Aryn Sands

Fiduciary Financial Group, Llc

Assets Managed

$754.146M

Holdings

345

Last Quarter

2026 - Q1

Filed Date

1mo 4d ago

Growth Rate

6.53%(2Q avg: 9.19%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Fiduciary Financial Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 345 positions.

Assets under management

The assets under management (AUM) of Fiduciary Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 754.146M in assets, with a quarterly growth rate of 6.53% and a 2-quarter average growth rate of 9.19%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SGOV Ishares 0-3 Month Treasury B Recent Activity Increased 10.47%	8.4%	$63.293M 628,778 shares@ $100.66 avg price	Increased 10.47%
SCHO Schwab Short-term Us Treas Recent Activity Increased 11.52%	7.01%	$52.83M 2.177M shares@ $24.27 avg price	Increased 11.52%
AAPL Apple Inc Recent Activity Increased 0.23%	6.5%	$48.945M 192,855 shares@ $253.8 avg price	Increased 0.23%
DFIV Dimensional International Va Recent Activity Increased 4%	4.26%	$32.052M 607,270 shares@ $52.79 avg price	Increased 4%
DFAC Dimensional Us Core Equity 2 Recent Activity Increased 6.45%	4.12%	$31.011M 798,022 shares@ $38.86 avg price	Increased 6.45%
DFAI Dimensional International Co Recent Activity Decreased -6.17%	3.56%	$26.798M 687,837 shares@ $38.97 avg price	Decreased -6.17%
VTV Vanguard Value Etf Recent Activity Increased 6.62%	3.47%	$26.094M 132,995 shares@ $196.2 avg price	Increased 6.62%
DFAE Dimensional Emerging Core Eq Recent Activity Increased 7.29%	3.44%	$25.93M 765,800 shares@ $33.87 avg price	Increased 7.29%
BIV Vanguard Intermediate-term B Recent Activity Increased 12.82%	1.92%	$14.441M 187,111 shares@ $77.19 avg price	Increased 12.82%
DFAT Dimensional Us Target Value Recent Activity Increased 4.85%	1.75%	$13.157M 210,687 shares@ $62.45 avg price	Increased 4.85%

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