DOSSIER · 13F-HR · Q2 2026

FIDUCIARY ADVISORS, INC.

$149M in tracked AUM across 155 positions as of Q2 2026.

FA
CIK 0002047030 · last filed Jun 30, 2026
Total AUM
$149M
as of Q2 2026
Holdings
155
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

FIDUCIARY ADVISORS, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$16M23K10.7%
02
ISTB
ISHARES TR
$13M271K8.8%
03
VB
VANGUARD INDEX FDS
$13M42K8.6%
04
VXUS
VANGUARD STAR FDS
$12M137K7.9%
05
VO
VANGUARD INDEX FDS
$10M118K6.4%
06
VYMI
VANGUARD WHITEHALL FDS
$8M78K5.2%
07
VEA
VANGUARD TAX-MANAGED FDS
$8M106K5.1%
08
VTV
VANGUARD INDEX FDS
$7M33K4.9%
09
MGC
VANGUARD WORLD FD
$7M24K4.4%
10
VYM
VANGUARD WHITEHALL FDS
$5M31K3.3%

Filing history

2026Q2Jun 30
$149M 11.7%
155 positionsView →
2026Q1Mar 31
$133M 1.2%
121 positionsView →
2025Q4Dec 31
$131M 6.2%
125 positionsView →
2025Q3Sep 30
$124M 8.9%
97 positionsView →
2025Q2Jun 30
$114M 12.2%
95 positionsLocked
2025Q1Mar 31
$101M 2.0%
95 positionsLocked
2024Q4Dec 31
$99M
99 positionsLocked