Terminal · Institutions

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

FIDUCIENT ADVISORS LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

FIDUCIENT ADVISORS LLC (CIK 1729866) reported $698.4M across 153 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($72.6M, 10.40%), EFA ($55.3M, 7.92%), PCAR ($44.0M, 6.29%), IJR ($41.9M, 6.00%), VCIT ($35.2M, 5.04%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES TR$72.6M10.40%96,974Trimmed
2EFAISHARES TR$55.3M7.92%532,654Added
3PCARPACCAR INC$44.0M6.29%365,929Hold
4IJRISHARES TR$41.9M6.00%282,414Trimmed
5VCITVANGUARD SCOTTSDALE FDS$35.2M5.04%425,525Added
6VOOVANGUARD INDEX FDS$32.2M4.61%46,914Added
7VCLTVANGUARD SCOTTSDALE FDS$27.9M4.00%371,100Added
8BRKBBERKSHIRE HATHAWAY INC DEL$21.9M3.13%43,695Trimmed
9IEMGISHARES INC$20.7M2.96%249,798Trimmed
10USRTISHARES TR$20.4M2.92%306,909Added
11SPYSTATE STR SPDR S&P 500 ETF T$18.5M2.64%24,727Added
12EFVISHARES TR$16.2M2.32%211,734Added
13VBRVANGUARD INDEX FDS$15.9M2.27%65,357Added
14AGGISHARES TR$14.8M2.12%149,252Trimmed
15VOVANGUARD INDEX FDS$12.0M1.71%148,381Added
16VTIVANGUARD INDEX FDS$10.0M1.43%27,019Added
17AAPLAPPLE INC$8.6M1.23%29,666Trimmed
18IWBISHARES TR$7.8M1.12%19,102Trimmed
19GLDMWORLD GOLD TR$7.7M1.10%96,619Hold
20VBVANGUARD INDEX FDS$7.0M1.01%23,231Trimmed
21GEWEA SERIES TRUST$6.9M0.99%126,131Hold
22EEMISHARES TR$6.9M0.99%101,251Added
23ITWILLINOIS TOOL WKS INC$6.6M0.94%24,216Trimmed
24IEFAISHARES TR$6.5M0.93%67,204Trimmed
25VEAVANGUARD TAX-MANAGED FDS$6.5M0.92%90,579Trimmed

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