Fiduciary Counselling
Latest statistics and disclosures from Fiduciary Counselling's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWB, BRK.A, WY, PCH, VTI, and represent 99.00% of Fiduciary Counselling's stock portfolio.
- Added to shares of these 3 stocks: VTI, PCH, WY.
- Fiduciary Counselling was a net buyer of stock by $695k.
- Fiduciary Counselling has $38M in assets under management (AUM), dropping by 6.07%.
- Central Index Key (CIK): 0001270764
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Portfolio Holdings for Fiduciary Counselling
Fiduciary Counselling holds 7 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 | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Etf (IWB) | 31.6 | $12M | 32k | 365.48 |
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| Berkshire Hathaway Class A (BRK.A) | 30.2 | $11M | 15.00 | 754200.00 |
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| Weyerhaeuser Common (WY) | 17.0 | $6.4M | 257k | 24.79 |
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| Potlatchdeltic Corporation Common (PCH) | 12.8 | $4.8M | 118k | 40.75 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 7.5 | $2.8M | +31% | 8.5k | 328.17 |
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| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.7 | $267k | 2.0k | 132.20 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.3 | $109k | 2.5k | 43.42 |
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Past Filings by Fiduciary Counselling
SEC 13F filings are viewable for Fiduciary Counselling going back to 2014
- 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
- Fiduciary Counselling 2021 Q4 filed Feb. 3, 2022