FIDUCIARY ADVISORS, INC.: 13F holdings
CIK 20470302026Q2
| Positions | 155 |
|---|
| Reported value | $148.6m |
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| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 155 (+34 vs prior quarter) |
|---|
| Reported value | $148.6m (+11.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 23,117 | $15.9m | 10.7% |
| ISTB ISHARES TR | 270,975 | $13.1m | 8.8% |
| VB VANGUARD INDEX FDS | 42,368 | $12.8m | 8.6% |
| VXUS VANGUARD STAR FDS | 137,444 | $11.8m | 7.9% |
| VO VANGUARD INDEX FDS | 118,444 | $9.5m | 6.4% |
| VYMI VANGUARD WHITEHALL FDS | 78,424 | $7.7m | 5.2% |
| VEA VANGUARD TAX-MANAGED FDS | 106,298 | $7.6m | 5.1% |
| VTV VANGUARD INDEX FDS | 33,320 | $7.3m | 4.9% |
| MGC VANGUARD WORLD FD | 23,769 | $6.5m | 4.4% |
| VYM VANGUARD WHITEHALL FDS | 31,147 | $4.9m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2047030")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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