FIDUCIARY FINANCIAL ADVISORS
All 13F Filings
- Location
- Grand Rapids, MI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 940,797
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/12/2026 | 432 | 940,797 | 13F-HR | FIDUCIARY FINANCIAL ADVISORS |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 207.2 K | 22.0% | 0 | 7.088 K | -7.088 K |
| ETFs | 726.7 K | 77.2% | 0 | 34.47 K | -34.47 K |
| Debt | 6.949 K | 0.7% | 0 | 1.994 K | -1.994 K |
| Other | 0 | 0.0% | 0 | 23 | -23 |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
11/12/2026
Total value ($000)
940,797
Holdings
432
QoQ value change ($000)
-43,652
(-4.4%)
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.