Sign In
test

Joel P Goodman

Fiduciary Group, Llc

Assets Managed
$1.171B
Holdings
295
Last Quarter
2026 - Q1
Filed Date
1mo 28d ago
Growth Rate
-1.64%(2Q avg: 1.47%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Fiduciary Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 295 positions.

Assets under management

The assets under management (AUM) of Fiduciary Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.171B in assets, with a quarterly growth rate of -1.64% and a 2-quarter average growth rate of 1.47%. The portfolio is managed by Joel P Goodman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 6.06%
5.21%
$60.918M
101,946 shares@ $597.55 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.3%
4.79%
$55.996M
220,637 shares@ $253.8 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.86%
3.95%
$46.25M
161,227 shares@ $286.87 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 16.15%
3.8%
$44.462M
447,888 shares@ $99.28 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.27%
2.85%
$33.35M
90,095 shares@ $370.17 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Decreased -2.45%
2.39%
$27.894M
337,819 shares@ $82.58 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 0.87%
2.29%
$26.734M
417,202 shares@ $64.09 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.86%
2.21%
$25.785M
87,657 shares@ $294.16 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.33%
2.19%
$25.549M
53,317 shares@ $479.2 avg price
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Increased 4.68%
2.13%
$24.894M
473,633 shares@ $52.57 avg price

1-10 of 295