FIDUCIARY FINANCIAL GROUP, LLC

CIK
1925420
City
SAN RAFAEL
State / Country
CA

Top Portfolio Positions

163 positions · $183,008,526 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
192,855 $48,944,670 26.74%
NVDA
Nvidia Corp
Technology
74,382 $12,972,220 7.09%
IAU
Ishares Gold Trust
104,155 $9,182,304 5.02%
QQQ
Invesco Qqq Trust, Series 1
8,005 $4,620,325 2.52%
MSFT
Microsoft Corp
Technology
11,844 $4,384,293 2.40%
AMZN
Amazon Com Inc
Consumer Cyclical
19,736 $4,110,416 2.25%
GLD
Spdr Gold Trust
9,364 $4,029,235 2.20%
SCHW
Schwab Charles Corp
Financial Services
39,240 $3,687,775 2.02%
SGOL
abrdn Gold ETF Trust
70,980 $3,167,127 1.73%
SPY
Spdr S&P 500 Etf Trust
4,305 $2,799,713 1.53%

Holdings in DBC

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Report Date Value (USD) Shares
2026-03-31 $1,215,234 41,977