Institutions / Fiducient Advisors LLC
Fiducient Advisors LLC
CIK 1729866 · Institution · as of Jun 30, 2026
Portfolio value
$698.41M
Positions
153
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$698.41M-13.4%Positions
153-10.0%Top holdings
Jun 30, 2026View all 153 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $72.62M | 10.4% |
| iShares Tr | $55.33M | 7.9% |
| Paccar Inc | $43.96M | 6.3% |
| iShares Tr | $41.88M | 6.0% |
| Vanguard Scottsdale Fds | $35.17M | 5.0% |
| Vanguard Index Fds | $32.22M | 4.6% |
| Vanguard Scottsdale Fds | $27.93M | 4.0% |
| Warren E. Buffett | $21.86M | 3.1% |
| iShares Inc | $20.69M | 3.0% |
| iShares Tr | $20.39M | 2.9% |
| State Str SPDR S&P 500 ETF T | $18.47M | 2.6% |
| iShares Tr | $16.21M | 2.3% |
| Vanguard Index Fds | $15.88M | 2.3% |
| iShares Tr | $14.77M | 2.1% |
| Vanguard Index Fds | $11.96M | 1.7% |
| Vanguard Index Fds | $10.00M | 1.4% |
| Apple Inc. | $8.58M | 1.2% |
| iShares Tr | $7.82M | 1.1% |
| World Gold Tr | $7.67M | 1.1% |
| Vanguard Index Fds | $7.04M | 1.0% |
| iShares Tr | $6.93M | 1.0% |
| Ea Series Trust | $6.92M | 1.0% |
| Illinois Tool Works Inc | $6.59M | 0.9% |
| iShares Tr | $6.49M | 0.9% |
| Vanguard Tax-Managed Fds | $6.45M | 0.9% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | Diamondback Energy, Inc. | $-39.42M | -224K -94.17% | 13,874 0.35% of portfolio | medium |
| Q2 2026 as of | Trim | Aon plc | $-34.65M | -104K -87.34% | 15,135 0.72% of portfolio | medium |
| Q2 2026 as of | Add | 464287804 | $19.65M | +132K +88.37% | 282,414 6.00% of portfolio | medium |
| Q2 2026 as of | Trim | 46432F842 | $-14.59M | -151K -69.21% | 67,204 0.93% of portfolio | medium |
| Q2 2026 as of | Trim | 464287200 | $-13.80M | -18K -15.97% | 96,974 10.40% of portfolio | medium |
| Q2 2026 as of | Trim | 46090E103 | $-10.05M | -14K -85.41% | 2,330 0.25% of portfolio | medium |
| Q2 2026 as of | Trim | 922908611 | $-9.96M | -41K -38.55% | 65,357 2.27% of portfolio | medium |
| Q2 2026 as of | Exit | Primo Brands Corp | $-9.56M | -585K -100.00% | — | medium |
| Q2 2026 as of | Trim | 46434G103 | $-9.49M | -115K -31.43% | 249,798 2.96% of portfolio | medium |
| Q2 2026 as of | Exit | 61774R874 | $-7.95M | -244K -100.00% | — | medium |