§ 13F · FUND PROFILE
FIDUCIARY FINANCIAL GROUP, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $553.2T (13F)Positions · 298Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | 569K | $57.1T | 8.1% | +48% |
| 2 | AAPL | APPLE INC | 192K | $52.3T | 7.4% | −1% |
| 3 | SCHO | SCHWAB STRATEGIC TR | 1.95M | $47.6T | 6.7% | +2% |
| 4 | DFAC | DIMENSIONAL ETF TRUST | 750K | $29.7T | 4.2% | +5% |
| 5 | DFIV | DIMENSIONAL ETF TRUST | 584K | $29.1T | 4.1% | +7% |
| 6 | DFAI | DIMENSIONAL ETF TRUST | 733K | $27.9T | 3.9% | +7% |
| 7 | VTV | VANGUARD INDEX FDS | 125K | $23.8T | 3.4% | +2% |
| 8 | DFAE | DIMENSIONAL ETF TRUST | 714K | $23.2T | 3.3% | +7% |
| 9 | BIV | VANGUARD BD INDEX FDS | 166K | $12.9T | 1.8% | +5% |
| 10 | NVDA | NVIDIA CORPORATION | 67K | $12.5T | 1.8% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIDUCIARY SIGNAL
AC read
FIDUCIARY FINANCIAL GROUP, LLC is a Other fund managing $553184.7 trillion in assets. The fund runs a broad portfolio of 298 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed