Fiduciary Group, LLC 13F Holdings

CIK 0001645890 · SAVANNAH, GA

As of Sep 30, 2025, Fiduciary Group, LLC reported 289 positions worth .1B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology223,964$57.0M5.14%
VANGUARD 500 INDEX FUNDVOO—83,777$51.3M4.62%
MICROSOFT CORPMSFTTechnology91,102$47.2M4.25%
ALPHABET INCGOOGEquity166,476$40.5M3.65%
ISHARES CORE US AGGREGATE BOND ETFAGG—302,182$30.3M2.73%
ISHARES 1-3 YEAR TREASURY BOND ETFSHY—350,246$29.1M2.62%
JPMORGAN CHASE & COJPMFinancial Services91,061$28.7M2.59%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services54,169$27.2M2.45%
VANGUARD TAX-MANAGED FUNDSVEA—403,711$24.2M2.18%
AMAZON.COM INCAMZNEquity105,002$23.1M2.08%
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB—414,305$22.0M1.98%
MOODYS CORPMCOFinancial Services45,951$21.9M1.97%
WALMART INCWMTConsumer Defensive189,520 9.5M1.76%
PALO ALTO NETWORKS INCPANWTechnology83,210 6.9M1.53%
NVIDIA CORPNVDATechnology85,137 5.9M1.43%
JOHNSON & JOHNSONJNJHealthcare85,062 5.8M1.42%
VISA INC-CLASS A SHARESVFinancial Services44,222 5.1M1.36%
ALPHABET INCGOOGLEquity59,572 4.5M1.31%
PGIM AAA CLO ETFPAAA—280,109 4.4M1.30%
HOME DEPOT INCHDConsumer Cyclical35,465 4.4M1.30%
RTX CORPRTXEquity83,580 4.0M1.26%
STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM TREASURY ETFSPTS—441,102 2.9M1.17%
UNION PACIFIC CORPUNPIndustrials54,026 2.8M1.15%
ORACLE CORPORCLTechnology44,385 2.5M1.13%
VANGUARD EXTENDED MARKET INDEX FUNDVXF—57,311 2.0M1.08%