Fiduciary Group
$1.2B 13F equity value
306 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 101,946 | $61M | 5.2% |
| AAPL | APPLE INC | 220,637 | $56M | 4.8% |
| GOOG | ALPHABET INC | 161,227 | $46M | 3.9% |
| AGG | ISHARES TR | 447,888 | $44M | 3.8% |
| MSFT | MICROSOFT CORP | 90,095 | $33M | 2.8% |
| SHY | ISHARES TR | 337,819 | $28M | 2.4% |
| VEA | VANGUARD TAX-MANAGED FDS | 417,202 | $27M | 2.3% |
| JPM | JPMORGAN CHASE & CO | 87,657 | $26M | 2.2% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 53,317 | $26M | 2.2% |
| IGSB | ISHARES TR | 473,633 | $25M | 2.1% |
Track Fiduciary Group's 13F portfolio: $1.2B in reported holdings, 306 positions. Top holdings and quarterly changes on SentiSense.