FIDUCIARY FINANCIAL GROUP, LLC
Q3 2025 13F Holdings
- Locationsan rafael, CA
- Num holdings
322
- Value ($000)
$632,991
- Date Filed10/10/2025
- Form type13F-HR
- CIK0001925420
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $49.63 M | 8 % | 194,916 | ||
SCHO SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | $46.67 M | 7 % | 1,912,784 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $38.75 M | 6 % | 384,792 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $27.51 M | 4 % | 713,164 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $25.10 M | 4 % | 544,306 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $24.88 M | 4 % | 684,509 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $22.77 M | 4 % | 122,101 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $21.02 M | 3 % | 666,821 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $13.34 M | 2 % | 71,478 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $12.28 M | 2 % | 157,277 |
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