Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TRRUS 1000 ETF | RUS 1000 ETF | $13,287,456 | 32.8% |
| Berkshire Hathaway Inc.CLASS A | CLASS A | $11,232,750 | 27.7% |
| Weyerhaeuser COCOMMON | COMMON | $6,121,003 | 15.1% |
| Rayonier Inc.COMMON | COMMON | $4,428,751 | 10.9% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $3,015,456 | 7.4% |
| iShares TRESG AWR MSCI USA | ESG AWR MSCI USA | $1,087,588 | 2.7% |
| iShares TRESG AW MSCI EAFE | ESG AW MSCI EAFE | $473,143 | 1.2% |
| SPDR Ser TRS&P OILGAS EXP | S&P OILGAS EXP | $311,914 | 0.8% |
| iShares Inc.ESG AWR MSCI EM | ESG AWR MSCI EM | $214,969 | 0.5% |
| Columbia Bkg Sys Inc.COMMON | COMMON | $202,300 | 0.5% |
| iShares TRESG AWARE MSCI | ESG AWARE MSCI | $181,968 | 0.4% |
- Class
- RUS 1000 ETF
- Share
- 32.8%
- Class
- CLASS A
- Share
- 27.7%
- Class
- COMMON
- Share
- 15.1%
- Class
- COMMON
- Share
- 10.9%
- Class
- TOTAL STK MKT
- Share
- 7.4%
- Class
- ESG AWR MSCI USA
- Share
- 2.7%
- Class
- ESG AW MSCI EAFE
- Share
- 1.2%
- Class
- S&P OILGAS EXP
- Share
- 0.8%
- Class
- ESG AWR MSCI EM
- Share
- 0.5%
- Class
- COMMON
- Share
- 0.5%
- Class
- ESG AWARE MSCI
- Share
- 0.4%
The share class is shown on a wider screen.
The 11 largest of 11 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1270764
- File number
- 028-10705
- Options
- 0 call, 0 put
- In the 25 largest
- 100.0%
- Prior quarter
- $35,949,743 at 31 March 2026
- Positions opened
- 4
- Positions closed
- 0
Common questions
What are Fiduciary Counselling’s 13F holdings worth?
$40,557,298 across 11 positions for the quarter ended 30 June 2026.
What is Fiduciary Counselling’s largest 13F holding?
ISHARES TR (RUS 1000 ETF) was the largest position at $13,287,456, or 32.8% of reported 13F value, as of 30 June 2026.
How concentrated is Fiduciary Counselling’s 13F portfolio?
The ten largest positions accounted for 99.6% of reported value and the twenty-five largest for 100.0%, across 11 positions as of 30 June 2026.
Does Form 13F show everything Fiduciary Counselling manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Fiduciary Counselling file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.