Fiduciary Alliance LLC

Q3 2025 13F Holdings

  • Location
    greenville, SC
  • Num holdings

    498

  • Value ($000)

    $1,492,750

  • Date Filed
    10/08/2025
  • Form type
    13F-HR
  • CIK
    0001954805
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

Apple

STOCK
037833100
$62.65 M
4 %

246,042

MSFT
MSFT

Microsoft

STOCK
594918104
$61.73 M
4 %

119,188

SPY
SPY

SPDR S&P 500 ETF TRUST

ETF
78462F103
$55.25 M
4 %

82,929

JPM
JPM

JPMorgan Chase

STOCK
46625H100
$43.23 M
3 %

137,046

NVDA
NVDA

NVIDIA CORPORATION COM

STOCK
67066G104
$38.16 M
3 %

204,546

AMZN
AMZN

Amazon

STOCK
023135106
$33.30 M
2 %

151,653

BRK.B
BRK.B

Berkshire Hathaway CL B

STOCK
084670702
$28.19 M
2 %

56,082

BABA
BABA

ALIBABA GROUP HLDG LTD SPONSORED ADS

ADR
01609W102
$26.65 M
2 %

149,096

IBIT
IBIT

ISHARES BITCOIN TRUST ETF

ETF
46438F101
$22.21 M
2 %

341,648

SCHG
SCHG

Schwab U.S. Large-Cap Growth

ETF
808524300
$22.11 M
2 %

692,754

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