account_balance

Investment manager · 13F filer · SEC CIK 2047030

Fiduciary Advisors, Inc.

Reported value$149Mas of Sep 30, 2026
Positions144 21 new, 31 sold out
Top 10 weight69.6%VXUS alone is 11%
FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
VXUS Vanguard Star FDS 10.9% Added +39%
VOO Vanguard Index FDS 10.6% Trimmed −3%
ISTB iShares Tr 9.7% Added +12%
VB Vanguard Index FDS 8.3% Added +3%
VYMI Vanguard Whitehall FDS 7.4% Added +38%
VO Vanguard Index FDS 5.7% Trimmed −8%
VTV Vanguard Index FDS 4.7% Trimmed −3%
MGC Vanguard World Fd 4.5% Held
VSS Vanguard Intl Equity Index F 4.4% Added +42%
VYM Vanguard Whitehall FDS 3.3% Added +3%
IXUS iShares Tr 3.2% Held
VEU Vanguard Intl Equity Index F 3.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 24, 2026 filing
add_circleNew
  • CEFA $393K
  • VGSH $49.7K
  • WELL $21.2K
  • MS $16.9K
arrow_upwardAdded
  • VTIP +109%
  • AVUV +51%
  • VSS +42%
  • VXUS +39%
arrow_downwardTrimmed
  • VBR −47%
  • VO −8%
  • IJH −6%
  • SCZ −4%
remove_circleSold out
  • VEA $7.57M
  • VWO $1.89M
  • BND $1.12M
  • Welltower Inc $20.9K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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