FIDUCIENT ADVISORS LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1729866
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$698.4M
Holdings
153
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
FIDUCIENT ADVISORS LLC disclosed 153 positions worth $698.4M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 24 new positions and exited 10 and a full exit from $PRMB. The portfolio is most concentrated in Other (76.9% of disclosed assets). All figures are sourced directly from FIDUCIENT ADVISORS LLC’s Form 13F-HR filing with the SEC under CIK 1729866.
AI Fund Analysis
StableISHARES TR - CORE S&P500 E
10.4% weight
Held 10 quarters
ISHARES TR - MSCI EAFE ETF
7.9% weight
Held 10 quarters
$PCAR6.3% weight
Held 7 quarters
ISHARES TR - CORE S&P SCP
6.0% weight
Held 10 quarters
VANGUARD SCOTTSDALE FDS -
5.0% weight
Held 10 quarters
ISHARES TR - TIPS BD ETF
8 quarters accumulating
ISHARES TR - IBOXX INV CP
8 quarters accumulating
VANGUARD INDEX FDS - MID C
5 quarters accumulating
VANGUARD BD INDEX FDS - TO
5 quarters accumulating
BONDBLOXX ETF TRUST - IR M
5 quarters accumulating
Sector Allocation
OtherIndustrialsFinancialsTechnologyEnergyConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$72.6M96,974 shISHARES TR - MSCI EAFE ETF
—Quality
$55.3M532,654 sh- 56.5#1,153
Quality
$44.0M365,929 sh ISHARES TR - CORE S&P SCP ETF
—Quality
$41.9M282,414 shVANGUARD SCOTTSDALE FDS - INT-TERM CORP
—Quality
$35.2M425,525 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$32.2M46,914 shVANGUARD SCOTTSDALE FDS - LG-TERM COR BD
—Quality
$27.9M371,100 sh- 73.8
Quality
$21.9M43,695 sh ISHARES INC - CORE MSCI EMKT
—Quality
$20.7M249,798 shISHARES TR - CRE U S REIT ETF
—Quality
$20.4M306,909 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $72.6M | 96,974 |
| ISHARES TR - MSCI EAFE ETF | — | $55.3M | 532,654 |
| PACCAR INC$PCAR | 56.5#1,153 | $44.0M | 365,929 |
| ISHARES TR - CORE S&P SCP ETF | — | $41.9M | 282,414 |
| VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $35.2M | 425,525 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $32.2M | 46,914 |
| VANGUARD SCOTTSDALE FDS - LG-TERM COR BD | — | $27.9M | 371,100 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $21.9M | 43,695 |
| ISHARES INC - CORE MSCI EMKT | — | $20.7M | 249,798 |
| ISHARES TR - CRE U S REIT ETF | — | $20.4M | 306,909 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of FIDUCIENT ADVISORS LLC's 153 positions.
Showing top 10 of 153 holdings.
Sector Allocation
Other
$537.3M
Industrials
$59.1M
Financials
$51.6M
Technology
$34.0M
Energy
$7.3M
Consumer Discretionary
$4.6M
Healthcare
$3.0M
Consumer Staples
$1.1M
Top Holdings — FIDUCIENT ADVISORS LLC (Q2 2026)
Top 150 of 153 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $72.6M | 10.4% | -3% | — |
| 2 | — | ISHARES TR - MSCI EAFE ETF | $55.3M | 7.9% | +2% | — |
| 3 | $PCAR | PACCAR INC | $44.0M | 6.3% | +0% | 56.5 |
| 4 | — | ISHARES TR - CORE S&P SCP ETF | $41.9M | 6.0% | -2% | — |
| 5 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $35.2M | 5.0% | +8% | — |
| 6 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $32.2M | 4.6% | +10% | — |
| 7 | — | VANGUARD SCOTTSDALE FDS - LG-TERM COR BD | $27.9M | 4.0% | +5% | — |
| 8 | $BRK.B | BERKSHIRE HATHAWAY INC | $21.9M | 3.1% | -4% | 73.8 |
| 9 | — | ISHARES INC - CORE MSCI EMKT | $20.7M | 3.0% | -12% | — |
| 10 | — | ISHARES TR - CRE U S REIT ETF | $20.4M | 2.9% | +4% | — |
| 11 |  $SPY | SPDR S&P 500 ETF TRUST | $18.5M | 2.6% | +1% | — |
| 12 | — | ISHARES TR - EAFE VALUE ETF | $16.2M | 2.3% | +3% | — |
| 13 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $15.9M | 2.3% | +11% | — |
| 14 | — | ISHARES TR - CORE US AGGBD ET | $14.8M | 2.1% | -11% | — |
| 15 | — | VANGUARD INDEX FDS - MID CAP ETF | $12.0M | 1.7% | +168% | — |
| 16 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $10.0M | 1.4% | +20% | — |
| 17 |  $AAPL | Apple Inc. | $8.6M | 1.2% | -20% | 76.4 |
| 18 | — | ISHARES TR - RUS 1000 ETF | $7.8M | 1.1% | -5% | — |
| 19 |  $GLDM | World Gold Trust | $7.7M | 1.1% | +0% | — |
| 20 | — | VANGUARD INDEX FDS - SMALL CP ETF | $7.0M | 1.0% | -18% | — |
| 21 | — | ISHARES TR - MSCI EMG MKT ETF | $6.9M | 1.0% | +3% | — |
| 22 | — | EA SERIES TRUST - CAMBRIA GLOBAL | $6.9M | 1.0% | +0% | — |
| 23 |  $ITW | ILLINOIS TOOL WORKS INC | $6.6M | 0.9% | -0% | 63.6 |
| 24 | — | ISHARES TR - CORE MSCI EAFE | $6.5M | 0.9% | -45% | — |
| 25 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $6.5M | 0.9% | -5% | — |
| 26 |  $UBER | Uber Technologies, Inc | $6.3M | 0.9% | -29% | 73.5 |
| 27 |  $NVDA | NVIDIA CORP | $6.0M | 0.8% | -32% | 85.9 |
| 28 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $5.7M | 0.8% | +6% | — |
| 29 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $5.7M | 0.8% | -2% | — |
| 30 |  $AON | Aon plc | $5.0M | 0.7% | -92% | — |
| 31 | — | VANGUARD INDEX FDS - GROWTH ETF | $4.7M | 0.7% | +509% | — |
| 32 |  $RTX | RTX Corp | $4.3M | 0.6% | +0% | 73.2 |
| 33 |  $BY | BYLINE BANCORP, INC. | $4.2M | 0.6% | -3% | 55.7 |
| 34 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $4.1M | 0.6% | +0% | — |
| 35 | — | EA SERIES TRUST - CAMBRIA GLOBAL E | $4.0M | 0.6% | NEW | — |
| 36 | — | ISHARES TR - RUSSELL 2000 ETF | $3.8M | 0.5% | -11% | — |
| 37 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $3.7M | 0.5% | NEW | — |
| 38 | — | ISHARES TR - RUS 1000 GRW ETF | $3.7M | 0.5% | +288% | — |
| 39 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000GRW | $3.7M | 0.5% | NEW | — |
| 40 | — | VANGUARD STAR FDS - VG TL INTL STK F | $3.7M | 0.5% | +19% | — |
| 41 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $3.6M | 0.5% | NEW | — |
| 42 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $3.4M | 0.5% | +2% | — |
| 43 |  $AMZN | AMAZON COM INC | $3.4M | 0.5% | -13% | 68.7 |
| 44 |  $DOV | DOVER Corp | $3.2M | 0.5% | -17% | 58.1 |
| 45 |  $MSFT | MICROSOFT CORP | $2.9M | 0.4% | -3% | 79.8 |
| 46 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $2.7M | 0.4% | -0% | 61.4 |
| 47 | — | ISHARES TR - CORE S&P MCP ETF | $2.6M | 0.4% | +0% | — |
| 48 |  $GOOG | Alphabet Inc. | $2.5M | 0.4% | -3% | 78.2 |
| 49 |  $FANG | Diamondback Energy, Inc. | $2.4M | 0.3% | -94% | 76.1 |
| 50 | — | FLEXSHARES TR - MORNSTAR UPSTR | $2.3M | 0.3% | +113% | — |
| 51 | — | ISHARES TR - EXPND TEC SC ETF | $2.3M | 0.3% | +0% | — |
| 52 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $2.3M | 0.3% | +5% | — |
| 53 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $2.2M | 0.3% | +1% | — |
| 54 |  $GOOGL | Alphabet Inc. | $2.2M | 0.3% | -38% | 78.2 |
| 55 | — | ISHARES TR - GLB INFRASTR ETF | $2.0M | 0.3% | +191% | — |
| 56 |  $BSM | Black Stone Minerals, L.P. | $2.0M | 0.3% | +0% | 60.2 |
| 57 |  $IVZ | Invesco Ltd. | $2.0M | 0.3% | +0% | — |
| 58 | — | ISHARES TR - S&P 500 GRWT ETF | $2.0M | 0.3% | -6% | — |
| 59 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.9M | 0.3% | -1% | — |
| 60 |  $GS | GOLDMAN SACHS GROUP INC | $1.7M | 0.3% | +0% | 73.5 |
| 61 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $1.7M | 0.3% | -9% | — |
| 62 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.7M | 0.3% | -85% | — |
| 63 | — | ISHARES TR - TIPS BD ETF | $1.7M | 0.2% | +0% | — |
| 64 | — | ISHARES TR - IBOXX INV CP ETF | $1.6M | 0.2% | +0% | — |
| 65 | — | ISHARES TR - AGENCY BOND ETF | $1.6M | 0.2% | -0% | — |
| 66 | — | ISHARES TR - 7-10 YR TRSY BD | $1.6M | 0.2% | -0% | — |
| 67 |  $V | VISA INC. | $1.6M | 0.2% | -1% | 82.9 |
| 68 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 0.2% | +0% | 73.8 |
| 69 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $1.4M | 0.2% | NEW | — |
| 70 | — | ALPS ETF TR - ALERIAN MLP | $1.3M | 0.2% | +2% | — |
| 71 |  $META | Meta Platforms, Inc. | $1.2M | 0.2% | -17% | 79.6 |
| 72 | $IVZ | Invesco Ltd. | $1.2M | 0.2% | +0% | — |
| 73 | — | ISHARES TR - RUS 1000 VAL ETF | $1.1M | 0.2% | -9% | — |
| 74 | — | ISHARES TR - MSCI ACWI ETF | $1.0M | 0.1% | -8% | — |
| 75 |  $JNJ | JOHNSON & JOHNSON | $1.0M | 0.1% | -1% | 69 |
| 76 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $988,724 | 0.1% | +1% | — |
| 77 | — | FLEXSHARES TR - MORNSTAR USMKT | $966,240 | 0.1% | NEW | — |
| 78 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE BLUE CHIP | $961,728 | 0.1% | -21% | — |
| 79 |  $JPM | JPMORGAN CHASE & CO | $947,948 | 0.1% | -9% | 70.7 |
| 80 |  $C | CITIGROUP INC | $937,872 | 0.1% | +0% | 65 |
| 81 | — | FLEXSHARES TR - GLB QLT R/E IDX | $910,327 | 0.1% | NEW | — |
| 82 |  $ABBV | AbbVie Inc. | $909,658 | 0.1% | +1% | 72.6 |
| 83 |  $MU | MICRON TECHNOLOGY INC | $888,803 | 0.1% | -34% | 86.2 |
| 84 | — | EA SERIES TRUST - CAMB US EQUA ETF | $857,886 | 0.1% | +0% | — |
| 85 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | $832,574 | 0.1% | NEW | — |
| 86 | — | ISHARES TR - RUS MID CAP ETF | $825,102 | 0.1% | +4% | — |
| 87 | — | ISHARES TR - MSCI ACWI EX US | $796,245 | 0.1% | -6% | — |
| 88 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $752,835 | 0.1% | +5% | — |
| 89 | — | VANGUARD INDEX FDS - VALUE ETF | $732,639 | 0.1% | +0% | — |
| 90 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $721,372 | 0.1% | -17% | — |
| 91 | — | ISHARES TR - RUS 2000 GRW ETF | $704,890 | 0.1% | +46% | — |
| 92 |  $EROK | EagleRock Land, LLC | $637,670 | 0.1% | NEW | — |
| 93 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $636,583 | 0.1% | +0% | — |
| 94 | — | ISHARES TR - SELECT DIVID ETF | $608,875 | 0.1% | -54% | — |
| 95 | — | ISHARES TR - 1 3 YR TREAS BD | $605,479 | 0.1% | +0% | — |
| 96 |  $AVGO | Broadcom Inc. | $576,824 | 0.1% | +43% | 84.5 |
| 97 |  $GLD | SPDR GOLD TRUST | $566,200 | 0.1% | +0% | — |
| 98 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $543,778 | 0.1% | +33% | — |
| 99 |  $BMY | BRISTOL MYERS SQUIBB CO | $523,478 | 0.1% | NEW | 70.4 |
| 100 | — | ISHARES TR - RUS 2000 VAL ETF | $490,284 | 0.1% | +0% | — |
| 101 | — | PACER FDS TR - US CASH COWS 100 | $488,643 | 0.1% | +1% | — |
| 102 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $485,724 | 0.1% | -6% | — |
| 103 | — | ISHARES TR - BROAD USD HIGH | $456,864 | 0.1% | -64% | — |
| 104 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $447,352 | 0.1% | -6% | — |
| 105 |  $TFC | TRUIST FINANCIAL CORP | $444,145 | 0.1% | +0% | 76.4 |
| 106 | — | ISHARES TR - TRUST ISHARE 0-1 | $442,724 | 0.1% | +7% | — |
| 107 |  $MTB | M&T BANK CORP | $421,278 | 0.1% | +0% | 58.6 |
| 108 | — | SPDR SERIES TRUST - ST STR P500ETF | $412,157 | 0.1% | +0% | — |
| 109 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $411,410 | 0.1% | -5% | 70 |
| 110 | — | BNY MELLON ETF TRUST II - DYNAMIC VALUE | $410,755 | 0.1% | -19% | — |
| 111 |  $TWLO | TWILIO INC | $405,232 | 0.1% | +0% | 70.4 |
| 112 |  $PG | PROCTER & GAMBLE Co | $398,714 | 0.1% | +0% | 64.6 |
| 113 |  $PANW | Palo Alto Networks Inc | $390,468 | 0.1% | -11% | 65.5 |
| 114 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $371,468 | 0.1% | NEW | — |
| 115 |  $LLY | ELI LILLY & Co | $361,028 | 0.1% | +0% | 87.5 |
| 116 | — | ISHARES TR - S&P 500 VAL ETF | $358,545 | 0.1% | -21% | — |
| 117 | — | BNY MELLON ETF TRUST - US LRG CP CORE | $357,758 | 0.1% | +0% | — |
| 118 |  $COST | COSTCO WHOLESALE CORP /NEW | $352,672 | 0.1% | +0% | 66.2 |
| 119 |  $CAT | CATERPILLAR INC | $351,417 | 0.1% | +0% | 66.5 |
| 120 | — | BONDBLOXX ETF TRUST - IR M TAXAWARE | $328,834 | 0.1% | +1% | — |
| 121 |  $PBI | PITNEY BOWES INC /DE/ | $323,472 | 0.1% | +0% | 59.4 |
| 122 |  $QCOM | QUALCOMM INC/DE | $314,513 | 0.1% | NEW | 70.5 |
| 123 | — | ISHARES TR - 3 7 YR TREAS BD | $308,424 | 0.0% | +0% | — |
| 124 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $304,034 | 0.0% | +0% | — |
| 125 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $301,419 | 0.0% | +0% | — |
| 126 |  $MS | MORGAN STANLEY | $299,763 | 0.0% | -7% | 75.8 |
| 127 |  $TXN | TEXAS INSTRUMENTS INC | $294,195 | 0.0% | NEW | 73.4 |
| 128 |  $KO | COCA COLA CO | $276,402 | 0.0% | -0% | 69.5 |
| 129 |  $CSCO | CISCO SYSTEMS, INC. | $267,104 | 0.0% | NEW | 70.3 |
| 130 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $264,503 | 0.0% | +0% | — |
| 131 |  $NSC | NORFOLK SOUTHERN CORP | $262,321 | 0.0% | +0% | 63.2 |
| 132 |  $AMD | ADVANCED MICRO DEVICES INC | $257,924 | 0.0% | NEW | 79.8 |
| 133 | — | HARBOR ETF TRUST - COMM ALL WEA ETF | $253,410 | 0.0% | NEW | — |
| 134 |  $MRK | Merck & Co., Inc. | $242,143 | 0.0% | +0% | 59.9 |
| 135 | — | ISHARES INC - MSCI EMRG CHN | $235,290 | 0.0% | NEW | — |
| 136 |  $KDP | Keurig Dr Pepper Inc. | $234,939 | 0.0% | NEW | 64.6 |
| 137 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $234,760 | 0.0% | NEW | — |
| 138 | — | ISHARES TR - NATIONAL MUN ETF | $234,719 | 0.0% | +0% | — |
| 139 |  $ON | ON SEMICONDUCTOR CORP | $234,459 | 0.0% | NEW | 55 |
| 140 |  $WMT | Walmart Inc. | $226,407 | 0.0% | +0% | 60.2 |
| 141 |  $PAYX | PAYCHEX INC | $224,758 | 0.0% | +1% | 74.6 |
| 142 |  $MCD | MCDONALDS CORP | $222,465 | 0.0% | +0% | 69 |
| 143 |  $COF | CAPITAL ONE FINANCIAL CORP | $220,682 | 0.0% | -4% | 62.4 |
| 144 |  $HD | HOME DEPOT, INC. | $215,840 | 0.0% | NEW | 60.3 |
| 145 |  $BNY | Bank of New York Mellon Corp | $210,841 | 0.0% | NEW | 74.1 |
| 146 | — | ISHARES TR - S&P SML 600 GWT | $209,913 | 0.0% | NEW | — |
| 147 |  $MA | Mastercard Inc | $208,522 | 0.0% | -60% | 85.1 |
| 148 |  $D | DOMINION ENERGY, INC | $207,055 | 0.0% | NEW | 69.9 |
| 149 |  $ORLY | O REILLY AUTOMOTIVE INC | $200,296 | 0.0% | +0% | 67.4 |
| 150 |  $USAS | Americas Gold & Silver Corp | $188,800 | 0.0% | +0% | — |
New Positions (24)
EA SERIES TRUST - CAMBRIA GLOBAL E$4.0M
VANGUARD INDEX FDS - EXTEND MKT ETF$3.7M
VANGUARD SCOTTSDALE FDS - VNG RUS2000GRW$3.7M
VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF$3.6M
VANGUARD INDEX FDS - MCAP VL IDXVIP$1.4M
FLEXSHARES TR - MORNSTAR USMKT$966,240
FLEXSHARES TR - GLB QLT R/E IDX$910,327
VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX$832,574
$EROK EagleRock Land, LLC$637,670$BMY BRISTOL MYERS SQUIBB CO$523,478 GOLDMAN SACHS ETF TR - ACTIVEBETA US LG$371,468
$QCOM QUALCOMM INC/DE$314,513$TXN TEXAS INSTRUMENTS INC$294,195$CSCO CISCO SYSTEMS, INC.$267,104$AMD ADVANCED MICRO DEVICES INC$257,924
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