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CIK: 0002047030
Total reported value
$148.8M
$148.8M
95 檔
28.3%
According to the latest 13F quarterly dataset, Fiduciary Advisors, Inc. managed an equity portfolio of $148.8M at the end of Q1 2025, spanning 95 distinct U.S. exchange-listed positions.
In Q1 2025, Fiduciary Advisors, Inc. displayed an active expansion posture, initiating 0 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.08% | -0.06% | +2.17% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-Other | 8.44% | -0.30% | +1.78% | |
| 3 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 8.34% | +0.88% | +5.48% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 7.90% | +2.99% | +1.98% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.79% | -0.67% | +1.44% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.24% | -5.10% | EXIT | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 5.04% | -0.17% | +0.55% | |
| 8 | MGC | Vanguard Mega Cap ETF | ETF-Other | 4.66% | +0.14% | +0.30% | |
| 9 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 4.23% | +2.20% | +3.98% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.41% | -0.04% | +1.08% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.37% | -0.14% | +9.39% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.12% | +0.03% | +4.29% | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.69% | +1.31% | +4.00% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.58% | -0.07% | -0.15% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.03% | +0.04% | -0.05% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.95% | — | -2.68% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.88% | -0.84% | +3.17% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.87% | -0.03% | +11.69% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.55% | -1.27% | EXIT | |
| 20 | PGX | Invesco Preferred ETF | ETF-Other | 1.53% | -0.02% | +1.33% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.16% | +0.86% | +9.92% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.97% | +0.02% | — | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 0.94% | -0.04% | — | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 0.93% | -0.75% | EXIT | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.93% | -0.12% | -2.54% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.86% | — | +20.48% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.83% | -0.09% | -0.44% | |
| 28 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.67% | -0.03% | -2.27% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-Other | 0.60% | -0.02% | +0.34% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.48% | — | +0.90% | |
| 31 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.43% | -0.01% | — | |
| 32 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.38% | -0.02% | +0.76% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.29% | — | +0.13% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | — | +0.40% | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.27% | +0.69% | — | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.22% | — | — | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.19% | — | +0.19% | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.18% | +0.04% | — | |
| 39 | AEE | Ameren Corporation | Stock-Utilities | 0.15% | -0.01% | — | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.14% | — | — | |
| 41 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.09% | — | — | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.09% | +0.03% | — | |
| 43 | AEP | American Electric Power | Stock-Utilities | 0.07% | -0.01% | — | |
| 44 | PFE | Pfizer Inc | Stock-Healthcare | 0.06% | — | -2.22% | |
| 45 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.06% | +0.03% | +0.28% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.06% | — | — | |
| 47 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.06% | -0.01% | — | |
| 48 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.06% | — | — | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.06% | — | — | |
| 50 | PFLD | Aam Low Dur Pref & Inc Sec | ETF-Other | 0.05% | — | +1.92% |
According to official SEC Form 13F filings, Fiduciary Advisors, Inc. reported a total U.S. public equity portfolio value of $148.8M across 95 disclosed positions in Q1 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 VOO, VB, ISTB) accounted for 28.3% of total reported equity market value during Q1 2025.
Top Position Liquidated / Trimmed
VXF
前期市值: $32.9K
During Q1 2025, Fiduciary Advisors, Inc.'s top holdings by market value included VOO (10.1%)、VB (8.4%)、ISTB (8.3%). The largest single position, VOO, represented 10.1% of total portfolio value.
In Q1 2025, Fiduciary Advisors, Inc. made 46 total portfolio adjustments, initiating 0 new buys, adding to 33 positions, trimming 9 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.
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