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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, ISTB, VB, VXUS, VO, and represent 40.62% of Fiduciary Advisors's stock portfolio.
Added to shares of these 10 stocks: ISTB, USB, AVLV, VOO, VO, VB, VTES, VYMI, VT, VSS.
Started 34 new stock positions in HBAN, LNG, QQQ, VIGI, AGG, GUSA, AVLV, ANF, GRMN, MUNY.
Reduced shares in these 10 stocks: SCHD, BSV, VUG, SPYM, PGX, EFV, ITOT, IXUS, IVV, VTI.
Sold out of its positions in HLT, NVO, SCHD, XLRE, VNQ, LIN.
Fiduciary Advisors was a net buyer of stock by $5.4M.
Fiduciary Advisors has $132M in assets under management (AUM), dropping by 6.21%.
Central Index Key (CIK): 0002047030

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Portfolio Holdings for Fiduciary Advisors

Fiduciary Advisors holds 125 positions in its portfolio as reported in the December 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)	10.2	$13M	+2%	21k	627.12	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	8.4	$11M	+14%	228k	48.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	8.3	$11M	+2%	42k	257.95	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	7.4	$9.8M		129k	75.44	View chart
Vanguard Index Fds Mid Cap Etf (VO)	6.3	$8.3M	+3%	29k	290.22	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.4	$7.1M		114k	62.47	View chart
Vanguard Index Fds Value Etf (VTV)	4.8	$6.3M		33k	190.99	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	4.8	$6.2M	+4%	69k	90.00	View chart
Vanguard World Mega Cap Index (MGC)	4.3	$5.7M		23k	251.17	View chart
Ishares Tr Core Msci Total (IXUS)	3.5	$4.6M		54k	84.64	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.3	$4.4M	+5%	31k	143.52	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.0	$4.0M	+2%	54k	73.56	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.9	$3.9M	+3%	49k	79.73	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.8	$3.7M	+7%	26k	143.33	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$2.5M		3.7k	685.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.9	$2.5M		7.3k	335.29	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.8	$2.3M	+2%	11k	211.78	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.6	$2.1M	+11%	21k	101.98	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.5	$2.0M	-10%	25k	78.81	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	1.4	$1.8M	-3%	165k	11.24	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.3	$1.8M		33k	53.76	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.3	$1.8M		15k	120.18	View chart
Bank of America Corporation (BAC)	1.0	$1.3M		23k	55.00	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.9	$1.2M		3.9k	314.80	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.8	$1.1M		15k	74.07	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$1.0M	-5%	15k	71.41	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$1.0M		15k	66.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$968k	-4%	6.5k	148.69	View chart
Us Bancorp Del Com New (USB)	0.6	$830k	NEW	16k	53.36	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.6	$768k		7.5k	102.54	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.5	$662k		8.5k	77.53	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$511k		5.3k	96.27	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$488k	NEW	6.4k	75.77	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.4	$473k		4.2k	113.73	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$449k	+60%	9.1k	49.46	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$369k	+218%	2.6k	141.08	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$335k	-4%	491.00	682.07	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$329k	+4%	4.9k	67.23	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.2	$290k	NEW	2.9k	101.58	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$251k	-36%	513.00	488.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$232k		1.1k	212.06	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$214k		8.2k	26.23	View chart
Apple (AAPL)	0.1	$190k		700.00	271.90	View chart
NVIDIA Corporation (NVDA)	0.1	$160k		857.00	186.51	View chart
Ameren Corporation (AEE)	0.1	$151k		1.5k	99.87	View chart
Coca-Cola Company (KO)	0.1	$146k		2.1k	69.92	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$143k	NEW	1.4k	99.88	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$126k	NEW	250.00	502.65	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$120k		1.6k	74.17	View chart
Goldman Sachs Etf Trust Ii Marketbeta Us Eq (GUSA)	0.1	$87k	NEW	1.5k	59.06	View chart
Eli Lilly & Co. (LLY)	0.1	$81k		75.00	1074.68	View chart
American Electric Power Company (AEP)	0.1	$79k		687.00	115.31	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.1	$72k	NEW	960.00	75.39	View chart
Pfizer (PFE)	0.1	$68k		2.7k	24.90	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$67k		752.00	89.46	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$65k		207.00	312.70	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$63k		357.00	177.57	View chart
Johnson & Johnson (JNJ)	0.0	$62k		297.00	206.95	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.0	$54k	+11%	579.00	93.99	View chart
Tyson Foods Cl A (TSN)	0.0	$54k		928.00	58.62	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$53k		70.00	752.60	View chart
Merck & Co (MRK)	0.0	$48k		453.00	105.23	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$44k		141.00	313.22	View chart
Microsoft Corporation (MSFT)	0.0	$44k		91.00	481.11	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$43k	NEW	522.00	82.48	View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)	0.0	$42k	NEW	404.00	103.33	View chart
Emerson Electric (EMR)	0.0	$37k		281.00	132.72	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$35k		885.00	39.43	View chart
Abbvie (ABBV)	0.0	$34k		150.00	228.49	View chart
Boeing Company (BA)	0.0	$34k		156.00	217.12	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.0	$31k	+3%	1.4k	22.36	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$29k		508.00	56.76	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$26k	NEW	269.00	96.28	View chart
Vanguard Instl Index Ultra-short Trea (VGUS)	0.0	$25k	NEW	332.00	75.47	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$23k	NEW	616.00	37.40	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.0	$23k		235.00	97.88	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$23k		108.00	210.34	View chart
Deere & Company (DE)	0.0	$22k		46.00	467.85	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$21k	NEW	256.00	81.17	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$18k	+18%	214.00	83.75	View chart
Enterprise Financial Services (EFSC)	0.0	$16k		299.00	54.06	View chart
Enterprise Products Partners (EPD)	0.0	$16k		493.00	32.08	View chart
Verizon Communications (VZ)	0.0	$15k		357.00	40.73	View chart
Abbott Laboratories (ABT)	0.0	$13k		100.00	125.29	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$13k	NEW	209.00	59.93	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$12k	-90%	152.00	80.36	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$12k	NEW	131.00	91.45	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$12k	NEW	673.00	17.35	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$11k		82.00	139.17	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.0	$11k		202.00	53.59	View chart
Home Depot (HD)	0.0	$11k		31.00	346.84	View chart
ConocoPhillips (COP)	0.0	$10k	-55%	109.00	93.61	View chart
Amazon (AMZN)	0.0	$9.2k		40.00	230.82	View chart
Wal-Mart Stores (WMT)	0.0	$8.0k		72.00	111.42	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$7.7k		214.00	36.16	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$6.7k	NEW	32.00	209.12	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$6.4k	NEW	10.00	642.10	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$6.3k		35.00	181.23	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$6.1k		20.00	303.90	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$5.1k	NEW	51.00	100.35	View chart
Amgen (AMGN)	0.0	$4.9k		15.00	327.33	View chart
Cheniere Energy Com New (LNG)	0.0	$4.9k	NEW	25.00	194.40	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$4.5k	+2%	102.00	44.32	View chart
Phillips 66 (PSX)	0.0	$4.5k		35.00	129.06	View chart
Walt Disney Company (DIS)	0.0	$4.4k		39.00	112.62	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$3.1k		100.00	30.54	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$2.6k	NEW	45.00	57.91	View chart
Costco Wholesale Corporation (COST)	0.0	$2.6k		3.00	862.67	View chart
Garmin SHS (GRMN)	0.0	$2.0k	NEW	10.00	202.90	View chart
Thermo Fisher Scientific (TMO)	0.0	$1.7k		3.00	579.67	View chart
Best Buy (BBY)	0.0	$1.5k	NEW	22.00	66.95	View chart
Brighthouse Finl (BHF)	0.0	$1.0k		16.00	64.81	View chart
Tapestry (TPR)	0.0	$639.000000	NEW	5.00	127.80	View chart
Abercrombie & Fitch Cl A (ANF)	0.0	$630.000000	NEW	5.00	126.00	View chart
Wolverine World Wide (WWW)	0.0	$545.001000		30.00	18.17	View chart
Cameco Corporation (CCJ)	0.0	$458.000000	NEW	5.00	91.60	View chart
Baker Hughes Company Cl A (BKR)	0.0	$228.000000	NEW	5.00	45.60	View chart
Corecivic (CXW)	0.0	$210.999800	NEW	11.00	19.18	View chart
Bath &#38 Body Works In (BBWI)	0.0	$201.000000	NEW	10.00	20.10	View chart
Fox Corp Cl B Com (FOX)	0.0	$195.000000	NEW	3.00	65.00	View chart
Victorias Secret And Common Stock (VSCO)	0.0	$162.999900	NEW	3.00	54.33	View chart
Iamgold Corp (IAG)	0.0	$132.000000	NEW	8.00	16.50	View chart
News Corp CL B (NWS)	0.0	$60.000000	NEW	2.00	30.00	View chart
Geron Corporation (GERN)	0.0	$27.000000	NEW	20.00	1.35	View chart
Ge Aerospace Com New (GE)	0.0	$0		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 Q4 filed Jan. 27, 2026
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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