Fiduciary Financial Group, LLC Portfolio Holdings
Fiduciary Financial Group, LLC
- $553 Billion
- Q2 2025
Fiduciary Financial Group, LLC has filed its 13F form on July 02, 2025 for Q2 2025 where it was disclosed a total value porftolio of $553 Billion distributed in 298 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Short Term Us Treasury with a value of $43B, Apple Inc. with a value of $38.5B, Ishares Trishares 0 3 Mnth Tre with a value of $26.2B, Dimensional ETF Tr U S Core Eq with a value of $24.4B, and Dimensional ETF Tr with a value of $22.2B.
Examining the 13F form we can see an increase of $93.7B in the current position value, from $459B to 553B.
Fiduciary Financial Group, LLC is based out at San Rafael, CA
Below you can find more details about Fiduciary Financial Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 298
- Current Value $553 Billion
- Prior Value $459 Billion
- Filing
- Period Q2 2025
- Filing Date July 02, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 38 stocks
- Additional Purchases 162 stocks
- Sold out of 0 stocks
- Reduced holdings in 63 stocks