StockDriftsStockDriftsTop 50 Fiduciary Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 10.68% | 23.1K | $15.9M | +5.04%(+1.11K) | $542.94(+30.96%) | 2026-06-30 | |
| ISTB | ISHARES TR | 8.8% | 271.0K | $13.1M | +6.90%(+17.49K) | $48.36(-0.77%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 8.64% | 42.4K | $12.8M | +1.44%(+603) | $239.74(+27.81%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 7.91% | 137.4K | $11.8M | +0.78%(+1.06K) | $63.39(+37.69%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 6.42% | 118.4K | $9.5M | +0.51%(+596) | $66.69(+24.49%) | 2026-06-30 | |
| VYMI | VANGUARD WHITEHALL FDS | 5.18% | 78.4K | $7.7M | +4.08%(+3.07K) | $74.84(+40.09%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.1% | 106.3K | $7.6M | +0.70%(+744) | $50.45(+44.66%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 4.89% | 33.3K | $7.3M | +4.39%(+1.40K) | $174.35(+29.51%) | 2026-06-30 | |
| MGC | VANGUARD WORLD FD | 4.38% | 23.8K | $6.5M | -0.56%(-135) | $211.53(+34.13%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 3.31% | 31.1K | $4.9M | +1.98%(+606) | $129.69(+28.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +27.55% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.00% |
Fiduciary Advisors INC reports $148.63M in US-listed equity holdings across 155 positions in its most recent 13F filing. Its largest disclosed positions are VOO (10.7%), ISTB (8.8%) and VB (8.6%). The top 20 holdings account for 87.41% of reported assets. Its disclosed equity book has returned +27.55% cumulatively over 6 quarters. 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 Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2047030). View Fiduciary Advisors INC’s 13F filings on SEC