Fiduciary Financial Group, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 394 distinct positions held by the firm, with the total number of shares held across all positions reported as 0.
The disclosure includes a wide range of equity securities, spanning large-cap technology companies, financial institutions, and various exchange-traded funds. Major holdings include Apple Inc. with 63,676,666 shares, followed by Alphabet Inc. Class A with 3,472,540 shares and Alibaba Group Holding Ltd. Sponsored ADS with 250,138 shares. The portfolio also includes significant positions in Visa Inc. Class A with 33,971,500 shares, and BlackRock Inc. with 435,436 shares.
Among the financial sector names listed in the filing are Bank of America Corp. with 869,715 shares, JPMorgan Chase & Co. with 339,715 shares, and Wells Fargo & Company with 334,514 shares. The filing also details positions in energy companies such as ExxonMobil Holdings Corp. with 1,297,443 shares and Chevron Corporation with 1,023,752 shares.
The portfolio is diversified across numerous exchange-traded funds (ETFs), including the iShares Core S&P 500 ETF with 1,094,400 shares, the Invesco QQQ Trust with 6,364,313 shares, and the iShares Silver Trust with 1,130,156 shares. Other notable ETF holdings include the iShares Core MSCI Emerging Markets ETF with 691,410 shares and the iShares Core S&P Mid Cap ETF with 478,899 shares.
