account_balance
Investment manager · 13F filer · SEC CIK 1925420
Fiduciary Financial Group, LLC
Reported value$882Mas of Jun 30, 2026
Positions373 48 new, 20 sold out
Top 10 weight43.4%SGOV alone is 8%
FiledJul 1010 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SGOViShares Tr
7.7%Added +7%
AAPLApple Inc
6.3%
SCHOSchwab Strategic Tr
6.3%Added +6%
DFACDimensional ETF Trust
4.5%Added +12%
DFIVDimensional ETF Trust
4.2%Added +12%
DFAEDimensional ETF Trust
3.7%Added +6%
VTVVanguard Index FDS
3.6%Added +11%
DFAIDimensional ETF Trust
3.5%Added +10%
BIVVanguard Bd Index FDS
1.8%Added +10%
DFATDimensional ETF Trust
1.8%Added +7%
NVDANvidia Corporation
1.8%Added +5%
AAXJiShares Tr
1.7%
SGOViShares Tr
7.7%Added +7%
AAPLApple Inc
6.3%
SCHO6.3%
DFAC4.5%
DFIV4.2%
DFAE3.7%
VTV3.6%
DFAI3.5%
BIV1.8%
DFAT1.8%
NVDA1.8%AAXJ1.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SGOV iShares Tr 7.7% Added +7%
AAPL Apple Inc 6.3% HeldSCHO Schwab Strategic Tr 6.3% Added +6%
DFAC Dimensional ETF Trust 4.5% Added +12%
DFIV Dimensional ETF Trust 4.2% Added +12%
DFAE Dimensional ETF Trust 3.7% Added +6%
VTV Vanguard Index FDS 3.6% Added +11%
DFAI Dimensional ETF Trust 3.5% Added +10%
BIV Vanguard Bd Index FDS 1.8% Added +10%
DFAT Dimensional ETF Trust 1.8% Added +7%
NVDA Nvidia Corporation 1.8% Added +5%AAXJ iShares Tr 1.7% Held
What changed