Fiduciary Group, LLC Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$1.2T
Holdings
296
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (296 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 96,125 | $60.3B | 5.06% | |
| 2 | AAPLAPPLE INC | 221,313 | $60.2B | 5.05% | |
| 3 | GOOGALPHABET INC | 162,626 | $51.0B | 4.29% | |
| 4 | MSFTMICROSOFT CORP | 89,857 | $43.5B | 3.65% | |
| 5 | AGGISHARES TR | 385,621 | $38.5B | 3.23% | |
| 6 | SHYISHARES TR | 346,327 | $28.7B | 2.41% | |
| 7 | JPMJPMORGAN CHASE & CO. | 88,418 | $28.5B | 2.39% | |
| 8 | BRK/BBERKSHIRE HATHAWAY INC DEL | 53,496 | $26.9B | 2.26% | |
| 9 | VEAVANGUARD TAX-MANAGED FDS | 413,628 | $25.8B | 2.17% | |
| 10 | AMZNAMAZON COM INC | 106,503 | $24.6B | 2.06% | |
| 11 | IGSBISHARES TR | 452,468 | $23.9B | 2.01% | |
| 12 | MCOMOODYS CORP | 45,248 | $23.1B | 1.94% | |
| 13 | WMTWALMART INC | 183,630 | $20.5B | 1.72% | |
| 14 | GOOGLALPHABET INC | 57,712 | $18.1B | 1.52% | |
| 15 | JNJJOHNSON & JOHNSON | 84,658 | $17.5B | 1.47% | |
| 16 | PAAAPGIM ETF TR | 323,500 | $16.6B | 1.39% | |
| 17 | NVDANVIDIA CORPORATION | 85,207 | $15.9B | 1.33% | |
| 18 | AKREPROFESIONALLY MANAGED PORTFO | 242,380 | $15.9B | 1.33% | |
| 19 | VVISA INC | 43,710 | $15.3B | 1.29% | |
| 20 | PANWPALO ALTO NETWORKS INC | 82,632 | $15.2B | 1.28% | |
| 21 | RTXRTX CORPORATION | 81,575 | $15.0B | 1.26% | |
| 22 | SPTSSPDR SERIES TRUST | 500,809 | $14.7B | 1.23% | |
| 23 | ISRGINTUITIVE SURGICAL INC | 22,528 | $12.8B | 1.07% | |
| 24 | UNPUNION PAC CORP | 52,011 | $12.0B | 1.01% | |
| 25 | HDHOME DEPOT INC | 34,865 | $12.0B | 1.01% | |
| 26 | VXFVANGUARD INDEX FDS | 55,461 | $11.6B | 0.97% | |
| 27 | DISDISNEY WALT CO | 99,120 | $11.3B | 0.95% | |
| 28 | METAMETA PLATFORMS INC | 15,857 | $10.5B | 0.88% | |
| 29 | IJRISHARES TR | 86,510 | $10.4B | 0.87% | |
| 30 | AMGNAMGEN INC | 31,495 | $10.3B | 0.87% | |
| 31 | XLESELECT SECTOR SPDR TR | 223,641 | $10.0B | 0.84% | |
| 32 | MAMASTERCARD INCORPORATED | 17,512 | $10.0B | 0.84% | |
| 33 | PEPPEPSICO INC | 66,980 | $9.6B | 0.81% | |
| 34 | XLKSELECT SECTOR SPDR TR | 65,502 | $9.4B | 0.79% | |
| 35 | DGRWWISDOMTREE TR | 97,071 | $8.7B | 0.73% | |
| 36 | VWOVANGUARD INTL EQUITY INDEX F | 160,845 | $8.6B | 0.73% | |
| 37 | ORCLORACLE CORP | 44,138 | $8.6B | 0.72% | |
| 38 | SOSOUTHERN CO | 96,564 | $8.4B | 0.71% | |
| 39 | AXPAMERICAN EXPRESS CO | 21,467 | $7.9B | 0.67% | |
| 40 | KOCOCA COLA CO | 111,350 | $7.8B | 0.65% | |
| 41 | LLYELI LILLY & CO | 7,123 | $7.7B | 0.64% | |
| 42 | AONAON PLC | 21,422 | $7.6B | 0.63% | |
| 43 | BXBLACKSTONE INC | 46,242 | $7.1B | 0.60% | |
| 44 | IJHISHARES TR | 106,452 | $7.0B | 0.59% | |
| 45 | PGPROCTER AND GAMBLE CO | 47,614 | $6.8B | 0.57% | |
| 46 | IWYISHARES TR | 24,437 | $6.8B | 0.57% | |
| 47 | VYMVANGUARD WHITEHALL FDS | 46,879 | $6.7B | 0.57% | |
| 48 | IVVISHARES TR | 9,574 | $6.6B | 0.55% | |
| 49 | XOMEXXON MOBIL CORP | 52,815 | $6.4B | 0.53% | |
| 50 | COSTCOSTCO WHSL CORP NEW | 7,285 | $6.3B | 0.53% | |
| 51 | EAELECTRONIC ARTS INC | 29,278 | $6.0B | 0.50% | |
| 52 | BACBANK AMERICA CORP | 107,539 | $5.9B | 0.50% | |
| 53 | HONHONEYWELL INTL INC | 29,440 | $5.7B | 0.48% | |
| 54 | XLVSELECT SECTOR SPDR TR | 36,001 | $5.6B | 0.47% | |
| 55 | AMTAMERICAN TOWER CORP NEW | 31,319 | $5.5B | 0.46% | |
| 56 | AQLTISHARES TR | 61,130 | $5.5B | 0.46% | |
| 57 | ABBVABBVIE INC | 23,623 | $5.4B | 0.45% | |
| 58 | MARMARRIOTT INTL INC NEW | 17,219 | $5.3B | 0.45% | |
| 59 | ASMLASML HOLDING N V | 4,891 | $5.2B | 0.44% | |
| 60 | DHRDANAHER CORPORATION | 22,343 | $5.1B | 0.43% | |
| 61 | VYMIVANGUARD WHITEHALL FDS | 56,823 | $5.1B | 0.43% | |
| 62 | SPSMSPDR SERIES TRUST | 109,121 | $5.1B | 0.43% | |
| 63 | BACVERIZON COMMUNICATIONS INC | 125,111 | $5.1B | 0.43% | |
| 64 | AZNASTRAZENECA PLC | 52,205 | $4.8B | 0.40% | |
| 65 | SBUXSTARBUCKS CORP | 56,951 | $4.8B | 0.40% | |
| 66 | XLYSELECT SECTOR SPDR TR | 39,330 | $4.7B | 0.39% | |
| 67 | VXUSVANGUARD STAR FDS | 61,257 | $4.6B | 0.39% | |
| 68 | APHAMPHENOL CORP NEW | 33,692 | $4.6B | 0.38% | |
| 69 | OSEAHARBOR ETF TRUST | 143,640 | $4.3B | 0.36% | |
| 70 | SPGSIMON PPTY GROUP INC NEW | 23,288 | $4.3B | 0.36% | |
| 71 | SCHWSCHWAB CHARLES CORP | 40,676 | $4.1B | 0.34% | |
| 72 | XLISELECT SECTOR SPDR TR | 26,052 | $4.0B | 0.34% | |
| 73 | VTIVANGUARD INDEX FDS | 11,895 | $4.0B | 0.33% | |
| 74 | MKLMARKEL GROUP INC | 1,839 | $4.0B | 0.33% | |
| 75 | VCSHVANGUARD SCOTTSDALE FDS | 47,304 | $3.8B | 0.32% | |
| 76 | XLCSELECT SECTOR SPDR TR | 31,291 | $3.7B | 0.31% | |
| 77 | ISTBISHARES TR | 75,002 | $3.7B | 0.31% | |
| 78 | XLUSELECT SECTOR SPDR TR | 84,219 | $3.6B | 0.30% | |
| 79 | TAT&T INC | 132,601 | $3.3B | 0.28% | |
| 80 | BLKBLACKROCK INC | 2,832 | $3.0B | 0.25% | |
| 81 | PFEPFIZER INC | 120,510 | $3.0B | 0.25% | |
| 82 | ADPAUTOMATIC DATA PROCESSING IN | 11,496 | $3.0B | 0.25% | |
| 83 | TXNTEXAS INSTRS INC | 16,194 | $2.8B | 0.24% | |
| 84 | ITWILLINOIS TOOL WKS INC | 11,343 | $2.8B | 0.23% | |
| 85 | XLFSELECT SECTOR SPDR TR | 50,966 | $2.8B | 0.23% | |
| 86 | SPMDSPDR SERIES TRUST | 48,018 | $2.8B | 0.23% | |
| 87 | ETNEATON CORP PLC | 8,280 | $2.6B | 0.22% | |
| 88 | AVGOBROADCOM INC | 7,620 | $2.6B | 0.22% | |
| 89 | EQIXEQUINIX INC | 3,352 | $2.6B | 0.22% | |
| 90 | IBMINTERNATIONAL BUSINESS MACHS | 8,625 | $2.6B | 0.21% | |
| 91 | MCDMCDONALDS CORP | 8,333 | $2.5B | 0.21% | |
| 92 | CMICUMMINS INC | 4,939 | $2.5B | 0.21% | |
| 93 | CVXCHEVRON CORP NEW | 16,271 | $2.5B | 0.21% | |
| 94 | NSCNORFOLK SOUTHN CORP | 8,564 | $2.5B | 0.21% | |
| 95 | RSPINVESCO EXCHANGE TRADED FD T | 12,896 | $2.5B | 0.21% | |
| 96 | DPZDOMINOS PIZZA INC | 5,763 | $2.4B | 0.20% | |
| 97 | TJXTJX COS INC NEW | 15,222 | $2.3B | 0.20% | |
| 98 | XLFISELECT SECTOR SPDR TR | 29,948 | $2.3B | 0.20% | |
| 99 | GDGENERAL DYNAMICS CORP | 6,798 | $2.3B | 0.19% | |
| 100 | IEMGISHARES INC | 33,565 | $2.3B | 0.19% |
Page 1 of 3Next