SEC Form 13F

Fiduciary Group, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-11
Reported value$1,274,885,691
Positions305

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$71,421,043103,990
APPLE INCAAPLCOM$65,100,832224,982
ALPHABET INCGOOGCAP STK CL C$55,943,610158,332
ISHARES TRAGGCORE US AGGBD ET$47,071,883475,570
MICROSOFT CORPMSFTCOM$32,953,25588,342
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$29,938,194420,185
JPMORGAN CHASE & COJPMCOM$28,320,21786,519
PALO ALTO NETWORKS INCPANWCOM$28,284,88182,942
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$26,390,06852,739
ISHARES TRSHY1 3 YR TREAS BD$26,389,851321,396

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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