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Fiduciary Financial Group

Latest statistics and disclosures from Fiduciary Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SGOV, AAPL, SCHO, DFAC, DFIV, and represent 30.49% of Fiduciary Financial Group's stock portfolio.
Added to shares of these 10 stocks: SGOV (+$19M), TLT, VTI, AMZN, PLTR, KNOV, DFIV, DFAI, TOST, GVA.
Started 29 new stock positions in AMP, KDEC, TOST, PEN, PPL, ADBE, MA, FNDX, MCK, UPBD.
Reduced shares in these 10 stocks: NVDA, AAPL, APTV, , TXT, NUE, GLD, SNV, EWY, .
Sold out of its positions in ABBV, LNT, AEE, COR, ETR, BTC, IYW, SUB, FLOT, KMB. MDLZ, NUE, SNV, TXT, UL, UNH, VOOV, VEEV, WEC, ZTS, ZS, APTV.
Fiduciary Financial Group was a net buyer of stock by $58M.
Fiduciary Financial Group has $708M in assets under management (AUM), dropping by 11.85%.
Central Index Key (CIK): 0001925420

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Portfolio Holdings for Fiduciary Financial Group

Fiduciary Financial Group holds 329 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 0-3 Mnth Treasry (SGOV)	8.1	$57M	+47%	569k	100.38	View chart
Apple (AAPL)	7.4	$52M		192k	271.86	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	6.7	$48M	+2%	2.0M	24.37	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	4.2	$30M	+5%	750k	39.59	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.1	$29M	+7%	584k	49.90	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	3.9	$28M	+7%	733k	38.11	View chart
Vanguard Index Fds Value Etf (VTV)	3.4	$24M	+2%	125k	190.99	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.3	$23M	+7%	714k	32.57	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.8	$13M	+5%	166k	77.88	View chart
NVIDIA Corporation (NVDA)	1.8	$13M	-6%	67k	186.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$12M	+32%	36k	335.27	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.7	$12M	+2%	201k	59.54	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	1.6	$11M	+2%	120k	93.12	View chart
Spdr Series Trust State Street Spd (FLRN)	1.3	$9.1M	+4%	297k	30.73	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.3	$9.1M		240k	38.03	View chart
Ishares Tr National Mun Etf (MUB)	1.3	$9.0M		84k	107.11	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	1.2	$8.8M	+6%	279k	31.66	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	1.2	$8.6M	+8%	138k	62.14	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.2	$8.4M	+2%	76k	110.19	View chart
Ishares Gold Tr Ishares New (IAU)	1.2	$8.3M		102k	81.17	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.1	$8.0M	+2%	233k	34.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$7.4M		12k	614.29	View chart
Spdr Series Trust State Street Spd (BIL)	1.0	$7.4M	+23%	81k	91.38	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$6.3M		29k	219.78	View chart
Microsoft Corporation (MSFT)	0.7	$5.1M	+5%	11k	483.64	View chart
Amazon (AMZN)	0.7	$5.0M	+81%	22k	230.82	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.7	$4.9M	+178%	56k	87.16	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.7	$4.8M		66k	73.56	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$4.8M		15k	313.79	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.7	$4.7M		100k	46.80	View chart
Ishares Tr Global Reit Etf (REET)	0.6	$4.6M	+6%	184k	24.95	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.6	$4.5M	+9%	130k	34.46	View chart
Charles Schwab Corporation (SCHW)	0.6	$4.5M		45k	99.91	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$4.2M	-7%	11k	396.31	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$4.2M		8.9k	473.30	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$4.0M		19k	210.34	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$3.8M		18k	211.79	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$3.7M	+20%	7.4k	502.65	View chart
Ishares Msci Sth Kor Etf (EWY)	0.5	$3.5M	-8%	36k	97.22	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.5	$3.4M		103k	33.08	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.4	$3.1M	-2%	75k	41.08	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$3.0M		8.1k	373.44	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$3.0M	+9%	4.4k	681.85	View chart
Ishares Msci Germany Etf (EWG)	0.4	$2.7M		64k	42.50	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.4	$2.7M	+23%	127k	21.00	View chart
Palantir Technologies Cl A (PLTR)	0.4	$2.6M	+458%	15k	177.75	View chart
Coinbase Global Com Cl A (COIN)	0.4	$2.5M		11k	226.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$2.4M	+2%	7.7k	313.00	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.3	$2.3M		59k	39.92	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$2.2M	-3%	24k	94.16	View chart
Innovator Etfs Trust Us Small Cap Pwr (KNOV)	0.3	$2.1M	NEW	72k	28.47	View chart
Spdr Series Trust State Street Spd (SJNK)	0.3	$2.0M	+28%	80k	25.32	View chart
Granite Construction (GVA)	0.3	$1.8M	+574%	16k	115.35	View chart
Ishares Tr Core Msci Euro (IEUR)	0.3	$1.8M		25k	70.98	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.3	$1.8M	+155%	16k	110.15	View chart
Innovator Etfs Trust Innovator Intl D (IJUN)	0.2	$1.8M		60k	29.22	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$1.7M	+11%	23k	73.98	View chart
McDonald's Corporation (MCD)	0.2	$1.7M		5.5k	305.63	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.7M	-7%	2.7k	627.13	View chart
Toast Cl A (TOST)	0.2	$1.7M	NEW	47k	35.51	View chart
Ishares Msci Japan Etf (EWJ)	0.2	$1.6M	-3%	20k	80.74	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.6M		30k	53.76	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$1.6M	-2%	37k	43.25	View chart
Meta Platforms Cl A (META)	0.2	$1.6M	+19%	2.4k	660.17	View chart
Oaktree Specialty Lending Corp (OCSL)	0.2	$1.6M	+55%	123k	12.74	View chart
Goldman Sachs (GS)	0.2	$1.6M		1.8k	879.24	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$1.5M		27k	57.46	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.2	$1.5M	+262%	34k	44.37	View chart
Visa Com Cl A (V)	0.2	$1.5M		4.3k	350.71	View chart
Micron Technology (MU)	0.2	$1.5M	-3%	5.2k	285.41	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.5M		3.1k	487.79	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$1.4M		44k	32.73	View chart
Ishares Tr Msci India Etf (INDA)	0.2	$1.4M		26k	54.05	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.4M	+12%	4.4k	322.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.4M		22k	62.47	View chart
Spdr Series Trust State Street Spd (SPTS)	0.2	$1.4M	-6%	47k	29.28	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$1.4M		41k	32.89	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$1.3M	+30%	14k	99.88	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$1.3M	+40%	18k	75.44	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$1.3M	-5%	13k	103.56	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.2	$1.3M		40k	32.80	View chart
Wells Fargo & Company (WFC)	0.2	$1.3M	+2%	14k	93.20	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$1.3M		29k	43.43	View chart
Dimensional Etf Trust International (DFSI)	0.2	$1.2M	+15%	29k	42.84	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$1.2M		19k	64.42	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.2	$1.2M		39k	30.84	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$1.2M		8.5k	141.06	View chart
Zillow Group Cl C Cap Stk (Z)	0.2	$1.2M		17k	68.22	View chart
Johnson & Johnson (JNJ)	0.2	$1.2M		5.7k	206.95	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.2	$1.2M		30k	38.75	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$1.1M	+5%	19k	59.93	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$1.1M	+16%	19k	57.24	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.1M	+2%	9.0k	120.18	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.2	$1.1M	+3%	24k	45.02	View chart
Arista Networks Com Shs (ANET)	0.1	$1.0M	-5%	7.9k	131.03	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$1.0M	+38%	26k	39.64	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$1.0M	+54%	29k	34.86	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$1.0M	-2%	9.1k	109.91	View chart
Tesla Motors (TSLA)	0.1	$993k	+6%	2.2k	449.72	View chart
Spdr Series Trust State Street Spd (SPLG)	0.1	$991k	+75%	12k	80.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$974k	+2%	1.4k	684.94	View chart
Broadcom (AVGO)	0.1	$967k	-8%	2.8k	346.10	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$957k		26k	36.79	View chart
Netflix (NFLX)	0.1	$956k	+953%	10k	93.76	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$954k		24k	39.33	View chart
Metropcs Communications (TMUS)	0.1	$953k	+9%	4.7k	203.04	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$947k		24k	39.95	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.1	$939k	+5%	42k	22.36	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$938k	-9%	10k	90.40	View chart
salesforce (CRM)	0.1	$900k	-8%	3.4k	264.91	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$898k		19k	46.43	View chart
Eli Lilly & Co. (LLY)	0.1	$886k		825.00	1074.06	View chart
Amgen (AMGN)	0.1	$875k		2.7k	327.31	View chart
Advanced Micro Devices (AMD)	0.1	$872k	-9%	4.1k	214.16	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$867k	NEW	16k	55.80	View chart
Exxon Mobil Corporation (XOM)	0.1	$863k		7.2k	120.34	View chart
Bank of America Corporation (BAC)	0.1	$825k	+4%	15k	55.00	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$822k		2.8k	290.22	View chart
Celestica (CLS)	0.1	$811k	-6%	2.7k	295.61	View chart
Newmont Mining Corporation (NEM)	0.1	$806k	+4%	8.1k	99.85	View chart
Cisco Systems (CSCO)	0.1	$802k	+3%	10k	77.03	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$794k		24k	32.77	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.1	$792k	+4%	11k	73.63	View chart
Merck & Co (MRK)	0.1	$777k		7.4k	105.26	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$774k	+60%	20k	38.68	View chart
MercadoLibre (MELI)	0.1	$772k	+5%	383.00	2014.26	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$767k	NEW	16k	47.02	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$739k	-10%	2.9k	257.95	View chart
Chevron Corporation (CVX)	0.1	$706k	-6%	4.6k	152.40	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$692k		10k	68.36	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$688k		4.6k	148.98	View chart
Eaton Corp SHS (ETN)	0.1	$685k	+2%	2.1k	318.51	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$684k		15k	44.94	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$668k		7.7k	86.25	View chart
Innovator Etfs Trust International De (IDEC)	0.1	$663k	+33%	21k	32.29	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$658k	-17%	7.9k	83.61	View chart
Home Depot (HD)	0.1	$653k	+2%	1.9k	344.10	View chart
Medtronic SHS (MDT)	0.1	$652k		6.8k	96.06	View chart
Caterpillar (CAT)	0.1	$650k		1.1k	572.87	View chart
International Business Machines (IBM)	0.1	$643k	+2%	2.2k	296.21	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$625k		16k	39.12	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$624k		3.4k	181.21	View chart
Procter & Gamble Company (PG)	0.1	$616k	+3%	4.3k	143.30	View chart
At&t (T)	0.1	$598k	+4%	24k	24.84	View chart
Ishares Tr Bb Rat Corp Bd (HYBB)	0.1	$597k		13k	47.13	View chart
Costco Wholesale Corporation (COST)	0.1	$595k	+117%	690.00	862.49	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$580k	+5%	3.3k	177.37	View chart
Zillow Group Cl A (ZG)	0.1	$572k	-14%	8.4k	68.23	View chart
Amphenol Corp Cl A (APH)	0.1	$565k	-2%	4.2k	135.14	View chart
Lam Research Corp Com New (LRCX)	0.1	$560k	-12%	3.3k	171.18	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$556k	+6%	8.5k	65.01	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.1	$555k		12k	48.18	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$546k	-9%	3.4k	161.99	View chart
First Solar (FSLR)	0.1	$529k	-10%	2.0k	261.23	View chart
Intuitive Surgical Com New (ISRG)	0.1	$521k	+2%	920.00	566.36	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.1	$521k		10k	50.08	View chart
Innovator Etfs Trust Innovator Intl D (IMAR)	0.1	$520k		17k	29.87	View chart
Expedia Group Com New (EXPE)	0.1	$514k	+3%	1.8k	283.31	View chart
Us Bancorp Del Com New (USB)	0.1	$512k	-2%	9.6k	53.36	View chart
Novartis Sponsored Adr (NVS)	0.1	$507k	-4%	3.7k	137.87	View chart
Emcor (EME)	0.1	$507k		828.00	611.79	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$505k	+3%	1.7k	303.89	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$496k	+9%	5.9k	84.64	View chart
Walt Disney Company (DIS)	0.1	$484k	+2%	4.3k	113.78	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$482k	+10%	5.4k	90.01	View chart
Vaneck Etf Trust Vaneck Vietnam (VNM)	0.1	$479k	-2%	25k	19.08	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	0.1	$478k	-15%	21k	22.53	View chart
Marvell Technology (MRVL)	0.1	$474k	NEW	5.6k	84.98	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$468k	+16%	4.7k	100.26	View chart
Technipfmc (FTI)	0.1	$466k		11k	44.56	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$464k	+2%	28k	16.49	View chart
Royal Gold (RGLD)	0.1	$462k		2.1k	222.28	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$461k	NEW	14k	33.67	View chart
CVS Caremark Corporation (CVS)	0.1	$460k		5.8k	79.36	View chart
PNC Financial Services (PNC)	0.1	$459k	+2%	2.2k	208.73	View chart
Ishares Msci Taiwan Etf (EWT)	0.1	$458k	+5%	7.2k	63.53	View chart
Anglogold Ashanti Com Shs (AU)	0.1	$458k	-2%	5.4k	85.28	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$457k	+102%	6.9k	66.00	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$451k		3.4k	131.59	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$451k		11k	41.78	View chart
Kinder Morgan (KMI)	0.1	$449k	+5%	16k	27.49	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$448k	NEW	14k	31.51	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.1	$444k	+4%	9.7k	45.85	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$444k		19k	24.04	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$443k	+4%	8.5k	51.80	View chart
Dell Technologies CL C (DELL)	0.1	$441k		3.5k	125.88	View chart
Innovator Etfs Trust Us Small Cap Pow (KSEP)	0.1	$441k		16k	27.89	View chart
Abbott Laboratories (ABT)	0.1	$438k	+6%	3.5k	125.29	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$436k	+10%	11k	41.48	View chart
Packaging Corporation of America (PKG)	0.1	$434k		2.1k	206.23	View chart
Bristol Myers Squibb (BMY)	0.1	$433k	-2%	8.0k	53.94	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$432k	+22%	8.1k	53.37	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$431k	-21%	4.4k	96.88	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$426k	-11%	3.5k	120.97	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.1	$424k	+26%	11k	39.50	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$420k		1.3k	323.01	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$420k	+2%	5.3k	78.81	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$418k		2.0k	209.12	View chart
Coca-Cola Company (KO)	0.1	$418k		6.0k	69.91	View chart
American Electric Power Company (AEP)	0.1	$417k		3.6k	115.31	View chart
Invesco Currencyshares Euro Euro Shs (FXE)	0.1	$413k	+2%	3.8k	108.46	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$412k	-5%	2.5k	167.94	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$410k		12k	33.74	View chart
Raytheon Technologies Corp (RTX)	0.1	$406k	+4%	2.2k	183.40	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$406k		7.4k	54.77	View chart
Freeport-mcmoran CL B (FCX)	0.1	$405k	+3%	8.0k	50.79	View chart
Travelers Companies (TRV)	0.1	$404k	+9%	1.4k	290.07	View chart
Wal-Mart Stores (WMT)	0.1	$402k	+9%	3.6k	111.41	View chart
General Dynamics Corporation (GD)	0.1	$402k		1.2k	336.66	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$401k	+2%	5.0k	80.03	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$400k	+5%	1.6k	252.85	View chart
Eversource Energy (ES)	0.1	$398k	+2%	5.9k	67.33	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$397k		8.4k	47.02	View chart
Innovator Etfs Trust Intl Developed (IAUG)	0.1	$394k		14k	28.46	View chart
Dimensional Etf Trust Emerging Mrktets (DEXC)	0.1	$392k	+13%	6.5k	60.52	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.1	$386k	-13%	15k	25.76	View chart
Innovator Etfs Trust Intl Developed P (IFEB)	0.1	$386k		13k	30.22	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$386k	+9%	803.00	480.41	View chart
Spdr Series Trust Bloomberg Short (BWZ)	0.1	$384k	+54%	14k	27.41	View chart
EOG Resources (EOG)	0.1	$383k	+6%	3.7k	105.01	View chart
Duke Energy Corp Com New (DUK)	0.1	$382k		3.3k	117.21	View chart
Altria (MO)	0.1	$382k	+4%	6.6k	57.66	View chart
Public Storage (PSA)	0.1	$381k	+5%	1.5k	259.50	View chart
Enterprise Products Partners (EPD)	0.1	$376k	+34%	12k	32.06	View chart
Vistra Energy (VST)	0.1	$373k	-4%	2.3k	161.31	View chart
Ishares Msci Singpor Etf (EWS)	0.1	$372k	+3%	14k	27.51	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$371k		9.1k	40.72	View chart
Encana Corporation (OVV)	0.1	$371k	+3%	9.5k	39.19	View chart
Old Republic International Corporation (ORI)	0.1	$371k		8.1k	45.64	View chart
Trinity Industries (TRN)	0.1	$371k	+3%	14k	26.44	View chart
Moody's Corporation (MCO)	0.1	$370k	+4%	725.00	510.85	View chart
Blackrock Res & Commodities SHS (BCX)	0.1	$370k		34k	10.98	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$370k	+2%	8.7k	42.56	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$369k	+73%	14k	25.82	View chart
Bk Nova Cad (BNS)	0.1	$368k		5.0k	73.69	View chart
Rocket Lab Corp (RKLB)	0.1	$367k		5.3k	69.76	View chart
Bank of Marin Ban (BMRC)	0.1	$366k		14k	26.01	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.1	$363k	+23%	8.2k	43.98	View chart
Paypal Holdings (PYPL)	0.1	$363k	NEW	6.2k	58.38	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$356k	NEW	13k	27.21	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$355k		9.0k	39.59	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.1	$355k		9.5k	37.40	View chart
Automatic Data Processing (ADP)	0.0	$353k	+8%	1.4k	257.23	View chart
Darden Restaurants (DRI)	0.0	$352k	+8%	1.9k	184.02	View chart
Genuine Parts Company (GPC)	0.0	$350k	+2%	2.8k	122.96	View chart
Harmonic (HLIT)	0.0	$345k		35k	9.89	View chart
Herc Hldgs (HRI)	0.0	$337k	NEW	2.3k	148.38	View chart
Ishares Tr Msci China Etf (MCHI)	0.0	$329k	-2%	5.5k	60.07	View chart
Primerica (PRI)	0.0	$326k	+7%	1.3k	258.36	View chart
Amcor Ord (AMCR)	0.0	$322k	+5%	39k	8.34	View chart
Rbc Cad (RY)	0.0	$320k	+3%	1.9k	170.49	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$318k		4.4k	71.62	View chart
Rent-A-Center (UPBD)	0.0	$313k	NEW	18k	17.56	View chart
Honeywell International (HON)	0.0	$312k	+7%	1.6k	195.09	View chart
Consolidated Edison (ED)	0.0	$308k	+7%	3.1k	99.32	View chart
Bank of New York Mellon Corporation (BK)	0.0	$307k	-2%	2.6k	116.09	View chart
Sanofi Sa Sponsored Adr (SNY)	0.0	$305k		6.3k	48.46	View chart
Oracle Corporation (ORCL)	0.0	$304k	+10%	1.6k	194.91	View chart
Union Pacific Corporation (UNP)	0.0	$304k	+4%	1.3k	231.32	View chart
Nrg Energy Com New (NRG)	0.0	$301k	NEW	1.9k	159.24	View chart
Fastenal Company (FAST)	0.0	$299k	+3%	7.4k	40.13	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.0	$298k	NEW	3.5k	84.36	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$292k	+4%	273.00	1069.86	View chart
Innovator Etfs Trust Intl Dev Pwr Buf (INOV)	0.0	$291k	+8%	8.4k	34.54	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.0	$286k		8.5k	33.51	View chart
Innovator Etfs Trust Intl Developed P (IMAY)	0.0	$285k		9.5k	29.90	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$283k	+4%	3.0k	94.20	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$277k	+24%	5.5k	50.46	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.0	$273k		7.4k	36.86	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$273k	-2%	3.0k	89.56	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$271k		10k	26.91	View chart
Global X Fds Global X Uranium (URA)	0.0	$270k	-25%	6.3k	42.73	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.0	$269k		2.4k	110.25	View chart
Qualcomm (QCOM)	0.0	$268k	+9%	1.6k	171.05	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$266k	+3%	1.7k	154.78	View chart
Unilever Spon Adr New	0.0	$263k	NEW	4.0k	65.40	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$262k	+15%	5.5k	47.85	View chart
Innovator Etfs Trust Us Small Cap Pow (KMAY)	0.0	$261k		9.2k	28.29	View chart
Waste Management (WM)	0.0	$258k	-9%	1.2k	219.71	View chart
Intel Corporation (INTC)	0.0	$258k	+3%	7.0k	36.90	View chart
Philip Morris International (PM)	0.0	$255k	+2%	1.6k	160.40	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$255k		3.6k	71.43	View chart
Thermo Fisher Scientific (TMO)	0.0	$254k	+2%	438.00	579.45	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	0.0	$254k	+9%	13k	19.14	View chart
Chubb (CB)	0.0	$252k	+9%	808.00	312.12	View chart
Invesco Currencyshares Cdn D CDN DLR SHS (FXC)	0.0	$249k	+3%	3.5k	71.18	View chart
Cme (CME)	0.0	$248k	+6%	908.00	273.08	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$248k	-24%	2.0k	124.19	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.0	$246k	+2%	5.2k	47.73	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.0	$246k		3.8k	64.31	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.0	$246k		7.6k	32.33	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$245k		4.5k	54.71	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$244k	NEW	4.1k	60.17	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.0	$243k	NEW	9.5k	25.54	View chart
Invesco Currencyshares Austr Australian Dol (FXA)	0.0	$243k	+3%	3.7k	66.10	View chart
Innovator Etfs Trust Us Small Cap Pwr (KAUG)	0.0	$241k		9.1k	26.53	View chart
Pepsi (PEP)	0.0	$237k		1.7k	143.54	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$236k		600.00	393.92	View chart
Hershey Company (HSY)	0.0	$236k	+8%	1.3k	181.94	View chart
Corning Incorporated (GLW)	0.0	$233k		2.7k	87.56	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.0	$231k		7.3k	31.70	View chart
Spdr Series Trust State Street Spd (XOP)	0.0	$229k	-10%	1.8k	126.26	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.0	$227k		7.0k	32.59	View chart
Blackrock (BLK)	0.0	$221k	-2%	207.00	1067.98	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$221k	-13%	820.00	269.18	View chart
BorgWarner (BWA)	0.0	$219k		4.9k	45.06	View chart
Ameriprise Financial (AMP)	0.0	$218k	NEW	444.00	490.34	View chart
Penumbra (PEN)	0.0	$218k	NEW	700.00	310.91	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$215k	NEW	713.00	301.15	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$215k		2.2k	96.03	View chart
Banco Santander Sa Adr (SAN)	0.0	$214k	+10%	18k	11.73	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$212k		281.00	753.78	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.0	$212k	NEW	5.1k	41.48	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$211k	NEW	1.6k	129.79	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$209k	-4%	7.6k	27.43	View chart
McKesson Corporation (MCK)	0.0	$206k	NEW	251.00	820.29	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	0.0	$206k		3.9k	52.64	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$205k	NEW	7.8k	26.23	View chart
Adobe Systems Incorporated (ADBE)	0.0	$205k	NEW	585.00	349.99	View chart
GSK Sponsored Adr (GSK)	0.0	$205k	NEW	4.2k	49.04	View chart
Mastercard Incorporated Cl A (MA)	0.0	$204k	NEW	358.00	570.88	View chart
Franklin Templeton Etf Tr Ftse South Korea (FLKR)	0.0	$204k	NEW	6.4k	32.05	View chart
PPL Corporation (PPL)	0.0	$203k	NEW	5.8k	35.02	View chart
Stryker Corporation (SYK)	0.0	$202k		576.00	351.47	View chart
Cibc Cad (CM)	0.0	$202k	NEW	2.2k	90.61	View chart
Blackrock Muniyield Fund (MYD)	0.0	$129k		12k	10.49	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$124k	-16%	10k	12.02	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.0	$102k		14k	7.32	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$80k		15k	5.30	View chart

Past Filings by Fiduciary Financial Group

SEC 13F filings are viewable for Fiduciary Financial Group going back to 2024

Fiduciary Financial Group 2025 Q4 filed Jan. 12, 2026
Fiduciary Financial Group 2025 Q3 filed Oct. 10, 2025
Fiduciary Financial Group 2025 Q2 filed July 3, 2025
Fiduciary Financial Group 2025 Q1 filed April 15, 2025
Fiduciary Financial Group 2024 Q4 filed Jan. 14, 2025
Fiduciary Financial Group 2024 Q3 filed Oct. 10, 2024
Fiduciary Financial Group 2024 Q2 filed July 18, 2024

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