Fiduciary Advisors
Fiduciary Advisors reported 144 stocks worth $149M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are VXUS (10.9%), VOO (10.6%) and ISTB (9.7%). Compared with Q2 2026, the fund opened new positions in CEFA, VGSH and WELL, added to VXUS, ISTB and VB, trimmed VOO, VO and VTV and sold out of VEA, VWO and BND.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VXUS Vanguard Star Fds | $16.2M | 10.9% | 191K | +53K (+39%) | 8 of 8 | |
| 2 |  VOO Vanguard S&P 500 ETF | $15.8M | 10.6% | 23K | −578 (−3%) | 8 of 8 | |
| 3 |  ISTB Ishares TR | $14.4M | 9.7% | 305K | +34K (+12%) | 8 of 8 | |
| 4 |  VB Vanguard Index Fds | $12.4M | 8.3% | 44K | +1,242 (+3%) | 8 of 8 | |
| 5 |  VYMI Vanguard Whitehall Fds | $11M | 7.4% | 109K | +30K (+38%) | 8 of 8 | |
| 6 |  VO Vanguard Index Fds | $8.6M | 5.8% | 109K | −9,382 (−8%) | 8 of 8 | |
| 7 |  VTV Vanguard Index Fds | $7M | 4.7% | 32K | −840 (−3%) | 8 of 8 | |
| 8 |  MGC Vanguard World FD | $6.7M | 4.5% | 24K | +54 (+0%) | 8 of 8 | |
| 9 |  VSS Vanguard Intl Equity Index F | $6.5M | 4.4% | 42K | +12K (+42%) | 8 of 8 | |
| 10 |  VYM Vanguard Whitehall Fds | $5M | 3.3% | 32K | +894 (+3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VEA Vanguard Tax-Managed Fds | $7.6M | 106K |
 VWO Vanguard Intl Equity Index F | $1.9M | 32K |
 BND Vanguard BD Index Fds | $1.1M | 15K |
HEALTH CARE REIT INC | $21K | 92 |
 META Meta Platforms Inc | $7K | 12 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Fiduciary Advisors 13F FAQ
What does Fiduciary Advisors own?
Fiduciary Advisors reported 144 stocks worth $149M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are VXUS (10.9%), VOO (10.6%) and ISTB (9.7%). The table above lists every position in the filing (the top 10 without an account).
What did Fiduciary Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 20 new positions, 50 added to, 24 trimmed and 31 sold out. New positions include CEFA, VGSH and WELL. It sold all of VEA, VWO and BND.
When will Fiduciary Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Fiduciary Advisors's portfolio worth?
The Q3 2026 filing reports $149M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.