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CIK: 0002047030
Total reported value
$148.8M
$148.8M
155 檔
42.4%
During the Q2 2026 filing period, Fiduciary Advisors, Inc. (CIK: 0002047030) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $148.8M across 155 reported positions.
In Q2 2026, Fiduciary Advisors, Inc. displayed an active expansion posture, initiating 37 new positions and adding to 50 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 | 10.68% | -0.06% | +5.04% | |
| 2 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 8.80% | +0.88% | +6.90% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 8.64% | -0.30% | +1.44% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 7.91% | +2.99% | +0.78% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.42% | -0.67% | +302.02% | |
| 6 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 5.18% | +2.20% | +4.08% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.10% | -5.10% | EXIT | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 4.89% | -0.17% | +4.39% | |
| 9 | MGC | Vanguard Mega Cap ETF | ETF-Other | 4.38% | +0.14% | -0.56% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.31% | +0.03% | +1.98% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.26% | -0.07% | -1.63% | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 3.08% | +1.31% | +7.50% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.03% | -0.04% | -0.70% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.74% | -0.14% | +1.38% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.03% | +0.86% | +5.97% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.86% | +0.04% | — | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.74% | — | -1.65% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.68% | -0.84% | -3.44% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.41% | -0.12% | -1.90% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.27% | -1.27% | EXIT | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.25% | -0.03% | -3.97% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-Other | 0.92% | -0.02% | -0.45% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 0.88% | -0.04% | — | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 0.75% | -0.75% | EXIT | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.74% | +0.02% | +2.66% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.70% | -0.09% | -4.73% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.69% | — | -2.99% | |
| 28 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.66% | +0.69% | +56.60% | |
| 29 | USB | US Bancorp | Stock-Financials | 0.63% | -0.03% | — | |
| 30 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.62% | -0.03% | -10.81% | |
| 31 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.48% | -0.01% | +0.31% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.39% | -0.01% | +0.27% | |
| 33 | PGX | Invesco Preferred ETF | ETF-Other | 0.31% | -0.02% | -50.23% | |
| 34 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.29% | — | -18.70% | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.26% | -0.01% | +0.98% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.25% | — | +0.20% | |
| 37 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.18% | -0.02% | -3.30% | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.18% | — | +499.41% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.18% | — | -0.60% | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.16% | — | +0.26% | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.13% | +0.04% | -2.71% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.13% | +0.03% | +8.87% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.11% | — | +0.72% | |
| 44 | AEE | Ameren Corporation | Stock-Utilities | 0.10% | -0.01% | — | |
| 45 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.09% | +0.03% | +0.25% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.09% | -0.01% | +2.40% | |
| 47 | DBC | Invesco Db Commodity Index T | ETF-Commodities | 0.08% | +0.02% | +262.54% | |
| 48 | GUSA | Goldman Sachs Marketbeta US | ETF-Commodities | 0.06% | +0.01% | — | |
| 49 | AEP | American Electric Power | Stock-Utilities | 0.06% | -0.01% | — | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.06% | — | — |
According to official SEC Form 13F filings, Fiduciary Advisors, Inc. reported a total U.S. public equity portfolio value of $148.8M across 155 disclosed positions in Q2 2026.
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, ISTB, VB) accounted for 42.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
GLDM
市值: $67.0K
Top Position Liquidated / Trimmed
AGG
前期市值: $142.4K
During Q2 2026, Fiduciary Advisors, Inc.'s top holdings by market value included VOO (10.7%)、ISTB (8.8%)、VB (8.6%). The largest single position, VOO, represented 10.7% of total portfolio value.
In Q2 2026, Fiduciary Advisors, Inc. made 113 total portfolio adjustments, initiating 37 new buys, adding to 50 positions, trimming 23 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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