FIDUCIARY FINANCIAL ADVISORS
FIDUCIARY FINANCIAL ADVISORS reported 2,794 positions worth $984.4M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SPYM (4.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $42.7M | 4.34% | 486,464 | — | — | |
| ▸ 2 | AVLV | SH | $30.7M | 3.12% | 336,376 | — | — | |
| ▸ 3 | AVUV | SH | $19.6M | 1.99% | 157,475 | — | — | |
| ▸ 4 | AVDE | SH | $18.5M | 1.88% | 207,668 | — | — | |
| ▸ 5 | DFSV | SH | $17.2M | 1.74% | 442,556 | — | — | |
| ▸ 6 | XLG | SH | $16.9M | 1.72% | 275,854 | — | — | |
| ▸ 7 | PYLD | SH | $16.1M | 1.64% | 607,691 | — | — | |
| ▸ 8 | SCHD | SH | $15.4M | 1.56% | 485,030 | — | — | |
| ▸ 9 | AVEM | SH | $14.8M | 1.50% | 153,472 | — | — | |
| ▸ 10 | AVUS | SH | $14.7M | 1.49% | 114,661 | — | — |
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Frequently Asked Questions
What stocks does FIDUCIARY FINANCIAL ADVISORS hold as of Q2 2026?
FIDUCIARY FINANCIAL ADVISORS reported 2794 positions worth $984.4M in its Q2 2026 13F filing. Largest positions: SPYM (4.3%), AVLV (3.1%), AVUV (2.0%), AVDE (1.9%) and DFSV (1.7%).
What did FIDUCIARY FINANCIAL ADVISORS buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did FIDUCIARY FINANCIAL ADVISORS sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.