What does Fiduciary Group, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$61M102K5.2%

APPLE INC

$56M221K4.8%

ALPHABET INC

$46M161K3.9%

ISHARES TR

$44M448K3.8%

MICROSOFT CORP

$33M90K2.8%

ISHARES TR

$28M338K2.4%

VANGUARD TAX-MANAGED FDS

$27M417K2.3%

JPMORGAN CHASE & CO

$26M88K2.2%

BERKSHIRE HATHAWAY INC DEL

$26M53K2.2%

ISHARES TR

$25M474K2.1%

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