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CIK: 0002047030
Total reported value
$148.6M
$148.6M
97 檔
33.8%
As reported in its official Q3 2025 Form 13F filing, Fiduciary Advisors, Inc.'s tracked investment portfolio stood at $148.6M with 97 total positions.
In Q3 2025, Fiduciary Advisors, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 31 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 | 10.26% | +0.80% | -4.16% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-Other | 8.41% | +0.42% | +4.03% | |
| 3 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 7.83% | -0.43% | +7.16% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 7.59% | +0.01% | +6.92% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.53% | +0.06% | +4.46% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.50% | +0.02% | -8.01% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 4.88% | +0.18% | +9.26% | |
| 8 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 4.55% | -0.16% | +7.38% | |
| 9 | MGC | Vanguard Mega Cap ETF | ETF-Other | 4.46% | +0.13% | -5.64% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.63% | -0.10% | -2.03% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.31% | -0.09% | +4.48% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.05% | -0.02% | -7.94% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.05% | -0.28% | +10.99% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.76% | +0.06% | -1.97% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.02% | +0.02% | +4.60% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.96% | +0.05% | +4.03% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.79% | -0.06% | -2.67% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.78% | -0.22% | +24.15% | |
| 19 | PGX | Invesco Preferred ETF | ETF-Other | 1.60% | -0.38% | +20.61% | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.50% | +0.14% | +23.53% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.41% | -0.02% | -7.40% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.39% | +0.06% | +7.32% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-Other | 0.97% | +0.03% | +32.63% | |
| 24 | BAC | Bank Of America CORP | Stock-Financials | 0.95% | +0.04% | — | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 0.89% | -0.07% | +12.18% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.84% | -0.04% | -10.05% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.80% | — | +3.46% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.80% | -0.02% | +4.63% | |
| 29 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.60% | -0.10% | +0.24% | |
| 30 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.53% | -0.01% | +0.16% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.41% | — | +39.36% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.39% | — | +0.96% | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.37% | — | +0.39% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.31% | +0.01% | +4.52% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | +0.01% | +3.64% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.25% | — | +13.56% | |
| 37 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.23% | +0.19% | +11.24% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.18% | — | +6.18% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.17% | +0.01% | +0.28% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.14% | — | -13.90% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.13% | +0.02% | — | |
| 42 | AEE | Ameren Corporation | Stock-Utilities | 0.13% | -0.01% | — | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.11% | — | +0.73% | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | — | +1003.29% | |
| 45 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.09% | — | +50.23% | |
| 46 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.09% | -0.06% | +0.12% | |
| 47 | AEP | American Electric Power | Stock-Utilities | 0.06% | -0.01% | — | |
| 48 | PFE | Pfizer Inc | Stock-Healthcare | 0.06% | -0.01% | +1.74% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.05% | — | — | |
| 50 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.05% | — | — |
According to official SEC Form 13F filings, Fiduciary Advisors, Inc. reported a total U.S. public equity portfolio value of $148.6M across 97 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VB, ISTB) accounted for 33.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
SCHB
市值: $209.1K
Top Position Liquidated / Trimmed
PFLD
前期市值: $54.6K
During Q3 2025, Fiduciary Advisors, Inc.'s top holdings by market value included VOO (10.3%)、VB (8.4%)、ISTB (7.8%). The largest single position, VOO, represented 10.3% of total portfolio value.
In Q3 2025, Fiduciary Advisors, Inc. made 47 total portfolio adjustments, initiating 5 new buys, adding to 31 positions, trimming 8 holdings, and fully liquidating 3 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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