§ 13F · FUND PROFILE
Fiduciary Group, LLC.
AUM · $1.3B (13F)Positions · 305Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 104K | $71M | 5.6% | +2% |
| 2 | AAPL | APPLE INC | 225K | $65M | 5.1% | +2% |
| 3 | GOOG | ALPHABET INC | 158K | $56M | 4.4% | −2% |
| 4 | AGG | ISHARES TR | 476K | $47M | 3.7% | +6% |
| 5 | MSFT | MICROSOFT CORP | 88K | $33M | 2.6% | −2% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 420K | $30M | 2.3% | +1% |
| 7 | JPM | JPMORGAN CHASE & CO | 87K | $28M | 2.2% | −1% |
| 8 | PANW | PALO ALTO NETWORKS INC | 83K | $28M | 2.2% | −2% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 53K | $26M | 2.1% | −1% |
| 10 | SHY | ISHARES TR | 321K | $26M | 2.1% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIDUCIARY SIGNAL
AC read
Fiduciary Group, LLC is a Other fund managing $1.3 billion in assets. The fund runs a broad portfolio of 305 positions.
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