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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, MSFT, NVDA, AMZN, JPM, and represent 13.51% of Fiduciary Alliance's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$32M), CVX (+$10M), SGOV (+$9.2M), PYPL (+$5.5M), PFE (+$5.4M), PZZA, XRAY, GNR, XBI, JBND.
Started 67 new stock positions in DFAS, ANET, DFAI, VOT, TGT, IUSV, NI, STIP, DVY, BSX.
Reduced shares in these 10 stocks: SPY (-$29M), ALB (-$5.2M), JPM (-$5.0M), MCO, MS, FXI, BRK.B, CIBR, SHV, AAPL.
Sold out of its positions in ACM, ARES, GPUS, BX, BAM, RECS, Comerica Incorporated, FTEC, GEHC, Geovax Labs.
Fiduciary Alliance was a net buyer of stock by $89M.
Fiduciary Alliance has $1.7B in assets under management (AUM), dropping by 8.29%.
Central Index Key (CIK): 0001954805

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Portfolio Holdings for Fiduciary Alliance

Fiduciary Alliance holds 547 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Fiduciary Alliance has 547 total positions. Only the first 250 positions are shown.

Sign up to view all of the Fiduciary Alliance March 31, 2026 positions
Download the Fiduciary Alliance March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	3.7	$62M	-4%	232k	266.43	View chart
Microsoft Stock (MSFT)	2.9	$48M		116k	411.22	View chart
Nvidia Corporation Stock (NVDA)	2.4	$40M		201k	198.87	View chart
Amazon Stock (AMZN)	2.3	$38M	-3%	154k	248.50	View chart
JPMorgan Chase Stock (JPM)	2.2	$37M	-12%	119k	305.93	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	2.2	$36M	+895%	435k	82.38	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.8	$29M	-49%	42k	699.94	View chart
SPDR S&P World ex-US Etf (SPDW)	1.7	$29M	+7%	592k	48.88	View chart
Alphabet CL A Stock (GOOGL)	1.6	$26M	-5%	77k	337.12	View chart
iShares S&P Small Cap ETF Etf (IJR)	1.5	$26M	+18%	193k	132.26	View chart
Berkshire Hathaway CL B Stock (BRK.B)	1.4	$24M	-12%	50k	474.09	View chart
Alibaba Group Hldg Adr (BABA)	1.3	$22M	+9%	164k	133.28	View chart
Schwab U.S. Large-Cap Growth Etf (SCHG)	1.2	$19M	-10%	599k	32.09	View chart
Conocophillips Stock (COP)	1.1	$18M	-12%	149k	118.92	View chart
Intel Stock (INTC)	1.1	$18M	+4%	273k	64.94	View chart
Johnson & Johnson Stock (JNJ)	1.0	$17M	-4%	71k	238.67	View chart
Cooper-standard Holdings Stock (CPS)	0.9	$15M		504k	30.51	View chart
Morgan Stanley Stock (MS)	0.9	$15M	-19%	80k	191.62	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.9	$15M		161k	91.51	View chart
Paypal Stock (PYPL)	0.9	$14M	+62%	289k	49.57	View chart
Chevron Stock (CVX)	0.9	$14M	+268%	77k	184.91	View chart
Inspire International Etf Etf (WWJD)	0.8	$14M		347k	39.61	View chart
Walmart Stock (WMT)	0.8	$14M	-2%	108k	124.76	View chart
Broadcom Stock (AVGO)	0.8	$13M	-3%	34k	396.72	View chart
iShares Bitcoin ETF Etf (IBIT)	0.8	$13M	-5%	303k	42.56	View chart
Nextera Energy Stock (NEE)	0.8	$13M		139k	91.24	View chart
Schwab Intermediate-Term US Treasury Etf (SCHR)	0.8	$13M	+13%	505k	24.93	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.7	$12M	+306%	121k	100.53	View chart
Taiwan Semiconductor Adr (TSM)	0.7	$12M		32k	375.10	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.7	$12M	+18%	386k	30.65	View chart
Tesla Stock (TSLA)	0.7	$12M	-9%	30k	391.95	View chart
V F Corp Stock (VFC)	0.7	$12M	-8%	590k	19.64	View chart
Gold ETF Etf (SGOL)	0.7	$12M	-2%	251k	45.68	View chart
Oscar Health Inc Cl A Stock (OSCR)	0.7	$11M	+9%	714k	15.59	View chart
Kinder Morgan Stock (KMI)	0.6	$11M	-9%	335k	31.70	View chart
Eaton Corp Stock (ETN)	0.6	$11M	-14%	27k	395.06	View chart
Home Depot Stock (HD)	0.6	$11M	-20%	31k	338.92	View chart
Schwab U.S. Large-Cap Value Etf (SCHV)	0.6	$10M		329k	31.68	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.6	$10M	-14%	73k	142.15	View chart
First Trust Clean Edge Smart Grid ETF Etf (GRID)	0.6	$10M	+3%	57k	179.97	View chart
iShares Emerging Markets ex China ETF Etf (EMXC)	0.6	$10M	+36%	117k	87.68	View chart
Amgen Stock (AMGN)	0.6	$10M	+6%	29k	348.22	View chart
Quanta Services Stock (PWR)	0.6	$10M	-12%	17k	591.83	View chart
Pfizer Stock (PFE)	0.6	$10M	+117%	366k	27.19	View chart
Eli Lilly & Co Stock (LLY)	0.6	$9.8M	+5%	11k	905.04	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.6	$9.7M	+34%	366k	26.54	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.6	$9.7M		15k	637.38	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$9.5M		15k	643.43	View chart
Alphabet CL C Stock (GOOG)	0.6	$9.5M		28k	334.47	View chart
Pacer US Cash Cows 100 ETF Etf (COWZ)	0.5	$8.7M	+44%	139k	62.23	View chart
Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB)	0.5	$8.6M	+13%	179k	48.35	View chart
Vanguard Growth Etf Etf (VUG)	0.5	$8.6M	+41%	18k	485.66	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.5	$8.5M	+8%	146k	58.37	View chart
Global X MLP & Energy Infrastructure ETF Etf (MLPX)	0.5	$8.5M	+12%	121k	70.74	View chart
Costco Stock (COST)	0.5	$8.5M	-8%	8.6k	984.71	View chart
SPDR S&P Emerging Markets Etf (SPEM)	0.5	$7.9M	-7%	156k	50.45	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.5	$7.9M	+3%	109k	72.36	View chart
Republic Services Stock (RSG)	0.5	$7.7M	-12%	36k	210.87	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.5	$7.6M	-2%	51k	149.19	View chart
Texas Instruments Stock (TXN)	0.5	$7.5M	-5%	35k	216.29	View chart
Exxon Mobil Stock (XOM)	0.4	$7.1M	+3%	48k	149.01	View chart
Strategy Inc Cl A Stock (MSTR)	0.4	$7.1M	+6%	50k	143.54	View chart
Ishares Ethereum Trust Etf Etf (ETHA)	0.4	$6.8M	+30%	378k	17.97	View chart
JPMorgan Hedged Equity Laddered Overlay ETF Etf (HELO)	0.4	$6.7M	+12%	101k	66.69	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.4	$6.6M	-25%	76k	87.32	View chart
Meta Platforms Stock (META)	0.4	$6.4M	+7%	9.6k	671.60	View chart
CME Group Stock (CME)	0.4	$6.2M	-16%	21k	296.90	View chart
Zeta Global Holdings Corp Cl A Stock (ZETA)	0.4	$6.2M	+81%	356k	17.37	View chart
Vanguard Total Stock Market Etf (VTI)	0.4	$6.2M		18k	345.25	View chart
JPMorgan Income ETF Etf (JPIE)	0.4	$6.1M	+29%	131k	46.20	View chart
International Business Machs Stock (IBM)	0.4	$6.0M	-18%	24k	244.80	View chart
State Street Spdr S&p North American Natural Resources Etf Etf (NANR)	0.4	$5.9M	+7%	71k	83.19	View chart
Danaher Stock (DHR)	0.4	$5.9M	-8%	30k	198.14	View chart
F/m Us Treasury 3 Month Bill Fund Etf (TBIL)	0.3	$5.6M	-8%	113k	49.92	View chart
Schwab International Dividend Equity ETF Etf (SCHY)	0.3	$5.5M	+12%	168k	32.71	View chart
Nov Stock (NOV)	0.3	$5.5M	+32%	289k	19.02	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.3	$5.4M	-2%	13k	409.01	View chart
Sofi Technologies Stock (SOFI)	0.3	$5.2M	+32%	278k	18.79	View chart
Vanguard Mid-cap Etf Etf (VO)	0.3	$5.2M	+3%	17k	301.92	View chart
Caseys Gen Stores Stock (CASY)	0.3	$5.2M	+3%	7.0k	736.80	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	0.3	$5.1M	-3%	62k	82.66	View chart
Lockheed Martin Stock (LMT)	0.3	$5.1M	-18%	8.4k	611.13	View chart
Papa Johns Intl Stock (PZZA)	0.3	$5.0M	+2414%	136k	36.94	View chart
Powershares S&P 500 Quality Etf (SPHQ)	0.3	$5.0M	+81%	63k	79.41	View chart
Weyerhaeuser Reit (WY)	0.3	$4.9M	+106%	203k	24.21	View chart
Biotech ETF Etf (XBI)	0.3	$4.8M	+1002%	35k	136.45	View chart
Global Robotics and AI ETF Etf (BOTZ)	0.3	$4.8M	-4%	130k	36.73	View chart
Schwab REIT Etf (SCHH)	0.3	$4.6M	+4%	202k	22.88	View chart
Dentsply Sirona Stock (XRAY)	0.3	$4.6M	NEW	382k	12.05	View chart
Baxter International Stock (BAX)	0.3	$4.5M	+95%	258k	17.60	View chart
Abbvie Stock (ABBV)	0.3	$4.5M		22k	208.42	View chart
Grab Holdings Limited Class A Ord Stock (GRAB)	0.3	$4.4M	+111%	1.1M	3.92	View chart
State Street Spdr S&p Global Natural Resources Etf Etf (GNR)	0.3	$4.4M	NEW	59k	74.61	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.3	$4.4M	+6%	22k	195.90	View chart
First Trust Utilities ETF Etf (FXU)	0.3	$4.3M	+44%	87k	49.78	View chart
JPMorgan Active Bond ETF Etf (JBND)	0.3	$4.3M	NEW	80k	53.92	View chart
Disney Stock (DIS)	0.3	$4.2M	+3%	41k	103.04	View chart
Pgim Aaa Clo Etf Etf (PAAA)	0.3	$4.2M	+297%	82k	51.33	View chart
Qxo Stock (QXO)	0.3	$4.2M	+53%	180k	23.22	View chart
At&t Stock (T)	0.3	$4.2M	-10%	164k	25.46	View chart
Simplify Managed Futures ETF Etf (CTA)	0.3	$4.2M	+149%	142k	29.30	View chart
Range Nuclear Renaissance Index Etf Etf (NUKZ)	0.3	$4.2M	+10%	58k	72.07	View chart
Duke Energy Corp Stock (DUK)	0.2	$4.1M	+11%	32k	127.98	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$4.1M	+16%	7.9k	519.94	View chart
Honeywell Stock (HON)	0.2	$4.0M	+14%	17k	232.19	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.2	$4.0M	+14%	74k	53.59	View chart
Eagle Capital Select Equity Etf Etf (EAGL)	0.2	$3.9M	+6%	120k	32.29	View chart
United Therapeutics Corp Del Stock (UTHR)	0.2	$3.9M	+1006%	6.7k	577.58	View chart
Unitedhealth Group Stock (UNH)	0.2	$3.9M		12k	314.05	View chart
Fidelity Total Bond Etf Etf (FBND)	0.2	$3.8M	+6%	82k	45.95	View chart
United Technologies Stock (RTX)	0.2	$3.7M	+9%	19k	198.39	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	0.2	$3.6M	+5%	69k	52.72	View chart
Bank of America Stock (BAC)	0.2	$3.6M	-32%	66k	54.32	View chart
Capital Group Core Bond Etf Etf (CGCB)	0.2	$3.6M	+4%	136k	26.44	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	0.2	$3.6M	+4%	130k	27.65	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.2	$3.6M	+4%	39k	92.83	View chart
Truist Financial Stock (TFC)	0.2	$3.6M	-9%	72k	49.59	View chart
American Express Stock (AXP)	0.2	$3.6M	-18%	11k	329.07	View chart
Hormel Foods Corp Stock (HRL)	0.2	$3.5M	+45%	172k	20.66	View chart
ASML Holdings Adr (ASML)	0.2	$3.5M	-35%	2.4k	1481.86	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	0.2	$3.5M		55k	64.51	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.2	$3.5M	+3%	7.2k	484.73	View chart
Omega Healthcare Invs Reit (OHI)	0.2	$3.4M	NEW	73k	46.63	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.2	$3.3M	-11%	33k	100.49	View chart
M & T Bk Corp Stock (MTB)	0.2	$3.3M	-22%	15k	217.10	View chart
Hims & Hers Health Inc Com Cl A Stock (HIMS)	0.2	$3.3M	-4%	135k	24.29	View chart
Ishares Latin America 40 Etf Etf (ILF)	0.2	$3.1M	NEW	82k	37.75	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.2	$3.1M	-3%	14k	224.37	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$3.1M	+5%	32k	96.43	View chart
Corning Stock (GLW)	0.2	$3.0M	-3%	18k	168.27	View chart
Vaneck Vectors Agribusiness ETF Etf (MOO)	0.2	$3.0M	NEW	36k	83.75	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$2.9M	-2%	3.7k	784.09	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$2.9M	+23%	23k	126.34	View chart
iShares Core S&P 500 ETF Etf (IVV)	0.2	$2.9M	+46%	4.1k	703.11	View chart
SPDR Portfolio High Yield Bond ETF Etf (SPHY)	0.2	$2.9M	+15%	121k	23.56	View chart
Ishares Silver Trust Etf (SLV)	0.2	$2.9M	-24%	40k	71.84	View chart
Principal Spectrum Preferred Secs Active Etf Etf (PREF)	0.2	$2.8M	+10%	148k	19.03	View chart
Ge Vernova Stock (GEV)	0.2	$2.8M	+4%	2.8k	985.95	View chart
Simplify Treasury Option Income Etf Etf (BUCK)	0.2	$2.8M	NEW	118k	23.59	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.2	$2.8M	-12%	43k	65.36	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$2.8M	+6%	14k	199.73	View chart
Crown Castle Int. Reit (CCI)	0.2	$2.8M	+110%	32k	85.63	View chart
Global X 1-3 Month T-Bill ETF Etf (CLIP)	0.2	$2.7M	-21%	27k	100.20	View chart
Netflix Stock (NFLX)	0.2	$2.7M	-9%	26k	107.71	View chart
MercadoLibre Stock (MELI)	0.2	$2.7M	+97%	1.4k	1872.12	View chart
Invesco Senior Loan Etf Etf (BKLN)	0.2	$2.7M		132k	20.54	View chart
Cleanspark Stock (CLSK)	0.2	$2.7M	+10%	240k	11.26	View chart
iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT)	0.2	$2.7M	-24%	18k	153.21	View chart
Applied Materials Stock (AMAT)	0.2	$2.6M	+7%	6.7k	394.28	View chart
Comstock Res Stock (CRK)	0.2	$2.6M	+254%	161k	16.27	View chart
Markel Stock (MKL)	0.2	$2.6M	-20%	1.3k	1983.23	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.2	$2.6M	+57%	19k	134.30	View chart
Sap Se Adr (SAP)	0.2	$2.6M	+85%	15k	172.90	View chart
Bigbear Ai Hldgs Stock (BBAI)	0.2	$2.6M	+15%	679k	3.79	View chart
Stanley Black & Decker Stock (SWK)	0.2	$2.6M	+465%	38k	67.18	View chart
Visa Stock (V)	0.2	$2.5M		8.0k	315.92	View chart
Pepsi Stock (PEP)	0.2	$2.5M	+38%	16k	154.85	View chart
Carpenter Technology Corp Stock (CRS)	0.2	$2.5M		5.9k	428.67	View chart
Vertex Pharma Stock (VRTX)	0.1	$2.5M	+15%	5.6k	441.70	View chart
Caterpillar Stock (CAT)	0.1	$2.5M	+47%	3.2k	770.17	View chart
Amphenol Corp Cl A Stock (APH)	0.1	$2.4M		17k	146.98	View chart
Capital One Finl Corp Stock (COF)	0.1	$2.4M		12k	202.98	View chart
Southern Stock (SO)	0.1	$2.4M	-7%	25k	94.64	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$2.4M		40k	58.48	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.1	$2.3M	+34%	54k	42.61	View chart
Freeport-McMoran Stock (FCX)	0.1	$2.3M	+371%	33k	68.70	View chart
Nike Stock (NKE)	0.1	$2.3M	+1438%	50k	45.44	View chart
McDonalds Stock (MCD)	0.1	$2.3M	-12%	7.4k	306.25	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.1	$2.3M	+2%	4.8k	468.96	View chart
Oracle Corp Stock (ORCL)	0.1	$2.3M		13k	169.80	View chart
Nasdaq Stock (NDAQ)	0.1	$2.2M		25k	88.55	View chart
Goldman Sachs Group Stock (GS)	0.1	$2.2M	+62%	2.5k	899.38	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.1	$2.2M		67k	32.01	View chart
United Parcel Service Stock (UPS)	0.1	$2.1M	+28%	20k	103.57	View chart
Vistra Corp Stock (VST)	0.1	$2.1M	-13%	13k	162.94	View chart
Shopify Stock (SHOP)	0.1	$2.1M	-26%	16k	127.41	View chart
Comcast Stock (CMCSA)	0.1	$2.0M	-9%	72k	28.30	View chart
Kraneshares Csi China Internet Etf Etf (KWEB)	0.1	$2.0M	+24%	68k	29.64	View chart
Lowes Stock (LOW)	0.1	$2.0M		8.2k	243.99	View chart
Albemarle Stock (ALB)	0.1	$2.0M	-72%	11k	185.38	View chart
Kla Corp Stock (KLAC)	0.1	$2.0M	-18%	1.1k	1748.19	View chart
S&P Growth ETF Etf (SPYG)	0.1	$2.0M		18k	109.37	View chart
Stryker Corporation Stock (SYK)	0.1	$2.0M	-2%	5.7k	341.23	View chart
Crowdstrike Stock (CRWD)	0.1	$2.0M	-23%	4.8k	411.16	View chart
Merck Stock (MRK)	0.1	$2.0M	+5%	17k	117.90	View chart
Tjx Cos Stock (TJX)	0.1	$2.0M		12k	160.22	View chart
Inspire 500 Etf Etf (PTL)	0.1	$1.9M	+60%	7.3k	268.36	View chart
Workday Inc Cl A Stock (WDAY)	0.1	$1.9M	+10%	15k	124.12	View chart
Cisco Stock (CSCO)	0.1	$1.9M	+11%	23k	82.36	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.1	$1.9M	+31%	34k	55.76	View chart
Intuit Stock (INTU)	0.1	$1.9M	+80%	4.8k	389.71	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.1	$1.8M	+8%	39k	47.24	View chart
Wp Carey Reit (WPC)	0.1	$1.8M		25k	71.58	View chart
Aercap Holdings Nv Stock (AER)	0.1	$1.8M	-32%	12k	147.24	View chart
Vanguard Value Etf Etf (VTV)	0.1	$1.8M	+2%	8.8k	202.03	View chart
Alcoa Corp Stock (AA)	0.1	$1.8M	-12%	25k	70.38	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.1	$1.8M	+5%	78k	22.54	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$1.7M	+12%	11k	153.05	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$1.7M	+13%	5.2k	328.34	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$1.7M	-5%	11k	150.30	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.1	$1.7M	NEW	18k	94.91	View chart
Lennar Stock (LEN)	0.1	$1.7M		19k	88.44	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.7M	+5%	6.5k	258.12	View chart
Capital Group Growth Etf Etf (CGGR)	0.1	$1.7M		38k	44.16	View chart
Abbott Labs Stock (ABT)	0.1	$1.7M	-44%	17k	101.56	View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)	0.1	$1.7M	NEW	30k	55.10	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$1.7M	-6%	7.4k	224.92	View chart
Boeing Stock (BA)	0.1	$1.6M	-2%	7.2k	223.94	View chart
Gxo Logistics Incorporated Stock (GXO)	0.1	$1.6M	+286%	29k	55.76	View chart
S&p Global Stock (SPGI)	0.1	$1.6M	+210%	3.8k	430.62	View chart
Main Sector Rotation Etf Etf (SECT)	0.1	$1.6M	-34%	25k	65.11	View chart
Wec Energy Group Stock (WEC)	0.1	$1.6M		14k	114.85	View chart
Procter & Gamble Stock (PG)	0.1	$1.6M	-6%	11k	143.38	View chart
State Str Corp Stock (STT)	0.1	$1.5M	+81%	11k	142.74	View chart
Williams Company Stock (WMB)	0.1	$1.5M	+70%	21k	70.76	View chart
Analog Devices Stock (ADI)	0.1	$1.5M		4.3k	347.95	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$1.5M	NEW	30k	50.26	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$1.5M	+11%	6.8k	218.01	View chart
Enbridge Stock (ENB)	0.1	$1.5M	+3%	28k	52.61	View chart
Vanguard Small Cap Etf (VB)	0.1	$1.4M	+8%	5.2k	278.28	View chart
Verizon Stock (VZ)	0.1	$1.4M	-14%	32k	45.03	View chart
Coca Cola Stock (KO)	0.1	$1.4M	-12%	19k	75.31	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.1	$1.4M		31k	45.38	View chart
Wells Fargo Stock (WFC)	0.1	$1.4M	-4%	18k	80.29	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.1	$1.4M		39k	36.38	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.4M	+15%	5.2k	269.37	View chart
Franklin Senior Loan Etf Franklin Liberty Senior Loan Fund Etf (FLBL)	0.1	$1.4M	+2%	61k	22.97	View chart
Woodward Stock (WWD)	0.1	$1.4M	-54%	3.4k	393.11	View chart
Constellation Energy Corp Stock (CEG)	0.1	$1.3M		4.5k	294.73	View chart
Gallagher Arthur J & Co Stock (AJG)	0.1	$1.3M	+55%	5.9k	223.18	View chart
Kratos Defense & Sec Solutions Stock (KTOS)	0.1	$1.3M	-7%	18k	74.66	View chart
Spdr Gold Shares Etf (GLD)	0.1	$1.3M	+2%	2.9k	440.46	View chart
iShares S&P Mid-Cap Growth ETF Etf (IJK)	0.1	$1.3M		12k	107.42	View chart
GE Aerospace Stock (GE)	0.1	$1.3M		4.0k	313.93	View chart
Lauder Estee Cos Inc Cl A Stock (EL)	0.1	$1.2M	+4%	16k	76.60	View chart
Realty Income Corp Reit (O)	0.1	$1.2M		19k	63.96	View chart
Semiconductor ETF Etf (SMH)	0.1	$1.2M		2.7k	453.05	View chart
Emerson Elec Stock (EMR)	0.1	$1.2M		8.7k	140.41	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$1.2M	+93%	12k	100.27	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	0.1	$1.2M		33k	36.27	View chart
Motorola Solutions Stock (MSI)	0.1	$1.2M	NEW	2.7k	440.22	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.1	$1.2M	+22%	9.9k	118.67	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$1.2M	+8%	3.4k	347.97	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$1.2M	+68%	24k	48.12	View chart
Deere & Co Stock (DE)	0.1	$1.2M	+6%	2.0k	576.61	View chart
State Street Spdr Nuveen Ice Municipal Bond Etf Etf (TFI)	0.1	$1.1M	NEW	25k	45.57	View chart
Altria Group Stock (MO)	0.1	$1.1M		18k	64.42	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.1	$1.1M	+17%	13k	89.00	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.1	$1.1M	-4%	3.6k	311.18	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	0.1	$1.1M	-22%	8.9k	126.59	View chart

Past Filings by Fiduciary Alliance

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

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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