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FIDUCIARY FINANCIAL GROUP, LLC
FIDUCIARY FINANCIAL GROUP, LLC
Latest filing: 2026-06-30
FIDUCIARY FINANCIAL GROUP, LLC runs FIDUCIARY FINANCIAL GROUP, LLC and currently holds 373 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $882.39M. Their top holdings are SGOV, AAPL, SCHO, DFAC, DFIV. The top five represent 29.0% of reported portfolio weight. FIDUCIARY FINANCIAL GROUP, LLC ranks #832 out of 1000 investors tracked by Alpha Score. In the most recent quarter, FIDUCIARY FINANCIAL GROUP, LLC initiated 1 new position. They added to 66 existing positions. They trimmed 29 positions. Their current best-performing preview position is MU with returns of +241.67%.
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373 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SGOV ISHARES TR | 7.67% | $100.50 | $100.63 | +0.12% | Added +6.92% |
 AAPL APPLE INC | 6.33% | $218.60 | $309.35 | +41.51% | Added +0.17% |
 SCHO SCHWAB STRATEGIC TR | 6.31% | $24.12 | $24.09 | -0.12% | Added +5.89% |
 DFAC DIMENSIONAL ETF TRUST | 4.51% | $34.84 | $45.61 | +30.91% | Added +12.33% |
 DFIV DIMENSIONAL ETF TRUST | 4.17% | $40.54 | $58.30 | +43.80% | Added +12.27% |
 DFAE DIMENSIONAL ETF TRUST | 3.69% | $28.03 | $39.48 | +40.85% | Added +5.63% |
 VTV VANGUARD INDEX FDS | 3.65% | $181.43 | $226.35 | +24.76% | Added +11.11% |
 DFAI DIMENSIONAL ETF TRUST | 3.53% | $31.87 | $43.33 | +35.96% | Added +9.89% |
 BIV VANGUARD BD INDEX FDS | 1.79% | $75.49 | $75.42 | -0.09% | Added +9.99% |
 DFAT DIMENSIONAL ETF TRUST | 1.79% | $53.87 | $71.70 | +33.10% | Added +7.06% |
Showing 1-10 of 373