Fiduciary Alliance LLC
•CIK: 1954805•Filing: Q4 2025
**Fiduciary Alliance LLC** manages $1.5B across a diversified portfolio of 509 positions. The strategy exhibits significant exposure to mega-cap technology and financial sectors, evidenced by top holdings including AAPL ($65.9M), MSFT ($56.2M), and SPY ($56.3M). Notable allocations also include substantial positions in JPM ($43.7M) and NVDA ($38.0M). This concentration suggests a conviction in established market leaders and broad market indices.
Total AUM
$1.5B
+ $7.0K in options
QoQ Performance
+2.5%
Positions
508
+ 1 option
Top 10 Concentration
29.2%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL4.3%
SPY3.7%
MSFT3.7%
JPM2.9%
NVDA2.5%
AMZN2.4%
BRK/B1.9%
GOOGL1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.6%
Technology17.9%
Financial7.1%
Consumer6.8%
ETF4.9%
Healthcare4.5%
Energy1.6%
Utilities1.2%
🚪 Exited Positionssold since Q3 2025
+292 more exited positions
Changes from Q3 2025
NEW5 new positions
↑134 increased
↓59 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023