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
195 檔
20.8%
At the close of Q2 2024, Fiduciary Family Office, LLC disclosed equity holdings valued at approximately $399.8M, spread across 195 reported holdings.
During Q2 2024, Fiduciary Family Office, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 24.63% | +0.29% | -0.11% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.42% | +0.15% | -1.48% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.32% | -0.04% | -7.82% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.78% | -0.10% | -7.36% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.68% | +0.15% | +685.99% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.42% | +0.52% | -1.52% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 1.28% | +0.01% | — | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.25% | -0.01% | -1.60% | |
| 9 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.23% | -0.06% | -6.59% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.19% | — | -31.19% | |
| 11 | PM | Philip Morris International | Stock-Consumer Staples | 1.14% | -0.07% | +26.86% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.11% | +0.02% | -11.28% | |
| 13 | WFC | Wells Fargo & Co | Stock-Financials | 1.05% | -0.08% | -4.94% | |
| 14 | FISV | Fiserv Inc | Stock-Other | 0.93% | — | +3.36% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.92% | -0.06% | -1.06% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.91% | -0.09% | -8.59% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.91% | +0.30% | — | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 0.87% | — | -5.61% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | -0.02% | -16.70% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | +0.20% | -8.86% | |
| 21 | ADBE | Adobe Inc | Stock-Tech | 0.87% | — | -12.59% | |
| 22 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.85% | — | -6.40% | |
| 23 | FANG | Diamondback Energy Inc | Stock-Energy | 0.79% | -0.04% | +5.98% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.78% | -0.05% | -15.60% | |
| 25 | AXP | American Express Co | Stock-Financials | 0.78% | +0.04% | -3.30% | |
| 26 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.78% | +0.07% | +2.90% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.75% | +0.01% | +12.77% | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.73% | — | — | |
| 29 | KR | Kroger Co | Stock-Consumer Staples | 0.72% | -0.22% | +4.70% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.71% | -0.01% | — | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | +0.25% | -9.54% | |
| 32 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.65% | -0.02% | +2.29% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.64% | -0.08% | -5.88% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.62% | +0.09% | -7.90% | |
| 35 | TFC | Truist Financial CORP | Stock-Financials | 0.61% | -0.02% | +1.04% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.61% | +0.06% | -27.81% | |
| 37 | INGR | Ingredion Inc | Stock-Consumer Staples | 0.60% | — | +4.02% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.58% | -0.60% | — | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.58% | — | +17.11% | |
| 40 | DELL | Dell Technologies -c | Stock-Tech | 0.55% | +0.21% | +26.60% | |
| 41 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 0.53% | — | +15.73% | |
| 42 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.53% | — | -3.37% | |
| 43 | SPGI | S&p Global Inc | Stock-Financials | 0.53% | -0.12% | -7.59% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | +0.11% | -1.09% | |
| 45 | PH | Parker Hannifin CORP | Stock-Industrials | 0.51% | +0.07% | -8.54% | |
| 46 | CRM | Salesforce Inc | Stock-Tech | 0.51% | +0.04% | -7.49% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | -0.12% | -15.41% | |
| 48 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.49% | -0.01% | -4.04% | |
| 49 | DFSEUR | Discover Financial Services | Stock-Other | 0.49% | — | +13.67% | |
| 50 | SYK | Stryker CORP | Stock-Healthcare | 0.49% | -0.01% | +0.33% |
According to official SEC Form 13F filings, Fiduciary Family Office, LLC reported a total U.S. public equity portfolio value of $399.8M across 195 disclosed positions in Q2 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, GOOGL, MSFT) accounted for 20.8% of total reported equity market value during Q2 2024.
During Q2 2024, Fiduciary Family Office, LLC's top holdings by market value included AAPL (24.6%)、GOOGL (2.4%)、MSFT (2.3%). The largest single position, AAPL, represented 24.6% of total portfolio value.
In Q2 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.