DOSSIER · 13F-HR · Q3 2026
FIDUCIARY FINANCIAL GROUP, LLC
$857M in tracked AUM across 394 positions as of Q3 2026.
FF
CIK 0001925420 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Portfolio Overview
Fiduciary Financial Group’s 13F shows a materially larger, multi-asset portfolio as of 2025-12-31: total reported value $707.98M, up 136.3% from $299.63M a quarter earlier. The filing lists 329 holdings, but the top 50 account for the bulk of reported value. Asset mix is dominated by ETFs (aggregated ETF line = $344.09M, ~48.6% of the portfolio), with direct equities and other instruments making up the remainder. Activity was high: 25 new positions and 25 exits in the quarte...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.