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 93.91% of Fiduciary Counselling's stock portfolio.
- Added to shares of these 7 stocks: ESGU, ESGD, COLB, ESML, ESGE, RYN, WY.
- Started 4 new stock positions in ESGD, ESGU, COLB, ESML.
- Fiduciary Counselling was a net buyer of stock by $2.1M.
- Fiduciary Counselling has $41M in assets under management (AUM), dropping by 12.82%.
- Central Index Key (CIK): 0001270764
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Portfolio Holdings for Fiduciary Counselling
Fiduciary Counselling holds 11 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Etf (IWB) | 32.8 | $13M | 32k | 409.50 |
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| Berkshire Hathaway Class A (BRK.A) | 27.7 | $11M | 15.00 | 748850.00 |
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| Weyerhaeuser Common (WY) | 15.1 | $6.1M | 256k | 23.94 |
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| Rayonier Common (RYN) | 10.9 | $4.4M | 208k | 21.28 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 7.4 | $3.0M | 8.1k | 370.04 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 2.7 | $1.1M | NEW | 6.6k | 163.67 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 1.2 | $473k | NEW | 4.6k | 102.81 |
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| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.8 | $312k | 2.0k | 154.26 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.5 | $215k | +89% | 3.9k | 54.70 |
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| Columbia Bkg Sys Common (COLB) | 0.5 | $202k | NEW | 6.3k | 32.05 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.4 | $182k | NEW | 3.3k | 55.94 |
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Past Filings by Fiduciary Counselling
SEC 13F filings are viewable for Fiduciary Counselling going back to 2014
- Fiduciary Counselling 2026 Q2 filed Aug. 3, 2026
- 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