Fiduciary Counselling
Latest statistics and disclosures from Fiduciary Counselling's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWB, BRK.A, WY, Potlatch Corporation, VTI, and represent 97.95% of Fiduciary Counselling's stock portfolio.
- Added to shares of these 3 stocks: GE, GEV, BRK.B.
- Started 3 new stock positions in GEV, GE, BRK.B.
- Reduced shares in these 3 stocks: Potlatch Corporation, WY, ESGE.
- Fiduciary Counselling was a net buyer of stock by $250k.
- Fiduciary Counselling has $38M in assets under management (AUM), dropping by 0.46%.
- Central Index Key (CIK): 0001270764
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Portfolio Holdings for Fiduciary Counselling
Fiduciary Counselling holds 10 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 | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Etf (IWB) | 32.2 | $12M | 32k | 373.44 |
|
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| Berkshire Hathaway Class A (BRK.A) | 30.0 | $11M | 15.00 | 754800.00 |
|
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| Weyerhaeuser Common (WY) | 16.1 | $6.1M | 256k | 23.69 |
|
|
| Potlatchdeltic Corporation Common | 12.1 | $4.5M | -2% | 114k | 39.78 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 7.6 | $2.9M | 8.5k | 335.27 |
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| Ge Aerospace Common (GE) | 0.8 | $287k | NEW | 930.00 | 308.03 |
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| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.7 | $255k | 2.0k | 126.26 |
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| Ge Vernova Common (GEV) | 0.3 | $114k | NEW | 175.00 | 653.57 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.3 | $98k | -12% | 2.2k | 44.17 |
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| Berkshire Hathaway Class B (BRK.B) | 0.1 | $20k | NEW | 40.00 | 502.65 |
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Past Filings by Fiduciary Counselling
SEC 13F filings are viewable for Fiduciary Counselling going back to 2014
- Fiduciary Counselling 2025 Q4 filed Feb. 3, 2026
- Fiduciary Counselling 2025 Q3 filed Nov. 7, 2025
- Fiduciary Counselling 2025 Q2 filed Aug. 8, 2025
- Fiduciary Counselling 2025 Q1 filed May 5, 2025
- Fiduciary Counselling 2024 Q4 filed Feb. 6, 2025
- Fiduciary Counselling 2024 Q3 filed Nov. 8, 2024
- Fiduciary Counselling 2024 Q2 filed Aug. 6, 2024
- Fiduciary Counselling 2024 Q1 filed April 30, 2024
- Fiduciary Counselling 2023 Q4 filed Feb. 6, 2024
- Fiduciary Counselling 2023 Q3 filed Nov. 3, 2023
- Fiduciary Counselling 2023 Q2 filed Aug. 4, 2023
- Fiduciary Counselling 2023 Q1 filed May 3, 2023
- Fiduciary Counselling 2022 Q4 filed Feb. 1, 2023
- Fiduciary Counselling 2022 Q3 filed Nov. 9, 2022
- Fiduciary Counselling 2022 Q2 filed Aug. 8, 2022
- Fiduciary Counselling 2022 Q1 filed May 10, 2022