Fiduciary Financial Advisors
Net buyer this quarter
$984M
1,934
+$183M
7.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 QQQ | $13.2M | 1.34% | Not reported | New | Q2 2026 |
 NVDA | $10.7M | 1.09% | 0.00% | +1264.3% | Q1 2026 |
 AAPL | $8.11M | 0.82% | 0.00% | +1363.0% | Q1 2026 |
 SPY | $8.07M | 0.82% | Not reported | +548.5% | Q1 2026 |
 AVGO | $8.01M | 0.81% | 0.00% | New | Q2 2026 |
 PULS | $6.44M | 0.65% | 0.74% | New | Q2 2026 |
 MSFT | $4.36M | 0.44% | 0.00% | New | Q2 2026 |
 BRK.B | $4M | 0.41% | Not reported | +1651.1% | Q1 2026 |
 CAT | $3.25M | 0.33% | 0.00% | +350.6% | Q1 2026 |
 AMZN | $2.87M | 0.29% | 0.00% | New | Q2 2026 |
 FVD | $2.65M | 0.27% | Not reported | New | Q2 2026 |
 ITW | $2.58M | 0.26% | 0.00% | New | Q2 2026 |
 GOOGL | $2.55M | 0.26% | 0.00% | New | Q2 2026 |
| MDY | $2.42M | 0.25% | Not reported | New | Q2 2026 |
| GLDM | $2.33M | 0.24% | 0.01% | New | Q2 2026 |
 VYM | $2.1M | 0.21% | Not reported | New | Q2 2026 |
 JPM | $2.09M | 0.21% | 0.00% | New | Q2 2026 |
 DFAX | $2.04M | 0.21% | Not reported | +75.1% | Q1 2026 |
 MU | $1.97M | 0.20% | 0.00% | New | Q2 2026 |
 ABBV | $1.75M | 0.18% | 0.00% | New | Q2 2026 |
| VPL | $1.75M | 0.18% | Not reported | New | Q2 2026 |
 BITB | $1.65M | 0.17% | 0.08% | New | Q2 2026 |
 PANW | $1.64M | 0.17% | 0.00% | New | Q2 2026 |
 VLUE | $1.52M | 0.15% | Not reported | New | Q2 2026 |
 TSLA | $1.44M | 0.15% | 0.00% | New | Q2 2026 |
| GOOG | $1.42M | 0.14% | Not reported | New | Q2 2026 |
 SCHI | $1.36M | 0.14% | Not reported | New | Q2 2026 |
 DELL | $1.33M | 0.14% | 0.00% | New | Q2 2026 |
 COST | $1.33M | 0.13% | 0.00% | New | Q2 2026 |
 AHR | $1.32M | 0.13% | 0.01% | New | Q2 2026 |
 TSM | $1.25M | 0.13% | 0.00% | New | Q2 2026 |
 BITW | $1.22M | 0.12% | 0.23% | New | Q2 2026 |
 META | $1.13M | 0.11% | Not reported | New | Q2 2026 |
 SMH | $1.11M | 0.11% | Not reported | New | Q2 2026 |
 AVMC | $1.11M | 0.11% | Not reported | New | Q2 2026 |
| GLD | $1.1M | 0.11% | 0.00% | New | Q2 2026 |
 V | $1.05M | 0.11% | 0.00% | New | Q2 2026 |
 AMD | $921K | 0.09% | 0.00% | New | Q2 2026 |
 XOM | $915K | 0.09% | 0.00% | New | Q2 2026 |
 MBWM | $914K | 0.09% | 0.09% | New | Q2 2026 |
 WPM | $903K | 0.09% | 0.00% | New | Q2 2026 |
 SMMU | $872K | 0.09% | Not reported | New | Q2 2026 |
 GS | $851K | 0.09% | 0.00% | New | Q2 2026 |
 SYK | $851K | 0.09% | 0.00% | New | Q2 2026 |
| SUSA | $844K | 0.09% | Not reported | +3.4% | Q1 2026 |
 ASML | $802K | 0.08% | 0.00% | New | Q2 2026 |
 NOBL | $761K | 0.08% | Not reported | New | Q2 2026 |
 AMAT | $757K | 0.08% | 0.00% | New | Q2 2026 |
 WMT | $722K | 0.07% | 0.00% | New | Q2 2026 |
 STRL | $707K | 0.07% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| SPY | $1.09M | 0.97% | Not reported | New | Q1 2026 |
| DFAX | $1.07M | 0.96% | Not reported | New | Q1 2026 |
| SUSA | $698K | 0.62% | Not reported | New | Q1 2026 |
| NVDA | $676K | 0.60% | 0.00% | New | Q1 2026 |
| AAPL | $487K | 0.43% | 0.00% | New | Q1 2026 |
| CAT | $482K | 0.43% | 0.00% | New | Q1 2026 |
| AFGR | $251K | 0.22% | 1.10% | New | Q1 2026 |
| BRK.B | $219K | 0.20% | Not reported | New | Q1 2026 |
 MHD | $147K | 0.13% | Not reported | New | Q1 2026 |
 FSCO | $84.7K | 0.08% | Not reported | New | Q1 2026 |