FIDUCIARY FINANCIAL ADVISORS: 13F holdings
CIK 21161192026Q2
| Positions | 2,794 |
|---|
| Reported value | $983.0m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 2,794 (+2,725 vs prior quarter) |
|---|
| Reported value | $983.0m (+777.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 486,464 | $42.7m | 4.3% |
| AVLV AMERICAN CENTY ETF TR | 336,376 | $30.7m | 3.1% |
| AVUV AMERICAN CENTY ETF TR | 157,475 | $19.6m | 2.0% |
| AVDE AMERICAN CENTY ETF TR | 207,668 | $18.5m | 1.9% |
| DIMENSIONAL ETF TRUST | 442,556 | $17.2m | 1.7% |
| XLG INVESCO EXCHANGE TRADED FD T | 275,854 | $16.9m | 1.7% |
| PYLD PIMCO ETF TR | 607,691 | $16.1m | 1.6% |
| SCHD SCHWAB STRATEGIC TR | 485,030 | $15.4m | 1.6% |
| AVEM AMERICAN CENTY ETF TR | 153,472 | $14.8m | 1.5% |
| AVUS AMERICAN CENTY ETF TR | 114,661 | $14.7m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2116119")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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