FIDUCIARY FINANCIAL GROUP, LLC — 13F holdings

FIDUCIARY FINANCIAL GROUP, LLC reported 394 holdings worth $857M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

  1. SGOV ISHARES TR — $78.3M (9.1%)
  2. AAPL APPLE INC — $63.7M (7.4%)
  3. SCHO SCHWAB STRATEGIC TR — $56.2M (6.6%)
  4. DFIV DIMENSIONAL ETF TRUST — $43.7M (5.1%)
  5. VTV VANGUARD INDEX FDS — $33.1M (3.9%)
  6. DFAI DIMENSIONAL ETF TRUST — $32.5M (3.8%)
  7. DFAE DIMENSIONAL ETF TRUST — $29.2M (3.4%)
  8. NVDA NVIDIA CORPORATION — $17.8M (2.1%)
  9. BIV VANGUARD BD INDEX FDS — $15.9M (1.9%)
  10. AAXJ ISHARES TR — $15.3M (1.8%)