StockDriftsStockDriftsTop 50 Fiduciary Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 5.6% | 104.0K | $71.4M | +2.00%(+2.04K) | $318.42(+123.82%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.11% | 225.0K | $65.1M | +1.97%(+4.34K) | $42.66(+615.90%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.39% | 158.3K | $55.9M | -1.80%(-2.90K) | $121.35(+182.35%) | 2026-06-30 | |
| AGG | ISHARES TR | 3.69% | 475.6K | $47.1M | +6.18%(+27.68K) | $99.13(-1.74%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.58% | 88.3K | $33.0M | -1.95%(-1.75K) | $65.18(+645.69%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.35% | 420.2K | $29.9M | +0.72%(+2.98K) | $41.07(+80.21%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.22% | 86.5K | $28.3M | -1.30%(-1.14K) | $87.02(+319.10%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 2.22% | 82.9K | $28.3M | -1.59%(-1.34K) | $60.16(+528.63%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.07% | 52.7K | $26.4M | -1.08%(-578) | $158.21(+216.88%) | 2026-06-30 | |
| SHY | ISHARES TR | 2.07% | 321.4K | $26.4M | -4.86%(-16.42K) | $82.89(-1.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.74% | +47.16% | +7.30% | +42.26% |
| Top 20 Holdings Unweighted | +13.11% | +44.72% | +6.28% | +35.60% |
Fiduciary Group, LLC reports $1.27B in US-listed equity holdings across 305 positions in its most recent 13F filing. Its largest disclosed positions are VOO (5.6%), AAPL (5.1%) and GOOG (4.4%). The top 20 holdings account for 48.04% of reported assets. Its disclosed equity book has returned +47.16% on a three-year cumulative basis. 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 Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1645890). View Fiduciary Group, LLC’s 13F filings on SEC