StockDriftsStockDriftsTop 50 Fiduciary Financial Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 4.34% | 486.5K | $42.7M | +4675.81%(+476.28K) | $81.08(+12.92%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 3.12% | 336.4K | $30.7M | +125.83%(+187.42K) | $81.99(+15.66%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 1.99% | 157.5K | $19.6M | +347.63%(+122.30K) | $114.22(+12.08%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 1.88% | 207.7K | $18.5M | +155.63%(+126.43K) | $84.88(+10.95%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 1.74% | 442.6K | $17.2M | new | $36.58(+11.28%) | 2026-06-30 | |
| XLG | INVESCO EXCHANGE TRADED FD T | 1.72% | 275.9K | $16.9M | +5498.82%(+270.93K) | $57.03(+11.08%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 1.64% | 607.7K | $16.1M | new | $26.30(-0.13%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 1.56% | 485.0K | $15.4M | new | $31.09(+10.73%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 1.5% | 153.5K | $14.8M | +170.61%(+96.76K) | $84.05(+11.68%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 1.49% | 114.7K | $14.7M | +47.52%(+36.93K) | $113.61(+16.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.10% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.89% |
Fiduciary Financial Advisors reports $984.45M in US-listed equity holdings across 2,794 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (4.3%), AVLV (3.1%) and AVUV (2.0%). The top 20 holdings account for 33.9% of reported assets. Its disclosed equity book has returned +10.10% cumulatively over 1 quarter. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fiduciary Financial Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2116119). View Fiduciary Financial Advisors’s 13F filings on SEC