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CIK: 0002047030
Total reported value
$148.6M
$148.6M
125 檔
35.9%
The Q4 2025 SEC filing reveals that Fiduciary Advisors, Inc. held a total portfolio value of $148.6M, covering 125 public equity positions.
In Q4 2025, Fiduciary Advisors, Inc. displayed an active expansion posture, initiating 13 new positions and adding to 23 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 | 10.17% | +0.80% | +2.81% | |
| 2 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 8.44% | -0.43% | +14.65% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 8.27% | +0.42% | +2.84% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 7.43% | +0.01% | +1.14% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.32% | +0.06% | +3.98% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.42% | +0.02% | +0.49% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 4.77% | +0.18% | +1.45% | |
| 8 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 4.75% | -0.16% | +4.27% | |
| 9 | MGC | Vanguard Mega Cap ETF | ETF-Other | 4.35% | +0.13% | +0.48% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.48% | -0.10% | -0.80% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.33% | -0.09% | +5.09% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.02% | -0.02% | +2.17% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.95% | -0.28% | +3.04% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.80% | +0.06% | +7.11% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.92% | +0.02% | -1.34% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.87% | +0.05% | -0.87% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.76% | -0.06% | +2.62% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.61% | +0.14% | +11.63% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.50% | -0.22% | -10.61% | |
| 20 | PGX | Invesco Preferred ETF | ETF-Other | 1.41% | -0.38% | -3.46% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.34% | -0.02% | +1.84% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.33% | +0.06% | +0.70% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 0.96% | +0.04% | — | |
| 24 | VV | Vanguard Large-cap ETF | ETF-Other | 0.94% | +0.03% | +0.51% | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 0.83% | -0.07% | -0.35% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.79% | -0.04% | -5.10% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.76% | -0.02% | +0.15% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.74% | — | -4.52% | |
| 29 | USB | US Bancorp | Stock-Financials | 0.63% | +0.02% | — | |
| 30 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.58% | -0.10% | +0.54% | |
| 31 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.50% | -0.01% | +0.47% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.39% | — | +0.40% | |
| 33 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.37% | +0.01% | — | |
| 34 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.36% | — | +0.39% | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.34% | +0.19% | +60.42% | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.28% | -0.06% | +218.78% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.25% | +0.01% | -4.10% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.25% | — | +4.30% | |
| 39 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.22% | -0.22% | — | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.19% | +0.01% | -36.67% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.18% | — | -0.36% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.16% | +0.01% | +0.32% | |
| 43 | AAPL | Apple Inc | Stock-Tech | 0.14% | — | — | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | +0.02% | — | |
| 45 | AEE | Ameren Corporation | Stock-Utilities | 0.12% | -0.01% | — | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.11% | — | +1.46% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.11% | -0.11% | EXIT | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.10% | — | — | |
| 49 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.09% | — | +0.19% | |
| 50 | GUSA | Goldman Sachs Marketbeta US | ETF-Commodities | 0.07% | — | — |
According to official SEC Form 13F filings, Fiduciary Advisors, Inc. reported a total U.S. public equity portfolio value of $148.6M across 125 disclosed positions in Q4 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, ISTB, VB) accounted for 35.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
USB
市值: $830.2K
Top Position Liquidated / Trimmed
SCHD
前期市值: $481.1K
During Q4 2025, Fiduciary Advisors, Inc.'s top holdings by market value included VOO (10.2%)、ISTB (8.4%)、VB (8.3%). The largest single position, VOO, represented 10.2% of total portfolio value.
In Q4 2025, Fiduciary Advisors, Inc. made 47 total portfolio adjustments, initiating 13 new buys, adding to 23 positions, trimming 9 holdings, and fully liquidating 2 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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