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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$75.8B
$121 Million 14.83% of portfolio
338,200
Q2 2025 Reduced 20.4%
$33.9B
$34.8 Million 4.28% of portfolio
365,929
Q4 2024 New
$24.2B
$31.3 Million 3.85% of portfolio
227,931
Q2 2025 New
$189B
$13.3 Million 1.63% of portfolio
142,127
Q2 2025 Added 0.03%
$80.5B
$9.19 Million 1.13% of portfolio
37,171
Q2 2025 Added 53.21%
$26.9B
$3.29 Million 0.4% of portfolio
25,953
Q2 2025 New
$68.6B
$2.36 Million 0.29% of portfolio
76,204
Q2 2025 Reduced 5.55%
$150B
$1.44 Million 0.18% of portfolio
5,145
Q2 2025 Added 0.51%
$189B
$570,000 0.07% of portfolio
6,701
Q2 2025 Reduced 4.02%
$59.1B
$543,000 0.07% of portfolio
2,658
Q2 2025 Added 6.32%
$51.5B
$477,000 0.06% of portfolio
15,935
Q1 2025 Reduced 41.35%
$60.1B
$383,000 0.05% of portfolio
8,915
Q1 2025 Reduced 4.29%
$12.2B
$389,000 0.05% of portfolio
1,969
Q2 2025 Added 1.23%
$18.5B
$373,000 0.05% of portfolio
3,000
Q2 2025 Reduced 4.31%
$98.3B
$378,000 0.05% of portfolio
1,172
Q1 2025 New
$45.2B
$304,000 0.04% of portfolio
868
Q2 2025 New
$100B
$330,000 0.04% of portfolio
7,147
Q2 2025 Reduced 35.39%
$34.5B
$362,000 0.04% of portfolio
1,870
Q2 2025 Reduced 70.5%
$48.4B
$334,000 0.04% of portfolio
2,299
Q2 2025 Added 0.39%
$62.4B
$288,000 0.04% of portfolio
2,149
Q2 2025 New
$41.8B
$239,000 0.03% of portfolio
2,428
Q2 2025 Reduced 0.04%
$10B
$272,000 0.03% of portfolio
12,650
Q3 2024 New
$125B
$264,000 0.03% of portfolio
3,033
Q2 2025 New
$39.1B
$235,000 0.03% of portfolio
7,128
Q4 2024 New
$42.8B
$269,000 0.03% of portfolio
6,203
Q2 2025 New
$63.6B
$238,000 0.03% of portfolio
2,000
Q2 2025 New
$85.4B
$205,000 0.03% of portfolio
965
Q2 2025 Reduced 44.73%
$70.6B
$247,000 0.03% of portfolio
3,500
Q2 2025 New
$136B
$224,000 0.03% of portfolio
815
Q2 2025 New
$133B
$242,000 0.03% of portfolio
1,052
Q2 2025 Reduced 10.7%
$59.7B
$204,000 0.03% of portfolio
390
Q1 2025 Reduced 4.18%

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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