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Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

FIDUCIARY ADVISORS, INC. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

FIDUCIARY ADVISORS, INC. (CIK 2047030) reported $148.6M across 154 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($15.9M, 10.68%), ISTB ($13.1M, 8.80%), VB ($12.8M, 8.64%), VXUS ($11.8M, 7.91%), VO ($9.5M, 6.42%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VOOVANGUARD INDEX FDS$15.9M10.68%23,117Added
2ISTBISHARES TR$13.1M8.80%270,975Added
3VBVANGUARD INDEX FDS$12.8M8.64%42,368Added
4VXUSVANGUARD STAR FDS$11.8M7.91%137,444Added
5VOVANGUARD INDEX FDS$9.5M6.42%118,444Added
6VYMIVANGUARD WHITEHALL FDS$7.7M5.18%78,424Added
7VEAVANGUARD TAX-MANAGED FDS$7.6M5.10%106,298Added
8VTVVANGUARD INDEX FDS$7.3M4.89%33,320Added
9MGCVANGUARD WORLD FD$6.5M4.38%23,769Trimmed
10VYMVANGUARD WHITEHALL FDS$4.9M3.31%31,147Added
11IXUSISHARES TR$4.8M3.26%50,817Trimmed
12VSSVANGUARD INTL EQUITY INDEX F$4.6M3.08%29,652Added
13VEUVANGUARD INTL EQUITY INDEX F$4.5M3.03%53,740Trimmed
14VCSHVANGUARD SCOTTSDALE FDS$4.1M2.74%51,464Added
15AVUVAMERICAN CENTY ETF TR$3.0M2.03%24,132Added
16VTIVANGUARD INDEX FDS$2.8M1.86%7,489Hold
17IVVISHARES TR$2.6M1.74%3,456Trimmed
18VBRVANGUARD INDEX FDS$2.5M1.68%10,276Trimmed
19IJRISHARES TR$2.1M1.41%14,163Trimmed
20VWOVANGUARD INTL EQUITY INDEX F$1.9M1.27%31,700Added
21BSVVANGUARD BD INDEX FDS$1.9M1.25%23,902Trimmed
22VVVANGUARD INDEX FDS$1.4M0.92%3,958Trimmed
23BACBANK OF AMER CORP$1.3M0.88%22,826Hold
24BNDVANGUARD BD INDEX FDS$1.1M0.75%15,210Added
25EFVISHARES TR$1.1M0.74%14,285Added

Source: SEC Form 13F filings · as of 2026-06-30