Fiduciary Family Office, LLC Portfolio Holdings

Fiduciary Family Office, LLC

  • $305 Billion
  • Q2 2025

Fiduciary Family Office, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $305 Billion distributed in 187 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $90.8B, J P Morgan Exchange Traded Fd with a value of $11B, Nvidia Corp with a value of $9.23B, Microsoft Corp with a value of $8.77B, and Alphabet Inc. with a value of $6.14B.

Examining the 13F form we can see an increase of $4.8B in the current position value, from $301B to 305B.

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 $305 Billion
Technology: $133 Billion
ETFs: $39.6 Billion
Financial Services: $33.3 Billion
Consumer Defensive: $20 Billion
Industrials: $18.4 Billion
Healthcare: $16.2 Billion
Consumer Cyclical: $15.1 Billion
Communication Services: $14.9 Billion
Other: $11 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.36B
$493 Million 0.16% of portfolio
2,631
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 187
  • Current Value $305 Billion
  • Prior Value $301 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 20 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 92 stocks
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