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CIK: 0001729866
Total reported value
$698.4M
$698.4M
157 檔
45.2%
In Q3 2025, Fiducient Advisors LLC's U.S. equity holdings reached a combined market value of $698.4M, distributed across 157 disclosed stock positions.
In Q3 2025, Fiducient Advisors LLC displayed an active expansion posture, initiating 7 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AON | Aon plc | Stock-Financials | 11.05% | -7.01% | -21.59% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.97% | +1.29% | +136.97% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.85% | +1.88% | +1.07% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 5.79% | +1.28% | -0.85% | |
| 5 | PCAR | Paccar Inc | Stock-Industrials | 4.20% | +0.77% | — | |
| 6 | FANG | Diamondback Energy Inc | Stock-Energy | 3.81% | -5.81% | — | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.73% | +0.76% | -30.74% | |
| 8 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.11% | +0.55% | -26.97% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.75% | +0.16% | +858.25% | |
| 10 | USRT | Ishares Core US Reit ETF | ETF-Other | 2.73% | +0.64% | -1.49% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.59% | +0.59% | +0.28% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.51% | +0.29% | +2.43% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.15% | +0.38% | -0.73% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.04% | +1.34% | -0.69% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.89% | +0.32% | — | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.87% | -0.06% | +3.51% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.87% | +0.55% | -5.04% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.83% | -0.37% | +1.99% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.75% | +0.19% | -5.72% | |
| 20 | UBER | Uber Technologies Inc | Stock-Industrials | 1.63% | -0.26% | -0.03% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.19% | -0.53% | -0.95% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.07% | -0.96% | +0.01% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.06% | +0.49% | -27.18% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.99% | +0.04% | -5.74% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | -0.14% | +2.68% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.90% | -0.44% | EXIT | |
| 27 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.86% | -0.07% | — | |
| 28 | ITW | Illinois Tool Works | Stock-Industrials | 0.74% | +0.11% | -34.66% | |
| 29 | GEW | Cambria Global Ew ETF | ETF-Other | 0.74% | +0.16% | — | |
| 30 | BSM | Black Stone Minerals LP | Stock-Other | 0.73% | — | — | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.68% | — | +15.90% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.61% | +0.26% | -1.13% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.59% | +0.12% | +3.38% | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.56% | +0.18% | +2.71% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | +0.03% | +46.46% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.50% | +0.12% | -0.08% | |
| 37 | GNR | State Street Spdr S&p Global | ETF-Other | 0.50% | -0.22% | EXIT | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.49% | +0.17% | -0.37% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-Other | 0.49% | +0.12% | -3.41% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.47% | +0.04% | +0.10% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.42% | +0.10% | +4.71% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.64% | EXIT | |
| 43 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.37% | — | -3.64% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | -0.05% | +101.51% | |
| 45 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.34% | +0.01% | -5.26% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | +0.04% | -16.69% | |
| 47 | EPD | Enterprise Products Partners | Stock-Energy | 0.28% | +0.02% | -0.92% | |
| 48 | BND | Vanguard Total Bond Market | ETF-Other | 0.27% | +0.05% | +18.85% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.26% | +0.02% | +50.00% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.25% | +0.07% | +0.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.4% | +136.97% | Add |
| 2 | VBR | Vanguard Small-cap Value ETF | +1.3% | +0.28% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +1% | +1.07% | Add |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +1% | +0.01% | Add |
| 5 | ORCL | Oracle CORP | +0.8% | +1.52% | Add |
| 6 | VO | Vanguard Mid-cap ETF | +0.7% | +1.99% | Add |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.6% | -0.95% | Add |
| 8 | IEMG | Ishares Core Msci Emerging | +0.5% | -0.73% | Add |
| 9 | EFA | Ishares Msci Eafe ETF | +0.4% | -0.85% | Add |
| 10 | NVDA | Nvidia CORP | +0.4% | +2.68% | Add |
| 11 | UBER | Uber Technologies Inc | +0.3% | -0.03% | Unchanged |
| 12 | VXUS | Vanguard Total Intl Stock | +0.3% | +858.25% | Add |
| 13 | XOM | Exxon Mobil CORP | +0.3% | -5.06% | Add |
| 14 | MSFT | Microsoft CORP | +0.2% | +46.46% | Add |
| 15 | IJR | Ishares Core S&p Small-cap E | +0.2% | -0.69% | Add |
| 16 | SCHP | Schwab U.s. Tips ETF | +0.2% | +0.15% | Add |
| 17 | CPNG | Coupang Inc | +0.2% | +265.68% | Add |
| 18 | AAPL | Apple Inc | +0.2% | +15.90% | Add |
| 19 | IWB | Ishares Russell 1000 ETF | +0.2% | -5.72% | Trim |
| 20 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +2.71% | Add |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | +101.51% | Add |
| 22 | VEA | Vanguard Ftse Developed ETF | +0.1% | -0.08% | Add |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -5.04% | Trim |
| 24 | IWF | Ishares Russell 1000 Growth | +0.1% | +4.71% | Add |
| 25 | VUG | Vanguard Growth ETF | +0.1% | -0.37% | Trim |
| 26 | EEM | Ishares Msci Emerging Market | +0.1% | -1.13% | Trim |
| 27 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +3.38% | Add |
| 28 | RTX | Rtx CORP | +0.1% | +0.10% | Add |
| 29 | AGG | Ishares Core U.s. Aggregate | +0.1% | +3.51% | Add |
| 30 | SCHF | Schwab Intl Equity ETF | -0.2% | -49.49% | Trim |
| 31 | EFG | Ishares Msci Eafe Growth ETF | -0.3% | -78.19% | Trim |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | -0.6% | -85.04% | Trim |
| 33 | BSM | Black Stone Minerals LP | -0.7% | — | Trim |
| 34 | VB | Vanguard Small-cap ETF | -0.8% | -5.74% | Trim |
| 35 | VCLT | Vanguard Long-term CORP Bond | -1.2% | -26.97% | Trim |
| 36 | VCIT | Vanguard Int-term Corporate | -1.3% | -30.74% | Trim |
| 37 | AON | Aon plc | -10.1% | -21.59% | Trim |
| 38 | FANG | Diamondback Energy Inc | — | NEW | New buy |
| 39 | EFV | Ishares Msci Eafe Value ETF | — | NEW | New buy |
| 40 | XLE | Ss Energy Select Sector | — | EXIT | Sold out |
| 41 | GLDM | Spdr Gold Minishares Trust | — | NEW | New buy |
| 42 | GEW | Cambria Global Ew ETF | — | NEW | New buy |
| 43 | DFAC | Dimensional US Core Equity 2 | — | EXIT | Sold out |
| 44 | WBS | Webster Financial CORP | — | EXIT | Sold out |
| 45 | NEE | Nextera Energy Inc | — | EXIT | Sold out |
| 46 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 47 | TCHP | T Rowe Price Blue Chip Growt | — | NEW | New buy |
| 48 | DFAT | Dimensional US Target Value | — | EXIT | Sold out |
| 49 | NOBL | Proshares S&p 500 Dividend A | — | EXIT | Sold out |
| 50 | COST | Costco Wholesale CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Fiducient Advisors LLC reported a total U.S. public equity portfolio value of $698.4M across 157 disclosed positions in Q3 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, VOO, IVV) accounted for 45.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
FANG
市值: $32.6M
Top Position Liquidated / Trimmed
XLE
前期市值: $8.2M
During Q3 2025, Fiducient Advisors LLC's top holdings by market value included AON (11.1%)、VOO (8.0%)、IVV (7.8%). The largest single position, AON, represented 11.1% of total portfolio value.
In Q3 2025, Fiducient Advisors LLC made 49 total portfolio adjustments, initiating 7 new buys, adding to 24 positions, trimming 12 holdings, and fully liquidating 6 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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