Fiduciary Financial Group LLC Increases Portfolio Holdings in Q2 2026

Fiduciary Financial Group, Llc saw its total portfolio value increase substantially during the second quarter of 2026, reaching approximately $862.8 million.

The investor's activity this period was dominated by purchases within Exchange-Traded Funds (ETFs). Significant additions were made to Dimensional Fund Advisors' offerings and iShares Trust products:

• DFAC experienced a notable increase in holdings, with shares rising by 12.33% to $39.8 million.
• The Dimensional Fund Advisors ETF Trust's DFIV allocation grew significantly by 12.27%, adding $36.8 million to the portfolio value.
• DFAI's position also saw substantial growth, increasing by 9.89% and contributing an additional $31.2 million in value.
• Furthermore, the Dimensional Fund Advisors ETF Trust's DFAE, though already a holding, increased by 5.63% adding $3.2 million to its value.
• Among the Dimensional holdings, DFLV showed particularly strong growth with an increase of 20.86%, boosting its portfolio allocation from previous levels.
• The investor also bolstered their position in Schwab Strategic Trust's SCHO, increasing it by 5.89% and adding $5.6 million to its value.
• Additionally, the iShares Trust portfolio saw an increase with SGOV's position growing by 6.92%, adding approximately $0.7 million in value during Q2.
• Finally, the Dimensional Fund Advisors ETF Trust's DIHP allocation increased by 11.3% this quarter.

The investor also demonstrated interest in specific stock holdings, adding positions to Oaktree Specialty Lending's OCSL and establishing new allocations for Vanguard Index Funds:

• OCSL, categorized under Financial Services, saw its position increase by 20.27%.
• The investor added a new allocation for Vanguard Scottsdale Fund's VGLT.
• Additionally, the investor initiated a position in iShares Core U.S. Aggregate Bond ETF's IWF, which experienced an unusually large increase of 295%.
• The Schwab Strategic Trust also saw new allocations added for its SCHK and SPDR Series Trust's SPTS.

No large-scale selling activity was observed by Fiduciary Financial Group during this quarter, as indicated by the absence of significant sell symbols in their portfolio indicators.

Overall, Q2 2026 appears to be a period focused on strengthening existing positions within popular ETF structures and diversifying slightly into specific stocks like OCSL. For more detailed information about Fiduciary Financial Group's portfolio, please visit their profile at fiduciary-financial-group-llc.