account_balance
Investment manager · 13F filer · SEC CIK 2116119
Fiduciary Financial Advisors
Reported value$984Mas of Jun 30, 2026
Positions2,794 2,725 new, 0 sold out
Top 10 weight21.0%SPYM alone is 4%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
4.3%Added +4676%
AVLVAmerican Centy ETF Tr
3.1%Added +126%
AVUVAmerican Centy ETF Tr
2.0%Added +348%
AVDEAmerican Centy ETF Tr
1.9%Added +156%
DFSVDimensional ETF Trust
1.7%New
XLGInvesco Exchange Traded Fd T
1.7%Added +5499%
PYLDPimco ETF Tr
1.6%New
SCHDSchwab Strategic Tr
1.6%New
AVEMAmerican Centy ETF Tr
1.5%Added +171%
AVUSAmerican Centy ETF Tr
1.5%Added +48%
DFACDimensional ETF Trust
1.4%Added +17%
DUHPDimensional ETF Trust
1.4%New
SPYMSPDR Series Trust
4.3%Added +4676%
AVLVAmerican Centy ETF Tr
3.1%Added +126%
AVUV2.0%
AVDE1.9%
DFSV1.7%
XLG1.7%
PYLD1.6%
SCHD1.6%
AVEM1.5%
AVUS1.5%
DFAC1.4%
DUHP1.4%
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
SPYM SPDR Series Trust 4.3% Added +4676%
AVLV American Centy ETF Tr 3.1% Added +126%
AVUV American Centy ETF Tr 2.0% Added +348%
AVDE American Centy ETF Tr 1.9% Added +156%
DFSV Dimensional ETF Trust 1.7% New
XLG Invesco Exchange Traded Fd T 1.7% Added +5499%
PYLD Pimco ETF Tr 1.6% New
SCHD Schwab Strategic Tr 1.6% New
AVEM American Centy ETF Tr 1.5% Added +171%
AVUS American Centy ETF Tr 1.5% Added +48%
DFAC Dimensional ETF Trust 1.4% Added +17%
DUHP Dimensional ETF Trust 1.4% New
What changed
Biggest moves since Mar 31, 2026
add_circleNew
- DFSV $17.2M
- PYLD $16.1M
- SCHD $15.4M
- DUHP $14.1M
arrow_upwardAdded
- XLG +5499%
- SPYM +4676%
- VTV +2158%
- VEA +1838%
arrow_downwardTrimmed
None
remove_circleSold out
None