StockDriftsStockDriftsTop 50 Fiducient Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.4% | 97.0K | $72.6M | -2.81%(-2.80K) | $441.57(+76.40%) | 2026-06-30 | |
| EFA | ISHARES TR | 7.92% | 532.7K | $55.3M | +1.87%(+9.79K) | $72.62(+49.63%) | 2026-06-30 | |
| PCAR | PACCAR INC | 6.29% | 365.9K | $44.0M | +0.00%(+0) | $101.35(+29.05%) | 2026-06-30 | |
| IJR | ISHARES TR | 6% | 282.4K | $41.9M | -1.56%(-4.46K) | $114.56(+30.90%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 5.04% | 425.5K | $35.2M | +7.50%(+29.69K) | $80.85(+0.37%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.61% | 46.9K | $32.2M | +10.34%(+4.40K) | $527.31(+35.15%) | 2026-06-30 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 4% | 371.1K | $27.9M | +5.03%(+17.78K) | $77.13(-7.23%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.13% | 43.7K | $21.9M | -3.66%(-1.66K) | $425.56(+17.81%) | 2026-06-30 | |
| IEMG | ISHARES INC | 2.96% | 249.8K | $20.7M | -11.65%(-32.94K) | $54.48(+51.68%) | 2026-06-30 | |
| USRT | ISHARES TR | 2.92% | 306.9K | $20.4M | +4.03%(+11.90K) | $54.84(+22.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.64% | +39.13% | +5.90% | +33.18% |
| Top 20 Holdings Unweighted | +11.95% | +40.30% | +7.20% | +41.59% |
Fiducient Advisors LLC reports $698.41M in US-listed equity holdings across 153 positions in its most recent 13F filing. Its largest disclosed positions are IVV (10.4%), EFA (7.9%) and PCAR (6.3%). The top 20 holdings account for 70.22% of reported assets. Its disclosed equity book has returned +39.13% 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 Fiducient Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1729866). View Fiducient Advisors LLC’s 13F filings on SEC