StockDriftsStockDriftsTop 50 Fiduciary Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 7.67% | 672.3K | $67.7M | +6.92%(+43.51K) | $100.61(-0.11%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.33% | 193.2K | $55.9M | +0.17%(+327) | $197.06(+55.62%) | 2026-06-30 | |
| SCHO | SCHWAB STRATEGIC TR | 6.31% | 2.30M | $55.6M | +5.89%(+128.15K) | $24.18(-0.50%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 4.51% | 896.4K | $39.8M | +12.33%(+98.41K) | $34.25(+34.27%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.17% | 681.8K | $36.8M | +12.27%(+74.52K) | $40.07(+44.60%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 3.69% | 808.9K | $32.5M | +5.63%(+43.08K) | $27.21(+43.15%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.65% | 147.8K | $32.2M | +11.11%(+14.78K) | $177.81(+26.99%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 3.53% | 755.9K | $31.2M | +9.89%(+68.05K) | $31.69(+36.70%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 1.79% | 205.8K | $15.8M | +9.99%(+18.69K) | $76.03(-0.65%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 1.79% | 225.6K | $15.8M | +7.06%(+14.88K) | $54.58(+32.25%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +26.12% |
| Top 20 Holdings Unweighted | — | — | — | — | +27.91% |
Fiduciary Financial Group LLC reports $882.39M in US-listed equity holdings across 373 positions in its most recent 13F filing. Its largest disclosed positions are SGOV (7.7%), AAPL (6.3%) and SCHO (6.3%). The top 20 holdings account for 57.12% of reported assets. Its disclosed equity book has returned +26.12% cumulatively over 8 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 Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1925420). View Fiduciary Financial Group LLC’s 13F filings on SEC