FIDUCIENT ADVISORS LLC
Q4 2022 Form 13-F
CHICAGO, ILLINOIS
CIK 0001729866
· CRD 106720
· SEC-registered investment adviser
$339.8M Reported Value Total
WEALTHSPIRE INSTITUTIONAL, LLC reports 1,061 total accounts under management (AUM). There are 662 discretionary accounts valued at $16,528,009,941, and 399 non-discretionary accounts valued at $23,492,762,569.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-10-09
Reported value
$339.8M
Quarter over quarter
+6.3%
Holdings
174
Top-10 concentration
64.8%
Key People
Form ADV owners & control persons
Michael Edmond Goss
PRESIDENT
Robert Jay Hilzenrath
DIRECTOR - WEALTHSPIRE
Christopher Francis Kachmar
CHIEF MARKET STRATEGIST
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Q4 2022 13F record
Q4 2022 13F filing summary
| Period of report | December 31, 2022 |
|---|---|
| Filed | February 03, 2023 |
| Form | 13F-HR |
| Reported value | $339.8M |
| Positions | 174 |
| Change in reported value | +61.4% |
| New positions | 121 |
| Exited positions | 6 |
| Position turnover | 70.6% |
| Top-10 concentration | 64.8% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 7, 2026
|
153 | $698.4M |
|
Q1 2026 13F
Filed May 11, 2026
|
139 | $765.0M |
|
Q4 2025 13F
Filed Feb 10, 2026
|
170 | $806.8M |
|
Q3 2025 13F
Filed Oct 30, 2025
|
157 | $855.7M |
|
Q2 2025 13F
Filed Aug 12, 2025
|
153 | $817.0M |
|
Q1 2025 13F
Filed May 15, 2025
|
154 | $800.2M |
|
Q4 2024 13F
Filed Feb 13, 2025
|
142 | $809.9M |
|
Q3 2024 13F
Filed Oct 25, 2024
|
145 | $865.8M |
|
Q2 2024 13F
Filed Aug 6, 2024
|
143 | $724.2M |
|
Q1 2024 13F
Filed May 10, 2024
|
130 | $505.2M |
|
Q4 2023 13F
Filed Feb 5, 2024
|
113 | $533.5M |
|
Q3 2023 13F
Filed Nov 3, 2023
|
108 | $1.8B |
|
Q2 2023 13F
Filed Aug 2, 2023
|
51 | $326.8M |
|
Q1 2023 13F
Filed May 8, 2023
|
48 | $308.6M |
|
Q4 2022 13F
Filed Feb 3, 2023
|
174 | $339.8M |
|
Q3 2022 13F
Filed Nov 7, 2022
|
59 | $210.6M |
|
Q2 2022 13F
Filed Aug 4, 2022
|
80 | $266.2M |
|
Q1 2022 13F
Filed May 9, 2022
|
62 | $265.0M |
|
Q4 2021 13F
Filed Feb 11, 2022
|
57 | $329.7M |
|
Q3 2021 13F
Filed Nov 3, 2021
|
96 | $330.5M |
15 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | IVV ISHARES TR | $40.3M | 11.87% |
| 2 | BND VANGUARD BD INDEX FDS | $37.9M | 11.14% |
| 3 | VV VANGUARD INDEX FDS | $35.0M | 10.3% |
| 4 | USRT ISHARES TR | $34.5M | 10.16% |
| 5 | VXUS VANGUARD STAR FDS | $18.2M | 5.36% |
| 6 | VB VANGUARD INDEX FDS | $15.5M | 4.57% |
| 7 | VOO VANGUARD INDEX FDS | $13.3M | 3.9% |
| 8 | VO VANGUARD INDEX FDS | $10.5M | 3.09% |
| 9 | SPY SPDR S&P 500 ETF TR | $7.6M | 2.22% |
| 10 | VEA VANGUARD TAX-MANAGED FDS | $7.4M | 2.17% |
| 11 | AGG ISHARES TR | $3.8M | 1.11% |
| 12 | UBER UBER TECHNOLOGIES INC | $3.5M | 1.03% |
| 13 | MSFT MICROSOFT CORP | $3.2M | 0.93% |
| 14 | VTI VANGUARD INDEX FDS | $3.0M | 0.9% |
| 15 | UNH UNITEDHEALTH GROUP INC | $2.5M | 0.74% |
| 16 | V VISA INC | $2.4M | 0.71% |
| 17 | DHR DANAHER CORPORATION | $2.2M | 0.65% |
| 18 | AAPL APPLE INC | $2.1M | 0.61% |
| 19 | IJR ISHARES TR | $2.0M | 0.6% |
| 20 | AMZN AMAZON COM INC | $2.0M | 0.6% |
Values as reported on the Q4 2022 Form 13F. Every position is in the holdings table below.