Fiduciary Group, LLC

Q3 2025 13F Holdings

  • Location
    savannah, GA
  • Num holdings

    289

  • Value ($000)

    $1,138,570

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001645890
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$57.03M
5 %

223,964

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$51.30M
5 %

83,777

M
MSFT

MICROSOFT CORP

COM
594918104
$47.19M
4 %

91,102

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$40.55M
4 %

166,476

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$30.29M
3 %

302,182

S
SHY

ISHARES TR

1 3 YR TREAS BD
464287457
$29.06M
3 %

350,246

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$28.72M
3 %

91,061

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$27.23M
2 %

54,169

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$24.19M
2 %

403,711

A
AMZN

AMAZON COM INC

COM
023135106
$23.06M
2 %

105,002

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