13F Insight
DOSSIER · 13F-HR · Q1 2026

Fiduciary Group, LLC

$1.2B in tracked AUM across 297 positions as of Q1 2026.

FG
CIK 0001645890 · last filed Mar 31, 2026
Total AUM
$1.2B
as of Q1 2026
Holdings
297
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Fiduciary Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$61M102K5.2%02
AAPL
APPLE INC
$56M221K4.8%03
GOOG
ALPHABET INC
$46M161K3.9%04
AGG
ISHARES TR
$44M448K3.8%05
MSFT
MICROSOFT CORP
$33M90K2.8%06
SHY
ISHARES TR
$28M338K2.4%07
VEA
VANGUARD TAX-MANAGED FDS
$27M417K2.3%08
JPM
JPMORGAN CHASE & CO
$26M88K2.2%09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$26M53K2.2%10
IGSB
ISHARES TR
$25M474K2.1%

Filing history

2026Q1Mar 31
$1.2B▼ 1.6%
297 positionsView →2025Q4Dec 31
$1.2B▲ 4.6%
296 positionsView →2025Q3Sep 30
$1.1B▲ 7.2%
289 positionsView →2025Q2Jun 30
$1.1B▲ 6.5%
285 positionsLocked2025Q1Mar 31
$998M▲ 0.1%
273 positionsLocked2024Q4Dec 31
$997M▲ 1.0%
268 positionsLocked2024Q3Sep 30
$987M▲ 6.2%
273 positionsLocked2024Q2Jun 30
$930M▲ 1.3%
271 positionsLocked2024Q1Mar 31
$918M▲ 7.5%
269 positionsLocked2023Q4Dec 31
$854M▲ 9.0%
258 positionsLocked2023Q3Sep 30
$783M▼ 3.8%
238 positionsLocked2023Q2Jun 30
$814M▲ 5.8%
239 positionsLocked
Showing 12 of 40