Fiduciary Group, LLC
Q4 2025 13F Holdings
- Locationsavannah, GA
- Num holdings
296
- Value ($000)
$1,190,607
- Date Filed02/12/2026
- Form type13F-HR
- CIK0001645890
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $60.28M | 5 % | 96,125 | ||
APPLE INC | COM | 037833100 | $60.17M | 5 % | 221,313 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | $51.03M | 4 % | 162,626 | ||
MICROSOFT CORP | COM | 594918104 | $43.46M | 4 % | 89,857 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $38.52M | 3 % | 385,621 | ||
ISHARES TR | 1 3 YR TREAS BD | 464287457 | $28.68M | 2 % | 346,327 | ||
JPMORGAN CHASE & CO. | COM | 46625H100 | $28.49M | 2 % | 88,418 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $26.89M | 2 % | 53,496 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $25.84M | 2 % | 413,628 | ||
AMAZON COM INC | COM | 023135106 | $24.58M | 2 % | 106,503 |
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