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CIK: 0001954805
Total reported value
$1.5B
$1.5B
479 檔
16.0%
During the Q2 2025 filing period, Fiduciary Alliance LLC (CIK: 0001954805) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.5B across 479 reported positions.
In Q2 2025, Fiduciary Alliance LLC displayed an active expansion posture, initiating 9 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 479 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.49% | -0.65% | +18.45% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.76% | -0.31% | +5.25% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.73% | -0.48% | +7.32% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.17% | +0.03% | +2.46% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.45% | -0.32% | +14.59% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.44% | -0.49% | +8.55% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.05% | -0.21% | +1.78% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.50% | -0.08% | +50.56% | |
| 9 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.47% | -0.30% | -5.20% | |
| 10 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.43% | -0.56% | +15.61% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.43% | +0.15% | +1.40% | |
| 12 | MSTR | Strategy Inc | Stock-Tech | 1.35% | -0.39% | +28.41% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.24% | +0.01% | +2.73% | |
| 14 | COP | Conocophillips | Stock-Energy | 1.19% | -0.07% | -1.31% | |
| 15 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.18% | -0.88% | +18.17% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.07% | +0.39% | +5.03% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.07% | -0.34% | +12.58% | |
| 18 | MS | Morgan Stanley | Stock-Financials | 1.03% | +0.14% | -14.86% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.95% | -0.13% | +23.97% | |
| 20 | WWJD | Inspire International ETF | ETF-Other | 0.87% | +0.09% | +1.74% | |
| 21 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.83% | -0.33% | +27.29% | |
| 22 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.83% | +0.09% | +126.23% | |
| 23 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.81% | -0.51% | EXIT | |
| 24 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.80% | +0.03% | +16.38% | |
| 25 | ETN | Eaton Corporation plc | Stock-Industrials | 0.79% | +0.05% | +7.97% | |
| 26 | CPS | Cooper-standard Holding | Stock-Other | 0.78% | -0.37% | +15.24% | |
| 27 | RSG | Republic Services Inc | Stock-Industrials | 0.77% | -0.04% | +1.33% | |
| 28 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.76% | +0.09% | -2.62% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | -0.01% | -3.23% | |
| 30 | OSCR | Oscar Health Inc - Class A | Stock-Healthcare | 0.73% | -0.01% | +3557.97% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | -0.28% | +13.39% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | +0.16% | -21.00% | |
| 33 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.69% | +0.13% | — | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.04% | +56.42% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.66% | -0.03% | -34.51% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.62% | -0.47% | +33.54% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.62% | +0.11% | -1.42% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.61% | -0.23% | +14.60% | |
| 39 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.61% | -0.01% | +8.66% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.36% | +40.47% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.58% | -0.05% | +22.37% | |
| 42 | PWR | Quanta Services Inc | Stock-Industrials | 0.58% | -0.19% | -26.30% | |
| 43 | AMGN | Amgen Inc | Stock-Healthcare | 0.55% | +0.01% | -9.85% | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.54% | -0.08% | +0.71% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | -0.07% | +16.36% | |
| 46 | TXN | Texas Instruments Inc | Stock-Tech | 0.53% | +0.24% | +4.68% | |
| 47 | DHR | Danaher CORP | Stock-Healthcare | 0.52% | +0.02% | +1.41% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.52% | -0.08% | +36.25% | |
| 49 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.51% | +0.09% | — | |
| 50 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.51% | -0.20% | -4.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.7% | +18.45% | Add |
| 2 | OSCR | Oscar Health Inc - Class A | +0.7% | +3557.97% | Add |
| 3 | SCHV | Schwab US Large-cap Value | +0.7% | NEW | New buy |
| 4 | HOOD | Robinhood Markets Inc - A | +0.6% | +126.23% | Add |
| 5 | NVDA | Nvidia CORP | +0.5% | +14.59% | Add |
| 6 | MGV | Vanguard Mega Cap Value ETF | +0.5% | NEW | New buy |
| 7 | DGRO | Ishares Core Dividend Growth | +0.5% | NEW | New buy |
| 8 | VOO | Vanguard S&p 500 ETF | +0.4% | +541.20% | Add |
| 9 | SCHG | Schwab US Large-cap Growth | +0.4% | +50.56% | Add |
| 10 | MSTR | Strategy Inc | +0.4% | +28.41% | Add |
| 11 | MGK | Vanguard Mega Cap Growth ETF | +0.4% | NEW | New buy |
| 12 | IBM | Intl Business Machines CORP | +0.3% | +229.94% | Add |
| 13 | HIMS | Hims & Hers Health Inc | +0.3% | +120.41% | Add |
| 14 | VO | Vanguard Mid-cap ETF | +0.3% | +426.67% | Add |
| 15 | VUG | Vanguard Growth ETF | +0.3% | +613.92% | Add |
| 16 | FBND | Fidelity Total Bond ETF | +0.3% | NEW | New buy |
| 17 | CGMS | Cap Group US Multi-sect Bond | +0.2% | NEW | New buy |
| 18 | CGCB | Cap Group Core Bond | +0.2% | NEW | New buy |
| 19 | BOND | Pimco Active Bond Exchange-t | +0.2% | NEW | New buy |
| 20 | COIN | Coinbase Global Inc -class A | +0.2% | +31.20% | Add |
| 21 | AVGO | Broadcom Inc | +0.2% | +13.39% | Add |
| 22 | ALL | Allstate CORP | +0.2% | +135.67% | Add |
| 23 | PLTR | Palantir Technologies Inc-a | +0.2% | -5.20% | Trim |
| 24 | IGIB | Ishares 5-10y Inv Grade CORP | +0.2% | +1093.35% | Add |
| 25 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | +15.61% | Add |
| 26 | NVO | Novo-nordisk A/s-spons Adr | +0.2% | +472.98% | Add |
| 27 | WMT | Walmart Inc | +0.2% | +56.42% | Add |
| 28 | NFLX | Netflix Inc | +0.2% | +36.25% | Add |
| 29 | CLIP | Global X 1-3 Month T-bill | +0.2% | NEW | New buy |
| 30 | CPS | Cooper-standard Holding | +0.2% | +15.24% | Add |
| 31 | SOFI | Sofi Technologies Inc | +0.2% | +97.96% | Add |
| 32 | TSLA | Tesla Inc | +0.1% | +33.54% | Add |
| 33 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | +15.73% | Add |
| 34 | PYPL | Paypal Holdings Inc | +0.1% | +27.29% | Add |
| 35 | META | Meta Platforms Inc-class A | +0.1% | +16.36% | Add |
| 36 | ETN | Eaton Corporation plc | +0.1% | +7.97% | Add |
| 37 | DIS | Walt Disney Co/the | +0.1% | +14.60% | Add |
| 38 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +22.37% | Add |
| 39 | GOOGL | Alphabet Inc-cl A | 0% | +12.58% | Add |
| 40 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | +23.97% | Add |
| 41 | AMZN | Amazon.com Inc | -0.1% | +8.55% | Add |
| 42 | GLW | Corning Inc | -0.3% | -74.86% | Trim |
| 43 | JPM | Jpmorgan Chase & Co | -0.3% | +2.46% | Add |
| 44 | COWZ | Pacer US Cash Cows 100 ETF | -0.3% | -39.81% | Trim |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | +7.32% | Add |
| 46 | SPG | Simon Property Group Inc | -0.5% | EXIT | Sold out |
| 47 | MRK | Merck & Co. Inc. | -0.5% | -73.35% | Trim |
| 48 | JNJ | Johnson & Johnson | -0.6% | -21.00% | Trim |
| 49 | COP | Conocophillips | -0.7% | -1.31% | Trim |
| 50 | SCHD | Schwab US Dvd Equity ETF | -0.7% | -34.51% | Trim |
According to official SEC Form 13F filings, Fiduciary Alliance LLC reported a total U.S. public equity portfolio value of $1.5B across 479 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, SPY) accounted for 16.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
SCHV
市值: $9.3M
Top Position Liquidated / Trimmed
SPG
前期市值: $4.8M
During Q2 2025, Fiduciary Alliance LLC's top holdings by market value included MSFT (4.5%)、AAPL (3.8%)、SPY (3.7%). The largest single position, MSFT, represented 4.5% of total portfolio value.
In Q2 2025, Fiduciary Alliance LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 33 positions, trimming 7 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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