Fiduciary Financial Group, LLC Portfolio Holdings
Fiduciary Financial Group, LLC
- $633 Billion
- Q3 2025
Fiduciary Financial Group, LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $633 Billion distributed in 322 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $49.6B, Schwab Short Term Us Treasury with a value of $46.7B, Ishares Trishares 0 3 Mnth Tre with a value of $38.7B, Dimensional ETF Tr U S Core Eq with a value of $27.5B, and Dimensional ETF Tr with a value of $25.1B.
Examining the 13F form we can see an increase of $79.8B in the current position value, from $553B to 633B.
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 Under $50 Millions
Summary
- Portfolio
- No. of Stocks 322
- Current Value $633 Billion
- Prior Value $553 Billion
- Filing
- Period Q3 2025
- Filing Date October 09, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 45 stocks
- Additional Purchases 141 stocks
- Sold out of 0 stocks
- Reduced holdings in 96 stocks