Fiduciary Group, LLC
CIK 1645890
13F filing for Q2 2026・No. 2,198
- Holdings
- US$1.27B
- Quarter change
- +US$103.91M
- Entries
- 305
- Net bought (estimate)
- +US$490.25K
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 16
- Sold out 6
- Cut 154
- Added 84
- Corporate actions 2
- Unchanged 51
Largest holdings
305 stocks worth US$1.27B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 103,990 | US$71.42M | 5.60% |
| AAPLAppleCOM | Added | 224,982 | US$65.1M | 5.11% |
| GOOGALPHABET INCCAP STK CL C | Cut | 158,332 | US$55.94M | 4.39% |
| ISHARES TRCORE US AGGBD ET | Added | 475,570 | US$47.07M | 3.69% |
| MSFTMicrosoftCOM | Cut | 88,342 | US$32.95M | 2.58% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 420,185 | US$29.94M | 2.35% |
| JPMJPMORGAN CHASE & COCOM | Cut | 86,519 | US$28.32M | 2.22% |
| PANWPALO ALTO NETWORKS INCCOM | Cut | 82,942 | US$28.28M | 2.22% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Cut | 52,739 | US$26.39M | 2.07% |
| ISHARES TR1 3 YR TREAS BD | Cut | 321,396 | US$26.39M | 2.07% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.