Fiduciary Financial Group
Fiduciary Financial Group reported 394 stocks worth $857M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are SGOV (9.1%), AAPL (7.4%) and SCHO (6.6%). Compared with Q2 2026, the fund opened new positions in JAAA, AVDV and XOM, added to SGOV, SCHO and DFIV, trimmed AAPL, DFAE and MUB and sold out of FLRN, BNDX and RIO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SGOV Ishares TR | $78.3M | 9.1% | 778K | +105K (+16%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $63.7M | 7.4% | 191K | −1,972 (−1%) | 8 of 8 | |
| 3 |  SCHO Schwab Short-Term US Treasury ETF | $56.2M | 6.6% | 2.4M | +50K (+2%) | 8 of 8 | |
| 4 |  DFIV Dimensional ETF Trust | $43.7M | 5.1% | 782K | +101K (+15%) | 8 of 8 | |
| 5 |  VTV Vanguard Index Fds | $33.1M | 3.9% | 153K | +5,351 (+4%) | 8 of 8 | |
| 6 |  DFAI Dimensional Intern Core | $32.5M | 3.8% | 785K | +29K (+4%) | 8 of 8 | |
| 7 |  DFAE Dimensional Emerg Core | $29.2M | 3.4% | 744K | −65K (−8%) | 8 of 8 | |
| 8 |  NVDA Nvidia Corporation | $17.8M | 2.1% | 78K | No change | 8 of 8 | |
| 9 |  BIV Vanguard Intermediate | $15.9M | 1.9% | 219K | +13K (+6%) | 8 of 8 | |
| 10 |  AAXJ Ishares TR | $15.3M | 1.8% | 131K | +6,537 (+5%) | 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 |
|---|---|---|
DIMENSIONAL ETF TRUST | $39.8M | 896K |
DIMENSIONAL U S TARGETED | $15.8M | 226K |
DIMENSIONAL ETF TRUST | $10.3M | 246K |
 FLRN Spdr Series Trust | $10.2M | 331K |
DIMENSIONAL ETF TRUST | $1.8M | 46K |
🔒 Free account: see all 20.
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 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Fiduciary Financial Group 13F FAQ
What does Fiduciary Financial Group own?
Fiduciary Financial Group reported 394 stocks worth $857M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are SGOV (9.1%), AAPL (7.4%) and SCHO (6.6%). The table above lists every position in the filing (the top 10 without an account).
What did Fiduciary Financial Group buy and sell in Q3 2026?
Compared with Q2 2026: 41 new positions, 173 added to, 95 trimmed and 20 sold out. New positions include JAAA, AVDV and XOM. It sold all of FLRN, BNDX and RIO.
When will Fiduciary Financial Group 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 Financial Group's portfolio worth?
The Q3 2026 filing reports $857M 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.