Fiducient Advisors LLC Portfolio Holdings

Fiducient Advisors LLC

  • $813 Million
  • Q2 2025

Fiducient Advisors LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $813 Million distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Aon PLC with a value of $121M, Ishares Core S&P 500 ETF with a value of $61.7M, Ishares Tr Msci Eafe ETF with a value of $47.9M, Vanguard Intermediate Term Cor with a value of $45.4M, and Vanguard Lg Trm Corp Bd ETF with a value of $35.6M.

Examining the 13F form we can see an increase of $13.9M in the current position value, from $799M to 813M.

Below you can find more details about Fiducient Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $813 Million
ETFs: $515 Million
Financial Services: $154 Million
Industrials: $48.3 Million
Energy: $44.3 Million
Technology: $35.1 Million
Consumer Cyclical: $5.08 Million
Healthcare: $4.32 Million
Communication Services: $3.85 Million
Other: $2.91 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$76.5B
$121 Million 14.83% of portfolio
338,200
Q2 2025 Reduced 20.4%
$0
$61.7 Million 7.58% of portfolio
99,351
Q2 2025 Added 2.27%
$0
$47.9 Million 5.89% of portfolio
535,557
Q2 2025 Added 1.47%
$0
$45.4 Million 5.58% of portfolio
547,368
Q2 2025 Added 10.95%
$0
$35.6 Million 4.38% of portfolio
468,948
Q2 2025 Added 4.2%
$34.2B
$34.8 Million 4.28% of portfolio
365,929
Q4 2024 New
$24.4B
$31.3 Million 3.85% of portfolio
227,931
Q2 2025 New
$0
$26.6 Million 3.27% of portfolio
46,845
Q2 2025 Reduced 54.24%
$0
$22.8 Million 2.81% of portfolio
403,909
Q2 2025 Reduced 2.32%
$0
$20.6 Million 2.53% of portfolio
105,438
Q2 2025 Added 86.36%
$650B
$20.2 Million 2.49% of portfolio
41,653
Q2 2025 Added 1.73%
$0
$16.2 Million 1.99% of portfolio
148,270
Q2 2025 Added 5.45%
$0
$15.6 Million 1.92% of portfolio
25,248
Q2 2025 Added 0.36%
$0
$15.3 Million 1.88% of portfolio
154,085
Q2 2025 Added 5.04%
$0
$15.2 Million 1.86% of portfolio
238,902
Q2 2025 New
$0
$15.1 Million 1.86% of portfolio
281,576
Q2 2025 Added 14.99%
$0
$14.6 Million 1.79% of portfolio
52,108
Q2 2025 Added 51.86%
$187B
$13.3 Million 1.63% of portfolio
142,127
Q2 2025 Added 0.03%
$0
$11.6 Million 1.42% of portfolio
38,020
Q2 2025 Added 5.16%
$0
$9.79 Million 1.2% of portfolio
117,307
Q2 2025 Added 91.13%
$81.9B
$9.19 Million 1.13% of portfolio
37,171
Q2 2025 Added 53.21%
$0
$8.4 Million 1.03% of portfolio
15,230
Q2 2025 Added 1,483.16%
$0
$8.33 Million 1.02% of portfolio
35,153
Q2 2025 Reduced 45.45%
$0
$7.45 Million 0.92% of portfolio
87,890
Q1 2025 Added 0.06%
$419B
$6.47 Million 0.8% of portfolio
40,942
Q2 2025 Added 3.83%
$10.5B
$6.33 Million 0.78% of portfolio
96,619
Q2 2025 New
$2.5B
$6.24 Million 0.77% of portfolio
477,189
Q2 2025 Reduced 35.98%
$0
$5.96 Million 0.73% of portfolio
75,001
Q1 2025 Added 580.84%
$643B
$5.88 Million 0.72% of portfolio
26,879
Q2 2025 Added 409.17%
$0
$4.79 Million 0.59% of portfolio
88,238
Q2 2025 Added 1.5%
$0
$4.75 Million 0.58% of portfolio
98,504
Q2 2025 Reduced 0.07%
$0
$4.48 Million 0.55% of portfolio
90,572
Q2 2025 Reduced 2.05%
$0
$4.43 Million 0.54% of portfolio
65,862
Q2 2025 Added 23.81%
$0
$4.1 Million 0.5% of portfolio
71,912
Q2 2025 Added 19.8%
$3.82T
$4.06 Million 0.5% of portfolio
19,795
Q2 2025 Added 6.8%
$0
$4.02 Million 0.49% of portfolio
14,087
Q2 2025 Reduced 3.76%
$0
$3.87 Million 0.48% of portfolio
8,832
Q2 2025 Reduced 1.56%
$227B
$3.53 Million 0.43% of portfolio
24,192
Q1 2025 Added 0.01%
$458B
$3.45 Million 0.42% of portfolio
32,029
Q2 2025 Added 363.65%
$26.6B
$3.29 Million 0.4% of portfolio
25,953
Q2 2025 New
$0
$3.14 Million 0.39% of portfolio
7,405
Q2 2025 Added 0.05%
$2.4T
$3.18 Million 0.39% of portfolio
14,514
Q2 2025 Added 14.61%
$0
$3.05 Million 0.37% of portfolio
8,691
Q2 2025 Reduced 7.41%
$3.71T
$2.89 Million 0.36% of portfolio
5,811
Q2 2025 Reduced 9.89%
$0
$2.96 Million 0.36% of portfolio
133,989
Q2 2025 Added 1.56%
$0
$2.87 Million 0.35% of portfolio
22,314
Q2 2025 Added 16.06%
$68.5B
$2.36 Million 0.29% of portfolio
76,204
Q2 2025 Reduced 5.55%
$0
$2.32 Million 0.29% of portfolio
20,746
Q2 2025 Reduced 35.73%
$0
$2.31 Million 0.28% of portfolio
33,384
Q2 2025 Reduced 89.33%

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $813 Million
  • Prior Value $799 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 26 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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