FIDUCIARY FINANCIAL ADVISORS
All 13F Filings
- Location
- Grand Rapids, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 984,449
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 8/13/2026 | 2,794 | 984,449 | 13F-HR | FIDUCIARY FINANCIAL ADVISORS |
| Q1 2026 | 5/7/2026 | 69 | 112,097 | 13F-HR | ACTION POINT FINANCIAL PLANNING, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 214.3 K | 21.8% | 211.4 K | 0 | 211.4 K |
| ETFs | 761.1 K | 77.3% | 651.9 K | 0 | 651.9 K |
| Debt | 8.943 K | 0.9% | 8.943 K | 0 | 8.943 K |
| Other | 23 | 0.0% | 23 | 0 | 23 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
984,449
Holdings
2794
QoQ value change ($000)
872,352
(778.2%)
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.