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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 41.59% of Fiduciary Advisors's stock portfolio.
Added to shares of these 10 stocks: ISTB, VYMI, VXUS, VOO, VSS, MGC, VO, AVUV, IUSV, VCSH.
Reduced shares in these 10 stocks: PGX, VEA, SCZ, IEMG, IJS, IXUS, VTV, IVV, VB, IJH.
Sold out of its positions in QQQ, USHY, MINT, VGIT.
Fiduciary Advisors was a net buyer of stock by $1.5M.
Fiduciary Advisors has $133M in assets under management (AUM), dropping by 1.24%.
Central Index Key (CIK): 0002047030

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Positions held by Fiduciary Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Fiduciary Advisors

Fiduciary Advisors holds 121 positions in its portfolio as reported in the March 2026 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)	9.9	$13M	+3%	22k	597.55	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	9.2	$12M	+11%	254k	48.46	View chart
Vanguard Index Fds Small Cp Etf (VB)	8.2	$11M		42k	261.92	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	7.9	$11M	+5%	136k	77.11	View chart
Vanguard Index Fds Mid Cap Etf (VO)	6.4	$8.5M	+2%	30k	287.18	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	5.3	$7.1M	+8%	75k	94.24	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.1	$6.8M	-7%	106k	64.08	View chart
Vanguard Index Fds Value Etf (VTV)	4.7	$6.3M	-2%	32k	196.20	View chart
Vanguard World Mega Cap Index (MGC)	4.2	$5.6M	+5%	24k	236.35	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.4	$4.5M		31k	148.10	View chart
Ishares Tr Core Msci Total (IXUS)	3.4	$4.5M	-4%	52k	86.64	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.1	$4.1M		54k	75.10	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.0	$4.0M	+4%	51k	79.27	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	3.0	$4.0M	+7%	28k	145.79	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.9	$2.5M	+9%	23k	110.47	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.8	$2.4M	+2%	7.5k	320.83	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.7	$2.3M	-2%	11k	217.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.7	$2.3M	-4%	3.5k	653.21	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.5	$2.0M		25k	78.41	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.3	$1.8M		14k	124.31	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.3	$1.7M	-3%	32k	54.05	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.9	$1.2M		4.0k	298.82	View chart
Bank of America Corporation (BAC)	0.8	$1.1M		23k	48.75	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.8	$1.1M		15k	73.64	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$1.0M	-4%	14k	74.35	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.7	$953k	+24%	9.3k	102.25	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$953k	-7%	14k	67.53	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.7	$924k	-48%	85k	10.88	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$914k		6.4k	142.43	View chart
Us Bancorp Com New (USB)	0.6	$809k		16k	52.01	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.5	$624k	+37%	13k	49.95	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.5	$623k	+20%	7.7k	80.61	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$513k		5.3k	97.23	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$461k	+27%	3.3k	138.34	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$359k	-46%	4.6k	78.41	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$320k		492.00	650.74	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.2	$311k	+7%	3.1k	101.14	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$245k	+6%	1.2k	211.12	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$244k	-50%	2.1k	118.46	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$222k		508.00	436.37	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$205k		8.2k	25.10	View chart
Apple (AAPL)	0.1	$178k		700.00	253.91	View chart
Coca-Cola Company (KO)	0.1	$159k		2.1k	76.06	View chart
Ameren Corporation (AEE)	0.1	$150k	-10%	1.4k	109.93	View chart
NVIDIA Corporation (NVDA)	0.1	$150k		857.00	174.40	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$142k		1.4k	99.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$120k		250.00	479.20	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$115k		1.6k	70.91	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.1	$98k	+35%	1.3k	75.65	View chart
American Electric Power Company (AEP)	0.1	$90k		687.00	131.08	View chart
Goldman Sachs Etf Trust Ii Marketbeta Us Eq (GUSA)	0.1	$83k		1.5k	56.28	View chart
Pfizer (PFE)	0.1	$78k		2.8k	28.08	View chart
Johnson & Johnson (JNJ)	0.1	$73k		297.00	244.44	View chart
Eli Lilly & Co. (LLY)	0.1	$69k		75.00	919.77	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$68k		752.00	90.53	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$66k		357.00	184.49	View chart
Vanguard Instl Index Ultra-short Trea (VGUS)	0.0	$61k	+140%	799.00	75.68	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$60k		207.00	287.38	View chart
Tyson Foods Cl A (TSN)	0.0	$60k		928.00	64.07	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.0	$58k		580.00	99.82	View chart
Merck & Co (MRK)	0.0	$55k		453.00	120.26	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$49k		70.00	697.37	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$48k	-85%	692.00	69.75	View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)	0.0	$45k	+7%	435.00	102.35	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$44k		522.00	83.57	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$40k		141.00	286.48	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$38k		889.00	42.55	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.0	$37k	-6%	1.3k	28.96	View chart
Emerson Electric (EMR)	0.0	$37k		281.00	131.02	View chart
Microsoft Corporation (MSFT)	0.0	$34k		91.00	368.58	View chart
Abbvie (ABBV)	0.0	$33k		150.00	217.49	View chart
Boeing Company (BA)	0.0	$31k		156.00	199.03	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$29k		509.00	56.63	View chart
Deere & Company (DE)	0.0	$26k		46.00	567.61	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$25k		269.00	93.93	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.0	$24k		236.00	101.85	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$23k		108.00	213.68	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$23k		256.00	88.16	View chart
Enterprise Products Partners (EPD)	0.0	$19k		501.00	37.82	View chart
Verizon Communications (VZ)	0.0	$18k		357.00	50.20	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$18k		214.00	82.75	View chart
Enterprise Financial Services (EFSC)	0.0	$16k		301.00	54.14	View chart
ConocoPhillips (COP)	0.0	$14k		109.00	132.00	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$12k		82.00	145.95	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$12k		152.00	76.67	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$12k		131.00	88.47	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.0	$11k		202.00	54.21	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$11k		679.00	15.65	View chart
Home Depot (HD)	0.0	$10k		31.00	331.52	View chart
Abbott Laboratories (ABT)	0.0	$10k		100.00	102.67	View chart
Wal-Mart Stores (WMT)	0.0	$8.9k		72.00	124.29	View chart
Amazon (AMZN)	0.0	$8.3k		40.00	208.28	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$7.1k		214.00	33.30	View chart
Cheniere Energy Com New (LNG)	0.0	$7.1k		25.00	283.76	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$6.8k		20.00	337.95	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$6.6k		35.00	189.60	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$6.6k		32.00	205.81	View chart
Phillips 66 (PSX)	0.0	$6.4k		35.00	182.20	View chart
Amgen (AMGN)	0.0	$5.3k		15.00	351.87	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.0	$4.6k		102.00	45.56	View chart
Walt Disney Company (DIS)	0.0	$3.7k		39.00	96.00	View chart
Costco Wholesale Corporation (COST)	0.0	$3.0k		3.00	996.67	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$2.7k		45.00	59.42	View chart
Carnival Corp Common Stock (CCL)	0.0	$2.6k		100.00	25.88	View chart
Garmin SHS (GRMN)	0.0	$2.3k		10.00	232.10	View chart
Thermo Fisher Scientific (TMO)	0.0	$1.5k		3.00	491.67	View chart
Best Buy (BBY)	0.0	$1.4k		22.00	64.23	View chart
Brighthouse Finl (BHF)	0.0	$959.000000		16.00	59.94	View chart
Tapestry (TPR)	0.0	$706.000000		5.00	141.20	View chart
Cameco Corporation (CCJ)	0.0	$544.000000		5.00	108.80	View chart
Wolverine World Wide (WWW)	0.0	$489.999000		30.00	16.33	View chart
Abercrombie & Fitch Cl A (ANF)	0.0	$457.000000		5.00	91.40	View chart
Baker Hughes Company Cl A (BKR)	0.0	$306.000000		5.00	61.20	View chart
Corecivic (CXW)	0.0	$209.000000		11.00	19.00	View chart
Bath &#38 Body Works In (BBWI)	0.0	$187.000000		10.00	18.70	View chart
Fox Corp Cl B Com (FOX)	0.0	$159.999900		3.00	53.33	View chart
Iamgold Corp (IAG)	0.0	$151.000000		8.00	18.88	View chart
Victorias Secret And Common Stock (VSCO)	0.0	$140.000100		3.00	46.67	View chart
News Corp CL B (NWS)	0.0	$58.000000		2.00	29.00	View chart
Geron Corporation (GERN)	0.0	$30.000000		20.00	1.50	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 2026 Q1 filed April 16, 2026
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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