k	47.68	View chart
Chevron Stock (CVX)	0.3	$3.9M	-69%	23k	165.76	View chart
Corning Stock (GLW)	0.3	$3.9M	-15%	15k	255.44	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.3	$3.9M	+2%	7.4k	522.38	View chart
Ishares Latin America 40 Etf Etf (ILF)	0.3	$3.8M	+38%	113k	33.75	View chart
United Technologies Stock (RTX)	0.3	$3.7M	+3%	20k	189.73	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	0.2	$3.7M	-18%	56k	65.61	View chart
Fidelity Total Bond Etf Etf (FBND)	0.2	$3.7M	-2%	80k	45.49	View chart
Bank of America Stock (BAC)	0.2	$3.6M	-3%	64k	56.98	View chart
Carpenter Technology Corp Stock (CRS)	0.2	$3.6M		5.9k	616.84	View chart
Tesla Stock (TSLA)	0.2	$3.6M	-71%	8.6k	420.59	View chart
American Express Stock (AXP)	0.2	$3.6M		11k	338.24	View chart
Capital Group Core Bond Etf Etf (CGCB)	0.2	$3.6M		136k	26.18	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.2	$3.6M		39k	92.21	View chart
Truist Financial Stock (TFC)	0.2	$3.5M		71k	49.82	View chart
Deere & Co Stock (DE)	0.2	$3.5M	+178%	5.6k	634.36	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	0.2	$3.5M		129k	27.33	View chart
Duke Energy Corp Stock (DUK)	0.2	$3.5M	-15%	28k	126.58	View chart
United Parcel Service Stock (UPS)	0.2	$3.5M	+59%	32k	107.50	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.2	$3.4M	NEW	26k	133.25	View chart
Sofi Technologies Stock (SOFI)	0.2	$3.4M	-31%	191k	17.93	View chart
Lockheed Martin Stock (LMT)	0.2	$3.3M	-21%	6.6k	509.44	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$3.3M	+648%	28k	119.52	View chart
Vaneck Vectors Agribusiness ETF Etf (MOO)	0.2	$3.3M	+18%	42k	79.20	View chart
iShares Core S&P 500 ETF Etf (IVV)	0.2	$3.3M	+8%	4.5k	748.86	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$3.3M	+4%	24k	137.53	View chart
Caterpillar Stock (CAT)	0.2	$3.3M	-2%	3.1k	1064.77	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.2	$3.3M		14k	236.62	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$3.3M	+10%	15k	212.77	View chart
iShares Bitcoin ETF Etf (IBIT)	0.2	$3.2M	-68%	97k	33.29	View chart
S&p Global Stock (SPGI)	0.2	$3.2M	+109%	7.9k	407.24	View chart
Simplify Treasury Option Income Etf Etf (BUCK)	0.2	$3.2M	+14%	136k	23.42	View chart
M & T Bk Corp Stock (MTB)	0.2	$3.2M	-12%	13k	238.00	View chart
Freeport-McMoran Stock (FCX)	0.2	$3.1M	+49%	50k	62.89	View chart
Principal Spectrum Preferred Secs Active Etf Etf (PREF)	0.2	$3.1M	+9%	163k	19.06	View chart
Comstock Res Stock (CRK)	0.2	$3.0M	+26%	204k	14.92	View chart
Crowdstrike Stock (CRWD)	0.2	$3.0M	-16%	4.0k	763.18	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$2.9M	-4%	30k	96.58	View chart
Dentsply Sirona Stock (XRAY)	0.2	$2.9M	-28%	274k	10.61	View chart
SPDR Portfolio High Yield Bond ETF Etf (SPHY)	0.2	$2.9M		122k	23.44	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.2	$2.9M	+4%	20k	141.89	View chart
Ge Vernova Stock (GEV)	0.2	$2.9M	-14%	2.4k	1174.81	View chart
Gxo Logistics Incorporated Stock (GXO)	0.2	$2.7M	+86%	54k	50.70	View chart
Cisco Stock (CSCO)	0.2	$2.7M		23k	117.46	View chart
Qxo Stock (QXO)	0.2	$2.7M	-13%	155k	17.28	View chart
Amphenol Corp Cl A Stock (APH)	0.2	$2.6M	-8%	15k	176.31	View chart
Humana Stock (HUM)	0.2	$2.6M	+17%	6.6k	397.20	View chart
First Trust Cybersecurity ETF Etf (CIBR)	0.2	$2.6M	+603%	29k	89.85	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.2	$2.5M		41k	61.46	View chart
Goldman Sachs Group Stock (GS)	0.2	$2.5M		2.5k	1011.18	View chart
Sap Se Adr (SAP)	0.2	$2.5M	+8%	16k	154.11	View chart
Gorilla Technology Group Stock (GRRR)	0.2	$2.5M	NEW	125k	19.88	View chart
Zeta Global Holdings Corp Cl A Stock (ZETA)	0.2	$2.5M	-64%	127k	19.68	View chart
Invesco Senior Loan Etf Etf (BKLN)	0.2	$2.5M	-7%	122k	20.37	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.2	$2.5M	+9%	59k	42.21	View chart
Visa Stock (V)	0.2	$2.5M	-10%	7.2k	343.09	View chart
Arcos Dorados Stock (ARCO)	0.2	$2.5M	NEW	304k	8.06	View chart
Southern Stock (SO)	0.2	$2.4M		25k	95.71	View chart
Kla Corp Stock (KLAC)	0.2	$2.4M	+599%	7.9k	301.64	View chart
Lam Research Corp Stock (LRCX)	0.2	$2.4M	+37%	5.5k	433.26	View chart
Capital One Finl Corp Stock (COF)	0.2	$2.3M		12k	200.63	View chart
Workday Inc Cl A Stock (WDAY)	0.2	$2.3M	+23%	19k	122.42	View chart
Intel Stock (INTC)	0.2	$2.3M	-93%	17k	139.63	View chart
Micron Technology Stock (MU)	0.2	$2.3M	+41%	2.0k	1154.30	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.2	$2.3M		67k	34.62	View chart
Tjx Cos Stock (TJX)	0.2	$2.3M	+22%	15k	151.50	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.2	$2.2M	+2%	44k	51.06	View chart
Semiconductor ETF Etf (SMH)	0.1	$2.2M	+23%	3.4k	655.95	View chart
Oracle Corp Stock (ORCL)	0.1	$2.2M	+11%	15k	146.55	View chart
Rbc Bearings Stock (RBC)	0.1	$2.2M	NEW	3.4k	644.06	View chart
Pepsi Stock (PEP)	0.1	$2.2M	-2%	16k	135.40	View chart
Merck Stock (MRK)	0.1	$2.1M		17k	128.50	View chart
Advanced Micro Devices Stock (AMD)	0.1	$2.1M	-43%	3.7k	580.84	View chart
Ishares Ethereum Trust Etf Etf (ETHA)	0.1	$2.1M	-53%	177k	11.89	View chart
Inspire 500 Etf Etf (PTL)	0.1	$2.1M		7.3k	286.10	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$2.1M	-3%	11k	190.53	View chart
Gallagher Arthur J & Co Stock (AJG)	0.1	$2.0M	+48%	8.8k	229.57	View chart
Vistra Corp Stock (VST)	0.1	$2.0M		13k	158.63	View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)	0.1	$2.0M	+35%	41k	49.28	View chart
Xenia Hotels & Resorts Reit (XHR)	0.1	$2.0M	NEW	99k	20.36	View chart
Digital Rlty Tr Reit (DLR)	0.1	$2.0M	+841%	11k	179.57	View chart
Nasdaq Stock (NDAQ)	0.1	$2.0M		25k	78.82	View chart
McDonalds Stock (MCD)	0.1	$2.0M		7.3k	270.31	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$2.0M	+2%	5.4k	365.67	View chart
Host Hotels & Resorts Reit (HST)	0.1	$1.9M	NEW	82k	23.71	View chart
Palo Alto Networks Stock (PANW)	0.1	$1.9M		5.7k	341.02	View chart
General Mills Stock (GIS)	0.1	$1.9M	+153%	56k	34.80	View chart
Williams Company Stock (WMB)	0.1	$1.9M	+16%	25k	74.34	View chart
iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT)	0.1	$1.8M	-36%	11k	164.27	View chart
Wp Carey Reit (WPC)	0.1	$1.8M		25k	71.50	View chart
Vanguard Value Etf Etf (VTV)	0.1	$1.8M	-6%	8.3k	217.92	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.1	$1.8M	-3%	38k	46.94	View chart
Capital Group Growth Etf Etf (CGGR)	0.1	$1.8M		37k	47.20	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.1	$1.8M		33k	53.11	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$1.8M		11k	158.03	View chart
Stryker Corporation Stock (SYK)	0.1	$1.8M	-3%	5.6k	314.86	View chart
Main Sector Rotation Etf Etf (SECT)	0.1	$1.8M		24k	72.06	View chart
Analog Devices Stock (ADI)	0.1	$1.7M		4.4k	397.12	View chart
State Str Corp Stock (STT)	0.1	$1.7M	-6%	10k	169.60	View chart
Lowes Stock (LOW)	0.1	$1.7M	-6%	7.7k	220.50	View chart
Jd.com Inc Spon Ads Cl A Adr (JD)	0.1	$1.7M	NEW	67k	25.48	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.1	$1.7M	-3%	76k	22.29	View chart
Lennar Stock (LEN)	0.1	$1.7M	-2%	19k	90.49	View chart
CME Group Stock (CME)	0.1	$1.7M	-63%	7.6k	220.83	View chart
Vanguard Small Cap Etf (VB)	0.1	$1.7M	+5%	5.5k	303.14	View chart
Boeing Stock (BA)	0.1	$1.6M	+4%	7.6k	216.46	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$1.6M		7.3k	222.89	View chart
S&P Growth ETF Etf (SPYG)	0.1	$1.6M	-24%	14k	118.99	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.1	$1.6M	+13%	20k	79.42	View chart
Wec Energy Group Stock (WEC)	0.1	$1.6M		14k	116.77	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$1.6M	+2%	6.9k	227.05	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.1	$1.6M		32k	49.28	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.6M		5.2k	300.47	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.1	$1.5M	-53%	15k	100.81	View chart
At&t Stock (T)	0.1	$1.5M	-54%	74k	20.70	View chart
Coca Cola Stock (KO)	0.1	$1.5M		19k	81.27	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	0.1	$1.5M	+3%	9.3k	161.55	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$1.5M		30k	50.58	View chart
Crown Castle Int. Reit (CCI)	0.1	$1.5M	-38%	20k	75.73	View chart
Eqt Corp Stock (EQT)	0.1	$1.5M	+104%	28k	53.17	View chart
Ishares Systematic Alternatives Active Etf Etf (IALT)	0.1	$1.5M	NEW	53k	28.05	View chart
Diageo Adr (DEO)	0.1	$1.5M	+88%	18k	80.38	View chart
Procter & Gamble Stock (PG)	0.1	$1.5M	-8%	10k	146.64	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$1.4M	+30%	2.0k	703.44	View chart
Wells Fargo Stock (WFC)	0.1	$1.4M	-2%	17k	82.64	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.1	$1.4M		39k	36.84	View chart
Verizon Stock (VZ)	0.1	$1.4M	+4%	33k	42.34	View chart
Enbridge Stock (ENB)	0.1	$1.4M	-6%	26k	54.21	View chart
Intuit Stock (INTU)	0.1	$1.4M	+13%	5.4k	260.98	View chart
Starbucks Stock (SBUX)	0.1	$1.4M	+40%	14k	102.19	View chart
GE Aerospace Stock (GE)	0.1	$1.4M	-7%	3.7k	373.69	View chart
Abbott Labs Stock (ABT)	0.1	$1.4M	-8%	15k	90.74	View chart
SPDR Bridgewater All Weather ETF Etf (ALLW)	0.1	$1.3M	+27%	46k	29.27	View chart
Netflix Stock (NFLX)	0.1	$1.3M	-26%	19k	71.40	View chart
Franklin Senior Loan Etf Franklin Liberty Senior Loan Fund Etf (FLBL)	0.1	$1.3M	-4%	58k	22.92	View chart
Altria Group Stock (MO)	0.1	$1.3M		18k	71.95	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.1	$1.3M	-8%	3.3k	386.72	View chart
iShares Core MSCI Emerging Markets ETF Etf (IEMG)	0.1	$1.3M	+37%	16k	82.84	View chart
Lauder Estee Cos Inc Cl A Stock (EL)	0.1	$1.3M		16k	78.95	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	0.1	$1.3M		33k	38.79	View chart
Invesco Agriculture Commodity Strategy No K-1 Etf Etf (PDBA)	0.1	$1.3M	NEW	36k	35.62	View chart
Emerson Elec Stock (EMR)	0.1	$1.2M		8.6k	143.15	View chart
Realty Income Corp Reit (O)	0.1	$1.2M	+2%	20k	61.96	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.1	$1.2M		13k	94.85	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$1.2M	-8%	3.1k	393.95	View chart
Ishares U.s. Telecommunications Etf Etf (IYZ)	0.1	$1.2M	NEW	28k	42.31	View chart
Inspire 100 Etf Etf (BIBL)	0.1	$1.2M		20k	57.88	View chart
Alcoa Corp Stock (AA)	0.1	$1.2M	-10%	23k	52.14	View chart
Trane Technologies Stock (TT)	0.1	$1.2M		2.4k	491.08	View chart
Schwab International Etf (SCHF)	0.1	$1.2M	+8%	42k	27.70	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$1.2M	+5%	13k	92.27	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.1	$1.2M		9.9k	117.45	View chart
Defiance Quantum ETF Etf (QTUM)	0.1	$1.2M	+3%	7.0k	165.38	View chart
State Street Spdr Nuveen Ice Municipal Bond Etf Etf (TFI)	0.1	$1.2M		25k	45.80	View chart

Past Filings by Fiduciary Alliance

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

Fiduciary Alliance 2026 Q2 filed July 20, 2026
Fiduciary Alliance 2026 Q1 filed April 20, 2026
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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