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
$3.69T
$90.8 Billion 29.73% of portfolio
442,469
Q2 2025 Reduced 0.65%
$0
$11 Billion 3.59% of portfolio
192,984
Q2 2025 Reduced 2.23%
$456B
$9.23 Billion 3.02% of portfolio
58,428
Q2 2025 Reduced 3.85%
$3.95T
$8.77 Billion 2.87% of portfolio
17,622
Q2 2025 Reduced 2.71%
$1.21T
$6.14 Billion 2.01% of portfolio
34,823
Q2 2025 Reduced 3.67%
$0
$5.47 Billion 1.79% of portfolio
30,934
Q2 2025 New
$1.78T
$4.98 Billion 1.63% of portfolio
6,751
Q2 2025 Reduced 3.83%
$2.26T
$4.46 Billion 1.46% of portfolio
20,326
Q2 2025 Reduced 6.74%
$859B
$4.13 Billion 1.35% of portfolio
14,238
Q2 2025 Reduced 0.56%
$127B
$4.01 Billion 1.31% of portfolio
14,564
Q2 2025 Reduced 1.03%
$261B
$3.9 Billion 1.28% of portfolio
21,390
Q2 2025 Reduced 5.72%
$551B
$3.81 Billion 1.25% of portfolio
10,735
Q2 2025 Reduced 3.57%
$684B
$3.64 Billion 1.19% of portfolio
16,645
Q2 2025 Reduced 12.38%
$0
$3.35 Billion 1.1% of portfolio
17,160
Q1 2025 New
$302B
$3.01 Billion 0.99% of portfolio
37,621
Q2 2025 Reduced 3.41%
$0
$3 Billion 0.98% of portfolio
5,290
Q2 2025 Reduced 2.36%
$281B
$2.49 Billion 0.82% of portfolio
25,509
Q2 2025 Reduced 1.83%
$6.14B
$2.44 Billion 0.8% of portfolio
44,056
Q2 2025 Added 203.14%
$52.6B
$2.36 Billion 0.77% of portfolio
32,852
Q2 2025 Reduced 6.28%
$621B
$2.33 Billion 0.76% of portfolio
4,806
Q2 2025 Added 5.84%
$0
$2.33 Billion 0.76% of portfolio
9,851
Q2 2025 Reduced 28.14%
$0
$2.29 Billion 0.75% of portfolio
11,774
Q2 2025 New
$106B
$2.25 Billion 0.74% of portfolio
7,393
Q1 2025 Added 150.53%
$405B
$1.88 Billion 0.62% of portfolio
5,135
Q2 2025 Reduced 4.14%
$79.5B
$1.9 Billion 0.62% of portfolio
11,046
Q2 2025 Reduced 4.25%
$0
$1.86 Billion 0.61% of portfolio
3,003
Q1 2025 Added 207.06%
$381B
$1.83 Billion 0.6% of portfolio
38,670
Q2 2025 Added 8.72%
$439B
$1.79 Billion 0.59% of portfolio
1,813
Q2 2025 Reduced 5.47%
$83.7B
$1.75 Billion 0.57% of portfolio
19,234
Q2 2025 Reduced 17.46%
$608B
$1.75 Billion 0.57% of portfolio
2,241
Q2 2025 Reduced 8.79%
$96.6B
$1.73 Billion 0.57% of portfolio
2,476
Q2 2025 Reduced 3.51%
$367B
$1.7 Billion 0.56% of portfolio
12,500
Q1 2025 New
$94.7B
$1.67 Billion 0.55% of portfolio
2,276
Q2 2025 Reduced 6.11%
$351B
$1.65 Billion 0.54% of portfolio
8,872
Q2 2025 Reduced 7.1%
$150B
$1.56 Billion 0.51% of portfolio
5,229
Q2 2025 Added 12.43%
$452B
$1.56 Billion 0.51% of portfolio
10,201
Q2 2025 Added 12.2%
$0
$1.52 Billion 0.5% of portfolio
5,434
Q2 2025 Added 0.57%
Lam Research Corp
-
$1.52 Billion 0.5% of portfolio
-
Q2 2025 Added 23.21%
$314B
$1.5 Billion 0.49% of portfolio
6,285
Q2 2025 Reduced 2.45%
$0
$1.45 Billion 0.47% of portfolio
7,075
Q2 2025 Added 12.3%
$147B
$1.45 Billion 0.47% of portfolio
13,486
Q2 2025 Reduced 5.27%
$229B
$1.36 Billion 0.44% of portfolio
9,280
Q2 2025 Added 10.03%
$32.7B
$1.31 Billion 0.43% of portfolio
10,181
Q2 2025 Added 49.85%
$368B
$1.33 Billion 0.43% of portfolio
8,319
Q2 2025 Added 2.22%
$306B
$1.32 Billion 0.43% of portfolio
18,641
Q2 2025 Added 9.65%
$24.2B
$1.31 Billion 0.43% of portfolio
35,616
Q2 2025 Added 13.35%
$73.8B
$1.28 Billion 0.42% of portfolio
5,201
Q2 2025 Reduced 2.07%
$548B
$1.28 Billion 0.42% of portfolio
2,270
Q2 2025 Reduced 2.45%
$202B
$1.25 Billion 0.41% of portfolio
9,503
Q2 2025 Added 22.54%

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
Track This Portfolio

Track Fiduciary Family Office, LLC Portfolio

Follow Fiduciary Family Office, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Family Office, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email