13F filer

Fiduciary Financial Group

As of Sep 30, 2026 Filed Oct 13, 2026 CIK 1925420 SEC filings ↗

13F Value

$856.6M

Positions

394

Top Position

SGOV9.1%

Top 5

32.1%

Latest filing changes

vs Jun 30, 2026

1 SGOV iShares 0-3 Month Treasury Bond ETF +15.7%+$10.6M

2 DFIV Dimensional International Value ETF +14.8%+$5.6M

3 BRK.B Berkshire Hathaway Class B +36.9%+$1.9M

4 XME State Street(R) SPDR(R) S&P(R) Metals & Mining ETF +17.3%+$1.3M

5 VTEB Vanguard Tax-Exempt Bond Index Fund — ETF Shares +135.9%+$1.3M

Holdings394

#
1	SGOV iShares 0-3 Month Treasury Bond ETF	9.1%	$78.3M	+15.7%	777.8K	7.7%	ETF
2	AAPL Apple	7.4%	$63.7M	-1.0%	191.2K	6.3%	Common Stock
3	SCHO Schwab Short-Term U.S. Treasury ETF	6.6%	$56.2M	+2.2%	2.36M	6.3%	ETF
4	DFIV Dimensional International Value ETF	5.1%	$43.7M	+14.8%	782.5K	4.2%	ETF
5	VTV Vanguard Morningstar Value Index Fund — ETF Shares	3.9%	$33.1M	+3.6%	153.1K	3.6%	ETF
6	DFAI Dimensional International Core Equity Market ETF	3.8%	$32.5M	+3.8%	784.6K	3.5%	ETF
7	DFAE Dimensional Emerging Core Equity Market ETF	3.4%	$29.2M	-8.1%	743.5K	3.7%	ETF
8	NVDA NVIDIA	2.1%	$17.8M	+0.0%	78.0K	1.8%	Common Stock
9	BIV Vanguard Intermediate-Term Bond Index Fund — ETF Shares	1.9%	$15.9M	+6.2%	218.6K	1.8%	ETF
10	AAXJ iShares MSCI All Country Asia ex Japan ETF	1.8%	$15.3M	+5.2%	131.4K	1.7%	ETF
11	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	1.7%	$14.2M	+0.8%	37.9K	1.6%	ETF
12	GNR State Street(R) SPDR(R) S&P(R) Global Natural Resources ETF	1.6%	$13.6M	+3.1%	183.5K	1.4%	ETF
13	DFLV Dimensional US Large Cap Value ETF	1.5%	$12.4M	+2.8%	309.3K	1.3%	ETF
14	DIHP Dimensional International High Profitability ETF	1.4%	$12.4M	+5.0%	368.2K	1.4%	ETF
15	IAU iShares Gold Trust Filing details 464285204 Sep 30, 2026 136,472 reported quantity $10,658,463 reported value	1.2%	$10.7M	+8.5%	136.5K	1.1%	ETF
16	JAAA Janus Henderson AAA CLO ETF	1.2%	$10.3M	NEW	203.5K	—	ETF
17	LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	1.1%	$9.7M	+5.1%	95.0K	1.1%	ETF
18	GOOG Alphabet Class C	1.1%	$9.4M	+4.1%	27.7K	1.1%	Common Stock
19	XME State Street(R) SPDR(R) S&P(R) Metals & Mining ETF	1.1%	$9.0M	+17.3%	87.4K	0.9%	ETF
20	AVDV Avantis International Small Cap Value ETF	0.9%	$7.4M	NEW	67.9K	—	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 Filing20

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

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.