FIDUCIENT ADVISORS LLC

All 13F Filings

Location
Chicago, IL
Most recent 13F
Q2 2026
Holdings value ($000)
698,411
Description
—
Website
—
Founded
—
Chairman
—
CEO
—
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/7/2026 153 698,411 13F-HR FIDUCIENT ADVISORS LLC
Q1 2026 5/8/2026 139 764,985 13F-HR FIDUCIENT ADVISORS LLC
Q4 2025 2/10/2026 170 806,802 13F-HR FIDUCIENT ADVISORS LLC
Q3 2025 10/30/2025 157 855,708 13F-HR FIDUCIENT ADVISORS LLC
Q2 2025 8/12/2025 153 816,954 13F-HR FIDUCIENT ADVISORS LLC
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 163.1 K 23.3% 0 111.2 K -111.2 K
ETFs 533.8 K 76.4% 44.64 K 0 44.64 K
Debt 1.593 K 0.2% 0 9 -9
Swipe for more columns

Fund Snapshot

Q2 2026
Latest filed
8/7/2026
Total value ($000)
698,411
Holdings
153
QoQ value change ($000)
-66,574 (-8.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.