§ 13F · FUND PROFILE
Fiduciary Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.1B (13F)Positions · 289Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 102K | $61M | 5.2% | +6% |
| 2 | AAPL | APPLE INC | 221K | $56M | 4.8% | ±0% |
| 3 | GOOG | ALPHABET INC | 161K | $46M | 3.9% | −1% |
| 4 | AGG | ISHARES TR | 448K | $44M | 3.8% | +16% |
| 5 | MSFT | MICROSOFT CORP | 90K | $33M | 2.8% | ±0% |
| 6 | SHY | ISHARES TR | 338K | $28M | 2.4% | −2% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 417K | $27M | 2.3% | +1% |
| 8 | JPM | JPMORGAN CHASE & CO | 88K | $26M | 2.2% | −1% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 53K | $26M | 2.2% | ±0% |
| 10 | IGSB | ISHARES TR | 474K | $25M | 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 $1.1 billion in assets. The fund runs a broad portfolio of 289 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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