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
$1.1B
$2.23 Million 0.27% of portfolio
83,558
Q2 2025 Added 3.01%
$0
$2.04 Million 0.25% of portfolio
32,840
Q2 2025 Added 17.05%
$0
$2.05 Million 0.25% of portfolio
76,655
Q2 2025 Added 453.11%
$0
$1.93 Million 0.24% of portfolio
26,163
Q2 2025 Added 3.42%
$0
$1.88 Million 0.23% of portfolio
30,796
Q2 2025 Added 0.28%
$0
$1.84 Million 0.23% of portfolio
69,347
Q2 2025 Added 5.08%
$0
$1.7 Million 0.21% of portfolio
15,422
Q2 2025 Added 0.92%
$0
$1.69 Million 0.21% of portfolio
15,080
Q3 2024 Reduced 6.22%
$1.72T
$1.61 Million 0.2% of portfolio
2,188
Q2 2025 Reduced 1.08%
$562B
$1.52 Million 0.19% of portfolio
4,280
Q2 2025 Reduced 2.28%
$0
$1.51 Million 0.19% of portfolio
13,725
Q2 2025 Added 0.67%
$0
$1.56 Million 0.19% of portfolio
11,733
Q2 2025 Added 0.14%
$0
$1.57 Million 0.19% of portfolio
2,764
Q2 2025 Added 5.82%
$0
$1.44 Million 0.18% of portfolio
13,134
Q2 2025 Added 2.06%
$0
$1.47 Million 0.18% of portfolio
11,038
Q2 2025 Reduced 5.99%
$443B
$1.46 Million 0.18% of portfolio
2
Q2 2024 Added 100.0%
$0
$1.42 Million 0.17% of portfolio
14,830
Q2 2025 Reduced 22.86%
$0
$1.42 Million 0.17% of portfolio
30,985
Q1 2024 New
$0
$1.41 Million 0.17% of portfolio
6,523
Q2 2025 Added 1.84%
$0
$1.4 Million 0.17% of portfolio
12,801
Q2 2025 Reduced 0.24%
$0
$1.28 Million 0.16% of portfolio
6,597
Q2 2025 Reduced 0.75%
$261B
$1.22 Million 0.15% of portfolio
1,728
Q2 2025 New
$0
$1.19 Million 0.15% of portfolio
12,942
Q2 2025 Reduced 19.81%
$0
$1.22 Million 0.15% of portfolio
32,534
Q1 2025 Added 10.83%
$1.46T
$1.13 Million 0.14% of portfolio
6,364
Q2 2025 Reduced 42.89%
$0
$1.04 Million 0.13% of portfolio
16,821
Q2 2025 Added 34.21%
$0
$960,000 0.12% of portfolio
15,465
Q2 2024 New
$874B
$962,000 0.12% of portfolio
3,321
Q2 2025 Reduced 46.89%
$0
$870,000 0.11% of portfolio
19,200
Q2 2025 New
$0
$893,000 0.11% of portfolio
22,281
Q1 2024 Reduced 17.85%
$372B
$828,000 0.1% of portfolio
4,465
Q2 2025 Reduced 18.16%
$0
$725,000 0.09% of portfolio
5,641
Q2 2025 Reduced 19.17%
$0
$645,000 0.08% of portfolio
7,786
Q1 2025 Reduced 1.62%
$0
$622,000 0.08% of portfolio
2,246
Q1 2025 Added 3.31%
$0
$615,000 0.08% of portfolio
10,396
Q2 2025 Added 34.98%
$230B
$619,000 0.08% of portfolio
2,120
Q2 2025 Reduced 15.74%
$189B
$570,000 0.07% of portfolio
6,701
Q2 2025 Reduced 4.02%
$0
$606,000 0.07% of portfolio
20,138
Q2 2025 New
$59.1B
$543,000 0.07% of portfolio
2,658
Q2 2025 Added 6.32%
$0
$567,000 0.07% of portfolio
11,581
Q2 2025 Reduced 1.62%
$0
$525,000 0.06% of portfolio
5,228
Q2 2025 New
$463B
$496,000 0.06% of portfolio
3,250
Q2 2025 Added 0.03%
$0
$475,000 0.06% of portfolio
5,335
Q2 2025 Added 0.13%
$1.43T
$528,000 0.06% of portfolio
2,999
Q2 2025 Reduced 1.25%
$51.5B
$477,000 0.06% of portfolio
15,935
Q1 2025 Reduced 41.35%
$425B
$415,000 0.05% of portfolio
1,132
Q2 2025 Added 52.56%
$60.1B
$383,000 0.05% of portfolio
8,915
Q1 2025 Reduced 4.29%
$1.77B
$431,000 0.05% of portfolio
8,177
Q4 2024 Reduced 19.65%
$0
$415,000 0.05% of portfolio
17,446
Q2 2025 Added 0.25%

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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