Fiduciary Financial Advisors
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Fiduciary Financial Advisors reported 69 stock positions worth $112.1 million. Its top holding was Avantis US Large Cap Value (AVLV) at 10.7% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 9.5%) and Avantis U.S. Equity ETF (AVUS, 7.7%).
- Most Recent 13F
- Q2 2026
- Location
- GRAND RAPIDS, MI
- CIK
- 0002116119
- Portfolio Value
- $112.1M (Q1 2026)
- SEC Filing
- 0001420506-26-000829 ↗ filed May 7, 2026
Holdings Value
Holdings 69 stocks · $112.1M
| AVLV Avantis US Large Cap Value | 10.71% | 148,952 | $12.0M | — |
| DFAC Dimensional US Core Equity 2 | 9.48% | 273,537 | $10.6M | — |
| AVUS Avantis U.S. Equity ETF | 7.71% | 77,728 | $8.6M | — |
| AVDE Avantis International Equity | 6.15% | 81,237 | $6.9M | — |
| DFGP Dimensional GLBL Core PL Fix | 5.41% | 112,348 | $6.1M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.22% | 13,408 | $5.9M | — |
| DFUV Dimensional US Marketwide Va | 4.69% | 108,407 | $5.3M | — |
| AVEM Avantis Emerging Markets Eq | 4.08% | 56,713 | $4.6M | — |
| AVUV Avantis US Small Cap Value | 3.47% | 35,180 | $3.9M | — |
| VCRB Vanguard Core Bond ETF | 3.00% | 43,410 | $3.4M | — |
| IEFA iShares Core MSCI Eafe ETF | 2.83% | 35,063 | $3.2M | — |
| DFCF Dimensional Core Fixed Inc. | 2.83% | 75,065 | $3.2M | — |
| DISV Dimensional International SM | 2.59% | 73,563 | $2.9M | — |
| IVV iShares Core S&P 500 ETF | 2.56% | 4,396 | $2.9M | — |
| DFAI Dimensional International Co. | 1.91% | 54,845 | $2.1M | — |
| VCSH Vanguard S/T Corp. Bond ETF | 1.81% | 25,580 | $2.0M | — |
| VCIT Vanguard Int-Term Corporate | 1.38% | 18,649 | $1.5M | — |
| DFIC Dimensional International Co. | 1.31% | 41,379 | $1.5M | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.26% | 26,952 | $1.4M | — |
| DFAT Dimensional US Target Value | 1.19% | 21,398 | $1.3M | — |
| SUSB iShares ESG Aware 1-5 Year U | 1.03% | 46,280 | $1.2M | — |
| DFEM Dimensional Emrg MRKT Core | 1.00% | 32,458 | $1.1M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.97% | 1,674 | $1.1M | — |
| DFAX Dimensional World Ex US Core | 0.96% | 31,589 | $1.1M | — |
| DFAE Dimensional Emerging Core Eq | 0.85% | 28,048 | $950K | — |
| EUSB Ishr ESG Advn Universal BD-$ | 0.82% | 21,227 | $923K | — |
| IJH iShares Core S&P Midcap ETF | 0.77% | 12,833 | $867K | — |
| AVIG Avantis Core Fixed Income | 0.76% | 20,571 | $855K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.70% | 10,186 | $780K | — |
| SUSA iShares ESG Optimized MSCI U | 0.62% | 5,288 | $698K | — |
| NVDA Nvidia Corp. | 0.60% | 3,878 | $676K | — |
| IEMG iShares Core MSCI Emerging | 0.58% | 9,395 | $655K | — |
| DFSU Dimensional US Sus CORE1 ETF | 0.57% | 15,460 | $635K | — |
| ITOT iShares Core S&P Total U.S. | 0.51% | 4,046 | $576K | — |
| VCRM Vanguard Core Tax-Ex Bond | 0.51% | 7,638 | $574K | — |
| AVMU Avantis Core Municipal Fixed | 0.51% | 12,406 | $568K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.49% | 1,700 | $545K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.46% | 1,714 | $518K | — |
| AAPL Apple Inc. | 0.43% | 1,918 | $487K | — |
| CAT Caterpillar Inc. | 0.43% | 680 | $482K | — |
| SGOV iShares 0-3 Month Treasury B | 0.40% | 4,473 | $450K | — |
| DFSD Dimensional Short Duration | 0.40% | 9,344 | $447K | — |
| JPST JPMorgan Ultra-Short Income | 0.35% | 7,806 | $395K | — |
| JMUB JPMorgan Municipal ETF | 0.31% | 7,036 | $352K | — |
| DFAS Dimensional US Small Cap ETF | 0.31% | 4,860 | $346K | — |
| FMAY FT Vest US Equity Buffer ETF | 0.28% | 6,000 | $317K | — |
| AVDV Avantis Intl S/C Value ETF | 0.28% | 3,092 | $309K | — |
| ESML iShares ESG Aware MSCI USA S | 0.26% | 6,196 | $291K | — |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.26% | 5,600 | $290K | — |
| VEA Vanguard Ftse Developed ETF | 0.25% | 4,379 | $281K | — |
| VSGX Vanguard ESG Intl Stock ETF | 0.25% | 3,883 | $279K | — |
| XLG Invesco S&P 500 Top 50 ETF | 0.24% | 4,927 | $269K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.23% | 1,330 | $261K | — |
| AFGR First Trust Active Factor La | 0.22% | 8,000 | $251K | — |
| FMB First Trust Managed Municipa | 0.22% | 4,826 | $244K | — |
| FDMO Fidelity Momentum Factor ETF | 0.21% | 2,988 | $239K | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.21% | 790 | $236K | — |
| DFSI Dimensional Int Sus COR1 ETF | 0.21% | 5,480 | $232K | — |
| BND Vanguard Total Bond Market | 0.20% | 3,068 | $226K | — |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.20% | 4,287 | $225K | — |
| CMF iShares California Muni Bond | 0.20% | 3,944 | $224K | — |
| PWZ Invesco California Amt-Free | 0.20% | 9,384 | $224K | — |
| ESGD iShares Trust iShares ESG Aw | 0.20% | 2,320 | $222K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 458 | $219K | — |
| IJR iShares Core S&P Small-Cap E | 0.18% | 1,650 | $205K | — |
| SCHV Schwab US Large-Cap Value | 0.18% | 6,604 | $201K | — |
| VBIL Vanguard 0-3M T-Bill ETF | 0.18% | 2,654 | $201K | — |
| MHD BlackRock Muniholdings Fund | 0.13% | 12,990 | $147K | — |
| FSCO FS Credit Opportunities Corp. | 0.08% | 16,600 | $85K | — |
Portfolio Sells Q1 2026
No earlier filing to compare with.
Portfolio Buys Q1 2026
No earlier filing to compare with.