Fiduciary Family Office, LLC Portfolio Holdings

Fiduciary Family Office, LLC

  • $351 Billion
  • Q3 2025

Fiduciary Family Office, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $351 Billion distributed in 185 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $113B, Nvidia Corp with a value of $12.1B, J P Morgan Exchange Traded Fd with a value of $10.8B, Microsoft Corp with a value of $9.84B, and J P Morgan Exchange Traded F with a value of $8.9B.

Examining the 13F form we can see an increase of $46.1B in the current position value, from $305B to 351B.

Fiduciary Family Office, LLC is based out at Boca Raton, FL

Below you can find more details about Fiduciary Family Office, LLC portfolio as well as his latest detailed transactions.

Portfolio value $351 Billion
Technology: $162 Billion
ETFs: $39.3 Billion
Financial Services: $33.4 Billion
Consumer Defensive: $19.3 Billion
Industrials: $19.1 Billion
Communication Services: $17.9 Billion
Consumer Cyclical: $16.8 Billion
Healthcare: $16.5 Billion
Other: $11.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$113 Billion 32.01% of portfolio
441,915
Q3 2025 Reduced 0.13%
$465B
$12.1 Billion 3.43% of portfolio
64,589
Q3 2025 Added 10.54%
$0
$10.8 Billion 3.08% of portfolio
189,644
Q3 2025 Reduced 1.73%
$3.78T
$9.84 Billion 2.8% of portfolio
18,995
Q3 2025 Added 7.79%
J P Morgan Exchange Traded F
-
$8.9 Billion 2.53% of portfolio
-
Q3 2025 New
$1.65T
$8.45 Billion 2.4% of portfolio
34,754
Q3 2025 Reduced 0.2%
$2.39T
$4.89 Billion 1.39% of portfolio
22,269
Q3 2025 Added 9.56%
$1.37T
$4.77 Billion 1.36% of portfolio
6,492
Q3 2025 Reduced 3.84%
$0
$4.54 Billion 1.29% of portfolio
24,340
Q3 2025 Reduced 21.32%
$593B
$4.51 Billion 1.28% of portfolio
16,026
Q3 2025 Reduced 3.72%
$881B
$4.46 Billion 1.27% of portfolio
14,149
Q3 2025 Reduced 0.63%
$139B
$4.28 Billion 1.22% of portfolio
12,980
Q3 2025 Reduced 10.88%
$533B
$3.86 Billion 1.1% of portfolio
11,318
Q3 2025 Added 5.43%
$0
$3.58 Billion 1.02% of portfolio
17,160
Q1 2025 New
$237B
$3.09 Billion 0.88% of portfolio
19,032
Q3 2025 Reduced 11.02%
$255B
$2.97 Billion 0.85% of portfolio
8,956
Q3 2025 Added 5.04%
$0
$2.91 Billion 0.83% of portfolio
14,311
Q3 2025 Added 21.55%
$6B
$2.68 Billion 0.76% of portfolio
39,012
Q3 2025 Reduced 11.45%
$130B
$2.63 Billion 0.75% of portfolio
7,393
Q1 2025 Added 150.53%
Lam Research Corp
-
$2.55 Billion 0.73% of portfolio
-
Q3 2025 Added 22.28%
$0
$2.5 Billion 0.71% of portfolio
9,851
Q2 2025 Reduced 28.14%
$279B
$2.38 Billion 0.68% of portfolio
23,118
Q3 2025 Reduced 9.37%
$0
$2.37 Billion 0.67% of portfolio
3,869
Q3 2025 Reduced 26.86%
$342B
$2.31 Billion 0.66% of portfolio
12,683
Q3 2025 Added 1.46%
$414B
$2.26 Billion 0.64% of portfolio
9,780
Q3 2025 Added 10.23%
$971B
$2.19 Billion 0.62% of portfolio
2,876
Q3 2025 Added 28.34%
$319B
$2.19 Billion 0.62% of portfolio
32,016
Q3 2025 Added 107.8%
$662B
$2.16 Billion 0.62% of portfolio
4,306
Q3 2025 Reduced 10.4%
$47.8B
$2.13 Billion 0.61% of portfolio
31,668
Q3 2025 Reduced 3.6%
$0
$2 Billion 0.57% of portfolio
3,008
Q3 2025 Added 0.17%
$367B
$1.98 Billion 0.56% of portfolio
4,887
Q3 2025 Reduced 4.83%
$413B
$1.88 Billion 0.54% of portfolio
36,527
Q3 2025 Reduced 5.54%
$32.7B
$1.89 Billion 0.54% of portfolio
12,542
Q3 2025 Added 23.19%
$269B
$1.82 Billion 0.52% of portfolio
7,610
Q3 2025 Added 21.08%
$89.3B
$1.84 Billion 0.52% of portfolio
16,918
Q3 2025 Reduced 12.04%
$522B
$1.84 Billion 0.52% of portfolio
9,935
Q3 2025 Reduced 2.61%
$107B
$1.81 Billion 0.51% of portfolio
2,384
Q3 2025 Reduced 3.72%
$121B
$1.77 Billion 0.5% of portfolio
2,295
Q3 2025 Added 0.83%
$1.74T
$1.7 Billion 0.49% of portfolio
7,000
Q3 2025 Reduced 0.65%
$404B
$1.65 Billion 0.47% of portfolio
1,778
Q3 2025 Reduced 1.93%
$152B
$1.61 Billion 0.46% of portfolio
6,530
Q3 2025 Added 24.88%
$204B
$1.61 Billion 0.46% of portfolio
11,439
Q3 2025 Added 20.37%
$346B
$1.42 Billion 0.4% of portfolio
9,234
Q3 2025 Added 11.0%
$21B
$1.4 Billion 0.4% of portfolio
21,902
Q3 2025 Added 125.19%
$25B
$1.39 Billion 0.39% of portfolio
35,765
Q3 2025 Added 0.42%
$0
$1.34 Billion 0.38% of portfolio
6,214
Q3 2025 Reduced 12.17%
$0
$1.33 Billion 0.38% of portfolio
4,528
Q3 2025 Reduced 16.67%
$235B
$1.32 Billion 0.38% of portfolio
15,786
Q3 2025 Added 21.17%
$66.3B
$1.25 Billion 0.36% of portfolio
5,450
Q3 2025 Added 4.79%

Summary

  • Portfolio
  • No. of Stocks 185
  • Current Value $351 Billion
  • Prior Value $305 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
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