Institutions / Fiduciary Family Office, LLC
Fiduciary Family Office, LLC
CIK 2020280 · Institution · as of Dec 31, 2025
Portfolio value
$347.89M
Positions
183
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 183 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $119.98M | 34.5% |
| NVIDIA Corp | $12.12M | 3.5% |
| J P Morgan Exchange Traded F | $10.55M | 3.0% |
| Alphabet Inc. | $10.30M | 3.0% |
| J P Morgan Exchange Traded F | $9.47M | 2.7% |
| Microsoft Corp | $9.05M | 2.6% |
| Amazon.com Inc | $5.49M | 1.6% |
| JPMorgan Chase & Co | $4.59M | 1.3% |
| Broadcom Inc. | $4.48M | 1.3% |
| Meta Platforms Inc | $4.02M | 1.2% |
| Vanguard Index Fds | $3.93M | 1.1% |
| Visa Inc | $3.75M | 1.1% |
| Vanguard Index Fds | $3.63M | 1.0% |
| American Express Co | $3.30M | 0.9% |
| Wells Fargo & COMPANY/MN | $3.26M | 0.9% |
| ELI LILLY & Co | $3.06M | 0.9% |
| SPDR Gold Tr | $2.93M | 0.8% |
| Lam Research Corp | $2.83M | 0.8% |
| Philip Morris International Inc. | $2.58M | 0.7% |
| Vanguard Index Fds | $2.44M | 0.7% |
| Alphabet Inc. | $2.41M | 0.7% |
| Oracle Corp | $2.40M | 0.7% |
| Walmart Inc. | $2.40M | 0.7% |
| Vanguard Index Fds | $2.37M | 0.7% |
| iShares Tr | $2.34M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.