Fiduciary Counselling
Latest statistics and disclosures from Fiduciary Counselling's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWB, BRK.A, WY, RYN, VTI, and represent 98.72% of Fiduciary Counselling's stock portfolio.
- Added to shares of these 1 stock: RYN.
- Started 1 new stock position in RYN.
- Reduced shares in these 6 stocks: Potlatch Corporation, GE, VTI, GEV, BRK.B, ESGE.
- Sold out of its positions in BRK.B, GEV, GE, Potlatch Corporation.
- Fiduciary Counselling was a net seller of stock by $-813k.
- Fiduciary Counselling has $36M in assets under management (AUM), dropping by -4.59%.
- 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 March 2026 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 | 356.56 |
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| Berkshire Hathaway Class A (BRK.A) | 30.0 | $11M | 15.00 | 718140.00 |
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| Weyerhaeuser Common (WY) | 17.4 | $6.2M | 256k | 24.43 |
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| Rayonier Common (RYN) | 11.9 | $4.3M | NEW | 208k | 20.62 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 7.3 | $2.6M | -4% | 8.1k | 320.81 |
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| Spdr Ser Tr S&p Oilgas Exp (XOP) | 1.0 | $368k | 2.0k | 181.83 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.3 | $94k | -6% | 2.1k | 45.47 |
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Past Filings by Fiduciary Counselling
SEC 13F filings are viewable for Fiduciary Counselling going back to 2014
- Fiduciary Counselling 2026 Q1 filed May 5, 2026
- 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