FIDUCIENT ADVISORS LLC: 13F holdings

CIK 17298662026Q2

Positions153
Reported value$698.4m
Filed2026-08-07

Change since last quarter

Positions153 (+14 vs prior quarter)
Reported value$698.4m (-8.7%)

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR96,974$72.6m10.4%
EFA ISHARES TR532,654$55.3m7.9%
PCAR PACCAR INC365,929$44.0m6.3%
IJR ISHARES TR282,414$41.9m6.0%
VCIT VANGUARD SCOTTSDALE FDS425,525$35.2m5.0%
VOO VANGUARD INDEX FDS46,914$32.2m4.6%
VCLT VANGUARD SCOTTSDALE FDS371,100$27.9m4.0%
BRK-B BERKSHIRE HATHAWAY INC DEL43,695$21.9m3.1%
IEMG ISHARES INC249,798$20.7m3.0%
USRT ISHARES TR306,909$20.4m2.9%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1729866")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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