StockDriftsStockDriftsTop 50 Fiduciary Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD STAR FDS | 10.9% | 190.8K | $16.2M | +38.83%(+53.37K) | $69.50(+19.85%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 10.62% | 22.5K | $15.8M | -2.50%(-578) | $542.94(+29.78%) | 2026-09-30 | |
| ISTB | ISHARES TR | 9.68% | 304.8K | $14.4M | +12.49%(+33.84K) | $48.29(-2.09%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 8.34% | 43.6K | $12.4M | +2.93%(+1.24K) | $241.28(+17.88%) | 2026-09-30 | |
| VYMI | VANGUARD WHITEHALL FDS | 7.38% | 108.6K | $11.0M | +38.48%(+30.18K) | $81.74(+24.05%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 5.75% | 109.1K | $8.6M | -7.92%(-9.38K) | $66.69(+20.08%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 4.72% | 32.5K | $7.0M | -2.52%(-840) | $174.35(+27.45%) | 2026-09-30 | |
| MGC | VANGUARD WORLD FD | 4.52% | 23.8K | $6.7M | +0.23%(+54) | $211.68(+33.63%) | 2026-09-30 | |
| VSS | VANGUARD INTL EQUITY INDEX F | 4.39% | 42.0K | $6.5M | +41.81%(+12.40K) | $133.80(+13.35%) | 2026-09-30 | |
| VYM | VANGUARD WHITEHALL FDS | 3.34% | 32.0K | $5.0M | +2.87%(+894) | $130.44(+22.24%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +26.21% |
| Top 20 Holdings Unweighted | — | — | — | — | +26.34% |
Fiduciary Advisors INC reports $148.75M in US-listed equity holdings across 144 positions in its most recent 13F filing. Its largest disclosed positions are VXUS (10.9%), VOO (10.6%) and ISTB (9.7%). The top 20 holdings account for 89.71% of reported assets. Its disclosed equity book has returned +26.21% cumulatively over 7 quarters. Figures reflect the Q3 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