13F filer

Fiduciary Financial Advisors

As of Jun 30, 2026 Filed Aug 14, 2026 CIK 2116119 SEC filings ↗

13F Value

$984.4M

Positions

2,794

Top Position

SPYM4.3%

Top 5

13.1%

Latest filing changes

vs Mar 31, 2026

1 SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF >999%+$41.9M

2 AVLV Avantis U.S. Large Cap Value ETF +125.8%+$17.1M

3 XLG Invesco S&P 500 Top 50 ETF >999%+$16.6M

4 AVUV Avantis U.S. Small Cap Value ETF +347.6%+$15.2M

5 AVDE Avantis International Equity ETF +155.6%+$11.3M

Holdings2,794

#
1	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	4.3%	$42.7M	>999%	486.5K	0.7%	ETF
2	AVLV Avantis U.S. Large Cap Value ETF	3.1%	$30.7M	+125.8%	336.4K	10.7%	ETF
3	AVUV Avantis U.S. Small Cap Value ETF	2.0%	$19.6M	+347.6%	157.5K	3.5%	ETF
4	AVDE Avantis International Equity ETF	1.9%	$18.5M	+155.6%	207.7K	6.1%	ETF
5	DFSV Dimensional US Small Cap Value ETF	1.7%	$17.2M	NEW	442.6K	—	ETF
6	XLG Invesco S&P 500 Top 50 ETF	1.7%	$16.9M	>999%	275.9K	0.2%	ETF
7	PYLD PIMCO Multisector Bond Active Exchange-Traded Fund	1.6%	$16.1M	NEW	607.7K	—	ETF
8	SCHD Schwab U.S. Dividend Equity ETF	1.6%	$15.4M	NEW	485.0K	—	ETF
9	AVEM Avantis Emerging Markets Equity ETF	1.5%	$14.8M	+170.6%	153.5K	4.1%	ETF
10	AVUS Avantis U.S. Equity ETF	1.5%	$14.7M	+47.5%	114.7K	7.7%	ETF
11	DFAC Dimensional U.S. Core Equity 2 ETF	1.4%	$14.2M	+17.3%	320.8K	9.5%	ETF
12	DUHP Dimensional US High Profitability ETF	1.4%	$14.1M	NEW	338.7K	—	ETF
13	FPE First Trust Preferred Securities and Income ETF ETF	1.4%	$14.1M	NEW	787.6K	—	ETF
14	QQQ Invesco QQQ Trust, Series 1	1.3%	$13.2M	NEW	17.9K	—	ETF
15	IVV iShares Core S&P 500 ETF	1.3%	$12.7M	+285.7%	17.0K	2.6%	ETF
16	DFAI Dimensional International Core Equity Market ETF	1.3%	$12.7M	+460.8%	307.6K	1.9%	ETF
17	FPEI First Trust Institutional Preferred Securities and Income ETF	1.2%	$12.2M	NEW	632.3K	—	ETF
18	VYMI Vanguard International High Dividend Yield Index Fund — ETF Shares	1.2%	$11.5M	NEW	117.2K	—	ETF
19	DFCF Dimensional Core Fixed Income ETF	1.2%	$11.4M	+260.7%	270.8K	2.8%	ETF
20	DFUV Dimensional US Marketwide Value ETF	1.1%	$11.0M	+83.7%	199.1K	4.7%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing0

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.