Institutional Manager · CIK 0002020280
FIDUCIARY FAMILY OFFICE, LLC
Boca Raton, FL · File #028-24106
Latest AUM
$347.9M
Positions
183
Top-10 Concentration
68.5%
Filings
9
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025183 pos · $347.9M
- 13F HOLDINGS REPORTQ/E Sep 2025185 pos · $351.5M
- 13F HOLDINGS REPORTQ/E Jun 2025187 pos · $305.4M
- 13F HOLDINGS REPORTQ/E Mar 2025187 pos · $300.6M
- 13F HOLDINGS REPORTQ/E Dec 202475 pos · $339.9M
- 13F HOLDINGS REPORTQ/E Sep 2024201 pos · $303.0M
- 13F HOLDINGS REPORTQ/E Jun 2024195 pos · $253.5M
- 13F HOLDINGS REPORTQ/E Mar 2024215 pos · $228.7M
- 13F HOLDINGS REPORTQ/E Mar 2024208 pos · $255.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 441,339 | $120.0M | 43.27% |
| 2 | NVIDIA CORPORATION | NVDA | 64,994 | $12.1M | 4.37% |
| 3 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 184,325 | $10.6M | 3.80% |
| 4 | ALPHABET INC | GOOG | 32,912 | $10.3M | 3.71% |
| 5 | J P MORGAN EXCHANGE TRADED F | 46654Q757 | 118,000 | $9.5M | 3.42% |
| 6 | MICROSOFT CORP | MSFT | 18,720 | $9.1M | 3.26% |
| 7 | AMAZON COM INC | AMZN | 23,763 | $5.5M | 1.98% |
| 8 | JPMORGAN CHASE & CO. | VYLD | 14,248 | $4.6M | 1.66% |
| 9 | BROADCOM INC | AVGO | 12,950 | $4.5M | 1.62% |
| 10 | META PLATFORMS INC | META | 6,092 | $4.0M | 1.45% |
| 11 | VANGUARD INDEX FDS | 922908744 | 20,565 | $3.9M | 1.42% |
| 12 | VISA INC | V | 10,684 | $3.7M | 1.35% |
| 13 | VANGUARD INDEX FDS | 922908611 | 17,160 | $3.6M | 1.31% |
| 14 | AMERICAN EXPRESS CO | AXP | 8,920 | $3.3M | 1.19% |
| 15 | WELLS FARGO CO NEW | 949746101 | 34,959 | $3.3M | 1.17% |
| 16 | ELI LILLY & CO | LLY | 2,848 | $3.1M | 1.10% |
| 17 | SPDR GOLD TR | GLD | 7,393 | $2.9M | 1.06% |
| 18 | LAM RESEARCH CORP | LRCX | 16,556 | $2.8M | 1.02% |
| 19 | PHILIP MORRIS INTL INC | 718172109 | 16,054 | $2.6M | 0.93% |
| 20 | VANGUARD INDEX FDS | 922908363 | 3,894 | $2.4M | 0.88% |