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 FINANCIAL GROUP, LLC (CIK 1925420) reported $754.1M across 345 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SGOV ($63.3M, 8.39%), SCHO ($52.8M, 7.01%), AAPL ($48.9M, 6.49%), DFIV ($32.1M, 4.25%), DFAC ($31.0M, 4.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $63.3M | 8.39% | 628,778 | Added |
| 2 | SCHO | SCHWAB STRATEGIC TR | $52.8M | 7.01% | 2.2M | Added |
| 3 | AAPL | APPLE INC | $48.9M | 6.49% | 192,855 | Added |
| 4 | DFIV | DIMENSIONAL ETF TRUST | $32.1M | 4.25% | 607,270 | Added |
| 5 | DFAC | DIMENSIONAL ETF TRUST | $31.0M | 4.11% | 798,022 | Added |
| 6 | DFAI | DIMENSIONAL ETF TRUST | $26.8M | 3.55% | 687,837 | Trimmed |
| 7 | VTV | VANGUARD INDEX FDS | $26.1M | 3.46% | 132,995 | Added |
| 8 | DFAE | DIMENSIONAL ETF TRUST | $25.9M | 3.44% | 765,800 | Added |
| 9 | BIV | VANGUARD BD INDEX FDS | $14.4M | 1.91% | 187,111 | Added |
| 10 | DFAT | DIMENSIONAL ETF TRUST | $13.2M | 1.74% | 210,687 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $13.0M | 1.72% | 74,382 | Added |
| 12 | VTI | VANGUARD INDEX FDS | $11.9M | 1.58% | 37,065 | Added |
| 13 | AAXJ | ISHARES TR | $11.8M | 1.56% | 122,532 | Added |
| 14 | GNR | SPDR INDEX SHS FDS | $11.5M | 1.53% | 154,272 | Added |
| 15 | DIHP | DIMENSIONAL ETF TRUST | $10.1M | 1.35% | 314,993 | Added |
| 16 | MUB | ISHARES TR | $9.8M | 1.30% | 92,695 | Added |
| 17 | FLRN | SPDR SERIES TRUST | $9.7M | 1.29% | 315,206 | Added |
| 18 | LQD | ISHARES TR | $9.5M | 1.26% | 86,911 | Added |
| 19 | IAU | ISHARES GOLD TR | $9.2M | 1.22% | 104,155 | Added |
| 20 | DFLV | DIMENSIONAL ETF TRUST | $8.9M | 1.18% | 248,840 | Added |
| 21 | DUHP | DIMENSIONAL ETF TRUST | $8.3M | 1.09% | 224,596 | Trimmed |
| 22 | BIL | SPDR SERIES TRUST | $6.5M | 0.87% | 71,197 | Trimmed |
| 23 | XME | SPDR SERIES TRUST | $6.4M | 0.84% | 58,997 | New |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | $6.0M | 0.80% | 27,986 | Trimmed |
| 25 | COPX | GLOBAL X FDS | $5.8M | 0.77% | 75,587 | New |
Source: SEC Form 13F filings · as of 2026-03-31