Fiduciary Financial Group, LLC

13F filer · CIK 0001925420

Reported Jul 10, 2026

Net buyer this quarter

13F portfolio value$882MU.S. long equity reported on 13F

Positions18733 new · 19 closed

Net flow last quarter+$20.7MBuys minus sells

Top 10 positions weight14.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 10, 2026187 positions
AAPLApple Inc.	$55.9M	6.33%	0.00%	+0.2%	Q2 2024
NVDANvidia Corp	$15.6M	1.77%	0.00%	+4.9%	Q2 2024
IAUIshares Gold Trust	$9.49M	1.08%	0.02%	+20.7%	Q2 2024
GOOGAlphabet Inc.	$9.4M	1.07%	Not reported	+40.8%	Q2 2024
CRWVCoreWeave, Inc.	$7.3M	0.83%	Not reported	New	Q2 2026
QQQInvesco QQQ Trust, Series 1	$5.92M	0.67%	Not reported	+0.5%	Q2 2024
BRK.BBerkshire Hathaway Inc	$5.16M	0.58%	Not reported	+25.1%	Q2 2024
MSFTMicrosoft Corp	$5.07M	0.57%	0.00%	+14.7%	Q2 2024
AMZNAmazon Com Inc	$5.05M	0.57%	0.00%	+7.4%	Q2 2024
MUMicron Technology Inc	$4.98M	0.56%	0.00%	-18.7%	Q1 2025
GOOGLAlphabet Inc.	$3.68M	0.42%	0.00%	+11.8%	Q2 2024
GLDSPDR Gold Trust	$3.6M	0.41%	0.00%	+4.2%	Q2 2024
SCHWSchwab Charles Corp	$3.43M	0.39%	0.00%	-5.3%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$3.15M	0.36%	Not reported	-2.0%	Q2 2024
SCHKSirona Dental Systems, Inc.	$2.97M	0.34%	0.07%	+100.2%	Q4 2024
SGOLabrdn Gold ETF Trust	$2.66M	0.30%	0.04%	-1.8%	Q2 2024
AMDAdvanced Micro Devices Inc	$2.42M	0.27%	0.00%	-9.3%	Q2 2024
OCSLOaktree Specialty Lending Corp	$2.21M	0.25%	0.21%	+20.3%	Q4 2024
SPTSSports Media Inc	$2.15M	0.24%	Not reported	+55.4%	Q2 2024
LLYELI LILLY & Co	$1.76M	0.20%	0.00%	+9.1%	Q2 2024
DFAXGulf Resources, Inc.	$1.75M	0.20%	Not reported	+3.1%	Q2 2024
GSGoldman Sachs Group Inc	$1.75M	0.20%	0.00%	+2.0%	Q2 2024
CSCOCisco Systems, Inc.	$1.7M	0.19%	0.00%	+20.1%	Q2 2024
ANETArista Networks, Inc.	$1.7M	0.19%	0.00%	+26.8%	Q2 2024
PLTRPalantir Technologies Inc.	$1.67M	0.19%	0.00%	-0.6%	Q4 2024
COINCoinbase Global, Inc.	$1.64M	0.19%	0.00%	0.0%	Q2 2024
VVisa Inc.	$1.5M	0.17%	0.00%	+7.7%	Q2 2024
JNJJohnson & Johnson	$1.46M	0.17%	0.00%	+3.1%	Q2 2024
METAMeta Platforms, Inc.	$1.45M	0.16%	Not reported	+1.0%	Q2 2024
VPLInvesco Pennsylvania Value Municipal Income Trust	$1.4M	0.16%	Not reported	-4.4%	Q2 2024
JPMJPMorgan Chase & Co	$1.39M	0.16%	0.00%	+6.5%	Q2 2024
MCDMcdonalds Corp	$1.39M	0.16%	0.00%	+0.2%	Q2 2024
AVGOBroadcom Inc.	$1.35M	0.15%	0.00%	+11.3%	Q2 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.35M	0.15%	0.00%	+15.2%	Q2 2024
FIGFigma, Inc.	$1.32M	0.15%	Not reported	-3.3%	Q1 2026
MRVLMarvell Technology, Inc.	$1.3M	0.15%	0.00%	-26.9%	Q4 2025
CATCaterpillar Inc	$1.3M	0.15%	0.00%	+9.1%	Q2 2024
TOSTToast, Inc.	$1.3M	0.15%	0.02%	0.0%	Q4 2025
WFCWells Fargo & Company	$1.15M	0.13%	0.00%	+3.7%	Q2 2024
INTCIntel Corp	$1.15M	0.13%	0.00%	+14.2%	Q3 2025
LRCXLam Research Corp	$1.11M	0.13%	0.00%	-7.5%	Q4 2024
SLViShares Silver Trust	$1.05M	0.12%	0.00%	+3.4%	Q2 2024
DBCInvesco DB Commodity Index Tracking Fund	$1.02M	0.12%	0.06%	-9.2%	Q2 2024
DELLDell Technologies Inc.	$996K	0.11%	0.00%	-25.7%	Q4 2024
ETNEaton Corp plc	$969K	0.11%	0.00%	+8.3%	Q2 2024
TSLATesla, Inc.	$946K	0.11%	0.00%	+14.2%	Q2 2024
AMGNAmgen Inc	$914K	0.10%	0.00%	+3.3%	Q2 2024
GVAGranite Construction Inc	$912K	0.10%	0.01%	+9.5%	Q4 2024
BACBank of America Corp	$904K	0.10%	0.00%	+10.0%	Q2 2024
NFLXNetflix Inc	$880K	0.10%	0.00%	+7.0%	Q2 2024

Q1 2026Reported Apr 13, 2026173 positions
AAPLApple Inc.	$48.9M	6.49%	0.00%	+0.2%	Q2 2024
NVDANvidia Corp	$13M	1.72%	0.00%	+10.7%	Q2 2024
IAUIshares Gold Trust	$9.18M	1.22%	0.01%	+2.2%	Q2 2024
GOOGAlphabet Inc.	$5.42M	0.72%	Not reported	+23.7%	Q2 2024
QQQInvesco QQQ Trust, Series 1	$4.62M	0.61%	Not reported	-33.7%	Q2 2024
MSFTMicrosoft Corp	$4.38M	0.58%	0.00%	+12.8%	Q2 2024
AMZNAmazon Com Inc	$4.11M	0.55%	0.00%	-8.6%	Q2 2024
GLDSPDR Gold Trust	$4.03M	0.53%	0.00%	-12.4%	Q2 2024
BRK.BBerkshire Hathaway Inc	$3.95M	0.52%	Not reported	+11.2%	Q2 2024
SCHWSchwab Charles Corp	$3.69M	0.49%	0.00%	-12.6%	Q2 2024
SGOLabrdn Gold ETF Trust	$3.17M	0.42%	0.04%	-5.9%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$2.8M	0.37%	Not reported	-2.1%	Q2 2024
GOOGLAlphabet Inc.	$2.65M	0.35%	0.00%	+19.8%	Q2 2024
PLTRPalantir Technologies Inc.	$2.11M	0.28%	0.00%	-2.7%	Q4 2024
COINCoinbase Global, Inc.	$1.96M	0.26%	0.00%	-0.1%	Q2 2024
MUMicron Technology Inc	$1.79M	0.24%	0.00%	+1.2%	Q1 2025
OCSLOaktree Specialty Lending Corp	$1.74M	0.23%	0.17%	+25.4%	Q4 2024
MCDMcdonalds Corp	$1.59M	0.21%	0.00%	-7.2%	Q2 2024
FIGFigma, Inc.	$1.59M	0.21%	Not reported	New	Q1 2026
DFAXGulf Resources, Inc.	$1.57M	0.21%	Not reported	+5.2%	Q2 2024
METAMeta Platforms, Inc.	$1.46M	0.19%	Not reported	+6.2%	Q2 2024
XOMExxonMobil Holdings Corp	$1.46M	0.19%	0.00%	+20.1%	Q2 2024
GSGoldman Sachs Group Inc	$1.43M	0.19%	0.00%	-4.1%	Q2 2024
SPTSSports Media Inc	$1.39M	0.18%	Not reported	+1.8%	Q2 2024
JNJJohnson & Johnson	$1.36M	0.18%	0.00%	-2.8%	Q2 2024
SLViShares Silver Trust	$1.3M	0.17%	0.00%	+0.2%	Q2 2024
SCHKSirona Dental Systems, Inc.	$1.29M	0.17%	0.04%	+3.0%	Q4 2024
TOSTToast, Inc.	$1.24M	0.16%	0.02%	0.0%	Q4 2025
LLYELI LILLY & Co	$1.24M	0.16%	0.00%	+63.3%	Q2 2024
VPLInvesco Pennsylvania Value Municipal Income Trust	$1.24M	0.16%	Not reported	+21.8%	Q2 2024
VVisa Inc.	$1.23M	0.16%	0.00%	-5.9%	Q2 2024
DBCInvesco DB Commodity Index Tracking Fund	$1.22M	0.16%	0.07%	-0.1%	Q2 2024
JPMJPMorgan Chase & Co	$1.18M	0.16%	0.00%	-8.8%	Q2 2024
NFLXNetflix Inc	$1.11M	0.15%	0.00%	+13.0%	Q2 2024
WFCWells Fargo & Company	$1.07M	0.14%	0.00%	-2.2%	Q2 2024
AVGOBroadcom Inc.	$996K	0.13%	0.00%	+15.2%	Q2 2024
TMUST-Mobile US, Inc.	$990K	0.13%	0.00%	+0.4%	Q2 2025
CVXChevron Corp	$988K	0.13%	0.00%	+3.2%	Q2 2024
ANETArista Networks, Inc.	$968K	0.13%	0.00%	+0.3%	Q2 2024
CSCOCisco Systems, Inc.	$935K	0.12%	0.00%	+15.9%	Q2 2024
AMDAdvanced Micro Devices Inc	$933K	0.12%	0.00%	+12.7%	Q2 2024
AMGNAmgen Inc	$860K	0.11%	0.00%	-8.6%	Q2 2024
CRMSalesforce, Inc.	$842K	0.11%	0.00%	+32.8%	Q2 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$827K	0.11%	0.00%	+47.2%	Q2 2024
CATCaterpillar Inc	$795K	0.11%	0.00%	-1.1%	Q2 2024
ETNEaton Corp plc	$750K	0.10%	0.00%	-2.4%	Q2 2024
TSLATesla, Inc.	$732K	0.10%	0.00%	-10.8%	Q2 2024
NEMNEWMONT Corp	$720K	0.10%	0.00%	-17.5%	Q2 2024
ZZillow Group, Inc.	$719K	0.10%	Not reported	-0.2%	Q3 2025
COSTCostco Wholesale Corp	$711K	0.09%	0.00%	+3.3%	Q3 2024

Q4 2025Reported Jan 12, 2026165 positions
AAPLApple Inc.	$52.3M	7.39%	0.00%	-1.3%	Q2 2024
NVDANvidia Corp	$12.5M	1.77%	0.00%	-6.0%	Q2 2024
IAUIshares Gold Trust	$8.27M	1.17%	0.01%	+1.4%	Q2 2024
QQQInvesco QQQ Trust, Series 1	$7.42M	1.05%	Not reported	+1.0%	Q2 2024
MSFTMicrosoft Corp	$5.08M	0.72%	0.00%	+5.2%	Q2 2024
AMZNAmazon Com Inc	$4.98M	0.70%	0.00%	+81.7%	Q2 2024
GOOGAlphabet Inc.	$4.79M	0.68%	Not reported	-0.6%	Q2 2024
SCHWSchwab Charles Corp	$4.48M	0.63%	0.00%	+0.3%	Q2 2024
GLDSPDR Gold Trust	$4.24M	0.60%	0.00%	-7.7%	Q2 2024
BRK.BBerkshire Hathaway Inc	$3.72M	0.53%	Not reported	+20.9%	Q2 2024
SGOLabrdn Gold ETF Trust	$3.1M	0.44%	0.04%	-2.5%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$3M	0.42%	Not reported	+9.8%	Q2 2024
PLTRPalantir Technologies Inc.	$2.64M	0.37%	0.00%	+458.7%	Q4 2024
COINCoinbase Global, Inc.	$2.54M	0.36%	0.00%	-1.2%	Q2 2024
GOOGLAlphabet Inc.	$2.41M	0.34%	0.00%	+2.1%	Q2 2024
GVAGranite Construction Inc	$1.83M	0.26%	0.04%	+574.6%	Q4 2024
MCDMcdonalds Corp	$1.69M	0.24%	0.00%	+1.1%	Q2 2024
TOSTToast, Inc.	$1.66M	0.23%	0.02%	New	Q4 2025
METAMeta Platforms, Inc.	$1.59M	0.22%	Not reported	+19.6%	Q2 2024
OCSLOaktree Specialty Lending Corp	$1.56M	0.22%	0.14%	+55.4%	Q4 2024
GSGoldman Sachs Group Inc	$1.55M	0.22%	0.00%	+0.7%	Q2 2024
VVisa Inc.	$1.51M	0.21%	0.00%	-0.7%	Q2 2024
MUMicron Technology Inc	$1.5M	0.21%	0.00%	-3.0%	Q1 2025
DFAXGulf Resources, Inc.	$1.44M	0.20%	Not reported	-1.5%	Q2 2024
JPMJPMorgan Chase & Co	$1.41M	0.20%	0.00%	+12.2%	Q2 2024
SPTSSports Media Inc	$1.37M	0.19%	Not reported	-6.5%	Q2 2024
SCHKSirona Dental Systems, Inc.	$1.31M	0.19%	0.04%	+0.2%	Q4 2024
WFCWells Fargo & Company	$1.28M	0.18%	0.00%	+2.5%	Q2 2024
SLViShares Silver Trust	$1.23M	0.17%	0.00%	+1.1%	Q2 2024
ZZillow Group, Inc.	$1.19M	0.17%	Not reported	-0.2%	Q3 2025
JNJJohnson & Johnson	$1.19M	0.17%	0.00%	+0.2%	Q2 2024
ANETArista Networks, Inc.	$1.03M	0.15%	0.00%	-5.7%	Q2 2024
TSLATesla, Inc.	$993K	0.14%	0.00%	+6.7%	Q2 2024
AVGOBroadcom Inc.	$967K	0.14%	0.00%	-8.9%	Q2 2024
NFLXNetflix Inc	$956K	0.14%	0.00%	+5.4%	Q2 2024
TMUST-Mobile US, Inc.	$953K	0.13%	0.00%	+9.8%	Q2 2025
DBCInvesco DB Commodity Index Tracking Fund	$939K	0.13%	0.07%	+5.5%	Q2 2024
VPLInvesco Pennsylvania Value Municipal Income Trust	$938K	0.13%	Not reported	-9.3%	Q2 2024
CRMSalesforce, Inc.	$900K	0.13%	0.00%	-8.1%	Q2 2024
LLYELI LILLY & Co	$886K	0.13%	0.00%	+0.7%	Q2 2024
AMGNAmgen Inc	$875K	0.12%	0.00%	+1.1%	Q2 2024
AMDAdvanced Micro Devices Inc	$872K	0.12%	0.00%	-9.9%	Q2 2024
XOMExxonMobil Holdings Corp	$863K	0.12%	0.00%	+0.3%	Q2 2024
BACBank of America Corp	$825K	0.12%	0.00%	+5.0%	Q2 2024
CLSCelestica Inc	$811K	0.11%	0.00%	-6.9%	Q2 2025
NEMNEWMONT Corp	$806K	0.11%	0.00%	+4.9%	Q2 2024
CSCOCisco Systems, Inc.	$802K	0.11%	0.00%	+3.5%	Q2 2024
MRKMerck & Co., Inc.	$777K	0.11%	0.00%	+1.8%	Q2 2024
MELIMercadolibre Inc	$771K	0.11%	0.00%	+5.5%	Q2 2024
CVXChevron Corp	$706K	0.10%	0.00%	-6.8%	Q2 2024

Q3 2025Reported Oct 10, 2025165 positions
AAPLApple Inc.	$49.6M	7.84%	0.00%	+5.3%	Q2 2024
NVDANvidia Corp	$13.3M	2.11%	0.00%	-0.9%	Q2 2024
IAUIshares Gold Trust	$7.31M	1.16%	0.01%	+2.2%	Q2 2024
QQQInvesco QQQ Trust, Series 1	$7.18M	1.13%	Not reported	+1.6%	Q2 2024
MSFTMicrosoft Corp	$5.17M	0.82%	0.00%	+1.1%	Q2 2024
SCHWSchwab Charles Corp	$4.27M	0.67%	0.00%	-5.3%	Q2 2024
GLDSPDR Gold Trust	$4.11M	0.65%	0.00%	-0.7%	Q2 2024
COINCoinbase Global, Inc.	$3.84M	0.61%	0.00%	0.0%	Q2 2024
GOOGAlphabet Inc.	$3.74M	0.59%	Not reported	-1.9%	Q2 2024
BRK.BBerkshire Hathaway Inc	$3.08M	0.49%	Not reported	+1.1%	Q2 2024
SGOLabrdn Gold ETF Trust	$2.85M	0.45%	0.05%	-3.4%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$2.67M	0.42%	Not reported	-7.0%	Q2 2024
AMZNAmazon Com Inc	$2.61M	0.41%	0.00%	+5.1%	Q2 2024
GOOGLAlphabet Inc.	$1.83M	0.29%	0.00%	+5.0%	Q2 2024
MCDMcdonalds Corp	$1.66M	0.26%	0.00%	+4.3%	Q2 2024
VVisa Inc.	$1.48M	0.23%	0.00%	-0.6%	Q2 2024
METAMeta Platforms, Inc.	$1.48M	0.23%	Not reported	-1.0%	Q2 2024
SPTSSports Media Inc	$1.47M	0.23%	Not reported	-10.8%	Q2 2024
DFAXGulf Resources, Inc.	$1.4M	0.22%	Not reported	-15.0%	Q2 2024
GSGoldman Sachs Group Inc	$1.4M	0.22%	0.00%	+2.0%	Q2 2024
ZZillow Group, Inc.	$1.34M	0.21%	Not reported	New	Q3 2025
SCHKSirona Dental Systems, Inc.	$1.28M	0.20%	0.04%	+0.2%	Q4 2024
JPMJPMorgan Chase & Co	$1.23M	0.19%	0.00%	-1.5%	Q2 2024
ANETArista Networks, Inc.	$1.21M	0.19%	0.00%	-9.2%	Q2 2024
NFLXNetflix Inc	$1.16M	0.18%	0.00%	-0.9%	Q2 2024
WFCWells Fargo & Company	$1.12M	0.18%	0.00%	+5.3%	Q2 2024
JNJJohnson & Johnson	$1.06M	0.17%	0.00%	+2.4%	Q2 2024
OCSLOaktree Specialty Lending Corp	$1.03M	0.16%	0.09%	+30.8%	Q4 2024
TMUST-Mobile US, Inc.	$1.02M	0.16%	0.00%	+129.4%	Q2 2025
AVGOBroadcom Inc.	$1.01M	0.16%	0.00%	-4.5%	Q2 2024
VPLInvesco Pennsylvania Value Municipal Income Trust	$1.01M	0.16%	Not reported	-1.1%	Q2 2024
TSLATesla, Inc.	$920K	0.15%	0.00%	-8.3%	Q2 2024
GBTCGrayscale Bitcoin Trust ETF	$913K	0.14%	0.00%	-0.4%	Q2 2024
MUMicron Technology Inc	$905K	0.14%	0.00%	+0.5%	Q1 2025
DBCInvesco DB Commodity Index Tracking Fund	$897K	0.14%	0.07%	-0.4%	Q2 2024
CRMSalesforce, Inc.	$876K	0.14%	0.00%	-5.6%	Q2 2024
MELIMercadolibre Inc	$848K	0.13%	0.00%	+2.0%	Q2 2024
XOMExxonMobil Holdings Corp	$806K	0.13%	0.00%	-3.3%	Q2 2024
SLViShares Silver Trust	$798K	0.13%	0.00%	-1.9%	Q2 2024
ETNEaton Corp plc	$782K	0.12%	0.00%	+65.5%	Q2 2024
CVXChevron Corp	$771K	0.12%	0.00%	+7.5%	Q2 2024
HDHome Depot, Inc.	$747K	0.12%	0.00%	-0.6%	Q2 2024
AMGNAmgen Inc	$746K	0.12%	0.00%	+0.8%	Q2 2024
BACBank of America Corp	$737K	0.12%	0.00%	+2.8%	Q2 2024
AMDAdvanced Micro Devices Inc	$731K	0.12%	0.00%	-2.6%	Q2 2024
ZGZillow Group, Inc.	$731K	0.12%	Not reported	New	Q3 2025
CLSCelestica Inc	$725K	0.11%	0.00%	-16.3%	Q2 2025
CSCOCisco Systems, Inc.	$688K	0.11%	0.00%	-1.5%	Q2 2024
TAt&T Inc.	$649K	0.10%	0.00%	+8.6%	Q1 2025
NEMNEWMONT Corp	$648K	0.10%	0.00%	-12.4%	Q2 2024

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