Fiduciary Group, LLC
Fiduciary Group, LLC reported 305 positions worth $1.27B as of June 30, 2026 (13F filed August 10, 2026). Largest holding: VOO (5.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $71.4M | 5.60% | 103,990 | — | — | |
| ▸ 2 | AAPL | SH | $65.1M | 5.11% | 224,982 | — | — | |
| ▸ 3 | GOOG | SH | $55.9M | 4.39% | 158,332 | — | — | |
| ▸ 4 | AGG | SH | $47.1M | 3.69% | 475,570 | — | — | |
| ▸ 5 | MSFT | SH | $33.0M | 2.58% | 88,342 | — | — | |
| ▸ 6 | VEA | SH | $29.9M | 2.35% | 420,185 | — | — | |
| ▸ 7 | JPM | SH | $28.3M | 2.22% | 86,519 | — | — | |
| ▸ 8 | PANW | SH | $28.3M | 2.22% | 82,942 | — | — | |
| ▸ 9 | BRK-B | SH | $26.4M | 2.07% | 52,739 | — | — | |
| ▸ 10 | SHY | SH | $26.4M | 2.07% | 321,396 | — | — |
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Frequently Asked Questions
What stocks does Fiduciary Group, LLC hold as of Q2 2026?
Fiduciary Group, LLC reported 305 positions worth $1.27B in its Q2 2026 13F filing. Largest positions: VOO (5.6%), AAPL (5.1%), GOOG (4.4%), AGG (3.7%) and MSFT (2.6%).
What did Fiduciary Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Fiduciary 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.