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
$12.4B
$389,000 0.05% of portfolio
1,969
Q2 2025 Added 1.23%
$0
$423,000 0.05% of portfolio
2,168
Q2 2025 Reduced 1.5%
$0
$420,000 0.05% of portfolio
15,345
Q2 2025 New
$232B
$412,000 0.05% of portfolio
1,401
Q2 2025 Reduced 4.11%
$18.9B
$373,000 0.05% of portfolio
3,000
Q2 2025 Reduced 4.31%
$293B
$379,000 0.05% of portfolio
5,362
Q1 2025 Reduced 7.04%
$98.3B
$378,000 0.05% of portfolio
1,172
Q1 2025 New
$258B
$399,000 0.05% of portfolio
2,839
Q2 2025 Added 0.39%
$0
$428,000 0.05% of portfolio
7,770
Q3 2024 New
$0
$304,000 0.04% of portfolio
12,282
Q2 2025 Added 1.14%
$42.8B
$304,000 0.04% of portfolio
868
Q2 2025 New
$189B
$286,000 0.04% of portfolio
707
Q1 2025 Reduced 0.42%
$0
$348,000 0.04% of portfolio
1,218
Q2 2025 Added 0.16%
$0
$295,000 0.04% of portfolio
2,495
Q2 2024 New
$100B
$330,000 0.04% of portfolio
7,147
Q2 2025 Reduced 35.39%
$34.4B
$362,000 0.04% of portfolio
1,870
Q2 2025 Reduced 70.5%
$0
$345,000 0.04% of portfolio
14,124
Q1 2025 New
$378B
$322,000 0.04% of portfolio
2,027
Q1 2025 Added 8.34%
$278B
$350,000 0.04% of portfolio
3,580
Q2 2025 Added 0.51%
$48.8B
$334,000 0.04% of portfolio
2,299
Q2 2025 Added 0.39%
$60.7B
$288,000 0.04% of portfolio
2,149
Q2 2025 New
$0
$312,000 0.04% of portfolio
2,626
Q2 2024 New
$0
$346,000 0.04% of portfolio
2,194
Q2 2025 Added 0.41%
$276B
$343,000 0.04% of portfolio
4,953
Q1 2025 New
$41.8B
$239,000 0.03% of portfolio
2,428
Q2 2025 Reduced 0.04%
$10.3B
$272,000 0.03% of portfolio
12,650
Q3 2024 New
$0
$263,000 0.03% of portfolio
5,383
Q2 2025 Reduced 72.77%
$4.17B
$225,000 0.03% of portfolio
43,000
Q2 2025 New
$0
$227,000 0.03% of portfolio
1,000
Q2 2025 New
$0
$284,000 0.03% of portfolio
5,605
Q1 2025 Added 41.9%
$214B
$257,000 0.03% of portfolio
3,248
Q2 2025 Reduced 36.99%
$242B
$205,000 0.03% of portfolio
643
Q2 2025 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
$42.7B
$269,000 0.03% of portfolio
6,203
Q2 2025 New
$62.6B
$238,000 0.03% of portfolio
2,000
Q2 2025 New
$255B
$233,000 0.03% of portfolio
1,284
Q2 2025 Reduced 0.93%
$307B
$219,000 0.03% of portfolio
1,612
Q2 2025 New
$85.4B
$205,000 0.03% of portfolio
965
Q2 2025 Reduced 44.73%
$70.7B
$247,000 0.03% of portfolio
3,500
Q2 2025 New
$214B
$210,000 0.03% of portfolio
1,696
Q2 2025 New
$4.84B
$227,000 0.03% of portfolio
14,200
Q2 2024 Added 1.43%
$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%
$713B
$214,000 0.03% of portfolio
275
Q2 2025 New
$0
$201,000 0.02% of portfolio
797
Q2 2025 New
$2.2B
$201,000 0.02% of portfolio
18,463
Q2 2025 Reduced 7.69%
$4.45B
$148,000 0.02% of portfolio
30,000
Q2 2025 New

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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