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CIK: 0001925420
Total reported value
$882.4M
$882.4M
329 檔
24.5%
As reported in its official Q4 2025 Form 13F filing, Fiduciary Financial Group, LLC's tracked investment portfolio stood at $882.4M with 329 total positions.
In Q4 2025, Fiduciary Financial Group, LLC displayed an active expansion posture, initiating 8 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 329 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 8.07% | -0.72% | +47.93% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.39% | -0.15% | -1.28% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-Other | 6.72% | -0.70% | +2.05% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.19% | +0.40% | +5.13% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 4.12% | -0.08% | +7.28% | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 3.95% | -0.02% | +7.10% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 3.37% | +0.19% | +2.16% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.28% | +0.25% | +7.05% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.82% | -0.12% | +5.46% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.77% | +0.05% | -6.01% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.69% | — | +32.15% | |
| 12 | DFAT | Dimensional US Target Value | ETF-Other | 1.69% | +0.05% | +2.30% | |
| 13 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 1.58% | +0.13% | +2.93% | |
| 14 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.29% | -0.13% | +4.05% | |
| 15 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.29% | +0.07% | +1.93% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.27% | -0.17% | -1.48% | |
| 17 | DIHP | Dimensional International Hi | ETF-Other | 1.25% | +0.01% | +6.81% | |
| 18 | GNR | State Street Spdr S&p Global | ETF-Other | 1.21% | -0.17% | +8.76% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.18% | -0.14% | +2.84% | |
| 20 | IAU | Ishares Gold Trust | ETF-Commodities | 1.17% | -0.14% | +1.37% | |
| 21 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.13% | +0.17% | +2.90% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.05% | +0.06% | +0.99% | |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.04% | — | +23.93% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.89% | -0.06% | -0.65% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | -0.01% | +5.22% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | +0.02% | +81.74% | |
| 27 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.69% | -0.29% | +178.94% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.68% | +0.12% | +1.05% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | +0.35% | -0.60% | |
| 30 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.66% | -0.03% | +1.13% | |
| 31 | REET | Ishares Global Reit ETF | ETF-Other | 0.65% | +0.05% | +6.22% | |
| 32 | DFIC | Dimensional International Co | ETF-Other | 0.63% | -0.04% | +9.08% | |
| 33 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.63% | -0.10% | +0.31% | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.60% | -0.12% | -7.66% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.60% | — | -0.69% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.56% | -0.03% | -1.23% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.54% | -0.05% | +0.78% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | +0.06% | +20.90% | |
| 39 | EWY | Ishares Msci South Korea ETF | ETF-Other | 0.50% | +0.15% | -8.26% | |
| 40 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.48% | +0.03% | +1.75% | |
| 41 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.44% | -0.12% | -2.51% | |
| 42 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.43% | — | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | -0.01% | +9.82% | |
| 44 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.38% | -0.03% | +0.46% | |
| 45 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.38% | — | +23.56% | |
| 46 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.37% | -0.09% | +458.67% | |
| 47 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.36% | -0.07% | -1.16% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | +0.07% | +2.14% | |
| 49 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 0.33% | -0.03% | — | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.31% | -0.13% | -3.28% |
According to official SEC Form 13F filings, Fiduciary Financial Group, LLC reported a total U.S. public equity portfolio value of $882.4M across 329 disclosed positions in Q4 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 SGOV, AAPL, SCHO) accounted for 24.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
KNOV
市值: $2.1M
Top Position Liquidated / Trimmed
APTV
前期市值: $392.0K
During Q4 2025, Fiduciary Financial Group, LLC's top holdings by market value included SGOV (8.1%)、AAPL (7.4%)、SCHO (6.7%). The largest single position, SGOV, represented 8.1% of total portfolio value.
In Q4 2025, Fiduciary Financial Group, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 32 positions, trimming 6 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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