account_balance
Investment manager · 13F filer · SEC CIK 1954805
Fiduciary Alliance LLC
Reported value$1.48Bas of Jun 30, 2026
Positions535 46 new, 58 sold out
Top 10 weight20.8%AAPL alone is 3%
FiledJul 2020 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple
3.4%Trimmed −25%
SPYMState Street SPDR Portfolio S&P 500 ETF
2.8%Added +7%
JPMJPMorgan Chase
2.2%Trimmed −16%
MSFTMicrosoft
2.2%Trimmed −24%
NVDANvidia Corporation Com
2.1%Trimmed −23%
IJRiShares S&P Small Cap ETF
1.9%
SPDWSPDR S&P World ex-US
1.9%Trimmed −6%
AMZNAmazon
1.8%Trimmed −27%
SPYState Street SPDR S&P 500 ETF
1.3%Trimmed −39%
GOOGLAlphabet CL A
1.2%Trimmed −34%
BRK-BBerkshire Hathaway CL B
1.2%Trimmed −28%
JNJJohnson & Johnson
1.2%Trimmed −2%
AAPLApple
3.4%Trimmed −25%
SPYMState Street SPDR Portfolio S&P 500 ETF
2.8%Added +7%
JPMJPMorgan Chase
2.2%Trimmed −16%
MSFTMicrosoft
2.2%Trimmed −24%
NVDANvidia Corporation Com
2.1%Trimmed −23%
IJR1.9%
SPDW1.9%
AMZN1.8%SPY1.3%GOOGL1.2%BRK-B1.2%JNJ1.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple 3.4% Trimmed −25%
SPYM State Street SPDR Portfolio S&P 500 ETF 2.8% Added +7%
JPM JPMorgan Chase 2.2% Trimmed −16%MSFT Microsoft 2.2% Trimmed −24%NVDA Nvidia Corporation Com 2.1% Trimmed −23%IJR iShares S&P Small Cap ETF 1.9% Held
SPDW SPDR S&P World ex-US 1.9% Trimmed −6%
AMZN Amazon 1.8% Trimmed −27%SPY State Street SPDR S&P 500 ETF 1.3% Trimmed −39%GOOGL Alphabet CL A 1.2% Trimmed −34%BRK-B Berkshire Hathaway CL B 1.2% Trimmed −28%JNJ Johnson & Johnson 1.2% Trimmed −2%What changed