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CIK: 0001270764
Total reported value
$40.6M
$40.6M
7 檔
91.6%
As reported in its official Q3 2025 Form 13F filing, Fiduciary Counselling Inc's tracked investment portfolio stood at $40.6M with 7 total positions.
In Q3 2025, Fiduciary Counselling Inc displayed an active expansion posture, initiating 0 new positions and adding to 3 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 31.62% | +0.58% | — | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 30.16% | -2.26% | — | |
| 3 | WY | Weyerhaeuser Co | Stock-Real Estate | 16.98% | -2.28% | +0.15% | |
| 4 | PCH | Potlatchdeltic CORP | Stock-Other | 12.77% | — | +0.23% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.47% | +0.17% | +31.70% | |
| 6 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.71% | -0.25% | — | |
| 7 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.29% | +0.27% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | +7.2% | — | Unchanged |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +3.5% | +31.70% | Add |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | +0.7% | — | Unchanged |
| 4 | ESGE | Ishares Inc Ishares Esg Awar | +0.1% | — | Unchanged |
| 5 | XOP | Ss Spdr S&p Og Exp & Prod | +0.1% | — | Unchanged |
| 6 | PCH | Potlatchdeltic CORP | -0.2% | +0.23% | Add |
| 7 | WY | Weyerhaeuser Co | -1.4% | +0.15% | Add |
| 8 | VOO | Vanguard S&p 500 ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Fiduciary Counselling Inc reported a total U.S. public equity portfolio value of $40.6M across 7 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IWB, BRK-A, WY) accounted for 91.6% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
VOO
前期市值: $4.0M
During Q3 2025, Fiduciary Counselling Inc's top holdings by market value included IWB (31.6%)、BRK-A (30.2%)、WY (17.0%). The largest single position, IWB, represented 31.6% of total portfolio value.
In Q3 2025, Fiduciary Counselling Inc made 4 total portfolio adjustments, initiating 0 new buys, adding to 3 positions, trimming 0 holdings, and fully liquidating 1 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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