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CIK: 0001925420
Total reported value
$856.6M
$856.6M
283 檔
15.0%
In Q1 2025, Fiduciary Financial Group, LLC's U.S. equity holdings reached a combined market value of $856.6M, distributed across 283 disclosed stock positions.
In Q1 2025, Fiduciary Financial Group, LLC displayed an active expansion posture, initiating 47 new positions and adding to 69 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 283 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHO | Schwab Short-term US Treas | ETF-Other | 8.55% | +0.25% | +8.56% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.19% | +1.09% | -0.84% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.23% | -4.51% | EXIT | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.97% | +1.47% | -13.07% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 3.96% | +0.26% | +1.35% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 3.75% | +0.93% | +6.43% | |
| 7 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.45% | — | -2.35% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.12% | -0.28% | +0.94% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.34% | +0.07% | +4.31% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 1.83% | -1.79% | EXIT | |
| 11 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.68% | -1.16% | EXIT | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.65% | +0.31% | +2.82% | |
| 13 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 1.62% | +0.10% | +5.68% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.56% | +0.08% | -3.57% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.55% | -0.27% | +43.55% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.51% | +0.01% | +16.81% | |
| 17 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.49% | -1.16% | EXIT | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.42% | -0.15% | +28.91% | |
| 19 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.28% | +0.10% | +10.63% | |
| 20 | IAU | Ishares Gold Trust | ETF-Commodities | 1.28% | +0.16% | +6.78% | |
| 21 | DIHP | Dimensional International Hi | ETF-Other | 1.27% | +0.09% | +11.02% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.18% | — | +0.72% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.10% | +0.07% | -36.60% | |
| 24 | GNR | State Street Spdr S&p Global | ETF-Other | 1.06% | +0.22% | +76.68% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | +0.24% | +4.53% | |
| 26 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.81% | +0.03% | -2.62% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.79% | -0.03% | +11.38% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.76% | +0.02% | -1.74% | |
| 29 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.76% | — | +232.75% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.75% | +0.02% | -6.48% | |
| 31 | REET | Ishares Global Reit ETF | ETF-Other | 0.74% | -0.01% | +18.69% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.74% | +0.21% | +190.10% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | +0.24% | +3.61% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.67% | — | +29.30% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.59% | -0.01% | -3.68% | |
| 36 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.55% | -0.01% | -3.86% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | +0.02% | -13.70% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.52% | +0.01% | — | |
| 39 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.51% | +0.01% | -7.70% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.03% | -1.39% | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.48% | — | — | |
| 42 | EWY | Ishares Msci South Korea ETF | ETF-Other | 0.46% | -0.08% | +154.24% | |
| 43 | DFIC | Dimensional International Co | ETF-Other | 0.46% | +0.06% | +191.95% | |
| 44 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 0.43% | +0.01% | — | |
| 45 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.43% | +0.02% | +171.28% | |
| 46 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.42% | +0.06% | +0.01% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | +0.04% | +8.25% | |
| 48 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.35% | -0.01% | -8.88% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.35% | -0.04% | +187.34% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.32% | +0.01% | -13.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHO | Schwab Short-term US Treas | +0.7% | +8.56% | Add |
| 2 | DFAU | Dimensional US Core Equity M | +0.5% | +232.75% | Add |
| 3 | VTV | Vanguard Value ETF | +0.5% | +190.10% | Add |
| 4 | MUB | Ishares National Muni Bond E | +0.4% | +43.55% | Add |
| 5 | GNR | State Street Spdr S&p Global | +0.4% | +76.68% | Add |
| 6 | DFIV | Dimensional International Va | +0.3% | +6.43% | Add |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.3% | +28.91% | Add |
| 8 | DFIC | Dimensional International Co | +0.3% | +191.95% | Add |
| 9 | BKLN | Invesco Senior Loan ETF | +0.3% | NEW | New buy |
| 10 | EWY | Ishares Msci South Korea ETF | +0.3% | +154.24% | Add |
| 11 | DFEM | Dimensional Emrg Mrkt Core | +0.3% | +171.28% | Add |
| 12 | IAU | Ishares Gold Trust | +0.3% | +6.78% | Add |
| 13 | MCD | Mcdonald's CORP | +0.2% | +187.34% | Add |
| 14 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.2% | NEW | New buy |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +16.81% | Add |
| 16 | DFSV | Dimensional US Small Cap Val | +0.2% | NEW | New buy |
| 17 | CMF | Ishares California Muni Bond | +0.2% | NEW | New buy |
| 18 | VOO | Vanguard S&p 500 ETF | +0.2% | +138.55% | Add |
| 19 | DIHP | Dimensional International Hi | +0.1% | +11.02% | Add |
| 20 | BIV | Vanguard Intermediate-term B | +0.1% | +4.31% | Add |
| 21 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.1% | +10.05% | Add |
| 22 | UDEC | Innovator U.s. Equity Ultra | +0.1% | NEW | New buy |
| 23 | SCHK | Schwab 1000 Index ETF | +0.1% | +180.04% | Add |
| 24 | DFAI | Dimensional International Co | +0.1% | +1.35% | Add |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +3.61% | Add |
| 26 | ESGU | Ishares Esg Aware Msci USA | +0.1% | NEW | New buy |
| 27 | T | At&t Inc | +0.1% | NEW | New buy |
| 28 | OCSL | Oaktree Specialty Lending Co | +0.1% | +197.59% | Add |
| 29 | REET | Ishares Global Reit ETF | +0.1% | +18.69% | Add |
| 30 | IDEC | Inno Int Dev Power Buff Dec | +0.1% | NEW | New buy |
| 31 | MCK | Mckesson CORP | +0.1% | NEW | New buy |
| 32 | AMGN | Amgen Inc | +0.1% | +121.67% | Add |
| 33 | FTNT | Fortinet Inc | +0.1% | NEW | New buy |
| 34 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +11.38% | Add |
| 35 | CMCSA | Comcast Corp-class A | +0.1% | NEW | New buy |
| 36 | DFCA | Dimensional Calfornia Mb ETF | +0.1% | +99.64% | Add |
| 37 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +170.68% | Add |
| 38 | IOCT | Innovator Int Dev Power Buff | +0.1% | +155.49% | Add |
| 39 | IFEB | Innovator Intl D Pb Etf-feb | +0.1% | NEW | New buy |
| 40 | ESGV | Vanguard Esg US Stock ETF | +0.1% | NEW | New buy |
| 41 | IWF | Ishares Russell 1000 Growth | +0.1% | +29.30% | Add |
| 42 | VT | Vanguard Tot World Stk ETF | +0.1% | +64.26% | Add |
| 43 | GLD | Spdr Gold Shares | +0.1% | -6.48% | Trim |
| 44 | F | Ford Motor Co | +0.1% | NEW | New buy |
| 45 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | NEW | New buy |
| 46 | RGLD | Royal Gold Inc | +0.1% | NEW | New buy |
| 47 | VTEC | Vanguard Ca Tax-ex Bond | +0.1% | NEW | New buy |
| 48 | VO | Vanguard Mid-cap ETF | +0.1% | +106.25% | Add |
| 49 | SGOL | Abrdn Physical Gold Shares | +0.1% | -3.86% | Trim |
| 50 | WM | Waste Management Inc | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Fiduciary Financial Group, LLC reported a total U.S. public equity portfolio value of $856.6M across 283 disclosed positions in Q1 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 SCHO, AAPL, DFAC) accounted for 15.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
BKLN
市值: $1.3M
Top Position Liquidated / Trimmed
FLKR
前期市值: $1.5M
During Q1 2025, Fiduciary Financial Group, LLC's top holdings by market value included SCHO (8.6%)、AAPL (7.2%)、DFAC (4.2%). The largest single position, SCHO, represented 8.6% of total portfolio value.
In Q1 2025, Fiduciary Financial Group, LLC made 197 total portfolio adjustments, initiating 47 new buys, adding to 69 positions, trimming 43 holdings, and fully liquidating 38 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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