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.
FIDUCIENT ADVISORS LLC (CIK 1729866) reported $765.0M across 138 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($65.2M, 8.52%), AON ($59.2M, 7.73%), EFA ($50.8M, 6.64%), FANG ($47.1M, 6.16%), PCAR ($42.3M, 5.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $65.2M | 8.52% | 99,775 | Trimmed |
| 2 | AON | AON PLC | $59.2M | 7.73% | 183,310 | Added |
| 3 | EFA | ISHARES TR | $50.8M | 6.64% | 522,865 | Trimmed |
| 4 | FANG | DIAMONDBACK ENERGY INC | $47.1M | 6.16% | 238,133 | Hold |
| 5 | PCAR | PACCAR INC | $42.3M | 5.52% | 365,929 | Hold |
| 6 | IJR | ISHARES TR | $35.7M | 4.66% | 286,877 | Added |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | $32.8M | 4.28% | 395,833 | Trimmed |
| 8 | VCLT | VANGUARD SCOTTSDALE FDS | $26.4M | 3.45% | 353,323 | Hold |
| 9 | VOO | VANGUARD INDEX FDS | $25.4M | 3.32% | 42,517 | Trimmed |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.7M | 2.84% | 45,354 | Added |
| 11 | IEMG | ISHARES INC | $19.7M | 2.58% | 282,735 | Trimmed |
| 12 | USRT | ISHARES TR | $17.5M | 2.28% | 295,008 | Added |
| 13 | AGG | ISHARES TR | $16.7M | 2.18% | 167,914 | Added |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $16.0M | 2.09% | 24,583 | Trimmed |
| 15 | VO | VANGUARD INDEX FDS | $15.9M | 2.08% | 55,286 | Added |
| 16 | EFV | ISHARES TR | $15.3M | 2.00% | 206,244 | Trimmed |
| 17 | VBR | VANGUARD INDEX FDS | $12.8M | 1.68% | 59,125 | Trimmed |
| 18 | IEFA | ISHARES TR | $11.2M | 1.46% | 123,205 | Trimmed |
| 19 | PRMB | PRIMO BRANDS CORPORATION | $11.0M | 1.44% | 584,731 | Hold |
| 20 | AAPL | APPLE INC | $9.4M | 1.23% | 37,131 | Added |
| 21 | QQQ | INVESCO QQQ TR | $9.2M | 1.21% | 16,026 | Added |
| 22 | GLDM | WORLD GOLD TR | $9.0M | 1.17% | 96,619 | Hold |
| 23 | UBER | UBER TECHNOLOGIES INC | $8.9M | 1.16% | 123,439 | Trimmed |
| 24 | NVDA | NVIDIA CORPORATION | $7.6M | 0.99% | 43,556 | Trimmed |
| 25 | VB | VANGUARD INDEX FDS | $7.4M | 0.97% | 28,393 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31