Institutions / Fiduciary Financial Group, LLC
Fiduciary Financial Group, LLC
CIK 1925420 · Institution · as of Dec 31, 2025
Portfolio value
$707.98M
Positions
329
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 329 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $57.14M | 8.1% |
| Apple Inc. | $52.31M | 7.4% |
| Schwab Strategic Tr | $47.57M | 6.7% |
| Dimensional ETF Trust | $29.68M | 4.2% |
| Dimensional ETF Trust | $29.14M | 4.1% |
| Dimensional ETF Trust | $27.94M | 3.9% |
| Vanguard Index Fds | $23.82M | 3.4% |
| Dimensional ETF Trust | $23.25M | 3.3% |
| Vanguard Bd Index Fds | $12.92M | 1.8% |
| NVIDIA Corp | $12.53M | 1.8% |
| Vanguard Index Fds | $11.97M | 1.7% |
| Dimensional ETF Trust | $11.96M | 1.7% |
| iShares Tr | $11.20M | 1.6% |
| State Street SPDR S&P Oil & Gas Exploration & Production ETF | $9.13M | 1.3% |
| Dimensional ETF Trust | $9.13M | 1.3% |
| iShares Tr | $8.97M | 1.3% |
| Dimensional ETF Trust | $8.83M | 1.2% |
| SPDR Index Shs Fds | $8.56M | 1.2% |
| iShares MSCI UAE ETF | $8.39M | 1.2% |
| iShares Gold Tr | $8.27M | 1.2% |
| Dimensional ETF Trust | $7.98M | 1.1% |
| Invesco Qqq Tr | $7.42M | 1.0% |
| SPDR Series Trust | $7.36M | 1.0% |
| Vanguard Specialized Funds | $6.29M | 0.9% |
| Microsoft Corp | $5.08M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.