Fiduciary Financial Group, LLC Incresed Positions in Q4 2025

Fiduciary Financial Group, LLC

  • $708 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
184K
+ 47.93%
$100.37 - $100.72 $18.5M - $18.6M
569K $57.1B
DFIV
Dimensional ETF Tr

ETFs
39.6K
+ 7.28%
$45.13 - $48.25 $1.79M - $1.91M
584K $29.1B
VTI
Vanguard Total Stock Market Et

ETFs
8.68K
+ 32.15%
$321.8 - $337.95 $2.79M - $2.93M
35.7K $12B
TLT
Ishares Barclays 20+ Year Trea

ETFs
35.9K
+ 178.95%
$88.67 - $92.06 $3.18M - $3.3M
55.9K $4.88B
DFAI
Dimensional ETF Tr

ETFs
48.6K
+ 7.1%
$35.82 - $37.52 $1.74M - $1.82M
733K $27.9B
AMZN
Amazon Com Inc

Consumer Cyclical
9.71K
+ 81.74%
$213.04 - $254.0 $2.07M - $2.47M
21.6K $4.98B
DFAE
Dimensional ETF Tr

ETFs
47K
+ 7.05%
$30.74 - $33.05 $1.44M - $1.55M
714K $23.2B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
36.6K
+ 5.13%
$37.61 - $39.41 $1.38M - $1.44M
750K $29.7B
PLTR
Palantir Technologies Inc.

Technology
12.2K
+ 458.67%
$172.14 - $207.18 $2.1M - $2.52M
14.8K $2.64B
GVA
Granite Construction Inc

Industrials
13.5K
+ 574.56%
$98.5 - $109.25 $1.33M - $1.48M
15.9K $1.83B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
24.8K
+ 262.13%
$41.61 - $44.26 $1.03M - $1.1M
34.2K $1.52B
SHV
Ishares Tr

ETFs
9.79K
+ 155.74%
$110.15 - $110.49 $1.08M - $1.08M
16.1K $1.77B
GNR
Spdr S&P Global Natural Resour

ETFs
11.1K
+ 8.76%
$57.53 - $60.89 $639K - $676K
138K $8.56B
VTV
Vanguard Value ETF

ETFs
2.64K
+ 2.16%
$182.87 - $189.72 $483K - $501K
125K $23.8B
IAU
Ishares Gold Trust

ETFs
1.38K
+ 1.37%
$72.65 - $82.5 $100K - $114K
102K $8.27B
SCHO
Schwab Short Term Us Treasury

ETFs
39.3K
+ 2.05%
$24.31 - $24.46 $955K - $960K
1.95M $47.6B
DIHP
Dimensional ETF Tr Dimensional

ETFs
17.8K
+ 6.81%
$30.11 - $31.43 $536K - $559K
279K $8.83B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.28K
+ 20.9%
$475.68 - $513.11 $609K - $657K
7.4K $3.72B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
8.58K
+ 5.46%
$77.73 - $78.84 $667K - $677K
166K $12.9B
GOOGL
Alphabet Inc.

Communication Services
161
+ 2.14%
$236.57 - $291.31 $38.1K - $46.9K
7.69K $2.41B
DFIC
Dimensional ETF Tr Dimensional

ETFs
10.8K
+ 9.08%
$32.24 - $33.72 $350K - $366K
130K $4.49B
AAXJ
Ishares Msci All Country Asia

ETFs
3.43K
+ 2.93%
$89.0 - $96.2 $305K - $329K
120K $11.2B
Oaktree Specialty Lending CO
43.8K
+ 55.36%
N/A
123K $1.56B
DFAT
Dimensional ETF Tr U S Target

ETFs
4.51K
+ 2.3%
$55.75 - $58.83 $251K - $265K
201K $12B
Dimensional ETF Trust
6.59K
+ 2.9%
N/A
233K $7.98B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
24.2K
+ 23.56%
$20.77 - $20.97 $504K - $508K
127K $2.67B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.31K
+ 75.5%
$76.84 - $80.86 $408K - $430K
12.3K $991M
SJNK
Spdr Bloomberg Short Term High

ETFs
18K
+ 28.92%
$25.2 - $25.57 $454K - $461K
80.3K $2.03B
SLV
I Shares Silver Trust

ETFs
197
+ 1.05%
$42.4 - $49.17 $8.35K - $9.69K
19K $1.23B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.13K
+ 40.42%
$72.17 - $75.74 $371K - $389K
17.8K $1.35B
IOCT
Innovator Etfs Tr Intl Dev Pow
10.2K
+ 54.34%
N/A
29K $1.01B
SPY
Spdr S&P 500 ETF Trust

ETFs
393
+ 9.82%
$653.02 - $687.39 $257K - $270K
4.4K $3B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
7.55K
+ 60.57%
$35.77 - $38.66 $270K - $292K
20K $774M
FLRN
Spdr Bloomberg Investment Grad

ETFs
11.6K
+ 4.05%
$30.72 - $30.86 $355K - $357K
297K $9.13B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.13K
+ 30.22%
$99.87 - $101.27 $313K - $317K
13.5K $1.35B
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
7.1K
+ 38.3%
$37.91 - $39.12 $269K - $278K
25.6K $1.02B
COST
Costco Wholesale Corp

Consumer Defensive
373
+ 117.67%
$910.94 - $954.99 $340K - $356K
690 $595M
LLY
Eli Lilly & CO

Healthcare
6
+ 0.73%
$799.57 - $1025.28 $4.8K - $6.15K
825 $886M
QQQ
Invesco Qqq Trust, Series 1

ETFs
119
+ 0.99%
$589.5 - $635.77 $70.2K - $75.7K
12.1K $7.42B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.51K
+ 102.69%
$63.25 - $66.24 $222K - $233K
6.93K $457M
DUHP
Dimensional ETF Tr Dimensional

ETFs
4.54K
+ 1.93%
$37.18 - $38.47 $169K - $175K
240K $9.13B
Dimensional ETF Trust
2.45K
+ 11.87%
N/A
23.1K $1.71B
DFSI
Dimensional ETF Tr Dimen Intl
3.89K
+ 15.63%
N/A
28.8K $1.23B
SCHW
Schwab Charles Corp

Financial Services
137
+ 0.31%
$91.91 - $97.71 $12.6K - $13.4K
44.9K $4.48B
VEU
Vanguard Ftse All World Ex Us

ETFs
680
+ 1.05%
$70.2 - $73.89 $47.7K - $50.2K
65.7K $4.83B
Innovator Etfs Trust
5.19K
+ 33.83%
N/A
20.5K $663M
JPM
Jpmorgan Chase & CO

Financial Services
476
+ 12.18%
$294.11 - $320.41 $140K - $153K
4.39K $1.41B
MRK
Merck & Co., Inc.

Healthcare
133
+ 1.83%
$82.49 - $92.93 $11K - $12.4K
7.38K $777M
REET
Ishares Global Reit ETF

ETFs
10.8K
+ 6.22%
$24.8 - $26.02 $267K - $280K
184K $4.59B
Activity Summary
Buys All Purchases 206 New Holdings 29 Increased Positions 177 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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