Fiducient Advisors LLC holds a focused book of 153 stocks worth $698.4M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Cambria Global Ew 2 ETF and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 10% of the equity book. Cloning the disclosed picks since 2025 would be +14% (+16.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Fiducient Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
22% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Fiducient Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| UBS Group AG | 79 / 80 | $145.4B |
| FMR LLC | 78 / 80 | $664.2B |
| MORGAN STANLEY | 78 / 80 | $554.8B |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $453.4B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $177.3B |
| ROYAL BANK OF CANADA | 78 / 80 | $146.3B |
| PNC FINANCIAL SERVICES GROUP, INC. | 78 / 80 | $56.6B |
| HighTower Advisors, LLC | 78 / 80 | $32.9B |
Ranked by how many of Fiducient Advisors LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $72.6M | 97.0K | 10.4% | ▼−2.8% Reduced · −3K sh | |
| 2 | Ishares TR MSCI EAFE ETF | $55.3M | 532.7K | 7.9% | ▲+1.9% Added · +10K sh | |
| 3 | Paccar Inc COM | $44.0M | 365.9K | 6.3% | —Held | |
| 4 | Ishares TR CORE S&P SCP ETF | $41.9M | 282.4K | 6.0% | ▼−1.6% Reduced · −4K sh | |
| 5 | Vanguard Scottsdale FDS INT-TERM CORP | $35.2M | 425.5K | 5.0% | ▲+7.5% Added · +30K sh | |
| 6 | Vanguard Index FDS S&P 500 ETF SHS | $32.2M | 46.9K | 4.6% | ▲+10% Added · +4K sh | |
| 7 | Vanguard Scottsdale FDS LG-TERM COR BD | $27.9M | 371.1K | 4.0% | ▲+5.0% Added · +18K sh | |
| 8 | Berkshire Hathaway Inc Del CL B NEW | $21.9M | 43.7K | 3.1% | ▼−3.6% Reduced · −2K sh | |
| 9 | Ishares Inc CORE MSCI EMKT | $20.7M | 249.8K | 3.0% | ▼−12% Reduced · −33K sh | |
| 10 | Ishares TR CRE U S REIT ETF | $20.4M | 306.9K | 2.9% | ▲+4.0% Added · +12K sh | |
| 11 | State STR SPDR S&P 500 ETF T TR UNIT | $18.5M | 24.7K | 2.6% | ▲+0.6% Added · +144 sh | |
| 12 | Ishares TR EAFE VALUE ETF | $16.2M | 211.7K | 2.3% | ▲+2.7% Added · +5K sh | |
| 13 | Vanguard Index FDS SM CP VAL ETF | $15.9M | 65.4K | 2.3% | ▲+11% Added · +6K sh | |
| 14 | Ishares TR CORE US AGGBD ET | $14.8M | 149.3K | 2.1% | ▼−11% Reduced · −19K sh | |
| 15 | Vanguard Index FDS MID CAP ETF | $12.0M | 148.4K | 1.7% | ▲+168% Added · +93K sh | |
| 16 | Vanguard Index FDS TOTAL STK MKT | $10.0M | 27.0K | 1.4% | ▲+20% Added · +5K sh | |
| 17 | Apple Inc COM | $8.6M | 29.7K | 1.2% | ▼−20% Reduced · −7K sh | |
| 18 | Ishares TR RUS 1000 ETF | $7.8M | 19.1K | 1.1% | ▼−4.5% Reduced · −908 sh | |
| 19 | World Gold TR SPDR GLD MINIS | $7.7M | 96.6K | 1.1% | —Held | |
| 20 | Vanguard Index FDS SMALL CP ETF | $7.0M | 23.2K | 1.0% | ▼−18% Reduced · −5K sh | |
| 21 | Ishares TR MSCI EMG MKT ETF | $6.9M | 101.3K | 1.0% | ▲+2.8% Added · +3K sh | |
| 22 | Ea Series Trust CAMBRIA GLOBAL | $6.9M | 126.1K | 1.0% | —Held | |
| 23 | Illinois Tool WKS Inc COM | $6.6M | 24.2K | 0.9% | ▼−0.1% Reduced · −34 sh | |
| 24 | Ishares TR CORE MSCI EAFE | $6.5M | 67.2K | 0.9% | ▼−45% Reduced · −56K sh | |
| 25 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $6.5M | 90.6K | 0.9% | ▼−5.4% Reduced · −5K sh | |
| 26 | Uber Technologies Inc COM | $6.3M | 87.3K | 0.9% | ▼−29% Reduced · −36K sh | |
| 27 | Nvidia Corporation COM | $6.0M | 29.8K | 0.9% | ▼−32% Reduced · −14K sh | |
| 28 | Vanguard Intl Equity Index F ALLWRLD EX US | $5.7M | 68.6K | 0.8% | ▲+5.6% Added · +4K sh | |
| 29 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $5.7M | 95.2K | 0.8% | ▼−2.2% Reduced · −2K sh | |
| 30 | Aon PLC SHS CL A | $5.0M | 15.1K | 0.7% | ▼−92% Reduced · −168K sh | |
| 31 | Vanguard Index FDS GROWTH ETF | $4.7M | 54.7K | 0.7% | ▲+509% Added · +46K sh | |
| 32 | RTX Corporation COM | $4.3M | 22.9K | 0.6% | —Held | |
| 33 | Byline Bancorp Inc COM | $4.2M | 110.8K | 0.6% | ▼−3.0% Reduced · −3K sh | |
| 34 | Vanguard Index FDS LARGE CAP ETF | $4.1M | 11.9K | 0.6% | —Held | |
| 35 | Ea Series Trust CAMBRIA GLOBAL E | $4.0M | 77.3K | 0.6% | ▲New New position | |
| 36 | Ishares TR RUSSELL 2000 ETF | $3.8M | 12.5K | 0.5% | ▼−11% Reduced · −2K sh | |
| 37 | Vanguard Index FDS EXTEND MKT ETF | $3.7M | 15.1K | 0.5% | ▲New New position | |
| 38 | Ishares TR RUS 1000 GRW ETF | $3.7M | 30.0K | 0.5% | ▲+288% Added · +22K sh | |
| 39 | Vanguard Scottsdale FDS VNG RUS2000GRW | $3.7M | 12.9K | 0.5% | ▲New New position | |
| 40 | Vanguard Star FDS VG TL INTL STK F | $3.7M | 43.1K | 0.5% | ▲+19% Added · +7K sh | |
| 41 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $3.6M | 23.1K | 0.5% | ▲New New position | |
| 42 | Vanguard BD Index FDS TOTAL BND MRKT | $3.4M | 46.9K | 0.5% | ▲+1.8% Added · +823 sh | |
| 43 | Amazon Com Inc COM | $3.4M | 14.4K | 0.5% | ▼−13% Reduced · −2K sh | |
| 44 | Vanguard Intl Equity Index F TT WRLD ST ETF | $3.2M | 20.4K | 0.5% | ▼−17% Reduced · −4K sh | |
| 45 | Microsoft Corp COM | $2.9M | 7.7K | 0.4% | ▼−2.6% Reduced · −211 sh | |
| 46 | Enterprise Prods Partners L COM | $2.7M | 73.9K | 0.4% | ▼−0.2% Reduced · −161 sh | |
| 47 | Ishares TR CORE S&P MCP ETF | $2.6M | 33.7K | 0.4% | ▲+0.1% Added · +18 sh | |
| 48 | Alphabet Inc CAP STK CL A | $2.5M | 7.1K | 0.4% | ▼−3.5% Reduced · −256 sh | |
| 49 | Diamondback Energy Inc COM | $2.4M | 13.9K | 0.3% | ▼−94% Reduced · −224K sh | |
| 50 | Flexshares TR MORNSTAR UPSTR | $2.3M | 47.4K | 0.3% | ▲+113% Added · +25K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1729866/holdings"
Use Arkolith to show FIDUCIENT ADVISORS LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
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. The performance line is a simulation of the disclosed long book, not an audited return.