Fiduciary Alliance LLC

13F Filings History

Latest 13F report
Q3 2025 - Oct 8, 2025
Value $
$1.49B
Signature - Title
Victoria Latham - Chief Compliance Officer
Location
Greenville, SC
Summary
This page shows a list of all the recent 13F filings made by Fiduciary Alliance LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fiduciary Alliance LLC reported 492 stock holdings with total value $1.49B as of Q3 2025. Top holdings included AAPL, MSFT, SPY, JPM, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 492 $1.49B +$108M -$63.8M +$43.8M AAPL, MSFT, SPY, JPM, NVDA 13F-HR 10/8/2025, 12:39 PM
Q2 2025 479 $1.34B +$275M -$53.4M +$222M MSFT, AAPL, SPY, JPM, NVDA 13F-HR 7/9/2025, 01:17 PM
Q1 2025 384 $1.02B +$109M -$55.3M +$53.5M AAPL, SPY, MSFT, JPM, BRKB 13F-HR 4/9/2025, 11:48 AM
Q4 2024 352 $989M +$280M -$33.6M +$247M AAPL, MSFT, SPY, JPM, AMZN 13F-HR 1/13/2025, 09:56 AM
Q3 2024 252 $753M +$141M -$32.8M +$108M AAPL, MSFT, SPY, JPM, BRKB 13F-HR 10/11/2024, 04:27 PM
Q2 2024 215 $616M +$76.3M -$24.9M +$51.4M MSFT, AAPL, SPY, JPM, COP 13F-HR 7/9/2024, 05:47 PM
Q1 2024 196 $567M +$57.7M -$39.7M +$18.1M MSFT, AAPL, SPY, JPM, COP 13F-HR 4/17/2024, 04:57 PM
Q4 2023 182 $508M +$49M -$17M +$32.1M AAPL, MSFT, SPY, COP, JPM 13F-HR 1/17/2024, 10:24 AM
Q3 2023 167 $425M +$30.4M -$40.2M -$9.81M AAPL, MSFT, SPY, COP, JPM 13F-HR 10/18/2023, 02:23 PM
Q2 2023 1,007 $466M +$100M -$55.4M +$44.7M AAPL, MSFT, SPY, BRKB, COP 13F-HR 7/18/2023, 04:05 PM
Q1 2023 136 $398M +$33.1M -$32.5M +$666K AAPL, MSFT, SPY, BRKB, SPDW 13F-HR 4/18/2023, 12:25 PM
Q4 2022 933 $387M $0 $0 AAPL, MSFT, SPY, COP, JNJ 13F-HR 1/19/2023, 11:43 AM