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
$46.8B
$690 Million 0.2% of portfolio
724
Q3 2025 Added 18.11%
$388B
$701 Million 0.2% of portfolio
4,335
Q3 2025 Reduced 1.14%
$191B
$707 Million 0.2% of portfolio
131
Q3 2025 Added 3.15%
$490B
$680 Million 0.19% of portfolio
6,030
Q3 2025 Reduced 15.78%
$98.1B
$667 Million 0.19% of portfolio
3,902
Q3 2025 Added 1.22%
$26.5B
$664 Million 0.19% of portfolio
4,639
Q3 2025 Reduced 13.55%
$59.5B
$668 Million 0.19% of portfolio
14,602
Q3 2025 Added 4.66%
$27.1B
$659 Million 0.19% of portfolio
17,744
Q3 2025 Added 12.74%
$96.9B
$654 Million 0.19% of portfolio
1,550
Q3 2025 Added 0.98%
$25.8B
$681 Million 0.19% of portfolio
2,752
Q3 2025 Reduced 45.88%
$222B
$618 Million 0.18% of portfolio
1,274
Q3 2025 Added 25.52%
$57.9B
$585 Million 0.17% of portfolio
2,725
Q3 2025 Added 130.74%
$237B
$586 Million 0.17% of portfolio
2,471
Q3 2025 Reduced 24.43%
$159B
$612 Million 0.17% of portfolio
1,257
Q3 2025 Reduced 12.04%
$228B
$556 Million 0.16% of portfolio
4,151
Q3 2025 Reduced 7.47%
Blackrock Inc
-
$549 Million 0.16% of portfolio
-
Q3 2025 Reduced 17.08%
$94.5B
$546 Million 0.16% of portfolio
1,600
Q3 2025 Reduced 5.55%
$34.7B
$530 Million 0.15% of portfolio
3,738
Q3 2025 Reduced 10.89%
$74.3B
$481 Million 0.14% of portfolio
855
Q3 2025 New
$84B
$479 Million 0.14% of portfolio
2,493
Q3 2025 Reduced 8.95%
$54.4B
$499 Million 0.14% of portfolio
1,611
Q3 2025 Added 84.96%
$4.24B
$476 Million 0.14% of portfolio
17,623
Q3 2025 Added 18.91%
$52.4B
$492 Million 0.14% of portfolio
14,312
Q3 2025 Added 115.64%
$270B
$447 Million 0.13% of portfolio
2,813
Q3 2025 Reduced 23.23%
$224B
$466 Million 0.13% of portfolio
1,532
Q3 2025 Reduced 24.12%
$0
$441 Million 0.13% of portfolio
3,151
Q2 2025 Added 4.03%
$136B
$467 Million 0.13% of portfolio
1,263
Q3 2025 Reduced 24.42%
$0
$410 Million 0.12% of portfolio
15,000
Q3 2025 Reduced 3.12%
-
$430 Million 0.12% of portfolio
-
Q3 2025 Added 32.26%
$35.1B
$426 Million 0.12% of portfolio
3,428
Q3 2025 Reduced 5.51%
$103B
$406 Million 0.12% of portfolio
3,125
Q3 2025 Reduced 0.45%
$0
$410 Million 0.12% of portfolio
855
Q1 2025 New
$38.4B
$383 Million 0.11% of portfolio
15,010
Q3 2025 Added 59.87%
$65.3B
$382 Million 0.11% of portfolio
5,249
Q1 2025 New
$24.4B
$401 Million 0.11% of portfolio
2,505
Q3 2025 Reduced 21.5%
$18B
$384 Million 0.11% of portfolio
2,773
Q3 2025 Added 8.92%
$76.2B
$377 Million 0.11% of portfolio
6,037
Q3 2025 Reduced 31.09%
Blackrock ETF Trust
-
$386 Million 0.11% of portfolio
-
Q3 2025 New
$167B
$366 Million 0.1% of portfolio
3,832
Q3 2025 Reduced 14.5%
$18.5B
$336 Million 0.1% of portfolio
1,543
Q3 2025 Reduced 59.38%
$115B
$367 Million 0.1% of portfolio
748
Q3 2025 Reduced 2.86%
$12.6B
$365 Million 0.1% of portfolio
1,898
Q3 2025 Reduced 35.18%
$0
$352 Million 0.1% of portfolio
3,190
Q2 2025 Reduced 31.4%
$99.5B
$318 Million 0.09% of portfolio
7,053
Q3 2025 Reduced 50.99%
$86.4B
$301 Million 0.09% of portfolio
858
Q3 2025 Reduced 3.6%
$19.6B
$309 Million 0.09% of portfolio
1,940
Q3 2025 Reduced 11.74%
$99.7B
$305 Million 0.09% of portfolio
1,581
Q3 2025 Reduced 17.09%
$5.99B
$324 Million 0.09% of portfolio
2,670
Q3 2025 New
$0
$311 Million 0.09% of portfolio
9,743
Q3 2025 Added 11.92%

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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