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CIK: 0002020280
Total reported value
$399.8M
$399.8M
187 檔
31.5%
As reported in its official Q2 2025 Form 13F filing, Fiduciary Family Office, LLC's tracked investment portfolio stood at $399.8M with 187 total positions.
During Q2 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 | 29.73% | +0.29% | -0.65% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.59% | -0.60% | -2.23% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.02% | +0.15% | -3.85% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.87% | -0.04% | -2.71% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.01% | +0.15% | -3.67% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 1.79% | -0.43% | — | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.63% | -0.10% | -3.83% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | +0.52% | -6.74% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.35% | +0.02% | -0.56% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.31% | +0.20% | -1.03% | |
| 11 | PM | Philip Morris International | Stock-Consumer Staples | 1.28% | -0.07% | -5.72% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.25% | -0.06% | -3.58% | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 1.19% | — | -12.38% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.10% | -0.01% | — | |
| 15 | WFC | Wells Fargo & Co | Stock-Financials | 0.99% | -0.08% | -3.41% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | — | -2.36% | |
| 17 | AXP | American Express Co | Stock-Financials | 0.89% | +0.04% | -1.60% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 0.82% | -0.12% | -1.83% | |
| 19 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.80% | +0.07% | +203.14% | |
| 20 | KR | Kroger Co | Stock-Consumer Staples | 0.77% | -0.22% | -6.28% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.02% | +5.84% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.76% | +0.01% | -28.14% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.75% | -0.09% | — | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.74% | -0.35% | — | |
| 25 | FISV | Fiserv Inc | Stock-Other | 0.62% | — | -4.25% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | -0.05% | -4.14% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | +0.01% | — | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.60% | +0.09% | +8.72% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | -0.09% | -5.47% | |
| 30 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.57% | -0.02% | -17.46% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.25% | -8.79% | |
| 32 | PH | Parker Hannifin CORP | Stock-Industrials | 0.57% | +0.07% | -3.51% | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.56% | -0.15% | — | |
| 34 | MCK | Mckesson CORP | Stock-Healthcare | 0.55% | -0.14% | -6.11% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | -0.01% | -7.10% | |
| 36 | ACN | Accenture plc | Stock-Tech | 0.51% | -0.35% | EXIT | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | -0.12% | +12.20% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.50% | +0.30% | +0.57% | |
| 39 | LRCX | Lam Research CORP | Stock-Tech | 0.50% | +0.92% | +23.21% | |
| 40 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.49% | -0.36% | -2.45% | |
| 41 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.47% | -0.03% | -5.27% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.47% | -0.01% | +12.30% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.44% | +0.01% | +10.03% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.16% | +2.22% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.43% | -0.04% | +9.65% | |
| 46 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.43% | +0.01% | +13.35% | |
| 47 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.43% | +0.05% | +49.85% | |
| 48 | RSG | Republic Services Inc | Stock-Industrials | 0.42% | -0.10% | -2.07% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.42% | -0.08% | -2.45% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.41% | -0.15% | +22.54% |
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 Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, JEPI, NVDA) accounted for 31.5% of total reported equity market value during Q2 2025.
During Q2 2025, Fiduciary Family Office, LLC's top holdings by market value included AAPL (29.7%)、JEPI (3.6%)、NVDA (3.0%). The largest single position, AAPL, represented 29.7% of total portfolio value.
In Q2 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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