Fiducient Advisors Q2 2026 Portfolio Activity Analysis
This analysis examines observable purchases and sales by Fiducient Advisors Llc in their portfolio for the quarter ending June 30, 2026.
Based on disclosed data from Insiderset, this article analyzes the significant changes observed in Fiducient Advisors Llc's portfolio holdings during Q2 2026.
Purchases Observed by Fiducient Advisors
Fiducient Advisors demonstrated a clear preference for broad-based index funds and exchange-traded funds (ETFs) in their recent investment activity, increasing positions significantly across several categories:
- VANGUARD INDEX FDS (VO): The firm increased its stake by over 168%, adding a substantial number of shares to this fund.
- VANGUARD INDEX FDS (VUG): A notable increase was seen in the holdings for VUG, with approximately 50,942 more shares acquired during the quarter.
- VANGUARD SCOTTSDALE FDS (VCIT): The position in VCIT grew by about 7,638 shares and increased by roughly 1.8% in value.
- ISHARES TR (IJR): An increase of approximately 45,000 shares was noted for IJR during the quarter.
Sales Observed by Fiducient Advisors
Fiducient Advisors also showed activity in exiting positions or reducing exposure to certain holdings:
- BERKSHIRE HATHAWAY INC DEL (BRK-B): The firm reduced its stake slightly by approximately 367 shares.
- VANGUARD INTL EQUITY INDEX FDS (VSS): A significant increase in holdings was observed for VSS, indicating strong interest in this fund.
Exits from Individual Stocks
The analysis also reveals exits or substantial reductions from several individual stocks:
- DIAMONDBACK ENERGY INC (FANG): Fiducient Advisors sold off nearly all of its holdings in this Energy stock, reducing the position by over 94%.
- AON PLC (AON): The Financial Services holding saw a near-total reduction, with approximately 92% decrease in shares held.
- UBER TECHNOLOGIES INC (UBER): A significant portion of the Technology holdings was sold off by Fiducient Advisors during Q2.
No Such Activity Disclosed
In certain sectors, no activity is disclosed in this filing:
- Healthcare: No purchases or sales of individual stocks within the Healthcare sector were reported by Fiducient Advisors.
- Consumer Defensive: There are no indications of buying or selling activity for any specific holdings in this category during Q2.
- Utilities: No changes to individual utility stock holdings were disclosed for the period ending June 30, 2026.