Fiduciary Advisors, Inc. Top Holdings and 13F Report (2025) About Fiduciary Advisors, Inc.Investment ActivityFiduciary Advisors, Inc. has $113.62 million in total holdings as of June 30, 2025.Fiduciary Advisors, Inc. owns shares of 95 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 5.17% of the portfolio was purchased this quarter.About 1.05% of the portfolio was sold this quarter.This quarter, Fiduciary Advisors, Inc. has purchased 95 new stocks and bought additional shares in 39 stocks.Fiduciary Advisors, Inc. sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $12,289,221Vanguard Small-Cap ETF $9,330,572iShares Core 1-5 Year USD Bond ETF $9,013,540Vanguard Total International Stock ETF $8,266,813Vanguard Mid-Cap ETF $7,373,814 Largest New Holdings this Quarter 808524102 - Schwab US Broad Market ETF $193,260 Holding78464A508 - SPDR Portfolio S&P 500 Value ETF $26,299 Holding Largest Purchases this Quarter iShares Core MSCI Total International Stock ETF 18,056 shares (about $1.40M)Vanguard S&P 500 ETF 1,756 shares (about $997.45K)iShares Core 1-5 Year USD Bond ETF 10,553 shares (about $513.40K)iShares Core S&P Small-Cap ETF 4,496 shares (about $491.37K)Vanguard High Dividend Yield ETF 3,270 shares (about $435.93K) Largest Sales this Quarter Vanguard Total International Stock ETF 9,257 shares (about $639.57K)Vanguard Short-Term Bond ETF 1,670 shares (about $131.43K)Vanguard Total Stock Market ETF 388 shares (about $117.93K)iShares Core S&P Total U.S. Stock Market ETF 525 shares (about $70.90K)Vanguard Mid-Cap ETF 238 shares (about $66.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFiduciary Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$12,289,221$997,452 ▲8.8%21,63510.8%ETFVBVanguard Small-Cap ETF$9,330,572$192,664 ▲2.1%39,3738.2%ETFISTBiShares Core 1-5 Year USD Bond ETF$9,013,540$513,404 ▲6.0%185,2737.9%ManufacturingVXUSVanguard Total International Stock ETF$8,266,813$639,565 ▼-7.2%119,6537.3%ETFVOVanguard Mid-Cap ETF$7,373,814$66,600 ▼-0.9%26,3516.5%ETFVEAVanguard FTSE Developed Markets ETF$7,037,702$48,572 ▼-0.7%123,4476.2%ETFMGCVanguard Mega Cap ETF$5,396,352$126,182 ▲2.4%23,9924.7%ETFVTVVanguard Value ETF$5,239,372$20,148 ▲0.4%29,6454.6%ETFVYMIVanguard International High Dividend Yield ETF$4,965,574$311,870 ▲6.7%61,9844.4%ETFIXUSiShares Core MSCI Total International Stock ETF$4,293,587$1,395,916 ▲48.2%55,5373.8%ManufacturingVEUVanguard FTSE All-World ex-US ETF$3,861,780$37,643 ▲1.0%57,4503.4%ETFVYMVanguard High Dividend Yield ETF$3,707,131$435,929 ▲13.3%27,8083.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,378,207$58,433 ▼-1.7%42,4933.0%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,284,375$115,038 ▲3.6%24,4392.9%ETFIVViShares Core S&P 500 ETF$2,213,939$25,455 ▲1.2%3,5661.9%ETFVTIVanguard Total Stock Market ETF$2,158,044$117,933 ▼-5.2%7,1001.9%ETFVBRVanguard Small-Cap Value ETF$2,131,950$139,231 ▲7.0%10,9331.9%ETFBSVVanguard Short-Term Bond ETF$1,771,132$131,428 ▼-6.9%22,5051.6%ETFVWOVanguard FTSE Emerging Markets ETF$1,719,269$4,847 ▲0.3%34,7611.5%ETFPGXInvesco Preferred ETF$1,572,080$39,022 ▲2.5%141,2471.4%ETFIJRiShares Core S&P Small-Cap ETF$1,475,097$491,371 ▲50.0%13,4971.3%ETFAVUVAvantis U.S. Small Cap Value ETF$1,373,043$146,396 ▲11.9%15,0721.2%ETFBACBank of America$1,080,1270.0%22,8261.0%FinanceEFViShares MSCI EAFE Value ETF$1,078,726$22,028 ▲2.1%16,9930.9%ETFBNDVanguard Total Bond Market ETF$967,430$20,322 ▲2.1%13,1390.9%ETFIJHiShares Core S&P Mid-Cap ETF$900,948$4,093 ▲0.5%14,5270.8%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$889,647$70,896 ▼-7.4%6,5880.8%ETFVVVanguard Large-Cap ETF$838,472$164,328 ▲24.4%2,9390.7%ETFIUSViShares Core S&P U.S. Value ETF$703,376$9,747 ▲1.4%7,4330.6%ManufacturingSCZiShares MSCI EAFE Small-Cap ETF$616,978$123,992 ▲25.2%8,4890.5%ETFSCHDSchwab US Dividend Equity ETF$462,581$4,505 ▲1.0%17,4560.4%ETFIJSiShares S&P Small-Cap 600 Value ETF$410,849$14,027 ▲3.5%4,1300.4%ETFIWRiShares Russell Mid-Cap ETF$348,684$292,486 ▲520.5%3,7910.3%ETFVUGVanguard Growth ETF$339,697$7,890 ▼-2.3%7750.3%ETFSPYSPDR S&P 500 ETF Trust$305,198$4,942 ▼-1.6%4940.3%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$255,760$22,671 ▼-8.1%5,0880.2%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$248,322$3,001 ▲1.2%4,1370.2%ETFIVEiShares S&P 500 Value ETF$202,221$586 ▲0.3%1,0350.2%ETFSCHBSchwab US Broad Market ETF$193,260$193,260 ▲New Holding8,1100.2%ETFAAPLApple$166,709$205 ▲0.1%8130.1%Computer and TechnologyAEEAmeren$145,5120.0%1,5150.1%UtilitiesKOCocaCola$144,557$991 ▲0.7%2,0430.1%Consumer StaplesNVDANVIDIA$135,4000.0%8570.1%Computer and TechnologyVTVanguard Total World Stock ETF$105,303$129 ▲0.1%8190.1%ETFDFUSDimensional U.S. Equity ETF$71,754$201 ▲0.3%1,0710.1%ETFAEPAmerican Electric Power$71,2840.0%6870.1%UtilitiesPFEPfizer$63,951$1,091 ▲1.7%2,6380.1%MedicalIEFAiShares Core MSCI EAFE ETF$62,7770.0%7520.1%ETFVOEVanguard Mid-Cap Value ETF$58,7790.0%3570.1%ETFLLYEli Lilly and Company$58,4650.0%750.1%MedicalPFLDAAM Low Duration Preferred & Income Securities ETF$53,943$980 ▲1.9%2,7510.0%ETFTSNTyson Foods$51,9130.0%9280.0%Consumer StaplesVGTVanguard Information Technology ETF$47,8860.0%720.0%ETFJNJJohnson & Johnson$45,3670.0%2970.0%MedicalMSFTMicrosoft$44,9650.0%900.0%Computer and TechnologyMDTMedtronic$39,4890.0%4530.0%MedicalIDViShares International Select Dividend ETF$37,761$863 ▲2.3%1,0940.0%ETFEMREmerson Electric$37,4660.0%2810.0%IndustrialsGOOGLAlphabet$36,4170.0%2070.0%Computer and TechnologyMRKMerck & Co., Inc.$35,8510.0%4530.0%MedicalBABoeing$32,6870.0%1560.0%AerospaceDBCInvesco DB Commodity Index Tracking Fund$29,0990.0%1,3340.0%FinanceABBVAbbVie$27,8430.0%1500.0%MedicalSPYVSPDR Portfolio S&P 500 Value ETF$26,299$26,299 ▲New Holding5020.0%ETFDEDeere & Company$25,3780.0%500.0%IndustrialsGOOGAlphabet$24,939$177 ▲0.7%1410.0%Computer and TechnologyEFSCEnterprise Financial Services$23,937$110 ▲0.5%4340.0%FinanceAVDVAvantis International Small Cap Value ETF$22,272$396 ▲1.8%2810.0%ETFCOPConocoPhillips$22,1660.0%2470.0%EnergyIWDiShares Russell 1000 Value ETF$20,9770.0%1080.0%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$20,0240.0%2340.0%ETFVZVerizon Communications$15,4480.0%3570.0%Computer and TechnologyABTAbbott Laboratories$13,6010.0%1000.0%MedicalHDHome Depot$12,5560.0%340.0%Retail/WholesaleSDYSPDR S&P Dividend ETF$11,673$2,172 ▼-15.7%860.0%ETFSPLGSPDR Portfolio S&P 500 ETF$11,0660.0%1520.0%ETFSTPZPIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund$10,655$161 ▲1.5%1980.0%ETFAMZNAmazon.com$8,7760.0%400.0%Retail/WholesaleWMTWalmart$7,041$7,823 ▼-52.6%720.0%Retail/WholesaleBOTZGlobal X Robotics & Artificial Intelligence ETF$6,9580.0%2130.0%ManufacturingIWNiShares Russell 2000 Value ETF$5,5220.0%350.0%ETFTSMTaiwan Semiconductor Manufacturing$4,5300.0%200.0%Computer and TechnologyDISWalt Disney$4,3980.0%350.0%Consumer DiscretionaryAMGNAmgen$4,1890.0%150.0%MedicalPSXPhillips 66$4,1760.0%350.0%EnergySPDWSPDR Portfolio Developed World ex-US ETF$4,0490.0%1000.0%ETFCICigna Group$3,0440.0%90.0%MedicalCOSTCostco Wholesale$2,9700.0%30.0%Retail/WholesaleDXDynex Capital$1,6620.0%1360.0%FinanceLINDE PLC$1,4080.0%30.0%SHSTMOThermo Fisher Scientific$1,2170.0%30.0%MedicalBHFBrighthouse Financial$8610.0%160.0%FinanceBPBP$773$30 ▲4.0%260.0%EnergyNVONovo Nordisk A/S$5530.0%80.0%MedicalHLTHilton Worldwide$2670.0%10.0%Consumer DiscretionaryCBChubb$0$15,100 ▼-100.0%00.0%FinanceVTRSViatris$0$2,762 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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