§ 13F · FUND PROFILE
Fiduciary Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1062.5T (13F)Positions · 285Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$20.7T 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 FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 96K | $60.3T | 5.1% | +15% |
| 2 | AAPL | APPLE INC | 221K | $60.2T | 5.1% | −1% |
| 3 | GOOG | ALPHABET INC | 163K | $51.0T | 4.3% | −2% |
| 4 | MSFT | MICROSOFT CORP | 90K | $43.5T | 3.6% | −1% |
| 5 | AGG | ISHARES TR | 386K | $38.5T | 3.2% | +28% |
| 6 | SHY | ISHARES TR | 346K | $28.7T | 2.4% | −1% |
| 7 | JPM | JPMORGAN CHASE & CO. | 88K | $28.5T | 2.4% | −3% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 53K | $26.9T | 2.3% | −1% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 414K | $25.8T | 2.2% | +2% |
| 10 | AMZN | AMAZON COM INC | 107K | $24.6T | 2.1% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIDUCIARY SIGNAL
AC read
Fiduciary Group, LLC is a Other fund managing $1062530.1 trillion in assets. The fund runs a broad portfolio of 285 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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed