Fiduciary Counselling Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 5, 2025), Fiduciary Counselling Inc. reported 8 stock positions worth $40.7 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 29.4% of the portfolio, followed by iShares Russell 1000 ETF (IWB, 24.5%) and Weyerhaeuser (WY, 18.4%). Compared with Q4 2024, it sold out of 4 and added to 3. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +37%) and the biggest sale an exit from 3M (MMM).
- Most Recent 13F
- Q2 2026
- Location
- SAINT PAUL, MN
- CIK
- 0001270764
- Portfolio Value
- $40.7M (Q1 2025)
- SEC Filing
- 0001140361-25-017296 ↗ filed May 5, 2025
Holdings Value
Holdings 8 stocks · $40.7M
| BRK.A Berkshire Hathaway Inc. Class A | 29.43% | 15 | $12.0M | No change |
| IWB iShares Russell 1000 ETF | 24.45% | 32,448 | $10.0M | Add +3.8% |
| WY Weyerhaeuser Co. | 18.38% | 255,424 | $7.5M | No change |
| PCH Potlatchdeltic Corp. | 12.94% | 116,716 | $5.3M | No change |
| VOO Vanguard S&P 500 ETF | 9.91% | 7,849 | $4.0M | Add +37.3% |
| VTI VG Morningstar TS MKT ETF-US | 4.02% | 5,957 | $1.6M | Add +3.4% |
| XOP SS SPDR S&P Og Exp & Prod | 0.65% | 2,022 | $266K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.22% | 2,515 | $88K | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 11 | $40.6M | IWB, BRK.A, WY, RYN, VTI |
| Q1 2026 | 7 | $35.9M | IWB, BRK.A, WY, RYN, VTI |
| Q4 2025 | 10 | $37.7M | IWB, BRK.A, WY, PCH, VTI |
| Q3 2025 | 7 | $37.5M | IWB, BRK.A, WY, PCH, VTI |
| Q2 2025 | 7 | $35.4M | IWB, BRK.A, WY, PCH, VTI |
| Q1 2025 | 8 | $40.7M | BRK.A, IWB, WY, PCH, VOO |
| Q4 2024 | 12 | $37.3M | BRK.A, IWB, WY, PCH, VOO |
| Q3 2024 | 9 | $39.1M | BRK.A, IWB, WY, PCH, VOO |
| Q2 2024 | 9 | $35.1M | IWB, BRK.A, WY, PCH, VOO |
| Q1 2024 | 9 | $36.6M | BRK.A, WY, IWB, PCH, VOO |