13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002020280
Total reported value
$399.8M
$399.8M
208 檔
17.7%
The Q1 2024 SEC filing reveals that Fiduciary Family Office, LLC held a total portfolio value of $399.8M, covering 208 public equity positions.
During Q1 2024, Fiduciary Family Office, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 208 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 19.95% | +0.29% | -2.95% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.35% | -0.04% | +4.21% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.02% | +0.15% | +11.89% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.84% | -0.10% | +36.19% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.65% | — | -65.38% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.56% | +0.15% | +27.71% | |
| 7 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.39% | -0.06% | +93.30% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | +0.52% | +13.02% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 1.33% | +0.01% | +52.05% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.32% | -0.01% | -1.34% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.23% | +0.02% | +7.28% | |
| 12 | WFC | Wells Fargo & Co | Stock-Financials | 1.08% | -0.08% | +41.66% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.07% | -0.02% | -1.41% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.03% | -0.05% | +0.89% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.98% | -0.06% | -1.70% | |
| 16 | FISV | Fiserv Inc | Stock-Other | 0.96% | — | +60.72% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.93% | +0.30% | — | |
| 18 | ADBE | Adobe Inc | Stock-Tech | 0.89% | — | +2.29% | |
| 19 | ACN | Accenture plc | Stock-Tech | 0.86% | -0.35% | EXIT | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.85% | -0.09% | +2.03% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 0.82% | — | -2.87% | |
| 22 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.81% | — | -7.99% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.81% | +0.06% | +15.49% | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 0.81% | -0.07% | +69.34% | |
| 25 | AXP | American Express Co | Stock-Financials | 0.79% | +0.04% | +14.69% | |
| 26 | KR | Kroger Co | Stock-Consumer Staples | 0.78% | -0.22% | +155.24% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.78% | +0.20% | +32.60% | |
| 28 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.76% | — | +108.35% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.74% | -0.08% | +23.72% | |
| 30 | FANG | Diamondback Energy Inc | Stock-Energy | 0.73% | -0.04% | — | |
| 31 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.72% | — | — | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.71% | -0.01% | — | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.70% | -0.01% | +3.18% | |
| 34 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.68% | +0.07% | +164.85% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.25% | +25.16% | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.64% | +0.04% | +11.07% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | +0.01% | -10.76% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.63% | +0.09% | +0.95% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.12% | -1.49% | |
| 40 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.61% | -0.01% | +90.79% | |
| 41 | PH | Parker Hannifin CORP | Stock-Industrials | 0.61% | +0.07% | +14.59% | |
| 42 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.61% | -0.02% | +78.47% | |
| 43 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.61% | — | +67.93% | |
| 44 | TFC | Truist Financial CORP | Stock-Financials | 0.60% | -0.02% | +173.58% | |
| 45 | INGR | Ingredion Inc | Stock-Consumer Staples | 0.58% | — | +74.10% | |
| 46 | SPGI | S&p Global Inc | Stock-Financials | 0.54% | -0.12% | -3.18% | |
| 47 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.52% | — | — | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.51% | +0.15% | +16.24% | |
| 49 | SYK | Stryker CORP | Stock-Healthcare | 0.51% | -0.01% | +23.06% | |
| 50 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 0.50% | -0.03% | +96.62% |
According to official SEC Form 13F filings, Fiduciary Family Office, LLC reported a total U.S. public equity portfolio value of $399.8M across 208 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, GOOGL) accounted for 17.7% of total reported equity market value during Q1 2024.
During Q1 2024, Fiduciary Family Office, LLC's top holdings by market value included AAPL (19.9%)、MSFT (2.4%)、GOOGL (2.0%). The largest single position, AAPL, represented 19.9% of total portfolio value.
In Q1 2024, Fiduciary Family Office, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.