Fiduciary Group, LLC

Est. AUM

$1.17B

13F long equity, this entity only

Positions

296

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$60.9M	101946	5.20%	SOLE
2	APPLE INC	COM	$56.0M	220637	4.78%	SOLE
3	ALPHABET INC	CAP STK CL C	$46.3M	161227	3.95%	SOLE
4	ISHARES TR	CORE US AGGBD ET	$44.5M	447888	3.80%	SOLE
5	MICROSOFT CORP	COM	$33.4M	90095	2.85%	SOLE
6	ISHARES TR	1 3 YR TREAS BD	$27.9M	337819	2.38%	SOLE
7	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$26.7M	417202	2.28%	SOLE
8	JPMORGAN CHASE & CO	COM	$25.8M	87657	2.20%	SOLE
9	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$25.5M	53317	2.18%	SOLE
10	ISHARES TR	ISHS 1-5YR INVS	$24.9M	473633	2.13%	SOLE
11	WALMART INC	COM	$22.5M	180857	1.92%	SOLE
12	AMAZON COM INC	COM	$22.3M	106956	1.90%	SOLE
13	JOHNSON & JOHNSON	COM	$20.5M	83789	1.75%	SOLE
14	MOODYS CORP	COM	$19.8M	45287	1.69%	SOLE
15	PGIM ETF TR	AAA CLO ETF	$19.0M	371793	1.63%	SOLE
16	ALPHABET INC	CAP STK CL A	$16.4M	56876	1.40%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$16.2M	556094	1.39%	SOLE
18	RTX CORPORATION	COM	$15.6M	80919	1.33%	SOLE
19	NVIDIA CORPORATION	COM	$15.0M	85928	1.28%	SOLE
20	SELECT SECTOR SPDR TR	STATE STREET ENE	$13.8M	224837	1.18%	SOLE
21	PALO ALTO NETWORKS INC	COM	$13.5M	84284	1.15%	SOLE
22	VISA INC	COM CL A	$13.2M	43569	1.12%	SOLE
23	UNION PAC CORP	COM	$12.3M	50870	1.05%	SOLE
24	PROFESIONALLY MANAGED PORTFO	AKRE FOCUS ETF	$11.7M	220716	1.00%	SOLE
25	HOME DEPOT INC	COM	$11.4M	34676	0.97%	SOLE
26	VANGUARD INDEX FDS	EXTEND MKT ETF	$11.3M	54769	0.96%	SOLE
27	AMGEN INC	COM	$11.0M	31271	0.94%	SOLE
28	ISHARES TR	CORE S&P SCP ETF	$10.4M	83638	0.89%	SOLE
29	PEPSICO INC	COM	$10.4M	66725	0.88%	SOLE
30	INTUITIVE SURGICAL INC	COM NEW	$10.3M	22313	0.88%	SOLE
31	DISNEY WALT CO	COM	$9.3M	96011	0.79%	SOLE
32	SELECT SECTOR SPDR TR	STATE STREET TEC	$9.2M	69234	0.79%	SOLE
33	META PLATFORMS INC	CL A	$9.2M	15993	0.78%	SOLE
34	SOUTHERN CO	COM	$9.1M	94288	0.78%	SOLE
35	EXXON MOBIL CORP	COM	$8.9M	52693	0.76%	SOLE
36	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$8.9M	164762	0.76%	SOLE
37	WISDOMTREE TR	US QTLY DIV GRT	$8.9M	100871	0.76%	SOLE
38	MASTERCARD INCORPORATED	CL A	$8.7M	17391	0.74%	SOLE
39	COCA COLA CO	COM	$8.4M	110464	0.72%	SOLE
40	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$7.4M	50236	0.64%	SOLE
41	COSTCO WHOLESALE CORPORATION	COM	$7.2M	7240	0.62%	SOLE
42	PROCTER & GAMBLE CO	COM	$7.0M	48545	0.60%	SOLE
43	AON PLC	SHS CL A	$7.0M	21616	0.60%	SOLE
44	ISHARES TR	CORE S&P MCP ETF	$7.0M	103196	0.60%	SOLE
45	HONEYWELL INTL INC	COM	$6.7M	29461	0.57%	SOLE
46	ISHARES TR	RUS TP200 GR ETF	$6.6M	26477	0.56%	SOLE
47	ASML HLDG NV	N Y REGISTRY SHS	$6.5M	4936	0.56%	SOLE
48	AMERICAN EXPRESS CO	COM	$6.5M	21412	0.55%	SOLE
49	ELI LILLY & CO	COM	$6.5M	7039	0.55%	SOLE
50	ISHARES TR	CORE S&P500 ETF	$6.2M	9563	0.53%	SOLE

1–50 of 296

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.