Aryn Sands

Fiduciary Financial Group, Llc

Assets Managed

$882.387M

Holdings

373

Last Quarter

2026 - Q2

Filed Date

5d ago

Growth Rate

17.01%(2Q avg: 11.77%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Fiduciary Financial Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 373 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 882.387M in assets, with a quarterly growth rate of 17.01% and a 2-quarter average growth rate of 11.77%. 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 6.92%	7.67%	$67.679M 672,284 shares@ $100.67 avg price	Increased 6.92%
AAPL Apple Inc Recent Activity Increased 0.17%	6.34%	$55.899M 193,182 shares@ $289.37 avg price	Increased 0.17%
SCHO Schwab Short-term Us Treas Recent Activity Increased 5.89%	6.31%	$55.64M 2.305M shares@ $24.14 avg price	Increased 5.89%
DFAC Dimensional Us Core Equity 2 Recent Activity Increased 12.34%	4.51%	$39.765M 896,427 shares@ $44.36 avg price	Increased 12.34%
DFIV Dimensional International Va Recent Activity Increased 12.28%	4.18%	$36.83M 681,788 shares@ $54.03 avg price	Increased 12.28%
DFAE Dimensional Emerging Core Eq Recent Activity Increased 5.63%	3.69%	$32.525M 808,884 shares@ $40.22 avg price	Increased 5.63%
VTV Vanguard Value Etf Recent Activity Increased 11.12%	3.65%	$32.205M 147,777 shares@ $217.94 avg price	Increased 11.12%
DFAI Dimensional International Co Recent Activity Increased 9.9%	3.54%	$31.18M 755,888 shares@ $41.25 avg price	Increased 9.9%
BIV Vanguard Intermediate-term B Recent Activity Increased 9.99%	1.79%	$15.785M 205,798 shares@ $76.7 avg price	Increased 9.99%
DFAT Dimensional Us Target Value Recent Activity Increased 7.07%	1.79%	$15.767M 225,571 shares@ $69.9 avg price	Increased 7.07%

1-10 of 373