Arkolith/Funds/Fiduciary Group, LLC

Fiduciary Group, LLC

CIK 1645890
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Fiduciary Group, LLC holds a diversified book of 305 stocks worth $1.3B as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Alphabet Inc-CL C. Their largest long position is Vanguard S&P 500 ETF at 6% of the equity book.

Opened
16
bought for the first time
Added to
88
already held, bought more
Trimmed
152
sold some, still holds it
Sold out
6
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
32%
Top 20 holdings
48%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

63% mapped to company sectors

ETF / fund or unclassified
37%
Information Technology
24%
Financials
12%
Consumer Discretionary
7%
Health Care
6%
Industrials
5%
Consumer Staples
2%
Real Estate
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Fiduciary Group, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$591.2B
JPMORGAN CHASE & CO80 / 80$563.5B
BANK OF AMERICA CORP /DE/80 / 80$422.0B
WELLS FARGO & COMPANY/MN80 / 80$180.1B
RAYMOND JAMES FINANCIAL INC80 / 80$118.5B
ENVESTNET ASSET MANAGEMENT INC80 / 80$102.0B
PNC FINANCIAL SERVICES GROUP, INC.80 / 80$98.9B
LPL Financial LLC80 / 80$84.8B

Ranked by the share of each fund's own book sitting in the names it shares with Fiduciary Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

305 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$71.4M104.0K
5.6%
+2.0%
Added · +2K sh
2Apple Inc
COM
$65.1M225.0K
5.1%
+2.0%
Added · +4K sh
3Alphabet Inc
CAP STK CL C
$55.9M158.3K
4.4%
−1.8%
Reduced · −3K sh
4Ishares TR
CORE US AGGBD ET
$47.1M475.6K
3.7%
+6.2%
Added · +28K sh
5Microsoft Corp
COM
$33.0M88.3K
2.6%
−1.9%
Reduced · −2K sh
6Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$29.9M420.2K
2.3%
+0.7%
Added · +3K sh
7JPMorgan Chase & Co
COM
$28.3M86.5K
2.2%
−1.3%
Reduced · −1K sh
8Palo Alto Networks Inc
COM
$28.3M82.9K
2.2%
−1.6%
Reduced · −1K sh
9Berkshire Hathaway Inc Del
CL B NEW
$26.4M52.7K
2.1%
−1.1%
Reduced · −578 sh
10Ishares TR
1 3 YR TREAS BD
$26.4M321.4K
2.1%
−4.9%
Reduced · −16K sh
11Amazon Com Inc
COM
$25.4M106.4K
2.0%
−0.5%
Reduced · −537 sh
12Ishares TR
ISHS 1-5YR INVS
$25.2M480.3K
2.0%
+1.4%
Added · +7K sh
13Johnson & Johnson
COM
$21.2M83.3K
1.7%
−0.6%
Reduced · −480 sh
14Walmart Inc
COM
$20.2M178.7K
1.6%
−1.2%
Reduced · −2K sh
15Moodys Corp
COM
$20.2M44.6K
1.6%
−1.4%
Reduced · −640 sh
16Alphabet Inc
CAP STK CL A
$20.2M56.4K
1.6%
−0.8%
Reduced · −489 sh
17Pgim ETF TR
AAA CLO ETF
$19.5M379.7K
1.5%
+2.1%
Added · +8K sh
18Nvidia Corporation
COM
$17.2M86.2K
1.4%
+0.3%
Added · +243 sh
19SPDR Series Trust
ST SHO TREAS ETF
$16.6M570.5K
1.3%
+2.6%
Added · +14K sh
20RTX Corporation
COM
$15.1M79.5K
1.2%
−1.7%
Reduced · −1K sh
21Visa Inc
COM CL A
$14.8M43.0K
1.2%
−1.3%
Reduced · −551 sh
22Union Pac Corp
COM
$13.6M50.1K
1.1%
−1.6%
Reduced · −808 sh
23Select Sector SPDR TR
ST STR TECHN ETF
$13.4M70.4K
1.1%
+1.6%
Added · +1K sh
24Vanguard Index FDS
EXTEND MKT ETF
$13.2M53.7K
1.0%
−1.9%
Reduced · −1K sh
25Home Depot Inc
COM
$12.1M34.5K
1.0%
−0.7%
Reduced · −226 sh
26Select Sector SPDR TR
ST STR ENERG ETF
$12.1M226.9K
0.9%
+0.9%
Added · +2K sh
27Ishares TR
CORE S&P SCP ETF
$12.0M80.7K
0.9%
−3.5%
Reduced · −3K sh
28Amgen Inc
COM
$11.2M31.0K
0.9%
−1.0%
Reduced · −314 sh
29Profesionally Managed Portfo
AKRE FOCUS ETF
$10.0M187.6K
0.8%
−15%
Reduced · −33K sh
30Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$9.9M165.2K
0.8%
+0.3%
Added · +430 sh
31ASML Hldg NV
N Y REGISTRY SHS
$9.8M4.9K
0.8%
+0.2%
Added · +8 sh
32Wisdomtree TR
US QTLY DIV GRT
$9.7M101.5K
0.8%
+0.6%
Added · +616 sh
33Meta Platforms Inc
CL A
$9.1M16.1K
0.7%
+0.8%
Added · +125 sh
34Pepsico Inc
COM
$8.9M65.7K
0.7%
−1.5%
Reduced · −985 sh
35Coca Cola Co
COM
$8.9M109.4K
0.7%
−0.9%
Reduced · −1K sh
36Intuitive Surgical Inc
COM NEW
$8.9M22.3K
0.7%
~0%
Reduced · −8 sh
37Mastercard Incorporated
CL A
$8.8M17.0K
0.7%
−2.0%
Reduced · −342 sh
38Southern Co
COM
$8.7M90.8K
0.7%
−3.7%
Reduced · −4K sh
39Disney Walt Co
COM
$8.6M89.0K
0.7%
−7.3%
Reduced · −7K sh
40Eli Lilly & Co
COM
$8.4M7.0K
0.7%
−0.4%
Reduced · −26 sh
41Vanguard Whitehall FDS
HIGH DIV YLD
$8.2M51.9K
0.6%
+3.4%
Added · +2K sh
42Ishares TR
RUS TP200 GR ETF
$7.9M27.3K
0.6%
+3.2%
Added · +846 sh
43Ishares TR
CORE S&P MCP ETF
$7.7M99.7K
0.6%
−3.4%
Reduced · −4K sh
44Exxon Mobil Corp
COM
$7.2M52.9K
0.6%
+0.3%
Added · +176 sh
45Procter & Gamble Co
COM
$7.1M48.6K
0.6%
+0.2%
Added · +86 sh
46Aon PLC
SHS CL A
$7.1M21.4K
0.6%
−0.9%
Reduced · −190 sh
47American Express Co
COM
$7.1M20.9K
0.6%
−2.3%
Reduced · −482 sh
48Ishares TR
CORE S&P500 ETF
$7.0M9.3K
0.5%
−2.5%
Reduced · −235 sh
49SPDR Series Trust
ST STR SP600 SML
$6.9M119.9K
0.5%
+2.4%
Added · +3K sh
50Costco Wholesale Corporation
COM
$6.7M7.2K
0.5%
−0.5%
Reduced · −37 sh
Showing 50 of 305 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 2026305$1.3B13F-HR
Q1 2026Mar 31, 2026May 11, 2026297$1.2B13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026296$1.2B13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025289$1.1B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.