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CIK: 0002020280
Total reported value
$399.8M
$399.8M
179 檔
38.6%
According to the latest 13F quarterly dataset, Fiduciary Family Office, LLC managed an equity portfolio of $399.8M at the end of Q1 2026, spanning 179 distinct U.S. exchange-listed positions.
In Q1 2026, Fiduciary Family Office, LLC displayed an active expansion posture, initiating 18 new positions and adding to 88 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 32.29% | +0.29% | +1.15% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.81% | +0.15% | +18.08% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.81% | -0.60% | -5.72% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.77% | +0.15% | +2.70% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.29% | -0.04% | +15.83% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.98% | +0.52% | +40.53% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.59% | +0.25% | +113.13% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 1.38% | -0.35% | +51.81% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.30% | +0.20% | +14.05% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.23% | +0.02% | +2.78% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.16% | -0.10% | +16.92% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.15% | -0.43% | +0.28% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.07% | -0.12% | +65.61% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.06% | -0.01% | — | |
| 15 | AXP | American Express Co | Stock-Financials | 1.05% | +0.04% | +36.67% | |
| 16 | LRCX | Lam Research CORP | Stock-Tech | 1.00% | +0.92% | -0.95% | |
| 17 | PM | Philip Morris International | Stock-Consumer Staples | 0.90% | -0.07% | +19.40% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 0.88% | -0.01% | +42.96% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | +0.11% | +39.35% | |
| 20 | WFC | Wells Fargo & Co | Stock-Financials | 0.86% | -0.08% | +8.48% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | -0.06% | -8.09% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.73% | — | +42.32% | |
| 23 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.73% | +0.05% | -0.76% | |
| 24 | PH | Parker Hannifin CORP | Stock-Industrials | 0.69% | +0.07% | +13.10% | |
| 25 | FXF | Invesco Currencyshares Swiss | ETF-Other | 0.69% | -0.09% | — | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.69% | +0.01% | — | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.68% | +0.33% | +3.87% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.64% | +0.09% | +25.32% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.63% | -0.09% | -6.80% | |
| 30 | MCK | Mckesson CORP | Stock-Healthcare | 0.62% | -0.14% | +8.43% | |
| 31 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.61% | +0.07% | -6.83% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.02% | +4.88% | |
| 33 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 0.58% | -0.03% | +21.46% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | -0.16% | +170.83% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.56% | EXIT | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | +0.01% | +0.46% | |
| 37 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.54% | -0.02% | +2.33% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | — | -18.36% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.12% | -30.74% | |
| 40 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.52% | -0.15% | -1.58% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.09% | +0.11% | |
| 42 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.49% | -0.36% | +9.88% | |
| 43 | ADI | Analog Devices Inc | Stock-Tech | 0.49% | +0.08% | +8.14% | |
| 44 | LIN | Linde plc | Stock-Materials | 0.49% | — | +40.15% | |
| 45 | SPGI | S&p Global Inc | Stock-Financials | 0.46% | -0.12% | +218.49% | |
| 46 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.45% | +0.01% | +2.15% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.45% | +0.15% | +0.50% | |
| 48 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.45% | +0.14% | +14.43% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.42% | +0.20% | +80.26% | |
| 50 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.40% | -0.03% | +133.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.7% | +113.13% | Add |
| 2 | GLD | Spdr Gold Shares | +0.5% | +51.81% | Add |
| 3 | JNJ | Johnson & Johnson | +0.5% | +65.61% | Add |
| 4 | AMZN | Amazon.com Inc | +0.4% | +40.53% | Add |
| 5 | PG | Procter & Gamble Co/the | +0.4% | +170.83% | Add |
| 6 | NVDA | Nvidia CORP | +0.3% | +18.08% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.3% | +62.13% | Add |
| 8 | HSY | Hershey Co/the | +0.3% | +300.00% | Add |
| 9 | SPGI | S&p Global Inc | +0.3% | +218.49% | Add |
| 10 | VRT | Vertiv Holdings Co-a | +0.3% | -0.76% | Trim |
| 11 | ABBV | Abbvie Inc | +0.2% | +42.96% | Add |
| 12 | CCL1EUR | Carnival CORP LTD | +0.2% | +259.11% | Add |
| 13 | LRCX | Lam Research CORP | +0.2% | -0.95% | Trim |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | +39.35% | Add |
| 15 | LIN | Linde plc | +0.2% | +40.15% | Add |
| 16 | PM | Philip Morris International | +0.2% | +19.40% | Add |
| 17 | PFE | Pfizer Inc | +0.2% | +155.63% | Add |
| 18 | SLB | Slb LTD | +0.2% | +49.39% | Add |
| 19 | DIS | Walt Disney Co/the | +0.1% | +80.26% | Add |
| 20 | BSX | Boston Scientific CORP | +0.1% | +133.27% | Add |
| 21 | QSR | Restaurant Brands Intern | +0.1% | +21.46% | Add |
| 22 | NEE | Nextera Energy Inc | +0.1% | +34.07% | Add |
| 23 | FANG | Diamondback Energy Inc | +0.1% | +20.62% | Add |
| 24 | MS | Morgan Stanley | +0.1% | +89.43% | Add |
| 25 | AXP | American Express Co | +0.1% | +36.67% | Add |
| 26 | ALL | Allstate CORP | +0.1% | +68.16% | Add |
| 27 | ADI | Analog Devices Inc | +0.1% | +8.14% | Add |
| 28 | AMT | American Tower CORP | +0.1% | +41.34% | Add |
| 29 | DAL | Delta Air Lines Inc | +0.1% | +37.02% | Add |
| 30 | TJX | Tjx Companies Inc | +0.1% | +34.34% | Add |
| 31 | CSX | Csx CORP | +0.1% | +52.11% | Add |
| 32 | PH | Parker Hannifin CORP | +0.1% | +13.10% | Add |
| 33 | CAT | Caterpillar Inc | +0.1% | +0.50% | Add |
| 34 | KO | Coca-cola Co/the | +0.1% | +16.36% | Add |
| 35 | MCK | Mckesson CORP | +0.1% | +8.43% | Add |
| 36 | LHX | L3harris Technologies Inc | +0.1% | +10.76% | Add |
| 37 | TT | Trane Technologies plc | +0.1% | +35.54% | Add |
| 38 | COST | Costco Wholesale CORP | +0.1% | +0.11% | Add |
| 39 | BAC | Bank Of America CORP | +0.1% | +25.32% | Add |
| 40 | EOG | Eog Resources Inc | +0.1% | +39.93% | Add |
| 41 | TXN | Texas Instruments Inc | +0.1% | +27.61% | Add |
| 42 | MCD | Mcdonald's CORP | +0.1% | +43.43% | Add |
| 43 | CNP | Centerpoint Energy Inc | +0.1% | +2.15% | Add |
| 44 | TMUS | T-mobile US Inc | +0.1% | +9.88% | Add |
| 45 | MPC | Marathon Petroleum CORP | +0.1% | +16.68% | Add |
| 46 | MA | Mastercard Inc - A | +0.1% | +35.04% | Add |
| 47 | ETN | Eaton Corporation plc | +0.1% | +56.62% | Add |
| 48 | LOW | Lowe's Cos Inc | +0.1% | +24.48% | Add |
| 49 | CZR | Caesars Entertainment Inc | +0.1% | +43.78% | Add |
| 50 | UNH | Unitedhealth Group Inc | +0.1% | +95.00% | Add |
According to official SEC Form 13F filings, Fiduciary Family Office, LLC reported a total U.S. public equity portfolio value of $399.8M across 179 disclosed positions in Q1 2026.
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 38.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
FXF
市值: $2.4M
Top Position Liquidated / Trimmed
JIVE
前期市值: $9.5M
During Q1 2026, Fiduciary Family Office, LLC's top holdings by market value included AAPL (32.3%)、NVDA (3.8%)、JEPI (2.8%). The largest single position, AAPL, represented 32.3% of total portfolio value.
In Q1 2026, Fiduciary Family Office, LLC made 182 total portfolio adjustments, initiating 18 new buys, adding to 88 positions, trimming 54 holdings, and fully liquidating 22 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.
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