SEC Form 13F

FIDUCIARY FINANCIAL GROUP, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-11
Reported value$882,387,414
Positions373

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRSGOV0-3 MTH TREASURY$67,678,809672,284
APPLE INCAAPLCOM$55,899,164193,182
SCHWAB STRATEGIC TRSCHOSHT TM US TRES$55,639,9962,304,888
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$39,765,490896,427
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$36,830,195681,788
DIMENSIONAL ETF TRUSTDFAEEMGR CRE EQT MNG$32,525,232808,884
VANGUARD INDEX FDSVTVVALUE ETF$32,205,069147,777
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$31,180,360755,888
VANGUARD BD INDEX FDSBIVINTERMED TERM$15,784,671205,798
DIMENSIONAL ETF TRUSTDFATUS TARGETED VLU$15,767,383225,571

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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