Fiduciary Alliance LLC

Q1 2026 13F-HR Holdings

Location
Greenville, SC
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
547
Total value ($000)
$1,657,134
Net value change ($000)
+126,917 (8.3%)
New positions
67
Sold out positions
29
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYM 32,307 922.5%
CVX 11,013 347.1%
SGOV 9,167 307.1%
INTC 8,077 83.7%
IJR 6,030 30.8%
PFE 5,765 137.5%
PZZA 4,800 2307.7%
XRAY 4,607 NEW
SPDW 4,525 18.5%
GNR 4,416 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPY -27,253 -48.4%
MSFT -8,670 -15.4%
JPM -7,215 -16.5%
MCO -5,555 -89.2%
BRK-B -4,938 -17.3%
HOOD -4,857 -42.3%
PLTR -4,823 -31.9%
AAPL -4,142 -6.3%
CIBR -3,673 -93.2%
FXI -3,591 -94.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type