Manager Profile

Fiduciary Group, LLC

Diversified · Technology 16%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

—

Portfolio Value

$1.3B

Latest reported 13F value

Holdings

305

Distinct positions in last filing

Top Position

VANGUARD INDEX FDS

Latest disclosed holding

Top 4

922908363 AAPL GOOG 464287226 MSFT

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Technology

15.5%

Financial Services

11.2%

Communication Services

8.6%

Healthcare

6.1%

Consumer Defensive

4.3%

Industrials

4.2%

Consumer Cyclical

3.7%

Energy

1.1%

Real Estate

0.8%

Utilities

0.8%

Basic Materials

0.1%

Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026

Largest Positions

Top 5 largest positions by current portfolio value.

VANGUARD INDEX FDS

Shares: 104K

71.4M

Position Value

Apple Inc

Shares: 225K

65.1M

Position Value

Alphabet Inc

Shares: 158.3K

55.9M

Position Value

ISHARES TR

Shares: 475.6K

47.1M

Position Value

Microsoft Corp

Shares: 88.3K

33M

Position Value

Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter	Holdings	Value	Form Type	Date Filed	Filing ID