FIDUCIARY FINANCIAL GROUP, LLC
FIDUCIARY FINANCIAL GROUP, LLC reported 373 positions worth $882.4M as of June 30, 2026 (13F filed July 10, 2026). Largest holding: SGOV (7.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SGOV | SH | $67.7M | 7.67% | 672,284 | — | — | |
| ▸ 2 | AAPL | SH | $55.9M | 6.33% | 193,182 | — | — | |
| ▸ 3 | SCHO | SH | $55.6M | 6.31% | 2,304,888 | — | — | |
| ▸ 4 | DFAC | SH | $39.8M | 4.51% | 896,427 | — | — | |
| ▸ 5 | DFIV | SH | $36.8M | 4.17% | 681,788 | — | — | |
| ▸ 6 | DFAE | SH | $32.5M | 3.69% | 808,884 | — | — | |
| ▸ 7 | VTV | SH | $32.2M | 3.65% | 147,777 | — | — | |
| ▸ 8 | DFAI | SH | $31.2M | 3.53% | 755,888 | — | — | |
| ▸ 9 | BIV | SH | $15.8M | 1.79% | 205,798 | — | — | |
| ▸ 10 | DFAT | SH | $15.8M | 1.79% | 225,571 | — | — |
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Frequently Asked Questions
What stocks does FIDUCIARY FINANCIAL GROUP, LLC hold as of Q2 2026?
FIDUCIARY FINANCIAL GROUP, LLC reported 373 positions worth $882.4M in its Q2 2026 13F filing. Largest positions: SGOV (7.7%), AAPL (6.3%), SCHO (6.3%), DFAC (4.5%) and DFIV (4.2%).
What did FIDUCIARY FINANCIAL GROUP, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did FIDUCIARY FINANCIAL GROUP, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.