Institutional Fund
Fiducient Advisors LLC
Chicago, ILCIK 17298665 filings on record
Portfolio Value
$764.99M
Q1 2026
Holdings
139
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-5.2%
from $806.80M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr8.5%
- Aon PLC7.7%
- Ishares Tr6.6%
- Diamondback Energy Inc6.2%
- Paccar Inc5.5%
- Ishares Tr4.7%
- Other60.8%
Portfolio Holdings
139 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 99.8K | $65.17M | 8.5% | −15.6K | Reduced |
| 2 | Aon PLC | 183.3K | $59.17M | 7.7% | +63.7K | Added |
| 3 | Ishares Tr | 522.9K | $50.79M | 6.6% | −242 | Reduced |
| 4 | Diamondback Energy Inc | 238.1K | $47.10M | 6.2% | 0 | Held |
| 5 | Paccar Inc | 365.9K | $42.26M | 5.5% | 0 | Held |
| 6 | Ishares Tr | 286.9K | $35.66M | 4.7% | +137.0K | Added |
| 7 | Vanguard Scottsdale Fds | 395.8K | $32.76M | 4.3% | −476 | Reduced |
| 8 | Vanguard Scottsdale Fds | 353.3K | $26.40M | 3.5% | 0 | Held |
| 9 | Vanguard Index Fds | 42.5K | $25.41M | 3.3% | −4.4K | Reduced |
| 10 | Berkshire Hathaway Inc Del | 45.4K | $21.73M | 2.8% | +1.6K | Added |
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