13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001954805
Total reported value
$1.5B
$1.5B
509 檔
17.6%
In Q4 2025, Fiduciary Alliance LLC's U.S. equity holdings reached a combined market value of $1.5B, distributed across 509 disclosed stock positions.
In Q4 2025, Fiduciary Alliance LLC displayed an active expansion posture, initiating 4 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 509 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.30% | -0.31% | -1.55% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.68% | -0.48% | -0.50% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.67% | -0.65% | -2.51% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.86% | +0.03% | -0.96% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.48% | -0.32% | -0.33% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.41% | -0.49% | +5.51% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.86% | -0.21% | +1.11% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.67% | -0.34% | -2.65% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.60% | +0.15% | +7.46% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.43% | -0.08% | -2.92% | |
| 11 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.43% | -0.88% | +0.37% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.28% | +0.39% | +14.68% | |
| 13 | MS | Morgan Stanley | Stock-Financials | 1.14% | +0.14% | +4.01% | |
| 14 | CPS | Cooper-standard Holding | Stock-Other | 1.08% | -0.37% | +0.53% | |
| 15 | COP | Conocophillips | Stock-Energy | 1.05% | -0.07% | +4.23% | |
| 16 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.04% | -0.56% | -5.95% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.00% | +0.16% | +17.88% | |
| 18 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.99% | -0.30% | -29.66% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.98% | -0.47% | +15.84% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.96% | -0.13% | +6.34% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.88% | +0.01% | -13.45% | |
| 22 | WWJD | Inspire International ETF | ETF-Other | 0.84% | +0.09% | +4.19% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.81% | -0.04% | +6.52% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.79% | -0.28% | +2.02% | |
| 25 | VFC | Vf CORP | Stock-Consumer Disc | 0.77% | -0.14% | +10.33% | |
| 26 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.75% | +0.09% | -2.93% | |
| 27 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.73% | +0.09% | +4.55% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 0.72% | +0.11% | +8.04% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.36% | -2.84% | |
| 30 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.69% | -0.20% | +22.82% | |
| 31 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.68% | -0.33% | +10.57% | |
| 32 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.67% | +0.03% | +6.62% | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 0.66% | +0.05% | +0.27% | |
| 34 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.65% | +0.13% | -0.08% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.64% | +0.29% | +30.77% | |
| 36 | INTC | Intel CORP | Stock-Tech | 0.63% | -0.91% | +10.43% | |
| 37 | OSCR | Oscar Health Inc - Class A | Stock-Healthcare | 0.61% | -0.01% | +7.55% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | -0.05% | +1.74% | |
| 39 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.60% | -0.51% | EXIT | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.12% | +13.42% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.59% | +0.01% | +11.28% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.59% | -0.03% | -0.50% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.58% | +0.12% | +15.00% | |
| 44 | RSG | Republic Services Inc | Stock-Industrials | 0.57% | -0.04% | +1.83% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.07% | -5.89% | |
| 46 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.55% | +0.15% | +9.19% | |
| 47 | PWR | Quanta Services Inc | Stock-Industrials | 0.54% | -0.19% | -5.20% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.01% | +2.34% | |
| 49 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.51% | +0.01% | +11.20% | |
| 50 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.50% | +0.08% | +11.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.3% | -2.65% | Trim |
| 2 | JNJ | Johnson & Johnson | +0.2% | +17.88% | Add |
| 3 | VFC | Vf CORP | +0.2% | +10.33% | Add |
| 4 | AMZN | Amazon.com Inc | +0.2% | +5.51% | Add |
| 5 | LLY | Eli Lilly & Co | +0.2% | -2.84% | Trim |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +30.77% | Add |
| 7 | SGOL | Abrdn Physical Gold Shares | +0.2% | +22.82% | Add |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +294.88% | Add |
| 9 | ALB | Albemarle CORP | +0.2% | +7.77% | Add |
| 10 | IJR | Ishares Core S&p Small-cap E | +0.2% | +14.68% | Add |
| 11 | NOV | Nov Inc | +0.2% | +183.89% | Add |
| 12 | CASY | Casey's General Stores Inc | +0.2% | +168.15% | Add |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +7.46% | Add |
| 14 | MS | Morgan Stanley | +0.1% | +4.01% | Add |
| 15 | TSLA | Tesla Inc | +0.1% | +15.84% | Add |
| 16 | AMGN | Amgen Inc | +0.1% | +11.28% | Add |
| 17 | BAC | Bank Of America CORP | +0.1% | +47.45% | Add |
| 18 | SCHY | Schwab International Dvd ETF | +0.1% | +62.24% | Add |
| 19 | HON | Honeywell International Inc | +0.1% | +158.59% | Add |
| 20 | HRL | Hormel Foods CORP | +0.1% | +179.77% | Add |
| 21 | AAPL | Apple Inc | +0.1% | -1.55% | Trim |
| 22 | INTC | Intel CORP | +0.1% | +10.43% | Add |
| 23 | WMT | Walmart Inc | +0.1% | +6.52% | Add |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | -5.89% | Trim |
| 25 | DHR | Danaher CORP | +0.1% | +8.97% | Add |
| 26 | ISRG | Intuitive Surgical Inc | -0.1% | -81.35% | Trim |
| 27 | ETHA | Ishares Ethereum Trust ETF | -0.1% | +12.68% | Add |
| 28 | META | Meta Platforms Inc-class A | -0.1% | -15.00% | Trim |
| 29 | ETN | Eaton Corporation plc | -0.1% | +0.27% | Add |
| 30 | CPS | Cooper-standard Holding | -0.2% | +0.53% | Add |
| 31 | OSCR | Oscar Health Inc - Class A | -0.2% | +7.55% | Add |
| 32 | GBTC | Grayscale Bitcoin Trust ETF | -0.2% | +3.25% | Add |
| 33 | BAM | Brookfield Asset Mgmt-a | -0.2% | -55.90% | Trim |
| 34 | HIMS | Hims & Hers Health Inc | -0.2% | +4.09% | Add |
| 35 | HOOD | Robinhood Markets Inc - A | -0.3% | -2.93% | Trim |
| 36 | NFLX | Netflix Inc | -0.3% | +421.60% | Add |
| 37 | HD | Home Depot Inc | -0.4% | -13.45% | Trim |
| 38 | BABA | Alibaba Group Holding-sp Adr | -0.4% | +0.37% | Add |
| 39 | IBIT | Ishares Bitcoin Trust ETF | -0.5% | -5.95% | Trim |
| 40 | MSFT | Microsoft CORP | -0.5% | -2.51% | Trim |
| 41 | PLTR | Palantir Technologies Inc-a | -0.5% | -29.66% | Trim |
| 42 | MSTR | Strategy Inc | -0.5% | +4.68% | Add |
| 43 | FXU | First Trust Utilities Alphad | — | NEW | New buy |
| 44 | WY | Weyerhaeuser Co | — | NEW | New buy |
| 45 | CLSK | Cleanspark Inc | — | NEW | New buy |
| 46 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 47 | MOS | Mosaic Co/the | — | EXIT | Sold out |
| 48 | TOST | Toast Inc-class A | — | EXIT | Sold out |
| 49 | MARA | Mara Holdings Inc | — | EXIT | Sold out |
| 50 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | Sold out |
According to official SEC Form 13F filings, Fiduciary Alliance LLC reported a total U.S. public equity portfolio value of $1.5B across 509 disclosed positions in Q4 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 AAPL, SPY, MSFT) accounted for 17.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
FXU
市值: $2.7M
Top Position Liquidated / Trimmed
MOS
前期市值: $2.0M
During Q4 2025, Fiduciary Alliance LLC's top holdings by market value included AAPL (4.3%)、SPY (3.7%)、MSFT (3.7%). The largest single position, AAPL, represented 4.3% of total portfolio value.
In Q4 2025, Fiduciary Alliance LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 30 positions, trimming 12 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.