Q2 2026 13F · SEC CIK 1587301
Miramar Fiduciary Corp
Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $101.2M
- Reported positions
- 5
- Top holdings a year, 3 yrs
- +16.5%
- Average holding period
- 2.0 yrs
Miramar Fiduciary Corp is a wealth manager that reported 5 positions worth $101.2M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Dimensional ETF Trust (DFIC, 56.1%), Dimensional ETF Trust (DFEM, 24.5%), Dimensional ETF Trust (DISV, 13.4%). A portfolio copying its top holdings returned 16.5% a year over the last 3 years, against 16.5% for the S&P 500.
Miramar Fiduciary Corp holdings all 5 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| DFICDimensional ETF Trust | 56.1% | -20.5% | $56.8M |
| DFEMDimensional ETF Trust | 24.5% | -32.3% | $24.8M |
| DISVDimensional ETF Trust | 13.4% | -17.3% | $13.6M |
| SPYState Str Spdr S&p 500 ETF T | 3.0% | +0.0% | $3.0M |
| SSPScripps E W Co Ohio | 2.9% | +0.0% | $3.0M |
What Miramar Fiduciary Corp bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
No position grew by more than 5%.
Reduced
- DFEM Dimensional ETF Trust-32.3% shares
- DFIC Dimensional ETF Trust-20.5% shares
- DISV Dimensional ETF Trust-17.3% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +13.9% /yr
- S&P 500 +11.7%
- 3 years
- +16.5% /yr
- S&P 500 +16.5%
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $101.2M | 5 |
| Q1 2026 | $122.0M | 5 |
| Q4 2025 | $129.3M | 5 |
| Q3 2025 | $127.5M | 5 |
| Q2 2025 | $123.1M | 5 |
| Q1 2025 | $111.1M | 5 |
| Q1 2024 | $132.4M | 5 |
| Q4 2023 | $127.4M | 5 |
Questions about Miramar Fiduciary Corp's portfolio
What stocks does Miramar Fiduciary Corp own?
Miramar Fiduciary Corp's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 5 positions worth $101.2M. The largest are Dimensional ETF Trust (DFIC) at 56.1%, Dimensional ETF Trust (DFEM) at 24.5%, Dimensional ETF Trust (DISV) at 13.4%, State Str Spdr S&p 500 ETF T (SPY) at 3.0% and Scripps E W Co Ohio (SSP) at 2.9%.
What did Miramar Fiduciary Corp buy last quarter?
Miramar Fiduciary Corp opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.
What did Miramar Fiduciary Corp sell last quarter?
In Q2 2026, Miramar Fiduciary Corp Dimensional ETF Trust (DFEM) (-32.3% shares), Dimensional ETF Trust (DFIC) (-20.5% shares) and Dimensional ETF Trust (DISV) (-17.3% shares), compared with its Q1 2026 filing.
How has Miramar Fiduciary Corp's portfolio performed?
A portfolio copying Miramar Fiduciary Corp's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.5% a year over the last 3 years, against +16.5% for the S&P 500. Over 1 year: +13.9% against +11.7%.
When is Miramar Fiduciary Corp's next 13F filing due?
13F filings are due 45 days after each quarter ends. Miramar Fiduciary Corp's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.