Fiduciary Counselling Inc.
Fiduciary Counselling Inc. is a family office and registered investment adviser headquartered in Saint Paul, Minnesota, with additional presence in Tacoma, Washington. Founded in 1941, the firm primarily serves high net worth individuals and families, providing comprehensive financial advisory, wealth management, tax, estate, and charitable planning. It also offers fiduciary services for institutional clients, including compliance and administrative support for private investment funds. The firm is led by President and CEO M. Julie McKinley and employs around 92 professionals.
Investment Strategy
Fiduciary Counselling employs a diversified investment approach aimed at aligning client portfolios with long- and short-term objectives. The firm utilizes strategies such as asset allocation, regular portfolio rebalancing, and tax-loss harvesting. Investment recommendations span multiple asset classes, including exchange-traded and non-exchange-traded equities, registered investment company securities, pooled investment vehicles, mutual funds, ETFs, fixed income, private equity, and alternative assets. Fiduciary Counselling tailors its advice to individual client needs and goals, focusing on prudent risk management and long-term financial health.
Latest 13F Filing Activity
Fiduciary Counselling Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 7 equity positions with a total 13F market value of $35M. The fund increased holdings in Ishares TR, Vanguard Index FDS, Ishares Inc. among other positions. Fiduciary Counselling Inc. reduced exposure to Vanguard Index FDS, Berkshire Hathaway Inc., Weyerhaeuser Co. among others.
Top Holdings
Equity Positions (7)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWB | ISHARES TR | 31.16% | $11.0M | 32,448 | $133.06 | $339.57 | +$1.1M |
| BERKSHIRE HATHAWAY INC | 30.91% | $10.9M | 15 | $300077.27 | $728800.00 | -$1.0M | |
W WY | WEYERHAEUSER CO | 18.64% | $6.6M | 256,533 | $33.93 | $25.69 | -$888.5K |
P PCH | POTLATCHDELTIC CORPORATION | 12.72% | $4.5M | 117,237 | $43.64 | $38.37 | -$767.8K |
V VTI | VANGUARD INDEX FDS | 5.57% | $2.0M | 6,483 | $221.35 | $303.93 | +$333.2K |
Industry Allocation
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