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 $882.4M across 373 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SGOV ($67.7M, 7.67%), AAPL ($55.9M, 6.33%), SCHO ($55.6M, 6.31%), DFAC ($39.8M, 4.51%), DFIV ($36.8M, 4.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $67.7M | 7.67% | 672,284 | Added |
| 2 | AAPL | APPLE INC | $55.9M | 6.33% | 193,182 | Added |
| 3 | SCHO | SCHWAB STRATEGIC TR | $55.6M | 6.31% | 2.3M | Added |
| 4 | DFAC | DIMENSIONAL ETF TRUST | $39.8M | 4.51% | 896,427 | Added |
| 5 | DFIV | DIMENSIONAL ETF TRUST | $36.8M | 4.17% | 681,788 | Added |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $32.5M | 3.69% | 808,884 | Added |
| 7 | VTV | VANGUARD INDEX FDS | $32.2M | 3.65% | 147,777 | Added |
| 8 | DFAI | DIMENSIONAL ETF TRUST | $31.2M | 3.53% | 755,888 | Added |
| 9 | BIV | VANGUARD BD INDEX FDS | $15.8M | 1.79% | 205,798 | Added |
| 10 | DFAT | DIMENSIONAL ETF TRUST | $15.8M | 1.79% | 225,571 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $15.6M | 1.77% | 77,999 | Added |
| 12 | AAXJ | ISHARES TR | $14.9M | 1.69% | 124,900 | Added |
| 13 | VTI | VANGUARD INDEX FDS | $13.9M | 1.58% | 37,586 | Added |
| 14 | GNR | SPDR INDEX SHS FDS | $12.0M | 1.36% | 178,050 | Added |
| 15 | DIHP | DIMENSIONAL ETF TRUST | $12.0M | 1.36% | 350,601 | Added |
| 16 | DFLV | DIMENSIONAL ETF TRUST | $11.9M | 1.35% | 300,749 | Added |
| 17 | FLRN | SPDR SERIES TRUST | $10.2M | 1.16% | 330,908 | Added |
| 18 | DUHP | DIMENSIONAL ETF TRUST | $10.3M | 1.16% | 245,841 | Added |
| 19 | MUB | ISHARES TR | $9.9M | 1.13% | 92,293 | Trimmed |
| 20 | LQD | ISHARES TR | $9.9M | 1.12% | 90,335 | Added |
| 21 | IAU | ISHARES GOLD TR | $9.5M | 1.08% | 125,744 | Added |
| 22 | GOOG | ALPHABET INC | $9.4M | 1.07% | 26,616 | Added |
| 23 | XME | SPDR SERIES TRUST | $8.0M | 0.90% | 74,449 | Added |
| 24 | BIL | SPDR SERIES TRUST | $7.7M | 0.87% | 83,736 | Added |
| 25 | CRWV | COREWEAVE INC | $7.3M | 0.83% | 73,317 | New |
Source: SEC Form 13F filings · as of 2026-06-30