FIDUCIENT ADVISORS LLC - Portfolio overview

FIDUCIENT ADVISORS LLC has 172 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Energy.

Largest reported holdings by portfolio allocation

  1. IVV - ISHARES TR, 8.35%
  2. AON - AON PLC, 7.58%
  3. EFA - ISHARES TR, 6.51%

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

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