FIDUCIARY FINANCIAL GROUP, LLC
All 13F Filings
- Location
- San Rafael, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 882,387
- 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 | 7/10/2026 | 373 | 882,387 | 13F-HR | FIDUCIARY FINANCIAL GROUP, LLC |
| Q1 2026 | 4/13/2026 | 345 | 754,146 | 13F-HR | FIDUCIARY FINANCIAL GROUP, LLC |
| Q4 2025 | 1/12/2026 | 329 | 707,982 | 13F-HR | FIDUCIARY FINANCIAL GROUP, LLC |
| Q3 2025 | 10/10/2025 | 322 | 632,991 | 13F-HR | FIDUCIARY FINANCIAL GROUP, LLC |
| Q2 2025 | 7/3/2025 | 298 | 553,185 | 13F-HR | FIDUCIARY FINANCIAL GROUP, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 237.3 K | 26.9% | 39.66 K | 0 | 39.66 K |
| ETFs | 644.1 K | 73.0% | 88.54 K | 0 | 88.54 K |
| Debt | 708 | 0.1% | 27 | 0 | 27 |
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Fund Snapshot
Q2 2026
Latest filed
7/10/2026
Total value ($000)
882,387
Holdings
373
QoQ value change ($000)
128,241
(17.0%)
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.