Brian Yu

Fiducient Advisors Llc

Assets Managed

$764.985M

Holdings

139

Last Quarter

2026 - Q1

Filed Date

1mo 19d ago

Growth Rate

-5.18%(2Q avg: -5.44%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Fiducient Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 139 positions.

Assets under management

The assets under management (AUM) of Fiducient Advisors 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 764.985M in assets, with a quarterly growth rate of -5.18% and a 2-quarter average growth rate of -5.44%. The portfolio is managed by Brian Yu, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity Decreased -13.53%	8.52%	$65.174M 99,775 shares@ $653.21 avg price	Decreased -13.53%
AON Aon Plc-class A Recent Activity Increased 53.29%	7.74%	$59.169M 183,310 shares@ $322.79 avg price	Increased 53.29%
EFA Ishares Msci Eafe Etf Recent Activity Decreased -0.04%	6.64%	$50.786M 522,865 shares@ $97.14 avg price	Decreased -0.04%
FANG Diamondback Energy Inc Recent Activity	6.16%	$47.1M 238,133 shares@ $197.79 avg price
PCAR Paccar Inc Recent Activity	5.53%	$42.265M 365,929 shares@ $115.51 avg price
IJR Ishares Core S&p Small-cap E Recent Activity Increased 91.35%	4.67%	$35.662M 286,877 shares@ $124.32 avg price	Increased 91.35%
VCIT Vanguard Int-term Corporate Recent Activity Decreased -0.12%	4.29%	$32.755M 395,833 shares@ $82.76 avg price	Decreased -0.12%
VCLT Vanguard Long-term Corp Bond Recent Activity	3.46%	$26.4M 353,323 shares@ $74.73 avg price
VOO Vanguard S&p 500 Etf Recent Activity Decreased -9.34%	3.33%	$25.406M 42,517 shares@ $597.56 avg price	Decreased -9.34%
BRK.B Berkshire Hathaway Inc-cl B Recent Activity Increased 3.66%	2.85%	$21.734M 45,354 shares@ $479.21 avg price	Increased 3.66%

1-10 of 139