Institutional Fund
Fiduciary Alliance LLC
Greenville, SCCIK 19548055 filings on record
Portfolio Value
$1.66B
Q1 2026
Holdings
547
Reported positions
New Buys
67
Opened this quarter
QoQ Change
+8.3%
from $1.53B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc3.7%
- Microsoft Corp2.9%
- Nvidia Corporation2.4%
- Amazon Com Inc2.3%
- Jpmorgan Chase & Co.2.2%
- Spdr Series Trust2.2%
- Other84.3%
Portfolio Holdings
547 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 231.6K | $61.71M | 3.7% | −10.6K | Reduced |
| 2 | Microsoft Corp | 115.6K | $47.52M | 2.9% | −625 | Reduced |
| 3 | Nvidia Corporation | 200.6K | $39.89M | 2.4% | −3.3K | Reduced |
| 4 | Amazon Com Inc | 153.7K | $38.19M | 2.3% | −6.3K | Reduced |
| 5 | Jpmorgan Chase & Co. | 119.4K | $36.52M | 2.2% | −16.4K | Reduced |
| 6 | Spdr Series Trust | 434.7K | $35.81M | 2.2% | +391.0K | Added |
| 7 | Spdr S&P 500 ETF Tr | 41.5K | $29.02M | 1.8% | −41.1K | Reduced |
| 8 | Spdr Index Shs Fds | 592.4K | $28.96M | 1.7% | +42.3K | Added |
| 9 | Alphabet Inc | 76.7K | $25.84M | 1.6% | −4.7K | Reduced |
| 10 | Ishares Tr | 193.4K | $25.58M | 1.5% | +30.7K | Added |
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