Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FIDUCIARY ADVISORS, INC. (CIK 2047030) reported $133.1M across 120 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($13.2M, 9.88%), ISTB ($12.3M, 9.23%), VB ($10.9M, 8.22%), VXUS ($10.5M, 7.90%), VO ($8.5M, 6.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $13.2M | 9.88% | 22,007 | Added |
| 2 | ISTB | ISHARES TR | $12.3M | 9.23% | 253,484 | Added |
| 3 | VB | VANGUARD INDEX FDS | $10.9M | 8.22% | 41,765 | Trimmed |
| 4 | VXUS | VANGUARD STAR FDS | $10.5M | 7.90% | 136,386 | Added |
| 5 | VO | VANGUARD INDEX FDS | $8.5M | 6.36% | 29,462 | Added |
| 6 | VYMI | VANGUARD WHITEHALL FDS | $7.1M | 5.34% | 75,350 | Added |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $6.8M | 5.08% | 105,554 | Trimmed |
| 8 | VTV | VANGUARD INDEX FDS | $6.3M | 4.71% | 31,919 | Trimmed |
| 9 | MGC | VANGUARD WORLD FD | $5.6M | 4.25% | 23,904 | Added |
| 10 | VYM | VANGUARD WHITEHALL FDS | $4.5M | 3.40% | 30,541 | Added |
| 11 | IXUS | ISHARES TR | $4.5M | 3.36% | 51,658 | Trimmed |
| 12 | VEU | VANGUARD INTL EQUITY INDEX F | $4.1M | 3.05% | 54,119 | Added |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | $4.0M | 3.02% | 50,761 | Added |
| 14 | VSS | VANGUARD INTL EQUITY INDEX F | $4.0M | 3.02% | 27,583 | Added |
| 15 | AVUV | AMERICAN CENTY ETF TR | $2.5M | 1.89% | 22,772 | Added |
| 16 | VTI | VANGUARD INDEX FDS | $2.4M | 1.81% | 7,489 | Added |
| 17 | VBR | VANGUARD INDEX FDS | $2.3M | 1.74% | 10,642 | Trimmed |
| 18 | IVV | ISHARES TR | $2.3M | 1.72% | 3,514 | Trimmed |
| 19 | BSV | VANGUARD BD INDEX FDS | $2.0M | 1.47% | 24,889 | Trimmed |
| 20 | IJR | ISHARES TR | $1.8M | 1.35% | 14,437 | Trimmed |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | $1.7M | 1.29% | 31,661 | Trimmed |
| 22 | VV | VANGUARD INDEX FDS | $1.2M | 0.89% | 3,976 | Added |
| 23 | BAC | BANK AMERICA CORP | $1.1M | 0.84% | 22,826 | Hold |
| 24 | BND | VANGUARD BD INDEX FDS | $1.1M | 0.82% | 14,782 | Added |
| 25 | EFV | ISHARES TR | $1.0M | 0.78% | 13,915 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31