FIDUCIENT ADVISORS LLC
CIK 1729866
13F filing for Q2 2026・No. 3,216
- Holdings
- US$698.41M
- Quarter change
- −US$66.57M
- Entries
- 153
- Net bought (estimate)
- −US$120.28M
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 24
- Sold out 10
- Cut 54
- Added 38
- Corporate actions 0
- Unchanged 37
Largest holdings
153 stocks worth US$698.41M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Cut | 96,974 | US$72.62M | 10.40% |
| EFAISHARES TRMSCI EAFE ETF | Added | 532,654 | US$55.33M | 7.92% |
| PCARPACCAR INCCOM | Unchanged | 365,929 | US$43.96M | 6.29% |
| ISHARES TRCORE S&P SCP ETF | Cut | 282,414 | US$41.88M | 6.00% |
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 425,525 | US$35.17M | 5.04% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 46,914 | US$32.22M | 4.61% |
| VANGUARD SCOTTSDALE FDSLG-TERM COR BD | Added | 371,100 | US$27.93M | 4.00% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Cut | 43,695 | US$21.86M | 3.13% |
| IEMGISHARES INCCORE MSCI EMKT | Cut | 249,798 | US$20.69M | 2.96% |
| ISHARES TRCRE U S REIT ETF | Added | 306,909 | US$20.39M | 2.92% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.