Fiduciary Financial Group, LLC Portfolio Holdings

Fiduciary Financial Group, LLC

  • $708 Billion
  • Q4 2025

Fiduciary Financial Group, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $708 Billion distributed in 329 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $57.1B, Apple Inc. with a value of $52.3B, Schwab Short Term Us Treasury with a value of $47.6B, Dimensional ETF Tr U S Core Eq with a value of $29.7B, and Dimensional ETF Tr with a value of $29.1B.

Examining the 13F form we can see an increase of $75B in the current position value, from $633B to 708B.

Fiduciary Financial Group, LLC is based out at San Rafael, CA

Below you can find more details about Fiduciary Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $708 Billion
ETFs: $512 Billion
Technology: $86.9 Billion
Financial Services: $21.8 Billion
Communication Services: $13.5 Billion
Consumer Cyclical: $11.3 Billion
Healthcare: $7.92 Billion
Industrials: $7.87 Billion
Energy: $5.19 Billion
Other: $7.98 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.48B
$1.83 Billion 0.26% of portfolio
15,886
Q4 2025 Added 574.56%
$3.96B
$572 Million 0.08% of portfolio
8,377
Q4 2025 Reduced 14.65%
$9.51B
$326 Million 0.05% of portfolio
1,261
Q4 2025 Added 7.78%
$9.96B
$371 Million 0.05% of portfolio
9,460
Q4 2025 Added 3.24%
$2.07B
$371 Million 0.05% of portfolio
14,014
Q4 2025 Added 3.43%
$3.91B
$337 Million 0.05% of portfolio
2,272
Q4 2025 New
$3.47B
$254 Million 0.04% of portfolio
13,247
Q4 2025 Added 9.33%
$6B
$246 Million 0.03% of portfolio
3,827
Q3 2025 Reduced 0.03%

Summary

  • Portfolio
  • No. of Stocks 329
  • Current Value $708 Billion
  • Prior Value $633 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 29 stocks
  • Additional Purchases 177 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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