Fiduciary Counselling
Fiduciary Counselling reported 11 stocks worth $40.6M in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are IWB (32.8%), BRK.A (27.7%) and WY (15.1%). Compared with Q1 2026, the fund opened new positions in ESGU, ESGD and COLB and added to RYN and ESGE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IWB Ishares TR | $13.3M | 32.8% | 32K | No change | 8 of 8 | |
| 2 |  BRK.A Berkshire Hathaway Inc Dclass A | $11.2M | 27.7% | 15 | No change | 8 of 8 | |
| 3 |  WY Weyerhaeuser Co | $6.1M | 15.1% | 256K | No change | 8 of 8 | |
| 4 |  RYN Rayonier Inc | $4.4M | 10.9% | 208K | +234 (+0%) | 2 of 8 | |
| 5 |  VTI Vanguard Total Stock Market ETF | $3M | 7.4% | 8,149 | No change | 8 of 8 | |
| 6 |  ESGU Ishares TR | $1.1M | 2.7% | 6,645 | New position | 1 of 8 | |
| 7 |  ESGD Ishares TR | $473K | 1.2% | 4,602 | New position | 1 of 8 | |
| 8 |  XOP ST Srt Spdr S&P Oil and | $312K | 0.8% | 2,022 | No change | 8 of 8 | |
| 9 |  ESGE Ishares Inc | $215K | 0.5% | 3,930 | +1,858 (+90%) | 8 of 8 | |
| 10 |  COLB Columbia Bkg Sys Inc | $202K | 0.5% | 6,312 | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
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 Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 3, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Fiduciary Counselling 13F FAQ
What does Fiduciary Counselling own?
Fiduciary Counselling reported 11 stocks worth $40.6M in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are IWB (32.8%), BRK.A (27.7%) and WY (15.1%). The table above lists every position in the filing (the top 10 without an account).
What did Fiduciary Counselling buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 2 added to, 0 trimmed and 0 sold out. New positions include ESGU, ESGD and COLB.
When will Fiduciary Counselling file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Fiduciary Counselling's portfolio worth?
The Q2 2026 filing reports $40.6M 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.