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CIK: 0002020280
Total reported value
$399.8M
$399.8M
187 檔
32.3%
In Q1 2025, Fiduciary Family Office, LLC's U.S. equity holdings reached a combined market value of $399.8M, distributed across 187 disclosed stock positions.
During Q1 2025, 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 | 32.92% | +0.29% | +12438.82% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.75% | -0.60% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.26% | -0.04% | +181.83% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.19% | +0.15% | +435.94% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.86% | +0.15% | — | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.38% | +0.52% | +689.67% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.35% | -0.10% | +1655.00% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 1.30% | -0.06% | — | |
| 9 | PM | Philip Morris International | Stock-Consumer Staples | 1.20% | -0.07% | — | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.17% | +0.02% | +688.87% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.06% | -0.01% | — | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 1.01% | +0.01% | — | |
| 13 | WFC | Wells Fargo & Co | Stock-Financials | 0.93% | -0.08% | — | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | — | — | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 0.88% | — | — | |
| 16 | FISV | Fiserv Inc | Stock-Other | 0.85% | — | — | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.84% | +0.06% | — | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.82% | +0.20% | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.02% | — | |
| 20 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.80% | +0.07% | — | |
| 21 | KR | Kroger Co | Stock-Consumer Staples | 0.79% | -0.22% | — | |
| 22 | AXP | American Express Co | Stock-Financials | 0.78% | +0.04% | — | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | -0.12% | — | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.71% | -0.35% | +150.53% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.25% | +391.40% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | -0.01% | — | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | -0.05% | — | |
| 28 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.65% | -0.02% | — | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | -0.09% | — | |
| 30 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.57% | -0.36% | — | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.56% | -0.06% | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | +0.01% | +154.92% | |
| 33 | MCK | Mckesson CORP | Stock-Healthcare | 0.54% | -0.14% | — | |
| 34 | PH | Parker Hannifin CORP | Stock-Industrials | 0.52% | +0.07% | — | |
| 35 | FANG | Diamondback Energy Inc | Stock-Energy | 0.51% | -0.04% | — | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | -0.12% | — | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.49% | +0.09% | — | |
| 38 | ACN | Accenture plc | Stock-Tech | 0.48% | -0.35% | EXIT | |
| 39 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 0.48% | — | — | |
| 40 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.48% | -0.03% | — | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.47% | +0.04% | — | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.46% | +0.30% | — | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.16% | — | |
| 44 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.44% | — | — | |
| 45 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.44% | -0.12% | EXIT | |
| 46 | RSG | Republic Services Inc | Stock-Industrials | 0.43% | -0.10% | — | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.42% | -0.08% | — | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.41% | -0.01% | — | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.41% | -0.04% | — | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.39% | -0.15% | — |
According to official SEC Form 13F filings, Fiduciary Family Office, LLC reported a total U.S. public equity portfolio value of $399.8M across 187 disclosed positions in Q1 2025.
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, JEPI, MSFT) accounted for 32.3% of total reported equity market value during Q1 2025.
During Q1 2025, Fiduciary Family Office, LLC's top holdings by market value included AAPL (32.9%)、JEPI (3.8%)、MSFT (2.3%). The largest single position, AAPL, represented 32.9% of total portfolio value.
In Q1 2025, 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.
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