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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6B
$2.68 Billion 0.76% of portfolio
39,012
Q3 2025 Reduced 11.45%
$6.15B
$1.07 Billion 0.3% of portfolio
18,768
Q3 2025 Reduced 17.02%
$7.05B
$574 Million 0.16% of portfolio
4,702
Q3 2025 Reduced 18.76%
$4.24B
$476 Million 0.14% of portfolio
17,623
Q3 2025 Added 18.91%
$5.99B
$324 Million 0.09% of portfolio
2,670
Q3 2025 New
$8.31B
$295 Million 0.08% of portfolio
5,524
Q3 2025 Added 3.23%
$6.27B
$263 Million 0.07% of portfolio
10,433
Q3 2025 New
$2.09B
$176 Million 0.05% of portfolio
11,280
Q3 2025 Added 0.94%

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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