FIDUCIARY FINANCIAL GROUP, LLC
Q2 2026 13F filing
Updated 62 days ago373 disclosed positions worth $882.4M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A ISHARES TR | $67.7M | 672.3K | 7.67% | Added(+6.9%) |
| 2 | A AAPL APPLE INC | $55.9M | 193.2K | 6.33% | Added(+0.2%) |
| 3 | ? N/A SCHWAB STRATEGIC TR | $55.6M | 2.30M | 6.31% | Added(+5.9%) |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $39.8M | 896.4K | 4.51% | Added(+12.3%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $36.8M | 681.8K | 4.17% | Added(+12.3%) |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $32.5M | 808.9K | 3.69% | Added(+5.6%) |
| 7 | V VGES VANGUARD INDEX FDS | $32.2M | 147.8K | 3.65% | Added(+11.1%) |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $31.2M | 755.9K | 3.53% | Added(+9.9%) |
| 9 | V VGES VANGUARD BD INDEX FDS | $15.8M | 205.8K | 1.79% | Added(+10.0%) |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $15.8M | 225.6K | 1.79% | Added(+7.1%) |
| 11 | N NVDA NVIDIA CORPORATION | $15.6M | 78.0K | 1.77% | Added(+4.9%) |
| 12 | ? N/A ISHARES TR | $14.9M | 124.9K | 1.69% | Added(+1.9%) |
| 13 | V VGES VANGUARD INDEX FDS | $13.9M | 37.6K | 1.58% | Added(+1.4%) |
| 14 | ? N/A SPDR INDEX SHS FDS | $12M | 178.1K | 1.36% | Added(+15.4%) |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $12M | 350.6K | 1.36% | Added(+11.3%) |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $11.9M | 300.7K | 1.35% | Added(+20.9%) |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $10.3M | 245.8K | 1.16% | Added(+9.5%) |
| 18 | ? N/A SPDR SERIES TRUST | $10.2M | 330.9K | 1.16% | Added(+5.0%) |
| 19 | E ETHA ISHARES TR | $9.9M | 92.3K | 1.13% | Trimmed(-0.4%) |
| 20 | ? N/A ISHARES TR | $9.9M | 90.3K | 1.12% | Added(+3.9%) |
| 21 | I IAU ISHARES GOLD TR | $9.5M | 125.7K | 1.08% | Added(+20.7%) |
| 22 | G GOOGN ALPHABET INC | $9.4M | 26.6K | 1.07% | Added(+40.8%) |
| 23 | ? N/A SPDR SERIES TRUST | $8M | 74.4K | 0.90% | Added(+26.2%) |
| 24 | ? N/A SPDR SERIES TRUST | $7.7M | 83.7K | 0.87% | Added(+17.6%) |
| 25 | ? N/A COREWEAVE INC | $7.3M | 73.3K | 0.83% | — |
| 26 | V VGES VANGUARD INTL EQUITY INDEX F | $7.2M | 85.8K | 0.81% | Added(+23.3%) |
| 27 | ? N/A GLOBAL X FDS | $7M | 91.2K | 0.80% | Added(+20.6%) |
| 28 | ? N/A ISHARES TR | $6.6M | 239.9K | 0.75% | Added(+13.5%) |
| 29 | B BX VANGUARD SPECIALIZED FUNDS | $6.5M | 27.6K | 0.74% | Trimmed(-1.5%) |
| 30 | ? N/A DIMENSIONAL ETF TRUST | $5.9M | 159.5K | 0.67% | Added(+5.2%) |
| 31 | ? N/A INVESCO QQQ TR | $5.9M | 8.0K | 0.67% | Added(+0.5%) |
| 32 | E ETHA ISHARES INC | $5.6M | 27.8K | 0.64% | Trimmed(-7.5%) |
| 33 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $5.2M | 10.3K | 0.58% | Added(+25.1%) |
| 34 | M MSFT MICROSOFT CORP | $5.1M | 13.6K | 0.57% | Added(+14.7%) |
| 35 | A AMZN AMAZON COM INC | $5.1M | 21.2K | 0.57% | Added(+7.4%) |
| 36 | ? N/A DIMENSIONAL ETF TRUST | $5M | 96.4K | 0.56% | Trimmed(-3.0%) |
| 37 | M MU MICRON TECHNOLOGY INC | $5M | 4.3K | 0.56% | Trimmed(-18.7%) |
| 38 | ? N/A DIMENSIONAL ETF TRUST | $4.9M | 120.9K | 0.56% | Added(+5.3%) |
| 39 | ? N/A VANGUARD SCOTTSDALE FDS | $4.7M | 84.8K | 0.53% | Added(+54.6%) |
| 40 | V VGES VANGUARD INDEX FDS | $4.3M | 17.7K | 0.49% | Trimmed(-5.3%) |
| 41 | E ETHA ISHARES TR | $4.3M | 34.6K | 0.49% | Added(+295.0%) |
| 42 | E ETHA ISHARES TR | $4.1M | 16.9K | 0.46% | Trimmed(-2.6%) |
| 43 | G GOOGN ALPHABET INC | $3.7M | 10.3K | 0.42% | Added(+11.8%) |
| 44 | G GLD SPDR GOLD TR | $3.6M | 9.8K | 0.41% | Added(+4.2%) |
| 45 | S SCHW-PJ SCHWAB CHARLES CORP | $3.4M | 37.2K | 0.39% | Trimmed(-5.3%) |
| 46 | E ETHA ISHARES TR | $3.4M | 8.3K | 0.39% | Unchanged |
| 47 | ? N/A ISHARES TR | $3.4M | 39.4K | 0.39% | Trimmed(-33.9%) |
| 48 | ? N/A INVESCO EXCH TRADED FD TR II | $3.3M | 163.4K | 0.38% | Added(+15.4%) |
| 49 | S SPY STATE STR SPDR S&P 500 ETF T | $3.1M | 4.2K | 0.36% | Trimmed(-2.0%) |
| 50 | ? N/A VANGUARD STAR FDS | $3M | 35.2K | 0.34% | Added(+74.2%) |