Fiduciary Advisors, Inc. Top Holdings and 13F Report (2026) About Fiduciary Advisors, Inc.Investment ActivityFiduciary Advisors, Inc. has $133.09 million in total holdings as of March 31, 2026.Fiduciary Advisors, Inc. owns shares of 121 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 3.53% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Fiduciary Advisors, Inc. has purchased 124 new stocks and bought additional shares in 34 stocks.Fiduciary Advisors, Inc. sold shares of 20 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $13,150,262iShares Core 1-5 Year USD Bond ETF $12,283,842Vanguard Small-Cap ETF $10,939,182Vanguard Total International Stock ETF $10,516,700Vanguard Mid-Cap ETF $8,461,020 Largest New Holdings this Quarter 369604301 - GE Aerospace $1 Holding Largest Purchases this Quarter iShares Core 1-5 Year USD Bond ETF 25,853 shares (about $1.25M)Vanguard International High Dividend Yield ETF 5,947 shares (about $560.44K)Vanguard Total International Stock ETF 6,999 shares (about $539.69K)Vanguard S&P 500 ETF 688 shares (about $411.11K)Vanguard FTSE All-World ex-US Small-Cap ETF 1,923 shares (about $280.36K) Largest Sales this Quarter Invesco Preferred ETF 79,582 shares (about $865.85K)Vanguard FTSE Developed Markets ETF 8,566 shares (about $548.91K)iShares MSCI EAFE Small-Cap ETF 3,962 shares (about $310.67K)iShares Core MSCI Emerging Markets ETF 4,208 shares (about $293.51K)iShares S&P Small-Cap 600 Value ETF 2,103 shares (about $249.13K) 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$13,150,262$411,114 ▲3.2%22,0079.9%ETFISTBiShares Core 1-5 Year USD Bond ETF$12,283,842$1,252,837 ▲11.4%253,4849.2%ManufacturingVBVanguard Small-Cap ETF$10,939,182$93,768 ▼-0.8%41,7658.2%ETFVXUSVanguard Total International Stock ETF$10,516,700$539,692 ▲5.4%136,3867.9%ETFVOVanguard Mid-Cap ETF$8,461,020$241,235 ▲2.9%29,4626.4%ETFVYMIVanguard International High Dividend Yield ETF$7,100,949$560,443 ▲8.6%75,3505.3%ETFVEAVanguard FTSE Developed Markets ETF$6,763,869$548,907 ▼-7.5%105,5545.1%ETFVTVVanguard Value ETF$6,262,461$184,230 ▼-2.9%31,9194.7%ETFMGCVanguard Mega Cap ETF$5,649,729$273,694 ▲5.1%23,9044.2%ETFVYMVanguard High Dividend Yield ETF$4,523,117$1,333 ▲0.0%30,5413.4%ETFIXUSiShares Core MSCI Total International Stock ETF$4,475,663$200,746 ▼-4.3%51,6583.4%ManufacturingVEUVanguard FTSE All-World ex-US ETF$4,064,343$6,233 ▲0.2%54,1193.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$4,023,837$171,303 ▲4.4%50,7613.0%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$4,021,340$280,355 ▲7.5%27,5833.0%ETFAVUVAvantis U.S. Small Cap Value ETF$2,515,578$219,500 ▲9.6%22,7721.9%ETFVTIVanguard Total Stock Market ETF$2,402,668$53,578 ▲2.3%7,4891.8%ETFVBRVanguard Small-Cap Value ETF$2,312,055$60,398 ▼-2.5%10,6421.7%ETFIVViShares Core S&P 500 ETF$2,295,377$108,433 ▼-4.5%3,5141.7%ETFBSVVanguard Short-Term Bond ETF$1,951,542$6,822 ▼-0.3%24,8891.5%ETFIJRiShares Core S&P Small-Cap ETF$1,794,636$18,646 ▼-1.0%14,4371.3%ETFVWOVanguard FTSE Emerging Markets ETF$1,711,267$60,590 ▼-3.4%31,6611.3%ETFVVVanguard Large-Cap ETF$1,188,102$17,331 ▲1.5%3,9760.9%ETFBACBank of America$1,112,7680.0%22,8260.8%FinanceBNDVanguard Total Bond Market ETF$1,088,514$6,922 ▲0.6%14,7820.8%ETFEFViShares MSCI EAFE Value ETF$1,034,597$44,016 ▼-4.1%13,9150.8%ETFIUSViShares Core S&P U.S. Value ETF$953,381$187,425 ▲24.5%9,3240.7%ManufacturingIJHiShares Core S&P Mid-Cap ETF$952,838$75,160 ▼-7.3%14,1100.7%ETFPGXInvesco Preferred ETF$923,580$865,851 ▼-48.4%84,8880.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$913,971$12,961 ▼-1.4%6,4170.7%ETFUSBU.S. Bancorp$809,2240.0%15,5590.6%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$624,080$170,531 ▲37.6%12,4940.5%ManufacturingAVLVAvantis U.S. Large Cap Value ETF$623,366$104,150 ▲20.1%7,7330.5%ETFIWRiShares Russell Mid-Cap ETF$512,817$2,917 ▼-0.6%5,2740.4%ETFVTVanguard Total World Stock ETF$460,800$99,188 ▲27.4%3,3310.3%ETFSCZiShares MSCI EAFE Small-Cap ETF$359,208$310,671 ▼-46.4%4,5810.3%ETFSPYSPDR S&P 500 ETF Trust$320,165$651 ▲0.2%4920.2%FinanceVTESVanguard Short-Term Tax-Exempt Bond ETF$310,990$21,845 ▲7.6%3,0750.2%ETFIVEiShares S&P 500 Value ETF$245,322$14,145 ▲6.1%1,1620.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$243,913$249,125 ▼-50.5%2,0590.2%ETFVUGVanguard Growth ETF$221,676$2,182 ▼-1.0%5080.2%ETFSCHBSchwab US Broad Market ETF$205,366$577 ▲0.3%8,1820.2%ETFAAPLApple$177,7360.0%7000.1%Computer and TechnologyKOCocaCola$158,8150.0%2,0880.1%Consumer StaplesAEEAmeren$149,504$17,039 ▼-10.2%1,3600.1%UtilitiesNVDANVIDIA$149,4650.0%8570.1%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$142,3540.0%1,4340.1%FinanceBRK.BBerkshire Hathaway$119,8000.0%2500.1%FinanceDFUSDimensional U.S. Equity ETF$114,585$284 ▲0.2%1,6160.1%ETFVANGUARD INSTL INDEX FD$98,042$25,418 ▲35.0%1,2960.1%0-3 MO TREAS BILAEPAmerican Electric Power$90,0520.0%6870.1%UtilitiesGUSAGoldman Sachs MarketBeta US 1000 Equity ETF$82,7850.0%1,4710.1%ETFPFEPfizer$77,869$1,236 ▲1.6%2,7730.1%MedicalJNJJohnson & Johnson$72,5990.0%2970.1%MedicalLLYEli Lilly and Company$68,9830.0%750.1%MedicalIEFAiShares Core MSCI EAFE ETF$68,0790.0%7520.1%ETFVOEVanguard Mid-Cap Value ETF$65,8630.0%3570.0%ETFVANGUARD INSTL INDEX FD$60,465$35,341 ▲140.7%7990.0%ULTRA-SHORT TREAGOOGLAlphabet$59,4870.0%2070.0%Computer and TechnologyTSNTyson Foods$59,4570.0%9280.0%Consumer StaplesAVDVAvantis International Small Cap Value ETF$57,893$100 ▲0.2%5800.0%ETFMRKMerck & Co., Inc.$54,4780.0%4530.0%MedicalVGTVanguard Information Technology ETF$48,8160.0%700.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$48,267$293,508 ▼-85.9%6920.0%ETFVANGUARD NY TAX FREE FDS$44,522$3,173 ▲7.7%4350.0%TAX EXEMPT BDIDEViShares Core MSCI International Developed Markets ETF$43,6240.0%5220.0%ETFGOOGAlphabet$40,3930.0%1410.0%Computer and TechnologyIDViShares International Select Dividend ETF$37,828$170 ▲0.5%8890.0%ETFDBCInvesco DB Commodity Index Tracking Fund$37,417$2,491 ▼-6.2%1,2920.0%FinanceEMREmerson Electric$36,8170.0%2810.0%IndustrialsMSFTMicrosoft$33,5410.0%910.0%Computer and TechnologyABBVAbbVie$32,6240.0%1500.0%MedicalBABoeing$31,0490.0%1560.0%AerospaceSPYVSPDR Portfolio S&P 500 Value ETF$28,824$57 ▲0.2%5090.0%ETFDEDeere & Company$26,1100.0%460.0%IndustrialsEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$25,2680.0%2690.0%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$24,036$102 ▲0.4%2360.0%ETFIWDiShares Russell 1000 Value ETF$23,0770.0%1080.0%ETFIAUiShares Gold Trust$22,5690.0%2560.0%FinanceEPDEnterprise Products Partners$18,948$303 ▲1.6%5010.0%EnergyVZVerizon Communications$17,9220.0%3570.0%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$17,7090.0%2140.0%ETFEFSCEnterprise Financial Services$16,296$108 ▲0.7%3010.0%FinanceCOPConocoPhillips$14,3880.0%1090.0%EnergySDYSPDR S&P Dividend ETF$11,9680.0%820.0%ETFSPLGSPDR Portfolio S&P 500 ETF$11,6540.0%1520.0%ETFVIGIVanguard International Dividend Appreciation ETF$11,5890.0%1310.0%ETFSTPZPIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund$10,9510.0%2020.0%ETFHBANHuntington Bancshares$10,627$94 ▲0.9%6790.0%FinanceHDHome Depot$10,2770.0%310.0%Retail/WholesaleABTAbbott Laboratories$10,2670.0%1000.0%MedicalWALMART INC$8,9490.0%720.0%COMAMZNAmazon.com$8,3310.0%400.0%Retail/WholesaleBOTZGlobal X Robotics & Artificial Intelligence ETF$7,1260.0%2140.0%ManufacturingCHENIERE ENERGY INC$7,0940.0%250.0%COM NEWTSMTaiwan Semiconductor Manufacturing$6,7590.0%200.0%Computer and TechnologyIWNiShares Russell 2000 Value ETF$6,6360.0%350.0%ETFVXFVanguard Extended Market ETF$6,5860.0%320.0%ETFPSXPhillips 66$6,3770.0%350.0%EnergyAMGNAmgen$5,2780.0%150.0%MedicalSPDWSPDR Portfolio Developed World ex-US ETF$4,6470.0%1020.0%ETFShowing 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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