FIDUCIENT ADVISORS LLC

CIK 0001729866 · CHICAGO, IL · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

FIDUCIENT ADVISORS LLC reported 153 positions worth $698.4M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: IVV (10.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$698.4M
2026 Q2
Positions
153
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
53.3%
Est. Net Flow (Q)
2026 Q2
10 / 153 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$72.6M10.40%96,974
2EFAISHARES TRSH$55.3M7.92%532,654
3PCARPACCAR INCSH$44.0M6.29%365,929
4IJRISHARES TRSH$41.9M6.00%282,414
5VCITVANGUARD SCOTTSDALE FDSSH$35.2M5.04%425,525
6VOOVANGUARD INDEX FDSSH$32.2M4.61%46,914
7VCLTVANGUARD SCOTTSDALE FDSSH$27.9M4.00%371,100
8BRK-BBERKSHIRE HATHAWAY INC DELSH$21.9M3.13%43,695
9IEMGISHARES INCSH$20.7M2.96%249,798
10USRTISHARES TRSH$20.4M2.92%306,909

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does FIDUCIENT ADVISORS LLC hold as of Q2 2026?

FIDUCIENT ADVISORS LLC reported 153 positions worth $698.4M in its Q2 2026 13F filing. Largest positions: IVV (10.4%), EFA (7.9%), PCAR (6.3%), IJR (6.0%) and VCIT (5.0%).

What did FIDUCIENT ADVISORS LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did FIDUCIENT ADVISORS 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.