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
$260B
$622 Million 0.2% of portfolio
4,385
Q2 2025 Reduced 4.36%
$90.6B
$605 Million 0.2% of portfolio
2,738
Q2 2025 Reduced 3.01%
$233B
$610 Million 0.2% of portfolio
4,486
Q2 2025 Added 35.2%
Blackrock Inc
-
$596 Million 0.2% of portfolio
-
Q2 2025 Reduced 3.73%
$30.3B
$626 Million 0.2% of portfolio
5,932
Q2 2025 Reduced 40.73%
$190B
$617 Million 0.2% of portfolio
600
Q2 2025 Reduced 7.83%
$60.9B
$600 Million 0.2% of portfolio
13,952
Q2 2025 Reduced 38.78%
Linde PLC
-
$620 Million 0.2% of portfolio
-
Q2 2025 Reduced 7.23%
$85.8B
$591 Million 0.19% of portfolio
8,761
Q2 2025 Added 8.47%
$125B
$577 Million 0.19% of portfolio
3,855
Q2 2025 Added 1.18%
$12.7B
$581 Million 0.19% of portfolio
2,928
Q2 2025 Reduced 32.98%
$41.5B
$589 Million 0.19% of portfolio
7,777
Q2 2025 Reduced 14.7%
$56.8B
$573 Million 0.19% of portfolio
2,283
Q2 2025 Reduced 44.33%
$223B
$590 Million 0.19% of portfolio
2,019
Q2 2025 Added 1.41%
$157B
$594 Million 0.19% of portfolio
2,676
Q2 2025 Reduced 4.15%
$33.6B
$544 Million 0.18% of portfolio
3,451
Q2 2025 Reduced 36.75%
$34.7B
$514 Million 0.17% of portfolio
4,195
Q2 2025 Reduced 49.41%
$273B
$516 Million 0.17% of portfolio
3,664
Q2 2025 Added 28.74%
$27.3B
$533 Million 0.17% of portfolio
15,739
Q2 2025 Added 14.97%
$49.8B
$498 Million 0.16% of portfolio
2,074
Q2 2025 Reduced 37.27%
$1.46B
$493 Million 0.16% of portfolio
2,631
Q1 2025 New
$91.2B
$494 Million 0.16% of portfolio
1,694
Q2 2025 Reduced 2.25%
$0
$462 Million 0.15% of portfolio
1,520
Q2 2025 Reduced 26.21%
$41.4B
$468 Million 0.15% of portfolio
3,628
Q2 2025 Reduced 7.57%
$96.8B
$456 Million 0.15% of portfolio
4,978
Q2 2025 Added 0.65%
$35.4B
$443 Million 0.15% of portfolio
6,297
Q2 2025 Added 45.16%
$167B
$418 Million 0.14% of portfolio
3,384
Q2 2025 Reduced 22.21%
$5.98B
$421 Million 0.14% of portfolio
14,820
Q2 2025 Added 2.07%
$0
$428 Million 0.14% of portfolio
3,151
Q2 2025 Added 4.03%
$134B
$421 Million 0.14% of portfolio
17,370
Q2 2025 Added 20.18%
$116B
$418 Million 0.14% of portfolio
3,139
Q2 2025 Added 1.23%
$0
$410 Million 0.13% of portfolio
15,483
Q2 2025 Added 3.22%
$43.6B
$411 Million 0.13% of portfolio
4,593
Q1 2025 New
$21.9B
$393 Million 0.13% of portfolio
2,198
Q1 2025 New
$181B
$412 Million 0.13% of portfolio
1,015
Q2 2025 Added 9.49%
$105B
$392 Million 0.13% of portfolio
770
Q2 2025 Reduced 8.22%
$176B
$409 Million 0.13% of portfolio
4,482
Q2 2025 Added 45.76%
$196B
$356 Million 0.12% of portfolio
452
Q2 2025 Reduced 37.57%
$23.4B
$376 Million 0.12% of portfolio
2,052
Q2 2025 New
$0
$375 Million 0.12% of portfolio
855
Q1 2025 New
$0
$335 Million 0.11% of portfolio
3,190
Q2 2025 Reduced 31.4%
$61.2B
$327 Million 0.11% of portfolio
5,249
Q1 2025 New
$116B
$340 Million 0.11% of portfolio
1,175
Q2 2025 Added 46.88%
$36.4B
$310 Million 0.1% of portfolio
9,389
Q2 2025 Reduced 6.99%
$98B
$317 Million 0.1% of portfolio
1,907
Q2 2025 New
$118B
$296 Million 0.1% of portfolio
5,045
Q2 2025 Added 22.9%
$19.7B
$309 Million 0.1% of portfolio
2,546
Q2 2025 Reduced 28.22%
$66.4B
$295 Million 0.1% of portfolio
2,464
Q2 2025 New
$9.55B
$316 Million 0.1% of portfolio
653
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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