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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$72B
$1.25 Billion 0.41% of portfolio
12,648
Q2 2025 Reduced 3.51%
$1.49T
$1.25 Billion 0.41% of portfolio
7,046
Q2 2025 Added 3.94%
$12.1B
$1.23 Billion 0.4% of portfolio
26,327
Q2 2025 Reduced 7.59%
$24.5B
$1.22 Billion 0.4% of portfolio
5,085
Q2 2025 Added 78.8%
$85.8B
$1.19 Billion 0.39% of portfolio
5,616
Q2 2025 Added 346.42%
$6.29B
$1.19 Billion 0.39% of portfolio
22,618
Q2 2025 Reduced 5.19%
$323B
$1.19 Billion 0.39% of portfolio
3,804
Q2 2025 Reduced 20.93%
$69.4B
$1.08 Billion 0.36% of portfolio
4,238
Q2 2025 Reduced 10.85%
$249B
$1.09 Billion 0.36% of portfolio
2,799
Q2 2025 Reduced 6.36%
$122B
$1.07 Billion 0.35% of portfolio
3,460
Q2 2025 Reduced 2.09%
$278B
$1.07 Billion 0.35% of portfolio
15,407
Q2 2025 Added 5.81%
$199B
$1.03 Billion 0.34% of portfolio
13,028
Q2 2025 Reduced 30.83%
$145B
$1.02 Billion 0.34% of portfolio
4,452
Q2 2025 Added 1.07%
$167B
$1.05 Billion 0.34% of portfolio
2,712
Q2 2025 Added 11.33%
$59.1B
$1 Billion 0.33% of portfolio
3,066
Q2 2025 Reduced 0.29%
$76.4B
$962 Million 0.32% of portfolio
7,217
Q2 2025 Reduced 1.14%
$99.3B
$918 Million 0.3% of portfolio
4,197
Q2 2025 Reduced 3.32%
$80.6B
$896 Million 0.29% of portfolio
12,059
Q2 2025 Reduced 2.91%
$83.3B
$891 Million 0.29% of portfolio
2,846
Q2 2025 Reduced 26.52%
$245B
$892 Million 0.29% of portfolio
3,270
Q2 2025 Reduced 38.19%
$29.2B
$814 Million 0.27% of portfolio
7,940
Q2 2025 Reduced 7.48%
$67.1B
$825 Million 0.27% of portfolio
9,075
Q2 2025 Added 2.2%
$0
$811 Million 0.27% of portfolio
33,177
Q1 2025 New
$150B
$812 Million 0.27% of portfolio
11,701
Q2 2025 Added 8.07%
$177B
$794 Million 0.26% of portfolio
3,824
Q2 2025 Added 5.08%
$20.9B
$808 Million 0.26% of portfolio
8,407
Q2 2025 Added 5.91%
$209B
$786 Million 0.26% of portfolio
6,342
Q2 2025 Reduced 29.23%
$7.94B
$785 Million 0.26% of portfolio
5,788
Q2 2025 Reduced 27.97%
$88.1B
$794 Million 0.26% of portfolio
1,582
Q2 2025 New
$160B
$753 Million 0.25% of portfolio
1,429
Q2 2025 Reduced 12.22%
$60B
$754 Million 0.25% of portfolio
2,672
Q2 2025 Added 2.22%
$476B
$772 Million 0.25% of portfolio
7,160
Q2 2025 Added 17.67%
$125B
$765 Million 0.25% of portfolio
8,774
Q2 2025 Added 5.92%
$25.5B
$737 Million 0.24% of portfolio
5,366
Q2 2025 Reduced 43.77%
$217B
$735 Million 0.24% of portfolio
127
Q2 2025 Added 2.42%
$90.1B
$746 Million 0.24% of portfolio
3,262
Q2 2025 Reduced 1.33%
$129B
$690 Million 0.23% of portfolio
1,489
Q2 2025 Added 11.54%
$20.3B
$716 Million 0.23% of portfolio
3,799
Q2 2025 Added 224.15%
$36.7B
$688 Million 0.23% of portfolio
2,831
Q2 2025 Reduced 3.18%
$81.1B
$709 Million 0.23% of portfolio
191
Q2 2025 Added 27.33%
$80.3B
$702 Million 0.23% of portfolio
2,838
Q2 2025 Added 2.64%
$140B
$661 Million 0.22% of portfolio
1,671
Q2 2025 Reduced 2.05%
$93.9B
$666 Million 0.22% of portfolio
14,391
Q2 2025 Reduced 33.42%
$306B
$679 Million 0.22% of portfolio
4,740
Q2 2025 Added 31.41%
$96B
$671 Million 0.22% of portfolio
1,535
Q2 2025 Added 1.25%
$47.9B
$638 Million 0.21% of portfolio
613
Q2 2025 Added 5.15%
$20.1B
$645 Million 0.21% of portfolio
9,726
Q2 2025 Reduced 41.65%
$74.4B
$641 Million 0.21% of portfolio
1,647
Q2 2025 Added 15.5%
$15.2B
$607 Million 0.2% of portfolio
5,059
Q2 2025 Added 4.27%

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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