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CIK: 0001925420
Total reported value
$882.4M
$882.4M
345 檔
25.9%
According to the latest 13F quarterly dataset, Fiduciary Financial Group, LLC managed an equity portfolio of $882.4M at the end of Q1 2026, spanning 345 distinct U.S. exchange-listed positions.
In Q1 2026, Fiduciary Financial Group, LLC displayed an active expansion posture, initiating 35 new positions and adding to 76 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 345 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 8.39% | -0.72% | +10.47% | |
| 2 | SCHO | Schwab Short-term US Treas | ETF-Other | 7.01% | -0.70% | +11.51% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.49% | -0.15% | +0.22% | |
| 4 | DFIV | Dimensional International Va | ETF-Other | 4.25% | -0.08% | +4.00% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.11% | +0.40% | +6.44% | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 3.55% | -0.02% | -6.17% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 3.46% | +0.19% | +6.62% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.44% | +0.25% | +7.28% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.91% | -0.12% | +12.81% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 1.74% | +0.05% | +4.84% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.72% | +0.05% | +10.72% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.58% | — | +3.84% | |
| 13 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 1.56% | +0.13% | +1.87% | |
| 14 | GNR | State Street Spdr S&p Global | ETF-Other | 1.53% | -0.17% | +11.96% | |
| 15 | DIHP | Dimensional International Hi | ETF-Other | 1.35% | +0.01% | +12.99% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.30% | -0.17% | +10.71% | |
| 17 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.29% | -0.13% | +6.08% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.26% | -0.14% | +14.18% | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 1.22% | -0.14% | +2.23% | |
| 20 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.18% | +0.17% | +6.62% | |
| 21 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.09% | +0.07% | -6.42% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.87% | — | -11.65% | |
| 23 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.84% | +0.06% | — | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.80% | -0.06% | -2.25% | |
| 25 | COPX | Global X Copper Miners ETF | ETF-Other | 0.77% | +0.03% | — | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | +0.35% | +23.73% | |
| 27 | DFIC | Dimensional International Co | ETF-Other | 0.71% | -0.04% | +16.43% | |
| 28 | REET | Ishares Global Reit ETF | ETF-Other | 0.70% | +0.05% | +14.88% | |
| 29 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.69% | +0.12% | +5.86% | |
| 30 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.69% | -0.29% | +6.51% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | +0.06% | -33.73% | |
| 32 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.59% | -0.03% | -0.98% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.01% | +12.75% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | +0.02% | -8.57% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.54% | -0.05% | +3.09% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.53% | -0.12% | -12.38% | |
| 37 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.53% | +0.03% | +11.56% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | +0.06% | +11.24% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.49% | — | -1.85% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.49% | -0.03% | -8.28% | |
| 41 | EWY | Ishares Msci South Korea ETF | ETF-Other | 0.49% | +0.15% | -17.02% | |
| 42 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.49% | -0.10% | -12.58% | |
| 43 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.42% | -0.12% | -5.90% | |
| 44 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.40% | +0.13% | +253.03% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.39% | — | +2.43% | |
| 46 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.38% | — | +11.39% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.37% | -0.01% | -2.07% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | +0.07% | +19.78% | |
| 49 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 0.31% | -0.03% | — | |
| 50 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.31% | +0.01% | +14.65% |
According to official SEC Form 13F filings, Fiduciary Financial Group, LLC reported a total U.S. public equity portfolio value of $882.4M across 345 disclosed positions in Q1 2026.
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, SCHO, AAPL) accounted for 25.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
XME
市值: $6.4M
Top Position Liquidated / Trimmed
EXPE
前期市值: $514.2K
During Q1 2026, Fiduciary Financial Group, LLC's top holdings by market value included SGOV (8.4%)、SCHO (7.0%)、AAPL (6.5%). The largest single position, SGOV, represented 8.4% of total portfolio value.
In Q1 2026, Fiduciary Financial Group, LLC made 198 total portfolio adjustments, initiating 35 new buys, adding to 76 positions, trimming 68 holdings, and fully liquidating 19 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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