FIDUCIARY ADVISORS, INC. - Portfolio overview

FIDUCIARY ADVISORS, INC. has 128 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

  1. VOO - VANGUARD INDEX FDS, 9.83%
  2. ISTB - ISHARES TR, 9.19%
  3. VB - VANGUARD INDEX FDS, 8.18%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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