Fiduciary Group
$1.3B 13F equity value
310 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Fiduciary 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 |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 103,990 | $71M | 5.6% |
| AAPL | APPLE INC | 224,982 | $65M | 5.1% |
| GOOG | ALPHABET INC | 158,332 | $56M | 4.4% |
| AGG | ISHARES TR | 475,570 | $47M | 3.7% |
| MSFT | MICROSOFT CORP | 88,342 | $33M | 2.6% |
| VEA | VANGUARD TAX-MANAGED FDS | 420,185 | $30M | 2.3% |
| JPM | JPMORGAN CHASE & CO | 86,519 | $28M | 2.2% |
| PANW | PALO ALTO NETWORKS INC | 82,942 | $28M | 2.2% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 52,739 | $26M | 2.1% |
| SHY | ISHARES TR | 321,396 | $26M | 2.1% |
Track Fiduciary Group's 13F portfolio: $1.3B in reported holdings, 310 positions. Top holdings and quarterly changes on SentiSense.
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