Fiduciary Financial Advisors reported 1,792 positions worth $122.76M for the quarter ended Jun 30, 2026, up 6,487.9% on the prior quarter. It opened 1,788 new positions, added to 4, trimmed 0 and exited 0. Its largest holding is Nvidia Corp at 8.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +47.1K | +1,213.9% | $9.52M | 8.39% |
| AVGO Broadcom Inc. | +20.8K | – | $7.84M | 6.39% |
| AAPL Apple Inc. | +24.2K | +1,261.2% | $6.99M | 6.15% |
| MSFT Microsoft Corp | +10.9K | – | $4.07M | 3.31% |
| BRK-B Berkshire Hathaway Inc | +6,616 | +1,444.5% | $3.30M | 2.88% |
| ITW Illinois Tool Works Inc | +9,546 | – | $2.58M | 2.1% |
| GOOGL Alphabet Inc. | +6,584 | – | $2.35M | 1.91% |
| AMZN Amazon Com Inc | +9,547 | – | $2.27M | 1.85% |
| GLDM World Gold Trust | +28.5K | – | $2.26M | 1.84% |
| CAT Caterpillar Inc | +2,075 | +305.1% | $2.20M | 2.38% |
No positions were reduced this quarter.
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AVGO Broadcom Inc. | +20.8K | $7.84M | 6.39% |
| MSFT Microsoft Corp | +10.9K | $4.07M | 3.31% |
| ITW Illinois Tool Works Inc | +9,546 | $2.58M | 2.1% |
| GOOGL Alphabet Inc. | +6,584 | $2.35M | 1.91% |
| AMZN Amazon Com Inc | +9,547 | $2.27M | 1.85% |
| GLDM World Gold Trust | +28.5K | $2.26M | 1.84% |
| MU Micron Technology Inc | +1,605 | $1.84M | 1.5% |
| JPM Jpmorgan Chase & Co | +5,601 | $1.83M | 1.49% |
| ABBV AbbVie Inc. | +6,695 | $1.70M | 1.39% |
| PANW Palo Alto Networks Inc | +4,639 | $1.62M | 1.32% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 51.0K | $10.30M | 8.39% | +47.1K | +1,213.9% | Added | 0% |
| 2 | AVGO Broadcom Inc. | Technology | 20.8K | $7.84M | 6.39% | +20.8K | – | New | 0% |
| 3 | AAPL Apple Inc. | Technology | 26.1K | $7.55M | 6.15% | +24.2K | +1,261.2% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 10.9K | $4.07M | 3.31% | +10.9K | – | New | 0% |
| 5 | BRK-B Berkshire Hathaway Inc | Financial Services | 7,074 | $3.53M | 2.88% | +6,616 | +1,444.5% | Added | 0% |
| 6 | CAT Caterpillar Inc | Industrials | 2,755 | $2.92M | 2.38% | +2,075 | +305.1% | Added | 0% |
| 7 | ITW Illinois Tool Works Inc | Industrials | 9,546 | $2.58M | 2.1% | +9,546 | – | New | 0% |
| 8 | GOOGL Alphabet Inc. | Technology | 6,584 | $2.35M | 1.91% | +6,584 | – | New | 0% |
| 9 | AMZN Amazon Com Inc | Consumer Discretionary | 9,547 | $2.27M | 1.85% | +9,547 | – | New | 0% |
| 10 | GLDM World Gold Trust | Others | 28.5K | $2.26M | 1.84% | +28.5K | – | New | 0.01% |
| 11 | MU Micron Technology Inc | Technology | 1,605 | $1.84M | 1.5% | +1,605 | – | New | 0% |
| 12 | JPM Jpmorgan Chase & Co | Financial Services | 5,601 | $1.83M | 1.49% | +5,601 | – | New | 0% |
| 13 | ABBV AbbVie Inc. | Healthcare | 6,695 | $1.70M | 1.39% | +6,695 | – | New | 0% |
| 14 | PANW Palo Alto Networks Inc | Technology | 4,639 | $1.62M | 1.32% | +4,639 | – | New | 0% |
| 15 | BITB Bitwise Bitcoin ETF | Others | 49.7K | $1.58M | 1.29% | +49.7K | – | New | 0.07% |
Tip. Select a row to see that position’s full history at Fiduciary Financial Advisors.
As of its Q2 2026 13F filing, Fiduciary Financial Advisors’s five largest positions were Nvidia Corp (NVDA) at 8.4%, Broadcom Inc. (AVGO) at 6.4%, Apple Inc. (AAPL) at 6.1%, Microsoft Corp (MSFT) at 3.3%, Berkshire Hathaway Inc (BRK-B) at 2.9% of the reported portfolio.
Fiduciary Financial Advisors reported a 13F portfolio worth $122.76M across 1,792 positions for Q2 2026. That is up 6,487.9% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($9.52M), Broadcom Inc. ($7.84M), Apple Inc. ($6.99M). It opened 1,788 new positions.
From the Form 13F-HR reports Fiduciary Financial Advisors files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.