FIDUCIARY FINANCIAL GROUP, LLC
Q4 2025 13F Holdings
- Locationsan rafael, CA
- Num holdings
329
- Value ($000)
$707,982
- Date Filed01/12/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $57.14M | 8 % | 569,208 | ||
APPLE INC | COM | 037833100 | $52.31M | 7 % | 192,425 | ||
SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | $47.57M | 7 % | 1,952,052 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $29.68M | 4 % | 749,732 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $29.14M | 4 % | 583,917 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $27.94M | 4 % | 733,079 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $23.82M | 3 % | 124,741 | ||
DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $23.25M | 3 % | 713,808 | ||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $12.92M | 2 % | 165,858 | ||
NVIDIA CORPORATION | COM | 67066G104 | $12.53M | 2 % | 67,182 |
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