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.
