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CIK: 0001729866
Total reported value
$698.4M
$698.4M
154 檔
51.6%
At the close of Q1 2025, Fiducient Advisors LLC disclosed equity holdings valued at approximately $698.4M, spread across 154 reported holdings.
In Q1 2025, Fiducient Advisors LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AON | Aon plc | Stock-Financials | 21.19% | -7.01% | +20.89% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.82% | +1.88% | -20.85% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.57% | +1.29% | -13.70% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 5.39% | +1.28% | +1.03% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.04% | +0.76% | +54.51% | |
| 6 | PCAR | Paccar Inc | Stock-Industrials | 4.45% | +0.77% | — | |
| 7 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 4.27% | +0.55% | +5.53% | |
| 8 | USRT | Ishares Core US Reit ETF | ETF-Other | 2.98% | +0.64% | +12.17% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.72% | +0.29% | -0.02% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.43% | +0.16% | -8.26% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.84% | +1.34% | +6.31% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.81% | -0.06% | -0.82% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.79% | +0.04% | -15.20% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.76% | +0.55% | -5.44% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.65% | +0.38% | -1.74% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.59% | +0.19% | +18.65% | |
| 17 | BSM | Black Stone Minerals LP | Stock-Other | 1.42% | — | -8.14% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.32% | +0.59% | +0.76% | |
| 19 | UBER | Uber Technologies Inc | Stock-Industrials | 1.29% | -0.26% | -0.17% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.24% | +0.49% | +28.86% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.11% | -0.37% | -62.13% | |
| 22 | XLE | Ss Energy Select Sector | ETF-Other | 1.03% | — | +0.06% | |
| 23 | ITW | Illinois Tool Works | Stock-Industrials | 0.76% | +0.11% | -34.44% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.74% | -0.01% | +580.84% | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.70% | — | +0.25% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.58% | -0.53% | -12.15% | |
| 27 | GNR | State Street Spdr S&p Global | ETF-Other | 0.58% | -0.22% | EXIT | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.54% | +0.26% | -4.44% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.53% | -0.14% | -18.35% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.52% | +0.12% | +65.59% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.51% | — | +23.96% | |
| 32 | WBS | Webster Financial CORP | Stock-Financials | 0.49% | — | — | |
| 33 | VV | Vanguard Large-cap ETF | ETF-Other | 0.47% | +0.12% | -9.15% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.42% | +0.17% | +178.98% | |
| 35 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.40% | — | +148.07% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.40% | +0.18% | +15.27% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.40% | +0.04% | +0.01% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.38% | +0.12% | -44.52% | |
| 39 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.37% | — | +207.27% | |
| 40 | EPD | Enterprise Products Partners | Stock-Energy | 0.34% | +0.02% | +4.22% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.33% | +0.10% | +0.60% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.33% | +0.03% | +636.23% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | +0.03% | -45.13% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | +0.04% | -24.30% | |
| 45 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.28% | +0.01% | — | |
| 46 | BY | Byline Bancorp Inc | Stock-Other | 0.27% | +0.13% | +25.55% | |
| 47 | BND | Vanguard Total Bond Market | ETF-Other | 0.23% | +0.05% | -96.13% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.23% | +0.05% | +0.40% | |
| 49 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.23% | +0.02% | +29.45% | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.22% | — | — |
According to official SEC Form 13F filings, Fiducient Advisors LLC reported a total U.S. public equity portfolio value of $698.4M across 154 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 AON, IVV, VOO) accounted for 51.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
AON
市值: $169.6M
During Q1 2025, Fiducient Advisors LLC's top holdings by market value included AON (21.2%)、IVV (6.8%)、VOO (6.6%). The largest single position, AON, represented 21.2% of total portfolio value.
In Q1 2025, Fiducient Advisors LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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