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Fiduciary Group LLC
Fiduciary Group LLC is an investment adviser headquartered in Savannah, Georgia, USA. The firm primarily serves individuals and high net worth individuals, managing a diverse portfolio of equities and index funds. It is a registered SEC investment adviser since 2015, reportedly with a small professional staff focused on personalized investment management.
Investment Strategy
Fiduciary Group LLC employs a diversified investment strategy with core allocations to large-cap equities, index funds, exchange-traded funds (ETFs), and fixed income products. Portfolio holdings typically include blue chip stocks (e.g., Apple, Microsoft), S&P 500 ETFs and US Treasury bond funds. The firm manages accounts with discretionary authority, tailoring investment choices to each client's objectives, focused on long-term growth and capital preservation.
Latest 13F Filing Activity
Fiduciary Group LLC filed their most recent 13F report on Jun 30, 2025 disclosing 285 equity positions with a total 13F market value of $1B. The fund increased holdings in Microsoft Corp., Vanguard Index FDS, Nvidia Corporation among other positions. Fiduciary Group LLC reduced exposure to Apple Inc., Berkshire Hathaway Inc. Del, Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (285)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.36% | $46.3M | 93,120 | $66.14 | $497.41 | +$11.2M |
A AAPL | APPLE INC | 4.35% | $46.3M | 225,501 | $37.85 | $205.17 | -$4.0M |
V VOO | VANGUARD INDEX FDS | 4.23% | $45.0M | 79,134 | $226.27 | $568.03 | +$4.6M |
S SHY | ISHARES TR | 2.83% | $30.0M | 362,380 | $82.32 | $82.86 | -$1.1M |
G GOOG | ALPHABET INC | 2.80% | $29.7M | 167,476 | $105.94 | $177.39 | +$3.4M |
Industry Allocation
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