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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, MSFT, NVDA, SPDW, and represent 14.95% of Fiduciary Alliance's stock portfolio.
Added to shares of these 10 stocks: XOM (+$12M), SSO (+$6.8M), STIP (+$6.1M), QQEW, FYT, FEM, SDVY, FYC, CIBR, CRWD.
Started 36 new stock positions in TYL, KEY, SPCX, AGG, CSTM, PIEQ, HONA, UNFI, GRMN, AVDV.
Reduced shares in these 10 stocks: OSCR (-$9.8M), PYPL (-$8.9M), BABA (-$6.8M), VFC (-$6.7M), PFE (-$6.7M), BAX (-$6.4M), , CPS (-$6.1M), PZZA (-$5.5M), NOV (-$5.4M).
Sold out of its positions in ASTS, ADUR, ACHR, BIDU, BPRE, CI, CSX, CAH, CARR, FIX.
Fiduciary Alliance was a net seller of stock by $-156M.
Fiduciary Alliance has $1.3B in assets under management (AUM), dropping by -10.31%.
Central Index Key (CIK): 0001954805

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Portfolio Holdings for Fiduciary Alliance

Fiduciary Alliance holds 503 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Fiduciary Alliance has 503 total positions. Only the first 250 positions are shown.

Sign up to view all of the Fiduciary Alliance Sept. 30, 2026 positions
Download the Fiduciary Alliance September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	4.1	$54M	-7%	162k	333.02	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	3.3	$44M	+4%	487k	89.76	View chart
Microsoft Stock (MSFT)	3.0	$40M	-10%	79k	512.90	View chart
Nvidia Corporation Stock (NVDA)	2.4	$32M	-9%	140k	228.38	View chart
SPDR S&P World ex-US Etf (SPDW)	2.1	$28M		566k	50.21	View chart
iShares S&P Small Cap ETF Etf (IJR)	2.1	$28M	+7%	207k	136.04	View chart
JPMorgan Chase Stock (JPM)	2.1	$28M	-15%	85k	330.83	View chart
Amazon Stock (AMZN)	2.1	$28M		110k	249.15	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.4	$18M	-5%	24k	762.62	View chart
Schwab U.S. Large-Cap Growth Etf (SCHG)	1.3	$17M		469k	35.93	View chart
Johnson & Johnson Stock (JNJ)	1.2	$17M	-9%	62k	264.74	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.2	$16M	-7%	33k	497.96	View chart
Alphabet CL A Stock (GOOGL)	1.1	$15M	-13%	44k	344.08	View chart
Taiwan Semiconductor Adr (TSM)	1.0	$13M	-6%	29k	456.19	View chart
Inspire International Etf Etf (WWJD)	1.0	$13M	-3%	346k	38.77	View chart
Morgan Stanley Stock (MS)	1.0	$13M	-5%	71k	188.08	View chart
Eli Lilly & Co Stock (LLY)	1.0	$13M	-2%	11k	1157.06	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	1.0	$13M	+13%	140k	91.64	View chart
Conocophillips Stock (COP)	1.0	$13M	-28%	102k	125.15	View chart
Schwab Intermediate-Term US Treasury Etf (SCHR)	0.9	$12M	+2%	523k	23.70	View chart
Exxon Mobil Stock (XOM)	0.9	$12M	NEW	75k	162.75	View chart
Pacer US Cash Cows 100 ETF Etf (COWZ)	0.9	$12M	+18%	182k	66.76	View chart
Schwab U.S. Large-Cap Value Etf (SCHV)	0.8	$11M		324k	33.31	View chart
Amgen Stock (AMGN)	0.8	$11M	-2%	25k	421.51	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.8	$11M		15k	700.87	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.8	$10M		393k	25.39	View chart
First Trust Clean Edge Smart Grid ETF Etf (GRID)	0.7	$9.8M	-6%	55k	177.11	View chart
Kinder Morgan Stock (KMI)	0.7	$9.6M	+2%	318k	30.15	View chart
Biotech ETF Etf (XBI)	0.7	$9.4M	+9%	60k	157.68	View chart
iShares Emerging Markets ex China ETF Etf (EMXC)	0.7	$9.3M	-15%	94k	99.08	View chart
Jpmorgan International Bond Opportunities Fund Etf (JPIB)	0.7	$9.2M	+7%	198k	46.70	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	0.7	$9.2M	-2%	102k	90.11	View chart
Eaton Corp Stock (ETN)	0.7	$9.0M	-12%	21k	429.70	View chart
Texas Instruments Stock (TXN)	0.7	$8.8M	-7%	32k	280.09	View chart
Abbvie Stock (ABBV)	0.7	$8.8M	+53%	34k	261.59	View chart
Walmart Stock (WMT)	0.6	$8.6M	-18%	83k	103.92	View chart
Alphabet CL C Stock (GOOG)	0.6	$8.4M	-9%	25k	340.75	View chart
Nextera Energy Stock (NEE)	0.6	$8.3M	-25%	109k	75.74	View chart
Vanguard Morningstar Mega Cap Value Etf Etf (MGV)	0.6	$8.1M		50k	161.09	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.6	$7.8M	-3%	104k	75.39	View chart
Home Depot Stock (HD)	0.6	$7.8M		27k	284.49	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.6	$7.7M	-3%	11k	739.79	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.6	$7.4M		73k	100.68	View chart
Global X MLP & Energy Infrastructure ETF Etf (MLPX)	0.5	$7.1M	-16%	102k	69.82	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.5	$7.1M	-31%	217k	32.53	View chart
SPDR S&P Emerging Markets Etf (SPEM)	0.5	$7.0M	-2%	136k	51.76	View chart
JPMorgan Hedged Equity Laddered Overlay ETF Etf (HELO)	0.5	$6.9M	-5%	100k	69.17	View chart
Gold ETF Etf (SGOL)	0.5	$6.9M	-9%	173k	39.56	View chart
Proshares Ultra S&p 500 Etf (SSO)	0.5	$6.8M	NEW	99k	69.33	View chart
Costco Stock (COST)	0.5	$6.7M	-6%	7.4k	910.37	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	0.5	$6.6M	+64%	90k	73.80	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.5	$6.6M	+1141%	67k	99.70	View chart
Powershares S&P 500 Quality Etf (SPHQ)	0.5	$6.4M	+9%	77k	84.08	View chart
Freeport-McMoran Stock (FCX)	0.5	$6.3M	+80%	90k	70.00	View chart
First Trust Cybersecurity ETF Etf (CIBR)	0.5	$6.2M	+108%	61k	103.09	View chart
State Street Spdr S&p North American Natural Resources Etf Etf (NANR)	0.5	$6.2M		74k	83.77	View chart
Danaher Stock (DHR)	0.5	$6.2M	-6%	28k	221.55	View chart
Broadcom Stock (AVGO)	0.5	$6.2M	-14%	18k	351.20	View chart
Republic Services Stock (RSG)	0.5	$6.1M		29k	209.87	View chart
Mastercard Incorporated Cl A Stock (MA)	0.5	$6.0M	-5%	11k	551.49	View chart
JPMorgan Income ETF Etf (JPIE)	0.4	$5.9M	-7%	132k	44.89	View chart
Vanguard Morningstar Mega Cap Growth Etf Etf (MGK)	0.4	$5.9M	-2%	64k	92.65	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	0.4	$5.9M	+12%	72k	81.58	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.4	$5.8M	-23%	31k	187.05	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.4	$5.7M	-29%	51k	112.50	View chart
Unitedhealth Group Stock (UNH)	0.4	$5.7M		15k	367.09	View chart
Pgim Aaa Clo Etf Etf (PAAA)	0.4	$5.6M	+29%	110k	51.29	View chart
Pfizer Stock (PFE)	0.4	$5.4M	-55%	188k	28.52	View chart
Vanguard Morningstar Mid-cap Etf Etf (VO)	0.4	$5.3M		68k	78.42	View chart
Schwab International Dividend Equity ETF Etf (SCHY)	0.4	$5.3M	-7%	169k	31.40	View chart
Meta Platforms Stock (META)	0.4	$5.2M	-15%	7.2k	725.20	View chart
Vanguard Total Stock Market Etf (VTI)	0.4	$5.2M	-25%	14k	374.24	View chart
Vaneck Vectors Agribusiness ETF Etf (MOO)	0.4	$5.1M	+48%	63k	81.47	View chart
First Trust Nasdaq-100 Select Equal Weight Etf Etf (QQEW)	0.4	$4.9M	NEW	30k	162.73	View chart
First Trust Small Cap Value Alphadex Fund Etf (FYT)	0.4	$4.7M	NEW	71k	66.85	View chart
First Trust Emerging Markets Alphadex Fund Etf (FEM)	0.4	$4.7M	NEW	144k	32.21	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.3	$4.6M	NEW	113k	40.58	View chart
MercadoLibre Stock (MELI)	0.3	$4.5M		2.6k	1728.53	View chart
Schwab REIT Etf (SCHH)	0.3	$4.5M	+2%	204k	22.04	View chart
First Trust Small Cap Growth Alphadex Fund Etf (FYC)	0.3	$4.5M	NEW	39k	115.32	View chart
JPMorgan Active Bond ETF Etf (JBND)	0.3	$4.4M	+3%	87k	51.12	View chart
Simplify Managed Futures ETF Etf (CTA)	0.3	$4.4M		154k	28.84	View chart
ASML Holdings Adr (ASML)	0.3	$4.3M		2.4k	1811.97	View chart
Eagle Capital Select Equity Etf Etf (EAGL)	0.3	$4.3M		126k	34.03	View chart
Crowdstrike Stock (CRWD)	0.3	$4.2M	+303%	16k	264.75	View chart
Simplify Treasury Option Income Etf Etf (BUCK)	0.3	$4.1M	+31%	178k	23.08	View chart
Caseys Gen Stores Stock (CASY)	0.3	$4.0M	-12%	6.6k	608.44	View chart
Bank of America Stock (BAC)	0.3	$3.9M	+11%	71k	54.43	View chart
Ishares Latin America 40 Etf Etf (ILF)	0.3	$3.8M	-3%	109k	34.50	View chart
Applied Materials Stock (AMAT)	0.3	$3.7M		7.3k	511.35	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.3	$3.7M		7.3k	508.55	View chart
Chevron Stock (CVX)	0.3	$3.7M	-22%	18k	204.21	View chart
Deere & Co Stock (DE)	0.3	$3.7M	-2%	5.5k	671.56	View chart
S&p Global Stock (SPGI)	0.3	$3.6M	+17%	9.2k	394.48	View chart
Vanguard Information Technology Etf Etf (VGT)	0.3	$3.6M	+3%	29k	125.67	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.3	$3.6M	-11%	71k	50.35	View chart
United Therapeutics Corp Del Stock (UTHR)	0.3	$3.5M	-21%	6.5k	541.86	View chart
Fidelity Total Bond Etf Etf (FBND)	0.3	$3.5M		81k	43.30	View chart
Quanta Services Stock (PWR)	0.3	$3.5M	-37%	5.5k	642.52	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	0.3	$3.5M	+2%	133k	26.23	View chart
Capital Group Core Bond Etf Etf (CGCB)	0.3	$3.5M	+2%	139k	24.98	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.3	$3.4M	+2%	40k	86.99	View chart
Global Robotics and AI ETF Etf (BOTZ)	0.3	$3.4M	-25%	96k	35.23	View chart
M & T Bk Corp Stock (MTB)	0.3	$3.3M	+15%	15k	217.60	View chart
United Technologies Stock (RTX)	0.2	$3.3M	-9%	18k	185.65	View chart
Lockheed Martin Stock (LMT)	0.2	$3.2M	-2%	6.4k	509.26	View chart
Omega Healthcare Reit (OHI)	0.2	$3.1M	-17%	68k	46.31	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$3.1M		15k	208.02	View chart
American Express Stock (AXP)	0.2	$3.1M	-3%	10k	304.10	View chart
Advanced Micro Devices Stock (AMD)	0.2	$3.0M	+35%	5.0k	611.70	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$3.0M	-12%	21k	142.26	View chart
First Trust Natural gas ETF Etf (FCG)	0.2	$3.0M	NEW	105k	28.52	View chart
Duke Energy Corp Stock (DUK)	0.2	$3.0M	-4%	26k	114.01	View chart
Northern Trust Morningstar Global Upstream Natural Resources Etf Etf (GUNR)	0.2	$2.9M	+36%	56k	52.74	View chart
iShares Biotech ETF Etf (IBB)	0.2	$2.9M	NEW	14k	210.53	View chart
Principal Spectrum Preferred Secs Active Etf Etf (PREF)	0.2	$2.9M	-3%	157k	18.35	View chart
Tesla Stock (TSLA)	0.2	$2.8M	-6%	8.0k	354.81	View chart
SPDR Portfolio High Yield Bond ETF Etf (SPHY)	0.2	$2.8M		125k	22.59	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	0.2	$2.8M	-23%	43k	65.16	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.2	$2.7M	+63%	33k	82.18	View chart
Avantis International Small Cap Value ETF Etf (AVDV)	0.2	$2.7M	NEW	25k	109.38	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$2.6M	-12%	27k	96.88	View chart
iShares Core S&P 500 ETF Etf (IVV)	0.2	$2.6M	-24%	3.4k	765.85	View chart
Caterpillar Stock (CAT)	0.2	$2.6M		3.2k	810.87	View chart
Workday Inc Cl A Stock (WDAY)	0.2	$2.6M	-29%	14k	190.46	View chart
Semiconductor ETF Etf (SMH)	0.2	$2.6M	+24%	4.2k	608.99	View chart
Cisco Stock (CSCO)	0.2	$2.5M		23k	107.63	View chart
Invesco Senior Loan Etf Etf (BKLN)	0.2	$2.5M		122k	20.43	View chart
Humana Stock (HUM)	0.2	$2.5M	-2%	6.4k	381.55	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.2	$2.4M	+3%	61k	40.12	View chart
Medtronic Stock (MDT)	0.2	$2.4M	+276%	28k	86.29	View chart
Merck Stock (MRK)	0.2	$2.3M	-3%	16k	145.31	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.2	$2.3M		67k	34.29	View chart
Corning Stock (GLW)	0.2	$2.3M		15k	153.76	View chart
Nasdaq Stock (NDAQ)	0.2	$2.3M	-2%	25k	92.01	View chart
Goldman Sachs Group Stock (GS)	0.2	$2.2M		2.5k	900.34	View chart
Ge Vernova Stock (GEV)	0.2	$2.2M	-3%	2.4k	950.41	View chart
Carpenter Technology Corp Stock (CRS)	0.2	$2.2M	-2%	5.7k	388.82	View chart
Capital One Finl Corp Stock (COF)	0.2	$2.2M	-3%	11k	193.07	View chart
Palo Alto Networks Stock (PANW)	0.2	$2.2M	-4%	5.4k	397.31	View chart
Eqt Corp Stock (EQT)	0.2	$2.1M	+56%	44k	48.56	View chart
Visa Stock (V)	0.2	$2.1M	-18%	5.8k	359.34	View chart
Host Hotels & Resorts Reit (HST)	0.2	$2.1M	+14%	94k	22.39	View chart
Southern Stock (SO)	0.2	$2.1M		25k	82.89	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.2	$2.1M	-2%	11k	195.75	View chart
Tjx Cos Stock (TJX)	0.2	$2.1M	+5%	16k	132.31	View chart
Inspire 500 Etf Etf (PTL)	0.2	$2.1M	+4%	7.6k	272.14	View chart
Micron Technology Stock (MU)	0.2	$2.0M	-3%	1.9k	1065.01	View chart
Amphenol Corp Cl A Stock (APH)	0.2	$2.0M	+61%	24k	84.30	View chart
Weyerhaeuser Reit (WY)	0.2	$2.0M	-50%	107k	19.05	View chart
Pepsi Stock (PEP)	0.2	$2.0M		16k	126.72	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.2	$2.0M	-2%	32k	61.50	View chart
Sap Se Adr (SAP)	0.1	$2.0M	-41%	9.5k	208.49	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.1	$2.0M	-39%	8.4k	233.30	View chart
Main Sector Rotation Etf Etf (SECT)	0.1	$1.9M	+11%	27k	71.55	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.1	$1.9M	+14%	43k	44.78	View chart
Everpure Inc Cl A Stock (P)	0.1	$1.8M		14k	130.78	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.1	$1.8M	+13%	86k	21.17	View chart
At&t Stock (T)	0.1	$1.8M		74k	24.40	View chart
Kla Corp Stock (KLAC)	0.1	$1.8M	+16%	9.2k	194.94	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$1.8M	+4%	12k	155.19	View chart
Gallagher Arthur J & Co Stock (AJG)	0.1	$1.8M	-11%	7.9k	228.10	View chart
Capital Group Growth Etf Etf (CGGR)	0.1	$1.8M		38k	47.43	View chart
Vanguard Morningstar Small-cap Growth Etf Etf (VBK)	0.1	$1.8M	-2%	5.2k	337.80	View chart
State Str Corp Stock (STT)	0.1	$1.7M	-4%	9.7k	174.59	View chart
Intuit Stock (INTU)	0.1	$1.7M	+13%	6.1k	275.71	View chart
Wp Carey Reit (WPC)	0.1	$1.7M	+3%	26k	64.63	View chart
McDonalds Stock (MCD)	0.1	$1.7M		7.3k	230.93	View chart
Phillips 66 Stock (PSX)	0.1	$1.7M	+6%	6.6k	255.31	View chart
International Business Machs Stock (IBM)	0.1	$1.7M	-70%	7.6k	219.93	View chart
Williams Company Stock (WMB)	0.1	$1.7M	-2%	24k	67.97	View chart
Vanguard Morningstar Value Etf Etf (VTV)	0.1	$1.7M	-7%	7.7k	216.08	View chart
iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT)	0.1	$1.7M	-10%	10k	166.28	View chart
Vistra Corp Stock (VST)	0.1	$1.7M	-6%	12k	138.35	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$1.6M	+8%	7.9k	203.92	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$1.6M		7.0k	228.27	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.1	$1.6M		32k	48.85	View chart
Lennar Stock (LEN)	0.1	$1.6M	+3%	19k	81.59	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$1.5M	-39%	25k	61.26	View chart
Vanguard Small Cap Etf (VB)	0.1	$1.5M	-4%	5.3k	284.47	View chart
Abbott Labs Stock (ABT)	0.1	$1.5M		15k	98.83	View chart
State Street Spdr S&p Global Natural Resources Etf Etf (GNR)	0.1	$1.5M	-67%	20k	73.97	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	0.1	$1.5M	+4%	9.7k	151.58	View chart
Oracle Corp Stock (ORCL)	0.1	$1.5M	-28%	11k	137.30	View chart
SPDR Bridgewater All Weather ETF Etf (ALLW)	0.1	$1.4M	+9%	51k	28.57	View chart
Emerson Elec Stock (EMR)	0.1	$1.4M	+8%	9.3k	155.09	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.1	$1.4M		39k	37.02	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$1.4M		30k	47.36	View chart
Coca Cola Stock (KO)	0.1	$1.4M	-13%	16k	86.08	View chart
Lauder Estee Cos Inc Cl A Stock (EL)	0.1	$1.4M	-7%	15k	92.77	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.4M	-4%	5.0k	277.90	View chart
Guardant Health Stock (GH)	0.1	$1.4M	+7%	7.7k	178.36	View chart
Lowes Stock (LOW)	0.1	$1.4M	-3%	7.4k	184.30	View chart
Wec Energy Group Stock (WEC)	0.1	$1.4M		13k	100.78	View chart
Analog Devices Stock (ADI)	0.1	$1.4M	-22%	3.4k	396.70	View chart
Wells Fargo Stock (WFC)	0.1	$1.4M	-2%	17k	80.05	View chart
S&P Growth ETF Etf (SPYG)	0.1	$1.3M	-20%	11k	123.08	View chart
iShares Systematic Alternatives Active ETF Etf (IALT)	0.1	$1.3M	-15%	44k	29.86	View chart
Franklin Senior Loan Etf Franklin Liberty Senior Loan Fund Etf (FLBL)	0.1	$1.3M		57k	23.00	View chart
Valero Energy Stock (VLO)	0.1	$1.3M		3.3k	387.57	View chart
Altria Group Stock (MO)	0.1	$1.3M	+4%	19k	67.34	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.1	$1.3M	+16%	25k	51.05	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.1	$1.3M	-2%	3.2k	388.81	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$1.3M	-5%	1.9k	656.73	View chart
Boeing Stock (BA)	0.1	$1.3M	-10%	6.7k	186.04	View chart
Starbucks Stock (SBUX)	0.1	$1.2M	-2%	13k	93.96	View chart
Verizon Stock (VZ)	0.1	$1.2M	-20%	27k	45.87	View chart
Netflix Stock (NFLX)	0.1	$1.2M	-7%	17k	69.58	View chart
Inspire 100 Etf Etf (BIBL)	0.1	$1.2M	+6%	22k	54.06	View chart
Procter & Gamble Stock (PG)	0.1	$1.2M	-18%	8.1k	145.27	View chart
Schwab International Etf (SCHF)	0.1	$1.2M		43k	27.47	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.1	$1.2M	-60%	8.0k	145.05	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$1.2M	+59%	1.7k	675.15	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.1	$1.2M		13k	88.51	View chart
Motorola Solutions Stock (MSI)	0.1	$1.1M	-3%	2.6k	445.97	View chart
Constellation Energy Corp Stock (CEG)	0.1	$1.1M	-3%	4.4k	253.99	View chart
Charles Schwab Corp Stock (SCHW)	0.1	$1.1M	-9%	11k	97.74	View chart
Stryker Corporation Stock (SYK)	0.1	$1.1M	-27%	4.0k	275.39	View chart
Spdr Gold Shares Etf (GLD)	0.1	$1.1M		2.9k	380.84	View chart
State Street Spdr Nuveen Ice Municipal Bond Etf Etf (TFI)	0.1	$1.1M		25k	42.77	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$1.1M	-2%	23k	46.87	View chart
GE Aerospace Stock (GE)	0.1	$1.1M	-8%	3.4k	312.26	View chart
PNC Financial Services Stock (PNC)	0.1	$1.1M	+8%	4.8k	222.24	View chart
Gotham 1000 Value Etf Etf (GVLU)	0.1	$1.1M	+11%	39k	26.89	View chart
Lam Research Corp Stock (LRCX)	0.1	$1.1M	-41%	3.2k	328.47	View chart
Invesco Agriculture Commodity Strategy No K-1 Etf Etf (PDBA)	0.1	$1.1M	-21%	28k	37.56	View chart
Trane Technologies Stock (TT)	0.1	$1.0M	-2%	2.3k	451.91	View chart
Qualcomm Stock (QCOM)	0.1	$1.0M	+7%	5.7k	184.05	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.1	$1.0M	-7%	9.2k	113.44	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$1.0M	-6%	2.9k	356.89	View chart
Honeywell Stock (HON)	0.1	$1.0M	NEW	4.9k	210.95	View chart
iShares Core MSCI Emerging Markets ETF Etf (IEMG)	0.1	$1.0M	-18%	13k	81.16	View chart
Expedia Group Stock (EXPE)	0.1	$1.0M		3.9k	263.36	View chart
Enbridge Stock (ENB)	0.1	$997k	-17%	21k	46.49	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.1	$985k	+4%	16k	60.73	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$976k		2.7k	355.65	View chart
S&P Small Cap Value ETF Etf (SLYV)	0.1	$968k		9.5k	102.15	View chart
Alcoa Corp Stock (AA)	0.1	$964k	+2%	23k	42.00	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$919k	+22%	3.0k	309.01	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.1	$916k	-15%	3.0k	304.60	View chart
Fifth Third Bancorp Stock (FITB)	0.1	$908k	+9%	18k	50.58	View chart
Vanguard Energy Etf Etf (VDE)	0.1	$907k		5.3k	172.16	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$906k		12k	79.14	View chart
Defiance Quantum ETF Etf (QTUM)	0.1	$903k	-15%	6.0k	151.62	View chart
Dimensional U.s. Small Cap Etf Etf	0.1	$897k		12k	77.42	View chart
Rpm Intl Stock (RPM)	0.1	$893k		9.0k	98.67	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.1	$871k	-18%	945.00	922.15	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$871k		44k	19.77	View chart
Philip Morris Stock (PM)	0.1	$868k	+3%	4.6k	190.82	View chart
Cadence Design System Stock (CDNS)	0.1	$854k		2.6k	330.17	View chart

Past Filings by Fiduciary Alliance

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

Fiduciary Alliance 2026 Q3 filed Oct. 13, 2026
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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