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CIK: 0001925420
Total reported value
$882.4M
$882.4M
298 檔
17.5%
As reported in its official Q2 2025 Form 13F filing, Fiduciary Financial Group, LLC's tracked investment portfolio stood at $882.4M with 298 total positions.
In Q2 2025, Fiduciary Financial Group, LLC displayed an active expansion posture, initiating 6 new positions and adding to 35 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 298 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHO | Schwab Short-term US Treas | ETF-Other | 7.78% | -0.70% | +9.66% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.95% | -0.15% | +6.66% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.73% | -0.72% | +43.56% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.41% | +0.40% | +6.58% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 4.02% | -0.02% | +4.41% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 3.98% | -0.08% | +8.30% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 3.81% | +0.19% | +457.40% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.32% | +0.25% | +6.39% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.02% | -0.12% | +1.53% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.00% | +0.05% | +2.57% | |
| 11 | DFAT | Dimensional US Target Value | ETF-Other | 1.87% | +0.05% | +3.25% | |
| 12 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 1.71% | +0.13% | +4.68% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 1.60% | -0.17% | +22.45% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.53% | — | -0.27% | |
| 15 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.50% | -0.13% | +6.29% | |
| 16 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.50% | +0.07% | +4.24% | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.40% | -0.14% | +7.36% | |
| 18 | DIHP | Dimensional International Hi | ETF-Other | 1.29% | +0.01% | +5.89% | |
| 19 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.25% | +0.17% | +4.17% | |
| 20 | GNR | State Street Spdr S&p Global | ETF-Other | 1.17% | -0.17% | +15.59% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.16% | +0.06% | +3.55% | |
| 22 | IAU | Ishares Gold Trust | ETF-Commodities | 1.12% | -0.14% | +0.24% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.11% | -0.06% | -0.24% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.04% | — | -11.90% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | -0.01% | +1.52% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.78% | +0.12% | +0.77% | |
| 27 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.78% | -0.10% | -5.79% | |
| 28 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.77% | -0.03% | +3.65% | |
| 29 | REET | Ishares Global Reit ETF | ETF-Other | 0.71% | +0.05% | +4.30% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.70% | — | +2.93% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.70% | -0.03% | -2.29% | |
| 32 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.69% | -0.07% | -0.15% | |
| 33 | GLD | Spdr Gold Shares | ETF-Commodities | 0.65% | -0.12% | -1.33% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.59% | -0.05% | +3.83% | |
| 35 | DFIC | Dimensional International Co | ETF-Other | 0.57% | -0.04% | +26.01% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | +0.06% | -0.80% | |
| 37 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.53% | +0.03% | +23.91% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.51% | — | -0.51% | |
| 39 | EWY | Ishares Msci South Korea ETF | ETF-Other | 0.51% | +0.15% | -3.82% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.35% | +6.35% | |
| 41 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.49% | -0.03% | -0.92% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | -0.01% | -9.88% | |
| 43 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.46% | -0.12% | -3.64% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | +0.02% | +12.86% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.42% | -0.13% | -1.20% | |
| 46 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 0.40% | -0.03% | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | — | +4.78% | |
| 48 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.30% | -0.01% | +12.61% | |
| 49 | IJUN | Innov Intl Dev Pb ETF - June | ETF-Other | 0.30% | -0.02% | +6.87% | |
| 50 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.30% | +0.06% | +1.69% |
According to official SEC Form 13F filings, Fiduciary Financial Group, LLC reported a total U.S. public equity portfolio value of $882.4M across 298 disclosed positions in Q2 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, SGOV) accounted for 17.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
AMD
市值: $631.4K
Top Position Liquidated / Trimmed
MCK
前期市值: $410.3K
During Q2 2025, Fiduciary Financial Group, LLC's top holdings by market value included SCHO (7.8%)、AAPL (7.0%)、SGOV (4.7%). The largest single position, SCHO, represented 7.8% of total portfolio value.
In Q2 2025, Fiduciary Financial Group, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 35 positions, trimming 8 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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