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CIK: 0002116119
Total reported value
$984.4M
$984.4M
69 檔
4.5%
During the Q1 2026 filing period, Fiduciary Financial Advisors (CIK: 0002116119) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $984.4M across 69 reported positions.
During Q1 2026, Fiduciary Financial Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 10.71% | -7.59% | — | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 9.48% | -8.03% | — | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 7.71% | -6.22% | — | |
| 4 | AVDE | Avantis International Equity | ETF-Other | 6.15% | -4.27% | — | |
| 5 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 5.41% | -4.45% | — | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 5.22% | -4.38% | — | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.69% | -3.58% | — | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 4.08% | -2.58% | — | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.47% | -1.48% | — | |
| 10 | VCRB | Vanguard Core Bond ETF | ETF-Other | 3.00% | -2.24% | — | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.83% | -2.21% | — | |
| 12 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.83% | -1.67% | — | |
| 13 | DISV | Dimensional International Sm | ETF-Other | 2.59% | -1.69% | — | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.56% | -1.27% | — | |
| 15 | DFAI | Dimensional International Co | ETF-Other | 1.91% | -0.62% | — | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.81% | -1.38% | — | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.38% | -0.53% | — | |
| 18 | DFIC | Dimensional International Co | ETF-Other | 1.31% | -1.07% | — | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.26% | -0.86% | — | |
| 20 | DFAT | Dimensional US Target Value | ETF-Other | 1.19% | -0.86% | — | |
| 21 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 1.03% | -0.82% | — | |
| 22 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.00% | -0.76% | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.97% | -0.15% | — | |
| 24 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.96% | -0.75% | — | |
| 25 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.85% | +0.08% | — | |
| 26 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.82% | -0.59% | — | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.77% | -0.09% | — | |
| 28 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.76% | -0.68% | — | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | +3.64% | — | |
| 30 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.62% | -0.53% | — | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.60% | +0.49% | — | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.58% | -0.30% | — | |
| 33 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.57% | -0.50% | — | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.51% | -0.39% | — | |
| 35 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 0.51% | -0.45% | — | |
| 36 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 0.51% | -0.45% | — | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | +0.07% | — | |
| 38 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.46% | +0.23% | — | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.43% | +0.39% | — | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.43% | -0.10% | — | |
| 41 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.40% | -0.05% | — | |
| 42 | DFSD | Dimensional Short Duration | ETF-Other | 0.40% | +0.06% | — | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.35% | -0.26% | — | |
| 44 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.31% | -0.06% | — | |
| 45 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.31% | -0.07% | — | |
| 46 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 0.28% | -0.20% | — | |
| 47 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.28% | -0.01% | — | |
| 48 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.26% | -0.19% | — | |
| 49 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.26% | -0.12% | — | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.25% | +0.36% | — |
According to official SEC Form 13F filings, Fiduciary Financial Advisors reported a total U.S. public equity portfolio value of $984.4M across 69 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including AVLV, DFAC, AVUS) accounted for 4.5% of total reported equity market value during Q1 2026.
During Q1 2026, Fiduciary Financial Advisors's top holdings by market value included AVLV (10.7%)、DFAC (9.5%)、AVUS (7.7%). The largest single position, AVLV, represented 10.7% of total portfolio value.
In Q1 2026, Fiduciary Financial Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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