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Q2 2026 13F · SEC CIK 2116119

Fiduciary Financial Advisors

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$984.4M
Reported positions
2,788
Holdings vs S&P 500, 3 yrs
—
Assets under management
$1.3B

Fiduciary Financial Advisors is a wealth manager that reported 2,788 positions worth $984.4M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Spdr Series Trust (SPLG, 4.3%), American Centy ETF Tr (AVLV, 3.1%), American Centy ETF Tr (AVUV, 2.0%).

Fiduciary Financial Advisors holdings largest 50 of 2,788 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Fiduciary Financial Advisors 13F holdings
Stock% of 13F valueShare changeReported value
SPLGSpdr Series Trust4.3%+4675.8%$42.7M
AVLVAmerican Centy ETF Tr3.1%+125.8%$30.7M
AVUVAmerican Centy ETF Tr2.0%+347.6%$19.6M
AVDEAvantis International Equity ETF1.9%+155.6%$18.5M
DFSVDimensional US Small Cap1.7%—$17.2M
XLGInvesco Exchange Traded Fd T1.7%—$16.9M
PYLDPimco ETF Tr1.6%—$16.1M
SCHDSchwab Strategic Tr1.6%—$15.4M
AVEMAmerican Centy ETF Tr1.5%+170.6%$14.8M
AVUSAvantis U.S. Equity ETF1.5%+47.5%$14.7M
DFACDimensional ETF Trust1.4%+17.3%$14.2M
DUHPDimensional ETF Trust1.4%—$14.1M
FPEFirst Tr Exch Traded Fd III1.4%—$14.1M
QQQInvesco Qqq Tr1.3%—$13.2M
IVVIshares Tr1.3%+285.7%$12.7M
DFAIDimensional ETF Trust1.3%+460.8%$12.7M
FPEIFirst Tr Exch Traded Fd III1.2%—$12.2M
VYMIVanguard Whitehall Fds1.2%—$11.5M
DFCFDimensional ETF Trust1.2%+260.7%$11.4M
DFUVDimensional ETF Trust1.1%+83.7%$11.0M
NVDANvidia Corporation1.1%+1264.3%$10.7M
AGGYWisdomtree Tr1.0%—$9.8M
SCHGSchwab Strategic Tr1.0%—$9.6M
DFGPDimensional ETF Trust1.0%+54.1%$9.4M
DFAEDimensional ETF Trust0.9%+709.4%$9.1M
DISVDimensional ETF Trust0.9%+201.3%$8.9M
VCITVanguard Scottsdale Fds0.9%+446.2%$8.4M
VUGVanguard Index Fds0.8%+617.5%$8.3M
UBNDVictory Portfolios II0.8%—$8.2M
AAPLApple Inc0.8%+1363.0%$8.1M
SPYState Str Spdr S&p 500 ETF T0.8%+548.5%$8.1M
AVGOBroadcom Inc0.8%—$8.0M
QQQMInvesco Exch Traded Fd Tr II0.8%—$7.8M
VOVanguard Index Fds0.8%—$7.6M
VCRBVanguard Malvern Fds0.8%+122.0%$7.4M
DUSBDimensional Ultrashort Fixed Income ETF0.7%—$7.3M
SCHXSchwab Strategic Tr0.7%—$7.1M
VBKVanguard Index Fds0.7%+993.6%$6.8M
IJHIshares Tr0.7%+576.4%$6.7M
VTVVanguard Index Fds0.7%—$6.5M
PULSPgim ETF Tr0.7%—$6.4M
IEFAIshares Tr0.6%+80.8%$6.1M
VEAVanguard Ftse Developed Markets Index Fu0.6%+1837.7%$6.0M
VSDAVictory Portfolios II0.6%—$5.8M
SCHASchwab Strategic Tr0.6%—$5.8M
EFGIshares Tr0.6%—$5.8M
VOOVanguard Index Fds0.6%—$5.7M
VTIVanguard Index Fds0.6%+776.2%$5.5M
GSLCGoldman Sachs ETF Tr0.5%—$4.8M
SCHFSchwab Strategic Tr0.5%—$4.6M

What Fiduciary Financial Advisors bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Reduced

No position shrank by more than 5%.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year
—
3 years
—
5 years
—

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$984.4M2,788
Q1 2026$112.1M69

Questions about Fiduciary Financial Advisors's portfolio

What stocks does Fiduciary Financial Advisors own?

Fiduciary Financial Advisors's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 2,788 positions worth $984.4M. The largest are Spdr Series Trust (SPLG) at 4.3%, American Centy ETF Tr (AVLV) at 3.1%, American Centy ETF Tr (AVUV) at 2.0%, Avantis International Equity ETF (AVDE) at 1.9% and Dimensional US Small Cap (DFSV) at 1.7%.

What did Fiduciary Financial Advisors buy last quarter?

In Q2 2026, Fiduciary Financial Advisors added Spdr Series Trust (SPLG) (+4675.8% shares), Vanguard Ftse Developed Markets Index Fu (VEA) (+1837.7% shares) and Apple Inc (AAPL) (+1363.0% shares), compared with its Q1 2026 filing.

What did Fiduciary Financial Advisors sell last quarter?

In Q2 2026, Fiduciary Financial Advisors cut from its top 50 Vanguard Scottsdale Fds (VCSH), cut from its top 50 Dimensional ETF Trust (DFIC), cut from its top 50 Ishares Tr (IGSB), cut from its top 50 Dimensional ETF Trust (DFAT) and cut from its top 50 Ishares Tr (SUSB), compared with its Q1 2026 filing.

When is Fiduciary Financial Advisors's next 13F filing due?

13F filings are due 45 days after each quarter ends. Fiduciary Financial Advisors's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Fiduciary Financial Advisors manage?

Fiduciary Financial Advisors reported $1.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $984.4M.