Fiduciary Financial Group
$882M 13F equity value
394 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Fiduciary Financial Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SGOV | ISHARES TR | 672,284 | $68M | 7.7% |
| AAPL | APPLE INC | 193,182 | $56M | 6.3% |
| SCHO | SCHWAB STRATEGIC TR | 2,304,888 | $56M | 6.3% |
| DFAC | DIMENSIONAL ETF TRUST | 896,427 | $40M | 4.5% |
| DFIV | DIMENSIONAL ETF TRUST | 681,788 | $37M | 4.2% |
| DFAE | DIMENSIONAL ETF TRUST | 808,884 | $33M | 3.7% |
| VTV | VANGUARD INDEX FDS | 147,777 | $32M | 3.6% |
| DFAI | DIMENSIONAL ETF TRUST | 755,888 | $31M | 3.5% |
| BIV | VANGUARD BD INDEX FDS | 205,798 | $16M | 1.8% |
| DFAT | DIMENSIONAL ETF TRUST | 225,571 | $16M | 1.8% |
Track Fiduciary Financial Group's 13F portfolio: $882M in reported holdings, 394 positions. Top holdings and quarterly changes on SentiSense.
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