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CIK: 0002020280
Total reported value
$399.8M
$399.8M
183 檔
40.6%
As reported in its official Q4 2025 Form 13F filing, Fiduciary Family Office, LLC's tracked investment portfolio stood at $399.8M with 183 total positions.
In Q4 2025, Fiduciary Family Office, LLC adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 34.49% | +0.29% | -0.13% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.48% | +0.15% | +0.63% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.03% | -0.60% | -2.80% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.96% | +0.15% | -5.30% | |
| 5 | JIVE | JPM Interntl Value ETF | ETF-Other | 2.72% | — | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.60% | -0.04% | -1.45% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.58% | +0.52% | +6.71% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.32% | +0.02% | +0.70% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.29% | +0.20% | -0.23% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.16% | -0.10% | -6.16% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 1.13% | -0.43% | -15.51% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.08% | -0.06% | -5.60% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.04% | -0.01% | — | |
| 14 | AXP | American Express Co | Stock-Financials | 0.95% | +0.04% | -0.40% | |
| 15 | WFC | Wells Fargo & Co | Stock-Financials | 0.94% | -0.08% | -1.78% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.88% | +0.25% | -0.97% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 0.84% | -0.35% | — | |
| 18 | LRCX | Lam Research CORP | Stock-Tech | 0.81% | +0.92% | -13.23% | |
| 19 | PM | Philip Morris International | Stock-Consumer Staples | 0.74% | -0.07% | -15.65% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | — | +0.65% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.11% | +9.83% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.69% | — | -23.30% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.12% | -7.00% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.68% | +0.01% | -6.60% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.67% | -0.09% | -22.18% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.65% | +0.33% | -7.76% | |
| 27 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.65% | -0.15% | +0.28% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.65% | -0.01% | +1.14% | |
| 29 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.63% | +0.07% | -12.11% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.02% | -1.11% | |
| 31 | PH | Parker Hannifin CORP | Stock-Industrials | 0.61% | +0.07% | +0.55% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.59% | +0.01% | +0.20% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.58% | +0.09% | +1.10% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | -0.12% | -6.32% | |
| 35 | MCK | Mckesson CORP | Stock-Healthcare | 0.54% | -0.14% | +0.26% | |
| 36 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.53% | -0.02% | -6.96% | |
| 37 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.52% | +0.14% | +30.72% | |
| 38 | KR | Kroger Co | Stock-Consumer Staples | 0.50% | -0.22% | -12.74% | |
| 39 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.48% | +0.05% | -17.94% | |
| 40 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 0.45% | -0.03% | +4.32% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.09% | +0.62% | |
| 42 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.44% | -0.36% | -1.59% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | -0.06% | -10.46% | |
| 44 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.40% | +0.01% | +1.10% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.39% | -0.01% | — | |
| 46 | ADI | Analog Devices Inc | Stock-Tech | 0.39% | +0.08% | +27.28% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.38% | +0.30% | — | |
| 48 | CMI | Cummins Inc | Stock-Industrials | 0.38% | -0.08% | -10.19% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.38% | -0.15% | -20.09% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.37% | -0.07% | +147.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.5% | -0.13% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | -5.30% | Trim |
| 3 | LLY | Eli Lilly & Co | +0.3% | -0.97% | Trim |
| 4 | ABT | Abbott Laboratories | +0.2% | +147.77% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | +9.83% | Add |
| 6 | IQV | Iqvia Holdings Inc | +0.2% | +30.72% | Add |
| 7 | AMZN | Amazon.com Inc | +0.2% | +6.71% | Add |
| 8 | JIVE | JPM Interntl Value ETF | +0.2% | — | Unchanged |
| 9 | STE | STERIS plc | +0.1% | +64.57% | Add |
| 10 | AMT | American Tower CORP | +0.1% | +108.99% | Add |
| 11 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +104.41% | Add |
| 12 | ADI | Analog Devices Inc | +0.1% | +27.28% | Add |
| 13 | AXP | American Express Co | +0.1% | -0.40% | Trim |
| 14 | PH | Parker Hannifin CORP | +0.1% | +0.55% | Add |
| 15 | GLD | Spdr Gold Shares | +0.1% | — | Unchanged |
| 16 | LRCX | Lam Research CORP | +0.1% | -13.23% | Trim |
| 17 | TMUS | T-mobile US Inc | -0.1% | -1.59% | Trim |
| 18 | PEP | Pepsico Inc | -0.1% | -20.09% | Trim |
| 19 | ITW | Illinois Tool Works | -0.1% | -34.63% | Trim |
| 20 | INGR | Ingredion Inc | -0.1% | -52.15% | Trim |
| 21 | WM | Waste Management Inc | -0.1% | -36.27% | Trim |
| 22 | GWW | Ww Grainger Inc | -0.1% | -52.35% | Trim |
| 23 | TXN | Texas Instruments Inc | -0.1% | -40.95% | Trim |
| 24 | KR | Kroger Co | -0.1% | -12.74% | Trim |
| 25 | ADP | Automatic Data Processing | -0.1% | -30.24% | Trim |
| 26 | IBKR | Interactive Brokers Gro-cl A | -0.1% | -12.11% | Trim |
| 27 | PM | Philip Morris International | -0.1% | -15.65% | Trim |
| 28 | ACN | Accenture plc | -0.2% | -39.34% | Trim |
| 29 | IRM | Iron Mountain Inc | -0.2% | -49.78% | Trim |
| 30 | VTV | Vanguard Value ETF | -0.2% | -15.51% | Trim |
| 31 | CCL1EUR | Carnival CORP LTD | -0.2% | -65.34% | Trim |
| 32 | IWD | Ishares Russell 1000 Value E | -0.2% | -22.18% | Trim |
| 33 | NSC | Norfolk Southern CORP | -0.2% | -48.83% | Trim |
| 34 | APD | Air Products & Chemicals Inc | -0.2% | -69.48% | Trim |
| 35 | PG | Procter & Gamble Co/the | -0.2% | -43.45% | Trim |
| 36 | CL | Colgate-palmolive Co | -0.2% | -68.68% | Trim |
| 37 | MSFT | Microsoft CORP | -0.2% | -1.45% | Trim |
| 38 | META | Meta Platforms Inc-class A | -0.2% | -6.16% | Trim |
| 39 | HD | Home Depot Inc | -0.2% | -25.54% | Trim |
| 40 | CHD | Church & Dwight Co Inc | -0.2% | -71.57% | Trim |
| 41 | MRSH | Marsh & Mclennan Cos | -0.2% | -73.59% | Trim |
| 42 | ORCL | Oracle CORP | -0.6% | -23.30% | Trim |
| 43 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 44 | GLPI | Gaming And Leisure Propertie | — | EXIT | Sold out |
| 45 | CRH | CRH plc | — | EXIT | Sold out |
| 46 | LIN | Linde plc | — | NEW | New buy |
| 47 | CLX | Clorox Company | — | EXIT | Sold out |
| 48 | MSI | Motorola Solutions Inc | — | NEW | New buy |
| 49 | CSX | Csx CORP | — | NEW | New buy |
| 50 | BMY | Bristol-myers Squibb Co | — | EXIT | Sold out |
According to official SEC Form 13F filings, Fiduciary Family Office, LLC reported a total U.S. public equity portfolio value of $399.8M across 183 disclosed positions in Q4 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, NVDA, JEPI) accounted for 40.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
LIN
市值: $1.0M
Top Position Liquidated / Trimmed
FISV
前期市值: $1.2M
During Q4 2025, Fiduciary Family Office, LLC's top holdings by market value included AAPL (34.5%)、NVDA (3.5%)、JEPI (3.0%). The largest single position, AAPL, represented 34.5% of total portfolio value.
In Q4 2025, Fiduciary Family Office, LLC made 48 total portfolio adjustments, initiating 3 new buys, adding to 9 positions, trimming 31 holdings, and fully liquidating 5 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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