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CIK: 0001729866
Total reported value
$698.4M
$698.4M
170 檔
35.5%
At the close of Q4 2025, Fiducient Advisors LLC disclosed equity holdings valued at approximately $698.4M, spread across 170 reported holdings.
In Q4 2025, Fiducient Advisors LLC displayed an active expansion posture, initiating 14 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.80% | +1.88% | +14.92% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 6.23% | +1.28% | -1.48% | |
| 3 | AON | Aon plc | Stock-Financials | 5.23% | -7.01% | -54.90% | |
| 4 | PCAR | Paccar Inc | Stock-Industrials | 5.03% | +0.77% | — | |
| 5 | FANG | Diamondback Energy Inc | Stock-Energy | 4.44% | -5.81% | +4.48% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.11% | +0.76% | +4.54% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.65% | +1.29% | -57.75% | |
| 8 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.32% | +0.55% | +3.17% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.04% | +0.38% | +30.34% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.79% | +0.59% | +0.58% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.73% | +0.29% | +2.55% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.42% | -0.53% | +87.87% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.23% | +1.34% | +1.82% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.22% | +0.55% | +9.55% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.11% | +0.32% | — | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.05% | -0.06% | +4.04% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.93% | -0.37% | +0.83% | |
| 18 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.75% | +0.64% | -37.86% | |
| 19 | UBER | Uber Technologies Inc | Stock-Industrials | 1.44% | -0.26% | — | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.22% | -0.96% | +4.88% | |
| 21 | PRMB | Primo Brands CORP | Stock-Consumer Staples | 1.18% | -1.44% | EXIT | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.04% | -0.14% | +7.49% | |
| 23 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.02% | -0.07% | — | |
| 24 | PHEQ | Parametric Hedged Equity ETF | ETF-Other | 0.98% | — | — | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 0.97% | +0.04% | -8.86% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.96% | — | +23.54% | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.93% | +0.19% | -51.08% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.85% | +0.49% | -25.90% | |
| 29 | GEW | Cambria Global Ew ETF | ETF-Other | 0.80% | +0.16% | +0.00% | |
| 30 | ITW | Illinois Tool Works | Stock-Industrials | 0.75% | +0.11% | — | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.72% | +0.12% | +30.24% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.67% | +0.26% | +1.16% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.66% | +0.07% | +146.13% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.65% | -0.44% | EXIT | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.63% | +0.12% | +0.85% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.62% | +0.18% | +1.20% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.55% | +0.04% | — | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.54% | +0.03% | +6.03% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.04% | +53.56% | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.53% | +0.17% | -0.80% | |
| 41 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.53% | — | — | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | -0.05% | +2.14% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-Other | 0.50% | +0.12% | -6.55% | |
| 44 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.49% | -0.10% | +205.07% | |
| 45 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.47% | +0.03% | +87.00% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.64% | EXIT | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.43% | +0.10% | -4.57% | |
| 48 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.41% | +0.01% | +12.12% | |
| 49 | BSM | Black Stone Minerals LP | Stock-Other | 0.40% | — | -49.17% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.37% | +0.16% | -87.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +2% | +14.92% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +1.2% | +87.87% | Add |
| 3 | IEMG | Ishares Core Msci Emerging | +0.9% | +30.34% | Add |
| 4 | PCAR | Paccar Inc | +0.8% | — | Unchanged |
| 5 | FANG | Diamondback Energy Inc | +0.6% | +4.48% | Add |
| 6 | EFA | Ishares Msci Eafe ETF | +0.4% | -1.48% | Trim |
| 7 | IJH | Ishares Core S&p Midcap ETF | +0.4% | +146.13% | Add |
| 8 | VCIT | Vanguard Int-term Corporate | +0.4% | +4.54% | Add |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +9.55% | Add |
| 10 | USHY | Ishares Broad Usd High Yield | +0.3% | +205.07% | Add |
| 11 | AAPL | Apple Inc | +0.3% | +23.54% | Add |
| 12 | SCHP | Schwab U.s. Tips ETF | +0.2% | +87.00% | Add |
| 13 | AMZN | Amazon.com Inc | +0.2% | +53.56% | Add |
| 14 | VEA | Vanguard Ftse Developed ETF | +0.2% | +30.24% | Add |
| 15 | EFV | Ishares Msci Eafe Value ETF | +0.2% | — | Unchanged |
| 16 | GLDM | Spdr Gold Minishares Trust | +0.2% | — | Unchanged |
| 17 | GOOG | Alphabet Inc-cl C | +0.2% | +2.14% | Add |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +4.88% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +35.78% | Add |
| 20 | BY | Byline Bancorp Inc | +0.1% | +33.50% | Add |
| 21 | VB | Vanguard Small-cap ETF | 0% | -8.86% | Trim |
| 22 | VNQ | Vanguard Real Estate ETF | -0.1% | -49.57% | Trim |
| 23 | IWR | Ishares Russell Mid-cap ETF | -0.1% | -51.42% | Trim |
| 24 | ACWX | Ishares Msci Acwi Ex US ETF | -0.1% | -63.42% | Trim |
| 25 | UBER | Uber Technologies Inc | -0.2% | — | Unchanged |
| 26 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -25.90% | Trim |
| 27 | ORCL | Oracle CORP | -0.3% | -1.47% | Trim |
| 28 | GNR | State Street Spdr S&p Global | -0.3% | -68.22% | Trim |
| 29 | BSM | Black Stone Minerals LP | -0.3% | -49.17% | Trim |
| 30 | IWB | Ishares Russell 1000 ETF | -0.8% | -51.08% | Trim |
| 31 | USRT | Ishares Core US Reit ETF | -1% | -37.86% | Trim |
| 32 | VXUS | Vanguard Total Intl Stock | -2.4% | -87.55% | Trim |
| 33 | VOO | Vanguard S&p 500 ETF | -4.3% | -57.75% | Trim |
| 34 | AON | Aon plc | -5.8% | -54.90% | Trim |
| 35 | PRMB | Primo Brands CORP | — | NEW | New buy |
| 36 | PHEQ | Parametric Hedged Equity ETF | — | NEW | New buy |
| 37 | SCHZ | Schwab US Aggregate Bond ETF | — | NEW | New buy |
| 38 | IWV | Ishares Russell 3000 ETF | — | EXIT | Sold out |
| 39 | USEW | Cambria US Ew ETF | — | NEW | New buy |
| 40 | EMB | Ishares Jp Morgan Usd Emergi | — | NEW | New buy |
| 41 | VTWO | Vanguard Russell 2000 ETF | — | NEW | New buy |
| 42 | SCHH | Schwab US Reit ETF | — | NEW | New buy |
| 43 | CPNG | Coupang Inc | — | EXIT | Sold out |
| 44 | APP | Applovin Corp-class A | — | NEW | New buy |
| 45 | CMDY | Ishares Bloomberg Roll Selec | — | NEW | New buy |
| 46 | CRS | Carpenter Technology | — | NEW | New buy |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | NEW | New buy |
| 48 | CLS | Celestica Inc | — | NEW | New buy |
| 49 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 50 | TPR | Tapestry Inc | — | 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 170 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 IVV, EFA, AON) accounted for 35.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
PRMB
市值: $9.6M
Top Position Liquidated / Trimmed
IWV
前期市值: $3.2M
During Q4 2025, Fiducient Advisors LLC's top holdings by market value included IVV (9.8%)、EFA (6.2%)、AON (5.2%). The largest single position, IVV, represented 9.8% of total portfolio value.
In Q4 2025, Fiducient Advisors LLC made 46 total portfolio adjustments, initiating 14 new buys, adding to 16 positions, trimming 14 holdings, and fully liquidating 2 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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