13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001729866
Total reported value
$698.4M
$698.4M
139 檔
37.9%
During the Q1 2026 filing period, Fiducient Advisors LLC (CIK: 0001729866) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $698.4M across 139 reported positions.
In Q1 2026, Fiducient Advisors LLC adopted a defensive or profit-taking posture, trimming 56 positions and completely liquidating 36 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.52% | +1.88% | -13.54% | |
| 2 | AON | Aon plc | Stock-Financials | 7.73% | -7.01% | +53.28% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 6.64% | +1.28% | -0.05% | |
| 4 | FANG | Diamondback Energy Inc | Stock-Energy | 6.16% | -5.81% | — | |
| 5 | PCAR | Paccar Inc | Stock-Industrials | 5.52% | +0.77% | — | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.66% | +1.34% | +91.35% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.28% | +0.76% | -0.12% | |
| 8 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.45% | +0.55% | — | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.32% | +1.29% | -9.34% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.84% | +0.29% | +3.66% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.58% | +0.38% | -22.39% | |
| 12 | USRT | Ishares Core US Reit ETF | ETF-Other | 2.28% | +0.64% | +19.31% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.18% | -0.06% | +1.19% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.09% | +0.55% | -6.40% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.08% | -0.37% | +3.17% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.00% | +0.32% | -13.67% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.68% | +0.59% | -44.41% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.46% | -0.53% | -43.56% | |
| 19 | PRMB | Primo Brands CORP | Stock-Consumer Staples | 1.44% | -1.44% | EXIT | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.23% | — | +31.00% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.21% | -0.96% | +0.32% | |
| 22 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.17% | -0.07% | — | |
| 23 | UBER | Uber Technologies Inc | Stock-Industrials | 1.16% | -0.26% | -13.13% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | -0.14% | -3.61% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 0.97% | +0.04% | -5.98% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.94% | +0.49% | +9.36% | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.93% | +0.19% | +0.07% | |
| 28 | GEW | Cambria Global Ew ETF | ETF-Other | 0.83% | +0.16% | — | |
| 29 | ITW | Illinois Tool Works | Stock-Industrials | 0.83% | +0.11% | -0.15% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.80% | +0.12% | +2.29% | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.73% | +0.26% | -0.02% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.69% | +0.12% | +3.10% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.64% | EXIT | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.64% | +0.18% | -5.06% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.58% | +0.04% | -5.61% | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.51% | +0.17% | +2.97% | |
| 37 | BY | Byline Bancorp Inc | Stock-Other | 0.47% | +0.13% | +39.75% | |
| 38 | VV | Vanguard Large-cap ETF | ETF-Other | 0.46% | +0.12% | -6.70% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.46% | +0.08% | +113.26% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | +0.04% | -11.57% | |
| 41 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.45% | +0.01% | +3.93% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.44% | +0.05% | +23.84% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.44% | -0.44% | EXIT | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.43% | +0.10% | +4.41% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.38% | +0.03% | -12.01% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | -0.05% | -23.72% | |
| 47 | EPD | Enterprise Products Partners | Stock-Energy | 0.37% | +0.02% | -4.95% | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.37% | +0.16% | -9.00% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.30% | +0.07% | -58.57% | |
| 50 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.29% | +0.03% | -41.61% |
According to official SEC Form 13F filings, Fiducient Advisors LLC reported a total U.S. public equity portfolio value of $698.4M across 139 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 IVV, AON, EFA) accounted for 37.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
BKDV
市值: $449.1K
Top Position Liquidated / Trimmed
PHEQ
前期市值: $7.9M
During Q1 2026, Fiducient Advisors LLC's top holdings by market value included IVV (8.5%)、AON (7.7%)、EFA (6.6%). The largest single position, IVV, represented 8.5% of total portfolio value.
In Q1 2026, Fiducient Advisors LLC made 135 total portfolio adjustments, initiating 5 new buys, adding to 38 positions, trimming 56 holdings, and fully liquidating 36 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.