FIDUCIARY FINANCIAL GROUP, LLC - Portfolio Stock Holdings
FIDUCIARY FINANCIAL GROUP, LLC disclosed 393 stock positions in a recent SEC 13F filing. $882,389,121 of stock holdings were filed, with the largest holdings including SGOV, AAPL, and SCHO. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $1,011,812,215 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
393Est. Stock Holding Value:
$882,389,121Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - FIDUCIARY FINANCIAL GROUP, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...