AiSiWhale

AI & tech investing

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.

StockThis quarterValueWeight
IVVISHARES TRCORE S&P500 ETFCutUS$72.62M10.40%
EFAISHARES TRMSCI EAFE ETFAddedUS$55.33M7.92%
PCARPACCAR INCCOMUnchangedUS$43.96M6.29%
ISHARES TRCORE S&P SCP ETFCutUS$41.88M6.00%
VANGUARD SCOTTSDALE FDSINT-TERM CORPAddedUS$35.17M5.04%
VOOVanguard S&P 500 ETFS&P 500 ETF SHSAddedUS$32.22M4.61%
VANGUARD SCOTTSDALE FDSLG-TERM COR BDAddedUS$27.93M4.00%
BRK.BBERKSHIRE HATHAWAY INC DELCL B NEWCutUS$21.86M3.13%
IEMGISHARES INCCORE MSCI EMKTCutUS$20.69M2.96%
ISHARES TRCRE U S REIT ETFAddedUS$20.39M2.92%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.