FIDUCIENT ADVISORS LLC
SEC Form 13F institutional filer · CIK 0001729866
13F-HR · 62 reported holdings · 2026-03-31
Reported long-US-equity value
$0.51B
Top-10 concentration
81.4%
FIDUCIENT ADVISORS LLC — $511M AUM allocation strategy
FIDUCIENT ADVISORS LLC files SEC Form 13F and reports $511M of long US equity value across 62 reported holdings for 2026-03-31.
Its largest sector bet is Financials 17.3%, followed by Industrials 12.1% and Energy 10.2%.
The top 10 holdings account for 81% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
FIDUCIENT ADVISORS LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$511M
total across 62 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
81% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$AON +63.7K sh · +$17M+$AAPL +8.79K sh · +$1.72M+$IWM +7.79K sh · +$1.35M
Biggest trims (shares)
−$SCHW −344K sh · −$7.72M−$MS −246K sh · −$8.35M−$IVV −53.2K sh · −$8.98M
Exited to nil (held last quarter, gone now)
$AMGN ($1.78M last qtr)$APP ($1.77M last qtr)$TPR ($635K last qtr)$FIX ($569K last qtr)$TMO ($423K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Insurance Brokers11.6%—
- Oil & Gas Exploration & Production9.2%—
- Construction Machinery & Heavy Transportation Equipment8.3%—
- Multi-Sector Holdings4.3%—
- Technology Hardware, Storage & Peripherals1.9%—
- Passenger Ground Transportation1.8%—
- Semiconductors1.5%—
- Investment Banking & Brokerage1.4%—
- Other holdings60.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
5 of 5 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AON | Aon plc | 183K | $59.2M | +63.7K | 11.6% |
| $FANG | Diamondback Energy Inc | 238K | $47.1M | +0 | 9.2% |
| $PCAR | PACCAR Inc | 366K | $42.3M | +0 | 8.3% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 45.4K | $21.7M | +1.6K | 4.3% |
| $AAPL | Apple Inc | 37.1K | $9.42M | +8.79K | 1.8% |
…and 57 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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