13F Filings History of FIDUCIARY FINANCIAL GROUP, LLC

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$707,982,254
Signature - Title
Aryn Sands - Agent
Location
San Rafael, CA
Summary
This page shows a list of all the recent 13F filings made by FIDUCIARY FINANCIAL GROUP, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FIDUCIARY FINANCIAL GROUP, LLC reported 329 stock holdings with total value $707,982,254 as of Q4 2025. Top holdings included SGOV, AAPL, SCHO, DFAC, and DFIV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 329 $707,982,254 +$69,181,430 -$10,912,211 +$58,269,219 SGOV, AAPL, SCHO, DFAC, DFIV 13F-HR 12 Jan 2026, 10:11
Q3 2025 322 $632,991,088 +$53,780,928 -$11,893,290 +$41,887,638 AAPL, SCHO, SGOV, DFAC, DFIV 13F-HR 09 Oct 2025, 20:41
Q2 2025 298 $553,184,698 +$62,960,945 -$27,386,030 +$35,574,915 SCHO, AAPL, SGOV, DFAC, DFAI 13F-HR 02 Jul 2025, 20:08
Q1 2025 283 $459,461,016 +$52,431,704 -$23,582,382 +$28,849,322 SCHO, AAPL, DFAC, SGOV, DFAI 13F-HR 14 Apr 2025, 19:42
Q4 2024 274 $456,102,099 +$59,574,736 -$15,712,659 +$43,862,077 AAPL, SCHO, SGOV, DFAC, MOAT 13F-HR 13 Jan 2025, 20:03
Q3 2024 258 $435,478,302 +$28,449,781 -$10,418,911 +$18,030,870 AAPL, SCHO, DFAC, MOAT, DFAI 13F-HR 09 Oct 2024, 18:22
Q2 2024 255 $413,126,500 $0 $0 $0 AAPL, SCHO, DFAC, MOAT, DFAI 13F-HR 17 Jul 2024, 18:59