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Susan Harvell

Fiduciary Alliance Llc

Assets Managed
$1.479B
Holdings
535
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
-10.73%(2Q avg: -1.22%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Fiduciary Alliance Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 535 positions.

Assets under management

The assets under management (AUM) of Fiduciary Alliance Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.479B in assets, with a quarterly growth rate of -10.73% and a 2-quarter average growth rate of -1.22%. The portfolio is managed by Susan Harvell, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -24.79%
3.41%
$50.406M
174,201 shares@ $289.36 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 6.88%
2.77%
$40.828M
464,592 shares@ $87.88 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -15.72%
2.23%
$32.931M
100,605 shares@ $327.34 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -23.86%
2.22%
$32.82M
87,984 shares@ $373.02 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -23.02%
2.09%
$30.893M
154,401 shares@ $200.09 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.66%
1.93%
$28.492M
192,108 shares@ $148.32 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -5.62%
1.91%
$28.17M
559,041 shares@ $50.39 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -26.79%
1.82%
$26.814M
112,504 shares@ $238.35 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -39.1%
1.28%
$18.851M
25,244 shares@ $746.77 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -34.11%
1.23%
$18.047M
50,499 shares@ $357.37 avg price

1-10 of 535