FIDUCIARY FINANCIAL GROUP, LLC
•CIK: 1925420•Filing: Q4 2025
**FIDUCIARY FINANCIAL GROUP, LLC** manages $708M across a diversified portfolio of 329 positions. The firm maintains significant allocations to short-term treasuries, notably holding $57.1M in SGOV, alongside core technology and index exposure via AAPL ($52.3M) and SCHO ($47.6M). Further concentration is evident in specialized credit and sector plays, including $29.7M in DFAC and $29.1M in DFIV. This structure suggests a tactical approach balancing fixed income stability with targeted equity growth opportunities.
Total AUM
$708.0M
QoQ Performance
+11.8%
Positions
185
Top 10 Concentration
47.2%
Latest Filing
Q4 2025
Top Holdings Allocation
SGOV
AAPL
SCHO
SGOV8.1%
AAPL7.4%
SCHO6.7%
DFAC4.2%
DFIV4.1%
DFAI3.9%
VTV3.4%
DFAE3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.6%
Technology12.5%
Financial2.2%
Consumer1.3%
Healthcare0.9%
ETF0.8%
Communication0.4%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
+124 more exited positions
Changes from Q3 2025
NEW7 new positions
↑116 increased
↓55 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024