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CIK: 0001645890
Total reported value
$1.3B
$1.3B
296 檔
19.9%
During the Q4 2025 filing period, Fiduciary Group, LLC (CIK: 0001645890) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.3B across 296 reported positions.
In Q4 2025, Fiduciary Group, LLC adopted a defensive or profit-taking posture, trimming 30 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 296 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.06% | +0.40% | +14.74% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.05% | +0.33% | -1.18% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.29% | +0.44% | -2.31% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.65% | -0.27% | -1.37% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.23% | -0.11% | +27.61% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.41% | -0.31% | -1.12% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.39% | +0.02% | -2.90% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.26% | -0.11% | -1.24% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.17% | +0.07% | +2.46% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.06% | +0.09% | +1.43% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.01% | -0.16% | +9.21% | |
| 12 | MCO | Moody's CORP | Stock-Financials | 1.94% | -0.10% | -1.53% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.72% | -0.33% | -3.11% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.52% | +0.18% | -3.12% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.47% | -0.09% | -0.47% | |
| 16 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 1.39% | -0.09% | +15.49% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.33% | +0.07% | +0.08% | |
| 18 | AKRE | Akre Focus ETF | ETF-Other | 1.33% | -0.22% | — | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.29% | +0.04% | -1.16% | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.28% | +1.07% | -0.69% | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 1.26% | -0.15% | -2.40% | |
| 22 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.23% | -0.09% | +13.54% | |
| 23 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.07% | -0.18% | -1.29% | |
| 24 | UNP | Union Pacific CORP | Stock-Industrials | 1.01% | +0.02% | -3.73% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.01% | -0.02% | -1.69% | |
| 26 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.97% | +0.08% | -3.23% | |
| 27 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.95% | -0.12% | -0.98% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.88% | -0.07% | +1.23% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.87% | +0.05% | -5.88% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.87% | -0.06% | -0.73% | |
| 31 | XLE | Ss Energy Select Sector | ETF-Other | 0.84% | -0.23% | +96.87% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.84% | -0.05% | -1.86% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.81% | -0.18% | -4.38% | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 0.79% | +0.26% | +116.46% | |
| 35 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.73% | — | +5.86% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.73% | +0.01% | +4.56% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.72% | -0.05% | -0.56% | |
| 38 | SO | Southern Co/the | Stock-Utilities | 0.71% | -0.10% | +0.80% | |
| 39 | AXP | American Express Co | Stock-Financials | 0.67% | +0.01% | -0.26% | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.65% | -0.02% | -1.03% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | +0.11% | -3.06% | |
| 42 | AON | Aon plc | Stock-Financials | 0.63% | -0.04% | -0.96% | |
| 43 | BX | Blackstone Inc | Stock-Financials | 0.60% | -0.03% | +3.06% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.59% | — | -6.12% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | -0.04% | +11.04% | |
| 46 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.57% | +0.06% | +5.82% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.57% | — | +11.72% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.02% | +17.43% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.19% | -0.99% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.09% | -1.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.7% | -2.31% | Trim |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.6% | +27.61% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +0.6% | +14.74% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | -3.12% | Trim |
| 5 | ISRG | Intuitive Surgical Inc | +0.2% | -1.29% | Trim |
| 6 | LLY | Eli Lilly & Co | +0.2% | -3.06% | Trim |
| 7 | PAAA | Pgim Aaa Clo ETF | +0.1% | +15.49% | Add |
| 8 | WM | Waste Management Inc | +0.1% | +586.35% | Add |
| 9 | SPTS | Ss Spdr P St Term Tsy ETF | +0.1% | +13.54% | Add |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +9.21% | Add |
| 11 | JNJ | Johnson & Johnson | +0.1% | -0.47% | Trim |
| 12 | AMGN | Amgen Inc | +0.1% | -0.73% | Trim |
| 13 | MAR | Marriott International -cl A | +0.1% | +7.12% | Add |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.1% | +17.43% | Add |
| 15 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +55.07% | Add |
| 16 | VEA | Vanguard Ftse Developed ETF | +0.1% | +2.46% | Add |
| 17 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +0.76% | Add |
| 18 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +11.72% | Add |
| 19 | AAPL | Apple Inc | 0% | -1.18% | Trim |
| 20 | AMZN | Amazon.com Inc | 0% | +1.43% | Add |
| 21 | XLK | Ss Technology Select Sector | 0% | +116.46% | Add |
| 22 | AXP | American Express Co | 0% | -0.26% | Trim |
| 23 | XLV | Ss Health Care Select Sector | 0% | +2.61% | Add |
| 24 | RTX | Rtx CORP | 0% | -2.40% | Trim |
| 25 | MCO | Moody's CORP | 0% | -1.53% | Trim |
| 26 | WMT | Walmart Inc | — | -3.11% | Trim |
| 27 | UNH | Unitedhealth Group Inc | -0.1% | -56.24% | Trim |
| 28 | VZ | Verizon Communications Inc | -0.1% | -5.00% | Trim |
| 29 | HON | Honeywell International Inc | -0.1% | -3.50% | Trim |
| 30 | ADBE | Adobe Inc | -0.1% | -36.67% | Trim |
| 31 | ADP | Automatic Data Processing | -0.1% | -11.54% | Trim |
| 32 | SO | Southern Co/the | -0.1% | +0.80% | Add |
| 33 | EA | Electronic Arts Inc | -0.1% | -13.76% | Trim |
| 34 | NKE | Nike Inc -cl B | -0.1% | -27.52% | Trim |
| 35 | AMT | American Tower CORP | -0.1% | -6.48% | Trim |
| 36 | UNP | Union Pacific CORP | -0.1% | -3.73% | Trim |
| 37 | ROP | Roper Technologies Inc | -0.1% | -46.54% | Trim |
| 38 | SBUX | Starbucks CORP | -0.1% | -20.69% | Trim |
| 39 | META | Meta Platforms Inc-class A | -0.1% | +1.23% | Add |
| 40 | APD | Air Products & Chemicals Inc | -0.1% | -41.27% | Trim |
| 41 | CLX | Clorox Company | -0.2% | -53.96% | Trim |
| 42 | TXN | Texas Instruments Inc | -0.2% | -34.75% | Trim |
| 43 | CMCSA | Comcast Corp-class A | -0.2% | -55.50% | Trim |
| 44 | PANW | Palo Alto Networks Inc | -0.2% | -0.69% | Trim |
| 45 | HD | Home Depot Inc | -0.3% | -1.69% | Trim |
| 46 | ORCL | Oracle CORP | -0.4% | -0.56% | Trim |
| 47 | MSFT | Microsoft CORP | -0.5% | -1.37% | Trim |
| 48 | AKRE | Akre Focus ETF | — | NEW | New buy |
| 49 | CDNS | Cadence Design Sys Inc | — | NEW | New buy |
| 50 | KVUE | Kenvue Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Fiduciary Group, LLC reported a total U.S. public equity portfolio value of $1.3B across 296 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 VOO, AAPL, GOOG) accounted for 19.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
AKRE
市值: $15.9M
Top Position Liquidated / Trimmed
KVUE
前期市值: $980.7K
During Q4 2025, Fiduciary Group, LLC's top holdings by market value included VOO (5.1%)、AAPL (5.0%)、GOOG (4.3%). The largest single position, VOO, represented 5.1% of total portfolio value.
In Q4 2025, Fiduciary Group, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 17 positions, trimming 30 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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