Fiduciary Group, LLC

Institutional manager (13F) · CIK 1645890

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $823M

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$61M	101,946
2	APPLE INC	$56M	220,637
3	ALPHABET INC	$46M	161,227
4	ISHARES TR	$44M	447,888
5	MICROSOFT CORP	$33M	90,095
6	ISHARES TR	$28M	337,819
7	VANGUARD TAX-MANAGED FDS	$27M	417,202
8	JPMORGAN CHASE & CO	$26M	87,657
9	BERKSHIRE HATHAWAY INC DEL	$26M	53,317
10	ISHARES TR	$25M	473,633
11	WALMART INC	$22M	180,857
12	AMAZON COM INC	$22M	106,956
13	JOHNSON & JOHNSON	$20M	83,789
14	MOODYS CORP	$20M	45,287
15	PGIM ETF TR	$19M	371,793
16	ALPHABET INC	$16M	56,876
17	SPDR SERIES TRUST	$16M	556,094
18	RTX CORPORATION	$16M	80,919
19	NVIDIA CORPORATION	$15M	85,928
20	SELECT SECTOR SPDR TR	$14M	224,837
21	PALO ALTO NETWORKS INC	$14M	84,284
22	VISA INC	$13M	43,569
23	UNION PAC CORP	$12M	50,870
24	PROFESIONALLY MANAGED PORTFO	$12M	220,716
25	HOME DEPOT INC	$11M	34,676
26	VANGUARD INDEX FDS	$11M	54,769
27	AMGEN INC	$11M	31,271
28	ISHARES TR	$10M	83,638
29	PEPSICO INC	$10M	66,725
30	INTUITIVE SURGICAL INC	$10M	22,313
31	DISNEY WALT CO	$9M	96,011
32	SELECT SECTOR SPDR TR	$9M	69,234
33	META PLATFORMS INC	$9M	15,993
34	SOUTHERN CO	$9M	94,288
35	EXXON MOBIL CORP	$9M	52,693
36	VANGUARD INTL EQUITY INDEX F	$9M	164,762
37	WISDOMTREE TR	$9M	100,871
38	MASTERCARD INCORPORATED	$9M	17,391
39	COCA COLA CO	$8M	110,464
40	VANGUARD WHITEHALL FDS	$7M	50,236
41	COSTCO WHOLESALE CORPORATION	$7M	7,240
42	PROCTER & GAMBLE CO	$7M	48,545
43	AON PLC	$7M	21,616
44	ISHARES TR	$7M	103,196
45	HONEYWELL INTL INC	$7M	29,461
46	ISHARES TR	$7M	26,477
47	ASML HLDG NV	$7M	4,936
48	AMERICAN EXPRESS CO	$6M	21,412
49	ELI LILLY & CO	$6M	7,039
50	ISHARES TR	$6M	9,563

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.