Fiduciary Counselling Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 30, 2024), Fiduciary Counselling Inc. reported 9 stock positions worth $36.6 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 26.0% of the portfolio, followed by Weyerhaeuser (WY, 24.8%) and iShares Russell 1000 ETF (IWB, 23.0%). Compared with Q4 2023, it added to 1. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +10%).

Most Recent 13F
Q2 2026
Location
SAINT PAUL, MN
CIK
0001270764
Portfolio Value
$36.6M (Q1 2024)
SEC Filing
0001140361-24-023327 ↗ filed Apr 30, 2024

Holdings Value

0$10.0M$20.0M$30.0M$40.0M$50.0M Q1 2024: $36.6M $36.6M Q1 2024 Q2 2024: $35.1M Q2 2024 Q3 2024: $39.1M Q3 2024 Q4 2024: $37.3M Q4 2024 Q1 2025: $40.7M Q1 2025 Q2 2025: $35.4M Q2 2025 Q3 2025: $37.5M Q3 2025 Q4 2025: $37.7M Q4 2025 Q1 2026: $35.9M Q1 2026 Q2 2026: $40.6M Q2 2026

Holdings 9 stocks · $36.6M
BRK.A Berkshire Hathaway Inc. Class A 25.98% 15 $9.5M No change
WY Weyerhaeuser Co. 24.75% 252,473 $9.1M No change
IWB iShares Russell 1000 ETF 23.00% 29,245 $8.4M No change
PCH Potlatchdeltic Corp. 14.88% 115,890 $5.4M No change
VOO Vanguard S&P 500 ETF 6.22% 4,736 $2.3M No change
VTI VG Morningstar TS MKT ETF-US 3.73% 5,250 $1.4M Add +10.2%
XOP SS SPDR S&P Og Exp & Prod 0.86% 2,022 $313K No change
ESGE iShares Inc. iShares ESG Awar 0.35% 3,972 $128K No change
CLW Clearwater Paper Corp. 0.24% 2,000 $87K No change

Portfolio Sells Q4 2023 → Q1 2024
None this quarter.

Portfolio Buys Q4 2023 → Q1 2024
VTI VG Morningstar TS MKT ETF-US Add +10.2% 3.73% +0.40

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 11$40.6MIWB, BRK.A, WY, RYN, VTI
Q1 2026 7$35.9MIWB, BRK.A, WY, RYN, VTI
Q4 2025 10$37.7MIWB, BRK.A, WY, PCH, VTI
Q3 2025 7$37.5MIWB, BRK.A, WY, PCH, VTI
Q2 2025 7$35.4MIWB, BRK.A, WY, PCH, VTI
Q1 2025 8$40.7MBRK.A, IWB, WY, PCH, VOO
Q4 2024 12$37.3MBRK.A, IWB, WY, PCH, VOO
Q3 2024 9$39.1MBRK.A, IWB, WY, PCH, VOO
Q2 2024 9$35.1MIWB, BRK.A, WY, PCH, VOO
Q1 2024 9$36.6MBRK.A, WY, IWB, PCH, VOO