FIDUCIARY FINANCIAL GROUP, LLC: 13F holdings
CIK 19254202026Q2
| Positions | 373 |
|---|
| Reported value | $882.4m |
|---|
| Filed | 2026-07-10 |
|---|
Change since last quarter
| Positions | 373 (+28 vs prior quarter) |
|---|
| Reported value | $882.4m (+17.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SGOV ISHARES TR | 672,284 | $67.7m | 7.7% |
| AAPL APPLE INC | 193,182 | $55.9m | 6.3% |
| SCHO SCHWAB STRATEGIC TR | 2,304,888 | $55.6m | 6.3% |
| DIMENSIONAL ETF TRUST | 896,427 | $39.8m | 4.5% |
| DFIV DIMENSIONAL ETF TRUST | 681,788 | $36.8m | 4.2% |
| DFAE DIMENSIONAL ETF TRUST | 808,884 | $32.5m | 3.7% |
| VTV VANGUARD INDEX FDS | 147,777 | $32.2m | 3.6% |
| DFAI DIMENSIONAL ETF TRUST | 755,888 | $31.2m | 3.5% |
| BIV VANGUARD BD INDEX FDS | 205,798 | $15.8m | 1.8% |
| DIMENSIONAL ETF TRUST | 225,571 | $15.8m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1925420")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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