FIDUCIARY ADVISORS, INC.
โขCIK: 2047030โขFiling: Q4 2025
**FIDUCIARY ADVISORS, INC.** manages $131M across a diversified portfolio of 124 holdings. The strategy exhibits a strong tilt toward broad, low-cost index exposure, evidenced by top positions in VOO ($13.4M), ISTB ($11.1M), and VB ($10.9M). Significant allocations are also directed toward international and sector-specific exposure, notably VXUS ($9.8M) and VEA ($7.1M). This concentration suggests a core mandate focused on capturing broad market beta across U.S. and international equity markets.
Total AUM
$131.5M
QoQ Performance
+6.2%
Positions
79
Top 10 Concentration
63.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
ISTB
VB
VXUS
VO
VEA
VOO10.2%
ISTB8.4%
VB8.3%
VXUS7.4%
VO6.3%
VEA5.4%
VTV4.8%
VYMI4.8%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other85.8%
ETF12.3%
Financial1.1%
Technology0.4%
Healthcare0.2%
Consumer Staples0.1%
Industrial0.0%
Consumer0.0%
๐ช Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW34 new positions
โ41 increased
โ13 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024