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Fiduciary Advisors

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

Top 5 stock holdings are VOO, VB, ISTB, VXUS, VO, and represent 40.63% of Fiduciary Advisors's stock portfolio.
Added to shares of these 10 stocks: ISTB, VXUS, VTV, BSV, VB, VYMI, VCSH, AVUV, VO, PGX.
Started 7 new stock positions in EPD, VNQ, VCIT, XLRE, GE, CCL, WWW.
Reduced shares in these 10 stocks: VEA, VOO, MGC, VEU, VWO, EFV, IXUS, VSS, VBR, PFLD.
Sold out of its positions in BP, CI, DX, PFLD, MDT.
Fiduciary Advisors was a net buyer of stock by $3.5M.
Fiduciary Advisors has $124M in assets under management (AUM), dropping by 8.93%.
Central Index Key (CIK): 0002047030

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Portfolio Holdings for Fiduciary Advisors

Fiduciary Advisors holds 97 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.3	$13M	-4%	21k	612.39	View chart
Vanguard Index Fds Small Cp Etf (VB)	8.4	$10M	+4%	41k	254.28	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	7.8	$9.7M	+7%	199k	48.84	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	7.6	$9.4M	+6%	128k	73.46	View chart
Vanguard Index Fds Mid Cap Etf (VO)	6.5	$8.1M	+4%	28k	293.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.5	$6.8M	-8%	114k	59.92	View chart
Vanguard Index Fds Value Etf (VTV)	4.9	$6.0M	+9%	32k	186.49	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	4.6	$5.6M	+7%	67k	84.68	View chart
Vanguard World Mega Cap Index (MGC)	4.5	$5.5M	-5%	23k	244.09	View chart
Ishares Tr Core Msci Total (IXUS)	3.6	$4.5M	-2%	54k	82.58	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.3	$4.1M	+4%	29k	140.95	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.0	$3.8M	-7%	53k	71.37	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.0	$3.8M	+10%	47k	79.93	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.8	$3.4M		24k	142.55	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$2.5M	+4%	3.7k	669.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.0	$2.4M	+4%	7.4k	328.15	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.8	$2.2M	-2%	11k	208.71	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.8	$2.2M	+24%	28k	78.91	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	1.6	$2.0M	+20%	170k	11.60	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.5	$1.9M	+23%	19k	99.53	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$1.7M	-7%	32k	54.18	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.4	$1.7M	+7%	15k	118.83	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.0	$1.2M	+32%	3.9k	307.83	View chart
Bank of America Corporation (BAC)	1.0	$1.2M		23k	51.59	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$1.1M	+12%	15k	74.37	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$1.0M	-10%	15k	67.83	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.8	$993k	+3%	6.8k	145.66	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$992k	+4%	15k	65.26	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.6	$745k		7.5k	99.95	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.5	$652k		8.5k	76.72	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$510k	+39%	5.3k	96.54	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$481k		18k	27.30	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.4	$459k		4.1k	110.58	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$389k	+4%	810.00	479.70	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$341k	+3%	512.00	666.01	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$310k	+13%	4.7k	65.91	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$287k	+11%	5.7k	50.63	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$227k	+6%	1.1k	206.45	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$209k		8.1k	25.71	View chart
Apple (AAPL)	0.1	$178k	-13%	700.00	254.58	View chart
NVIDIA Corporation (NVDA)	0.1	$160k		857.00	186.58	View chart
Ameren Corporation (AEE)	0.1	$158k		1.5k	104.39	View chart
Coca-Cola Company (KO)	0.1	$137k		2.1k	66.31	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$131k	+1003%	1.7k	78.35	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$117k	+50%	1.6k	72.42	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$113k		820.00	137.82	View chart
American Electric Power Company (AEP)	0.1	$77k		687.00	112.50	View chart
Pfizer (PFE)	0.1	$68k		2.7k	25.48	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$66k		752.00	87.31	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$62k		357.00	174.78	View chart
Eli Lilly & Co. (LLY)	0.0	$57k		75.00	763.00	View chart
Johnson & Johnson (JNJ)	0.0	$55k		297.00	185.42	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$52k	-2%	70.00	744.71	View chart
Tyson Foods Cl A (TSN)	0.0	$50k		928.00	54.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$50k		207.00	242.78	View chart
Microsoft Corporation (MSFT)	0.0	$47k		90.00	520.59	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.0	$46k	+84%	518.00	89.02	View chart
Merck & Co (MRK)	0.0	$38k		453.00	83.91	View chart
Emerson Electric (EMR)	0.0	$37k		281.00	131.18	View chart
Abbvie (ABBV)	0.0	$35k		150.00	231.54	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$34k		141.00	242.99	View chart
Boeing Company (BA)	0.0	$34k		156.00	215.83	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$32k	-20%	871.00	36.56	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.0	$30k		1.3k	22.53	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.0	$28k		505.00	55.31	View chart
ConocoPhillips (COP)	0.0	$23k		247.00	94.59	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.0	$22k		234.00	95.22	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$22k		108.00	203.59	View chart
Deere & Company (DE)	0.0	$21k	-8%	46.00	457.91	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.0	$18k	NEW	416.00	42.13	View chart
Enterprise Financial Services (EFSC)	0.0	$17k	-31%	298.00	57.90	View chart
Verizon Communications (VZ)	0.0	$16k		357.00	43.95	View chart
Enterprise Products Partners (EPD)	0.0	$15k	NEW	485.00	31.28	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$15k	NEW	180.00	84.11	View chart
Abbott Laboratories (ABT)	0.0	$13k		100.00	133.94	View chart
Home Depot (HD)	0.0	$13k	-8%	31.00	408.42	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.0	$12k	-4%	82.00	140.06	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.0	$11k		200.00	54.17	View chart
Amazon (AMZN)	0.0	$8.8k		40.00	219.57	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$7.6k		214.00	35.36	View chart
Wal-Mart Stores (WMT)	0.0	$7.4k		72.00	103.07	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$6.2k		35.00	176.83	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$5.6k		20.00	279.30	View chart
Phillips 66 (PSX)	0.0	$4.8k		35.00	136.03	View chart
Walt Disney Company (DIS)	0.0	$4.4k	+11%	39.00	113.33	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$4.3k		100.00	42.79	View chart
Amgen (AMGN)	0.0	$4.2k		15.00	282.20	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$2.9k	NEW	100.00	28.91	View chart
Costco Wholesale Corporation (COST)	0.0	$2.8k		3.00	925.67	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$2.5k	NEW	28.00	90.68	View chart
Thermo Fisher Scientific (TMO)	0.0	$1.5k		3.00	485.33	View chart
Linde SHS (LIN)	0.0	$1.4k		3.00	475.00	View chart
Brighthouse Finl (BHF)	0.0	$850.000000		16.00	53.12	View chart
Wolverine World Wide (WWW)	0.0	$824.001000	NEW	30.00	27.47	View chart
Novo-nordisk A S Adr (NVO)	0.0	$444.000000		8.00	55.50	View chart
Hilton Worldwide Holdings (HLT)	0.0	$260.000000		1.00	260.00	View chart
Ge Aerospace Com New (GE)	0.0	$0	NEW	0	0.00	View chart

Past Filings by Fiduciary Advisors

SEC 13F filings are viewable for Fiduciary Advisors going back to 2024

Fiduciary Advisors 2025 Q3 filed Oct. 14, 2025
Fiduciary Advisors 2025 Q2 filed July 17, 2025
Fiduciary Advisors 2025 Q1 filed April 15, 2025
Fiduciary Advisors 2024 Q4 filed Jan. 23, 2025

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