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Action Point Financial Planning

Latest statistics and disclosures from Fiduciary Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYM, GOOG, AVLV, AVUV, AVDE, and represent 14.78% of Fiduciary Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$42M), GOOG (+$40M), DFSV (+$17M), AVLV (+$17M), XLG (+$17M), PYLD (+$16M), SCHD (+$15M), AVUV (+$15M), DUHP (+$14M), FPE (+$14M).
Started 2725 new stock positions in BKR, NOVT, UPV, BOOT, NMRK, PHYL, CRC, MTZ, ESE, GTN.
Reduced shares in these 3 stocks: DFSI, AVIG, DFSU.
Fiduciary Financial Advisors was a net buyer of stock by $905M.
Fiduciary Financial Advisors has $1.0B in assets under management (AUM), dropping by 812.14%.
Central Index Key (CIK): 0002116119

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Portfolio Holdings for Fiduciary Financial Advisors

Fiduciary Financial Advisors holds 2794 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Fiduciary Financial Advisors has 2794 total positions. Only the first 250 positions are shown.

Sign up to view all of the Fiduciary Financial Advisors June 30, 2026 positions
Download the Fiduciary Financial Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500etf (SPYM)	4.2	$43M	+4675%	487k	87.88	View chart
Alphabet Cap Stk Cl C (GOOG)	3.9	$40M	NEW	3.8k	10325.00	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	3.0	$31M	+125%	336k	91.21	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.9	$20M	+347%	158k	124.75	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.8	$19M	+155%	208k	89.20	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	1.7	$17M	NEW	443k	38.79	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.7	$17M	+5498%	276k	61.17	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.6	$16M	NEW	608k	26.53	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.5	$15M	NEW	485k	31.71	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.4	$15M	+170%	154k	96.50	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.4	$15M	+47%	115k	128.08	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	1.4	$14M	+17%	321k	44.36	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	1.4	$14M	NEW	339k	41.73	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	1.4	$14M	NEW	788k	17.88	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$13M	NEW	18k	736.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$13M	+285%	17k	750.90	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.2	$13M	+460%	308k	41.25	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	1.2	$12M	NEW	632k	19.29	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.1	$12M	NEW	117k	98.20	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	1.1	$11M	+260%	271k	42.21	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.1	$11M	+83%	199k	55.02	View chart
NVIDIA Corporation (NVDA)	1.0	$11M	+1264%	53k	200.35	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	1.0	$9.8M	NEW	225k	43.48	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$9.6M	NEW	283k	33.84	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	0.9	$9.4M	+54%	173k	54.46	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.9	$9.1M	+709%	227k	40.20	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.9	$8.9M	+201%	222k	40.13	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.8	$8.4M	+446%	102k	82.65	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$8.3M	+617%	96k	86.14	View chart
Victory Portfolios Ii Core Plus Bd Etf (UBND)	0.8	$8.2M	NEW	376k	21.72	View chart
Apple (AAPL)	0.8	$8.1M	+1363%	28k	289.36	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$8.1M	+548%	11k	746.80	View chart
Broadcom (AVGO)	0.8	$8.0M	NEW	21k	377.74	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.8	$7.7M	NEW	26k	301.11	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$7.6M	NEW	94k	80.56	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.7	$7.4M	+121%	96k	77.25	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.7	$7.3M	NEW	143k	50.78	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$7.1M	NEW	243k	29.44	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.7	$6.9M	+993%	19k	365.80	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$6.8M	+2158%	30k	227.50	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$6.7M	+576%	87k	77.12	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.6	$6.4M	NEW	130k	49.53	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$6.1M	+80%	63k	96.58	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$6.1M	+1837%	85k	71.33	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.6	$5.8M	NEW	100k	58.18	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$5.8M	NEW	161k	36.11	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.6	$5.8M	NEW	46k	124.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$5.7M	NEW	8.2k	686.81	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$5.5M	+776%	15k	370.04	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.5	$4.8M	NEW	34k	141.82	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$4.6M	NEW	167k	27.72	View chart
Ishares Tr Ibon 2026 Te Etf (IBHF)	0.4	$4.6M	NEW	203k	22.65	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.4	$4.5M	+916%	95k	47.75	View chart
Microsoft Corporation (MSFT)	0.4	$4.4M	NEW	12k	373.02	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$4.2M	NEW	115k	36.87	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$4.2M	+108%	53k	79.05	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$4.1M	NEW	37k	112.88	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$4.0M	+1651%	8.0k	500.39	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.4	$3.9M	+176%	75k	52.41	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$3.9M	+1496%	26k	148.31	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.4	$3.8M	NEW	42k	90.83	View chart
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)	0.4	$3.7M	NEW	122k	30.67	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.4	$3.6M	NEW	19k	190.52	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.3	$3.5M	+668%	34k	100.67	View chart
American Centy Etf Tr Avan Re Intl Etf (AVSD)	0.3	$3.3M	NEW	42k	80.26	View chart
Caterpillar (CAT)	0.3	$3.3M	+350%	3.1k	1064.90	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$3.2M	NEW	112k	28.96	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$3.2M	+114%	46k	70.07	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$3.1M	NEW	10k	303.14	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$3.0M	NEW	53k	56.48	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.3	$3.0M	NEW	65k	45.75	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.3	$2.9M	NEW	52k	55.94	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$2.9M	NEW	12k	242.88	View chart
Amazon (AMZN)	0.3	$2.9M	NEW	12k	238.34	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.3	$2.8M	NEW	82k	33.84	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$2.7M	+253%	33k	82.80	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.3	$2.7M	NEW	46k	59.20	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$2.7M	NEW	55k	48.18	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$2.6M	+723%	26k	103.05	View chart
Illinois Tool Works (ITW)	0.3	$2.6M	NEW	9.5k	270.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$2.6M	NEW	7.1k	357.37	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$2.5M	+603%	50k	50.65	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.2	$2.5M	NEW	23k	109.00	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.2	$2.5M	NEW	59k	42.20	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$2.4M	NEW	52k	46.96	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$2.4M	NEW	3.4k	703.50	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$2.4M	+54%	64k	37.20	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$2.4M	+79%	58k	40.64	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$2.3M	+486%	29k	82.35	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$2.3M	NEW	20k	117.45	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.2	$2.3M	NEW	48k	49.18	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.2	$2.3M	NEW	46k	50.36	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$2.3M	NEW	18k	127.81	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$2.3M	NEW	29k	79.42	View chart
Ishares Tr Msci Us Garp Etf (GARP)	0.2	$2.3M	NEW	28k	82.65	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$2.3M	NEW	28k	82.11	View chart
Ishares Tr Esg Advan Etf (EUSB)	0.2	$2.2M	+143%	52k	42.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.2	$2.2M	NEW	42k	52.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.2	$2.2M	NEW	79k	27.93	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.2	$2.1M	NEW	42k	50.66	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$2.1M	NEW	16k	133.74	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.1M	NEW	13k	158.03	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.1M	NEW	6.4k	327.33	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$2.1M	NEW	40k	51.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	0.2	$2.1M	NEW	52k	39.27	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$2.0M	+77%	82k	24.99	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$2.0M	+75%	55k	36.84	View chart
Micron Technology (MU)	0.2	$2.0M	NEW	1.7k	1154.27	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$1.9M	NEW	26k	75.46	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.9M	NEW	32k	59.79	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.9M	NEW	8.7k	213.58	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.2	$1.9M	NEW	21k	88.52	View chart
American Centy Etf Tr Ava Res Mar Etf (AVSE)	0.2	$1.8M	NEW	23k	81.84	View chart
First Tr Exchng Traded Fd Vi Ft Ve Us Eq Equa (RSDE)	0.2	$1.8M	NEW	76k	23.49	View chart
Vanguard World Extended Dur (EDV)	0.2	$1.8M	NEW	27k	65.09	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$1.8M	NEW	19k	93.00	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$1.8M	NEW	21k	85.49	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.2	$1.8M	NEW	15k	115.69	View chart
Abbvie (ABBV)	0.2	$1.7M	NEW	6.9k	252.22	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$1.7M	NEW	38k	45.44	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$1.7M	NEW	21k	81.52	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$1.7M	NEW	17k	100.89	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.2	$1.7M	NEW	52k	31.86	View chart
Spdr Series Trust St Str R1k Yld (ONEY)	0.2	$1.6M	NEW	13k	128.10	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.2	$1.6M	+702%	21k	76.50	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.2	$1.6M	NEW	22k	73.34	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$1.6M	+600%	46k	34.81	View chart
Palo Alto Networks (PANW)	0.2	$1.6M	NEW	4.7k	341.02	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$1.5M	NEW	64k	24.23	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.5M	NEW	14k	109.07	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$1.5M	NEW	7.6k	200.75	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.5M	NEW	10k	146.41	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.1	$1.5M	NEW	25k	59.85	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$1.4M	NEW	29k	50.50	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$1.4M	NEW	11k	138.04	View chart
Tesla Motors (TSLA)	0.1	$1.4M	NEW	3.4k	420.60	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.1	$1.4M	NEW	42k	34.31	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$1.4M	NEW	26k	55.18	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$1.4M	NEW	16k	88.54	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.1	$1.4M	NEW	60k	22.65	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.1	$1.4M	NEW	28k	48.05	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.4M	NEW	14k	98.99	View chart
Costco Wholesale Corporation (COST)	0.1	$1.3M	NEW	1.4k	935.47	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$1.3M	+359%	26k	52.11	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.1	$1.3M	NEW	57k	23.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.1	$1.3M	NEW	33k	40.96	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$1.3M	NEW	25k	52.12	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$1.3M	NEW	12k	106.32	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$1.3M	NEW	31k	41.43	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.3M	NEW	12k	107.67	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$1.3M	NEW	14k	93.92	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.3M	NEW	2.6k	477.57	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$1.3M	+406%	25k	51.37	View chart
T Rowe Price Exchange-traded Price Blue Chip (TCHP)	0.1	$1.3M	NEW	25k	50.10	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.2M	+84%	7.5k	164.27	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.1	$1.2M	NEW	33k	37.58	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.2M	+434%	16k	73.41	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$1.1M	NEW	21k	53.53	View chart
Meta Platforms Cl A (META)	0.1	$1.1M	NEW	2.0k	563.27	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.1M	NEW	1.7k	656.50	View chart
American Centy Etf Tr Ava Mid Equ Etf (AVMC)	0.1	$1.1M	NEW	14k	80.25	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.1M	NEW	3.0k	368.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$1.1M	NEW	18k	60.98	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.1	$1.1M	NEW	25k	43.74	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$1.1M	NEW	46k	23.16	View chart
Visa Com Cl A (V)	0.1	$1.1M	NEW	3.1k	344.20	View chart
Ishares Tr Ibon 2027 Te Etf (IBHG)	0.1	$1.1M	NEW	48k	22.08	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$974k	NEW	24k	40.68	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$942k	NEW	21k	46.05	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$934k	+136%	19k	50.57	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$933k	NEW	4.3k	219.43	View chart
Advanced Micro Devices (AMD)	0.1	$924k	NEW	1.6k	580.89	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.1	$919k	NEW	25k	36.53	View chart
Exxon Mobil Corporation (XOM)	0.1	$916k	NEW	6.7k	136.72	View chart
Mercantile Bank (MBWM)	0.1	$914k	NEW	16k	57.42	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$903k	NEW	8.0k	112.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG)	0.1	$888k	NEW	32k	27.78	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.1	$878k	NEW	13k	65.59	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$872k	NEW	17k	50.50	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	0.1	$867k	NEW	18k	48.25	View chart
Stryker Corporation (SYK)	0.1	$853k	NEW	2.7k	314.83	View chart
Goldman Sachs (GS)	0.1	$850k	NEW	840.00	1011.50	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$841k	+3%	5.5k	153.88	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$840k	NEW	5.2k	161.53	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.1	$833k	NEW	5.3k	155.91	View chart
Elevation Series Trust Trueshares Strct (JULZ)	0.1	$824k	NEW	18k	45.35	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$819k	NEW	6.9k	119.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.1	$812k	+140%	15k	56.20	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$806k	NEW	405.00	1989.44	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$804k	NEW	18k	45.99	View chart
Franklin Templeton Etf Tr Ftse South Korea (FLKR)	0.1	$801k	NEW	12k	66.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.1	$795k	NEW	18k	44.24	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$794k	-6%	19k	41.41	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$786k	NEW	29k	27.62	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$770k	NEW	5.3k	144.48	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$764k	NEW	2.5k	300.50	View chart
Applied Materials (AMAT)	0.1	$762k	NEW	1.1k	723.00	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$761k	NEW	14k	56.16	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$757k	NEW	36k	20.84	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$744k	NEW	14k	52.36	View chart
Dell Technologies CL C (DELL)	0.1	$724k	NEW	1.7k	431.47	View chart
Wal-Mart Stores (WMT)	0.1	$723k	NEW	6.4k	113.26	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$718k	NEW	30k	24.22	View chart
Flaherty & Crumrine Pref. Income (PFD)	0.1	$705k	NEW	61k	11.63	View chart
Global X Fds Global X Copper (COPX)	0.1	$700k	NEW	9.1k	76.97	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$699k	NEW	29k	24.11	View chart
Ge Vernova (GEV)	0.1	$699k	NEW	595.00	1174.85	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.1	$694k	NEW	4.2k	165.38	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$690k	NEW	7.5k	91.64	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$688k	NEW	11k	64.78	View chart
Vanguard Wellington Us Momentum (VFMO)	0.1	$684k	NEW	2.7k	249.56	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$675k	+93%	12k	56.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$674k	NEW	12k	56.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP)	0.1	$671k	NEW	24k	27.54	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$670k	NEW	6.3k	106.48	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	0.1	$669k	NEW	11k	59.25	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$667k	-7%	14k	46.63	View chart
Intel Corporation (INTC)	0.1	$663k	NEW	4.7k	139.65	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST)	0.1	$663k	NEW	6.2k	106.69	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$662k	NEW	5.3k	124.18	View chart
Johnson & Johnson (JNJ)	0.1	$657k	NEW	2.6k	253.95	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$651k	NEW	26k	25.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$638k	NEW	12k	55.08	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.1	$638k	NEW	12k	52.69	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$637k	NEW	2.7k	236.62	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.1	$635k	+8%	8.3k	76.60	View chart
Coca-Cola Company (KO)	0.1	$621k	NEW	7.6k	81.27	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$620k	NEW	2.7k	227.00	View chart
Ea Series Trust Mark Fo Divi Etf (FDIV)	0.1	$617k	NEW	22k	27.75	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.1	$617k	+6%	13k	46.58	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$614k	NEW	12k	49.54	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.1	$603k	NEW	9.4k	64.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.1	$593k	NEW	13k	45.02	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$587k	NEW	12k	48.81	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$584k	NEW	12k	50.50	View chart
Sterling Construction Company (STRL)	0.1	$573k	NEW	683.00	839.36	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$572k	NEW	15k	38.23	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$569k	+109%	1.7k	343.91	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$567k	NEW	16k	36.24	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$563k	NEW	13k	43.14	View chart
Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU)	0.1	$562k	NEW	11k	49.79	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	0.1	$560k	+143%	11k	53.59	View chart
Calamos Etf Tr S&p 500 Str Sept (CPST)	0.1	$558k	NEW	20k	27.81	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.1	$556k	NEW	20k	28.00	View chart
Eli Lilly & Co. (LLY)	0.1	$546k	NEW	455.00	1199.00	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$545k	NEW	714.00	763.00	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.1	$543k	NEW	3.8k	144.30	View chart
First Tr Exchng Traded Fd Vi Active Factor La (AFGR)	0.1	$539k	+84%	15k	36.54	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$538k	+125%	5.2k	102.81	View chart
Arista Networks Com Shs (ANET)	0.1	$537k	NEW	3.2k	170.00	View chart

Past Filings by Fiduciary Financial Advisors

SEC 13F filings are viewable for Fiduciary Financial Advisors going back to 2026

Fiduciary Financial Advisors 2026 Q2 filed Aug. 14, 2026
Action Point Financial Planning 2026 Q1 filed May 7, 2026

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