Long-term investor
Fiduciary Financial Group, LLC @fiduciaryfinancialgroupl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001925420).
Record
- Tracked since 2025-12-31 (257 days), 27 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.4%
- Max drawdown n/a · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SGOV · 7.7% · long · since 2025-12-31
- AAPL · 6.3% · long · since 2025-12-31
- SCHO · 6.3% · long · since 2025-12-31
- DFAC · 4.5% · long · since 2025-12-31
- DFIV · 4.2% · long · since 2025-12-31
- DFAE · 3.7% · long · since 2025-12-31
- VTV · 3.6% · long · since 2025-12-31
- DFAI · 3.5% · long · since 2025-12-31
- BIV · 1.8% · long · since 2025-12-31
- DFAT · 1.8% · long · since 2025-12-31
- NVDA · 1.8% · long · since 2025-12-31
- AAXJ · 1.7% · long · since 2025-12-31