Long-term investor
Fiduciary Group, LLC @fiduciarygroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001645890).
Record
- Tracked since 2025-12-31 (257 days), 15 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +3.9%
- Max drawdown n/a · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 5.6% · long · since 2025-12-31
- AAPL · 5.1% · long · since 2025-12-31
- GOOG · 4.4% · long · since 2025-12-31
- AGG · 3.7% · long · since 2025-12-31
- MSFT · 2.6% · long · since 2025-12-31
- VEA · 2.3% · long · since 2025-12-31
- JPM · 2.2% · long · since 2025-12-31
- PANW · 2.2% · long · since 2025-12-31
- BRK-B · 2.1% · long · since 2025-12-31
- SHY · 2.1% · long · since 2025-12-31
- AMZN · 2.0% · long · since 2025-12-31
- IGSB · 2.0% · long · since 2025-12-31