Fiduciary Alliance LLC
Q4 2025 13F Holdings
- Locationgreenville, SC
- Num holdings
510
- Value ($000)
$1,530,217
- Date Filed01/22/2026
- Form type13F-HR
- CIK0001954805
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
Apple | STOCK | 037833100 | $65.85M | 4 % | 242,232 | ||
SPDR S&P 500 ETF TRUST | ETF | 78462F103 | $56.27M | 4 % | 82,514 | ||
Microsoft | STOCK | 594918104 | $56.19M | 4 % | 116,194 | ||
JPMorgan Chase | STOCK | 46625H100 | $43.74M | 3 % | 135,737 | ||
NVIDIA CORPORATION COM | STOCK | 67066G104 | $38.02M | 3 % | 203,864 | ||
Amazon | STOCK | 023135106 | $36.93M | 2 % | 160,005 | ||
Berkshire Hathaway CL B | STOCK | 084670702 | $28.5M | 2 % | 56,702 | ||
Alphabet CL A | STOCK | 02079K305 | $25.48M | 2 % | 81,402 | ||
SPDR S&P World ex-US | ETF | 78463X889 | $24.43M | 2 % | 550,098 | ||
Schwab U.S. Large-Cap Growth | ETF | 808524300 | $21.94M | 1 % | 672,540 |
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