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CIK: 0002047030
Total reported value
$148.6M
$148.6M
121 檔
37.2%
In Q1 2026, Fiduciary Advisors, Inc.'s U.S. equity holdings reached a combined market value of $148.6M, distributed across 121 disclosed stock positions.
In Q1 2026, Fiduciary Advisors, Inc. displayed an active expansion posture, initiating 0 new positions and adding to 34 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 | 9.88% | +0.80% | +3.23% | |
| 2 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 9.23% | -0.43% | +11.36% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 8.22% | +0.42% | -0.85% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 7.90% | +0.01% | +5.41% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.36% | +0.06% | +2.93% | |
| 6 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 5.34% | -0.16% | +8.57% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.08% | +0.02% | -7.51% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 4.71% | +0.18% | -2.86% | |
| 9 | MGC | Vanguard Mega Cap ETF | ETF-Other | 4.25% | +0.13% | +5.09% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.40% | -0.09% | +0.03% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.36% | -0.10% | -4.29% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.05% | -0.02% | +0.15% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.02% | -0.28% | +4.45% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 3.02% | +0.06% | +7.49% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.89% | +0.14% | +9.56% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.81% | +0.05% | +2.28% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.74% | -0.06% | -2.55% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.72% | +0.02% | -4.51% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.47% | -0.22% | -0.35% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.35% | +0.06% | -1.03% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.29% | -0.02% | -3.42% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-Other | 0.89% | +0.03% | +1.48% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 0.84% | +0.04% | — | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 0.82% | -0.07% | +0.64% | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.78% | -0.04% | -4.08% | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.72% | -0.10% | +24.47% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.72% | -0.02% | -7.31% | |
| 28 | PGX | Invesco Preferred ETF | ETF-Other | 0.69% | -0.38% | -48.39% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.69% | — | -1.40% | |
| 30 | USB | US Bancorp | Stock-Financials | 0.61% | +0.02% | — | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.47% | +0.19% | +37.60% | |
| 32 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.47% | +0.01% | +20.06% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.39% | — | -0.57% | |
| 34 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.35% | -0.06% | +27.43% | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.27% | -0.01% | -46.38% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | +0.01% | +0.20% | |
| 37 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.23% | -0.22% | +7.56% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.18% | — | +6.12% | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.18% | — | -50.53% | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.17% | +0.01% | -0.97% | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.15% | +0.01% | +0.28% | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.13% | — | — | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.12% | — | — | |
| 44 | AEE | Ameren Corporation | Stock-Utilities | 0.11% | -0.01% | -10.23% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | +0.02% | — | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.11% | -0.11% | EXIT | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.09% | — | — | |
| 48 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.09% | — | +0.25% | |
| 49 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.07% | -0.02% | +35.00% | |
| 50 | AEP | American Electric Power | Stock-Utilities | 0.07% | -0.01% | — |
According to official SEC Form 13F filings, Fiduciary Advisors, Inc. reported a total U.S. public equity portfolio value of $148.6M across 121 disclosed positions in Q1 2026.
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 37.2% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
USHY
前期市值: $23.0K
During Q1 2026, Fiduciary Advisors, Inc.'s top holdings by market value included VOO (9.9%)、ISTB (9.2%)、VB (8.2%). The largest single position, VOO, represented 9.9% of total portfolio value.
In Q1 2026, Fiduciary Advisors, Inc. made 58 total portfolio adjustments, initiating 0 new buys, adding to 34 positions, trimming 20 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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