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 | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
Holdings in FXA
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $242,587 | 3,670 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $232,137 | 3,543 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $228,365 | 3,502 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $215,233 | 3,476 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $228,454 | 3,725 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $243,449 | 3,554 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $245,259 | 3,711 | Shares | Sole | 2024-07-18 | |
| No 13F history on record for this holder in this stock. | ||||||