13F filer

Fiduciary Group

As of Jun 30, 2026 Filed Aug 10, 2026 CIK 1645890 SEC filings ↗

13F Value

$1.27B

Positions

305

Top Position

VOO5.6%

Top 5

21.4%

Latest filing changes

vs Mar 31, 2026

1 AGG iShares Core U.S. Aggregate Bond ETF +6.2%+$2.7M

2 VOO Vanguard 500 Index Fund — ETF Shares +2.0%+$1.4M

3 AAPL Apple +2.0%+$1.3M

4 VT Vanguard Total World Stock Index Fund — ETF Shares +59.2%+$594K

5 SPTS State Street(R) SPDR(R) Portfolio Short Term Treasury ETF +2.6%+$418K

Holdings305

#
1	VOO Vanguard 500 Index Fund — ETF Shares	5.6%	$71.4M	+2.0%	104.0K	5.2%	ETF
2	AAPL Apple	5.1%	$65.1M	+2.0%	225.0K	4.8%	Common Stock
3	GOOG Alphabet Class C	4.4%	$55.9M	-1.8%	158.3K	3.9%	Common Stock
4	AGG iShares Core U.S. Aggregate Bond ETF	3.7%	$47.1M	+6.2%	475.6K	3.8%	ETF
5	MSFT Microsoft	2.6%	$33.0M	-1.9%	88.3K	2.8%	Common Stock
6	VEA Vanguard Developed Markets Index Fund — ETF Shares	2.3%	$29.9M	+0.7%	420.2K	2.3%	ETF
7	JPM JPMorgan Chase	2.2%	$28.3M	-1.3%	86.5K	2.2%	Common Stock
8	PANW Palo Alto Networks	2.2%	$28.3M	-1.6%	82.9K	1.2%	Common Stock
9	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 52,739 reported quantity $26,390,068 reported value	2.1%	$26.4M	-1.1%	52.7K	2.2%	Common Stock
10	SHY iShares 1-3 Year Treasury Bond ETF	2.1%	$26.4M	-4.9%	321.4K	2.4%	ETF
11	AMZN Amazon	2.0%	$25.4M	-0.5%	106.4K	1.9%	Common Stock
12	IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	2.0%	$25.2M	+1.4%	480.3K	2.1%	ETF
13	JNJ Johnson & Johnson	1.7%	$21.2M	-0.6%	83.3K	1.7%	Common Stock
14	WMT Walmart	1.6%	$20.2M	-1.2%	178.7K	1.9%	Common Stock
15	MCO Moody's	1.6%	$20.2M	-1.4%	44.6K	1.7%	Common Stock
16	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 56,387 reported quantity $20,151,022 reported value	1.6%	$20.2M	-0.9%	56.4K	1.4%	Common Stock
17	PAAA PGIM Aaa CLO ETF	1.5%	$19.5M	+2.1%	379.7K	1.6%	ETF
18	NVDA NVIDIA	1.4%	$17.2M	+0.3%	86.2K	1.3%	Common Stock
19	SPTS State Street(R) SPDR(R) Portfolio Short Term Treasury ETF	1.3%	$16.6M	+2.6%	570.5K	1.4%	ETF
20	RTX RTX	1.2%	$15.1M	-1.7%	79.5K	1.3%	Common Stock

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 Filing5

#	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.