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
- VOO - VANGUARD INDEX FDS, 9.83%
- ISTB - ISHARES TR, 9.19%
- 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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