Fiduciary Family Office
Latest statistics and disclosures from Fiduciary Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, JEPI, GOOGL, JIVE, and represent 46.69% of Fiduciary Family Office's stock portfolio.
- Added to shares of these 10 stocks: LIN, ABT, MSI, IBIT, NOW, AMT, STE, CSX, IQV, AMZN.
- Started 8 new stock positions in DG, AMGN, CSX, NLY, PLD, ELV, LIN, MSI.
- Reduced shares in these 10 stocks: FI, GLPI, , CLX, ORCL, Marsh & McLennan Companies, VTV, ACN, CL, IWD.
- Sold out of its positions in BMY, CLX, DEI, DD, FI, GLPI, PANW, VICI, CRH, RCL.
- Fiduciary Family Office was a net seller of stock by $-16M.
- Fiduciary Family Office has $348M in assets under management (AUM), dropping by -1.03%.
- Central Index Key (CIK): 0002020280
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Portfolio Holdings for Fiduciary Family Office
Fiduciary Family Office holds 183 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 34.5 | $120M | 441k | 271.86 |
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| NVIDIA Corporation (NVDA) | 3.5 | $12M | 65k | 186.50 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 3.0 | $11M | -2% | 184k | 57.24 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $10M | -5% | 33k | 313.00 |
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| J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) | 2.7 | $9.5M | 118k | 80.28 |
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| Microsoft Corporation (MSFT) | 2.6 | $9.1M | 19k | 483.62 |
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| Amazon (AMZN) | 1.6 | $5.5M | +6% | 24k | 230.82 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $4.6M | 14k | 322.22 |
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| Broadcom (AVGO) | 1.3 | $4.5M | 13k | 346.09 |
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| Meta Platforms Cl A (META) | 1.2 | $4.0M | -6% | 6.1k | 660.11 |
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| Vanguard Index Fds Value Etf (VTV) | 1.1 | $3.9M | -15% | 21k | 190.99 |
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| Visa Com Cl A (V) | 1.1 | $3.7M | -5% | 11k | 350.72 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.0 | $3.6M | 17k | 211.79 |
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| American Express Company (AXP) | 0.9 | $3.3M | 8.9k | 369.95 |
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| Wells Fargo & Company (WFC) | 0.9 | $3.3M | 35k | 93.20 |
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| Eli Lilly & Co. (LLY) | 0.9 | $3.1M | 2.8k | 1074.74 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $2.9M | 7.4k | 396.31 |
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| Lam Research Corp Com New (LRCX) | 0.8 | $2.8M | -13% | 17k | 171.18 |
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| Philip Morris International (PM) | 0.7 | $2.6M | -15% | 16k | 160.40 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $2.4M | 3.9k | 627.13 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $2.4M | +9% | 7.7k | 313.80 |
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| Oracle Corporation (ORCL) | 0.7 | $2.4M | -23% | 12k | 194.91 |
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| Wal-Mart Stores (WMT) | 0.7 | $2.4M | -6% | 22k | 111.41 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $2.4M | -6% | 9.2k | 257.95 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.7 | $2.3M | -22% | 11k | 210.33 |
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| Cisco Systems (CSCO) | 0.7 | $2.3M | -7% | 30k | 77.03 |
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| Palantir Technologies Cl A (PLTR) | 0.6 | $2.3M | 13k | 177.75 |
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| Abbvie (ABBV) | 0.6 | $2.3M | 9.9k | 228.48 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.6 | $2.2M | -12% | 34k | 64.31 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $2.1M | 4.3k | 502.63 |
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| Parker-Hannifin Corporation (PH) | 0.6 | $2.1M | 2.4k | 878.96 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $2.1M | 3.0k | 681.92 |
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| Bank of America Corporation (BAC) | 0.6 | $2.0M | 37k | 55.00 |
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| Johnson & Johnson (JNJ) | 0.6 | $1.9M | -6% | 9.3k | 206.96 |
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| McKesson Corporation (MCK) | 0.5 | $1.9M | 2.3k | 820.29 |
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| Bank of New York Mellon Corporation (BK) | 0.5 | $1.8M | -6% | 16k | 116.09 |
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| Iqvia Holdings (IQV) | 0.5 | $1.8M | +30% | 8.0k | 225.41 |
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| Kroger (KR) | 0.5 | $1.7M | -12% | 28k | 62.48 |
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| Vertiv Holdings Com Cl A (VRT) | 0.5 | $1.7M | -17% | 10k | 162.01 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.4 | $1.6M | +4% | 23k | 68.23 |
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| Costco Wholesale Corporation (COST) | 0.4 | $1.5M | 1.8k | 862.11 |
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| Metropcs Communications (TMUS) | 0.4 | $1.5M | 7.5k | 203.04 |
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| Merck & Co (MRK) | 0.4 | $1.5M | -10% | 14k | 105.26 |
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| CenterPoint Energy (CNP) | 0.4 | $1.4M | 36k | 38.34 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $1.4M | 6.2k | 219.78 |
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| Analog Devices (ADI) | 0.4 | $1.3M | +27% | 5.0k | 271.17 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $1.3M | 4.5k | 290.22 |
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| Cummins (CMI) | 0.4 | $1.3M | -10% | 2.6k | 510.45 |
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| Pepsi (PEP) | 0.4 | $1.3M | -20% | 9.1k | 143.52 |
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| Abbott Laboratories (ABT) | 0.4 | $1.3M | +147% | 10k | 125.29 |
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| Caterpillar (CAT) | 0.4 | $1.3M | -4% | 2.2k | 572.87 |
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| Home Depot (HD) | 0.4 | $1.3M | -25% | 3.6k | 344.11 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $1.2M | +104% | 24k | 49.65 |
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| Steris Shs Usd (STE) | 0.3 | $1.1M | +64% | 4.5k | 253.50 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $1.1M | -4% | 6.1k | 183.40 |
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| Union Pacific Corporation (UNP) | 0.3 | $1.1M | -8% | 4.7k | 231.30 |
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| Coca-Cola Company (KO) | 0.3 | $1.1M | -9% | 16k | 69.91 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.3 | $1.1M | +9% | 15k | 69.40 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.1M | -39% | 4.0k | 268.30 |
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| Capital One Financial (COF) | 0.3 | $1.1M | -9% | 4.4k | 242.38 |
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| Linde SHS (LIN) | 0.3 | $1.0M | NEW | 2.5k | 426.39 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.0M | +3% | 1.8k | 570.88 |
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| Republic Services (RSG) | 0.3 | $991k | -14% | 4.7k | 211.93 |
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| Walt Disney Company (DIS) | 0.3 | $975k | -14% | 8.6k | 113.77 |
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| Advanced Micro Devices (AMD) | 0.3 | $948k | +2% | 4.4k | 214.16 |
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| Uber Technologies (UBER) | 0.3 | $928k | +4% | 11k | 81.71 |
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| L3harris Technologies (LHX) | 0.3 | $925k | +4% | 3.2k | 293.57 |
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| Boston Scientific Corporation (BSX) | 0.3 | $921k | 9.7k | 95.35 |
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| American Tower Reit (AMT) | 0.3 | $915k | +108% | 5.2k | 175.56 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $897k | -16% | 2.6k | 349.99 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $893k | 33k | 26.91 |
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| Amphenol Corp Cl A (APH) | 0.3 | $887k | -22% | 6.6k | 135.14 |
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| Pulte (PHM) | 0.3 | $882k | +2% | 7.5k | 117.26 |
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| International Business Machines (IBM) | 0.3 | $875k | -15% | 3.0k | 296.21 |
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| Nextera Energy (NEE) | 0.2 | $866k | +6% | 11k | 80.28 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $863k | +18% | 7.2k | 120.33 |
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| TJX Companies (TJX) | 0.2 | $827k | +4% | 5.4k | 153.61 |
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| Medtronic SHS (MDT) | 0.2 | $807k | -14% | 8.4k | 96.06 |
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| Tractor Supply Company (TSCO) | 0.2 | $804k | -14% | 16k | 50.01 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.2 | $771k | -8% | 3.5k | 222.63 |
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| Regeneron Pharmaceuticals (REGN) | 0.2 | $756k | +14% | 980.00 | 771.87 |
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| Procter & Gamble Company (PG) | 0.2 | $748k | -43% | 5.2k | 143.31 |
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| Lowe's Companies (LOW) | 0.2 | $737k | 3.1k | 241.16 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $737k | 1.3k | 579.53 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $723k | -19% | 1.5k | 483.59 |
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| Moody's Corporation (MCO) | 0.2 | $719k | -17% | 1.4k | 510.85 |
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| Chevron Corporation (CVX) | 0.2 | $716k | 4.7k | 152.41 |
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| Booking Holdings (BKNG) | 0.2 | $712k | 133.00 | 5355.33 |
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| Diamondback Energy (FANG) | 0.2 | $696k | 4.6k | 150.33 |
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| SYSCO Corporation (SYY) | 0.2 | $690k | -2% | 9.4k | 73.69 |
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| Servicenow (NOW) | 0.2 | $686k | +418% | 4.5k | 153.19 |
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| Motorola Solutions Com New (MSI) | 0.2 | $676k | NEW | 1.8k | 383.32 |
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| salesforce (CRM) | 0.2 | $656k | 2.5k | 264.94 |
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| Automatic Data Processing (ADP) | 0.2 | $656k | -30% | 2.6k | 257.23 |
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| S&p Global (SPGI) | 0.2 | $624k | -4% | 1.2k | 522.43 |
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| Trane Technologies SHS (TT) | 0.2 | $612k | 1.6k | 389.13 |
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| Workday Cl A (WDAY) | 0.2 | $595k | -8% | 2.8k | 214.78 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $593k | 3.9k | 154.14 |
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| Truist Financial Corp equities (TFC) | 0.2 | $589k | -18% | 12k | 49.21 |
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| PPL Corporation (PPL) | 0.2 | $588k | -5% | 17k | 35.02 |
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| Paypal Holdings (PYPL) | 0.2 | $588k | -21% | 10k | 58.38 |
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| AutoZone (AZO) | 0.2 | $587k | 173.00 | 3391.50 |
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| Waste Management (WM) | 0.2 | $560k | -36% | 2.6k | 219.71 |
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| Allstate Corporation (ALL) | 0.2 | $545k | -3% | 2.6k | 208.15 |
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| Illinois Tool Works (ITW) | 0.2 | $545k | -34% | 2.2k | 246.30 |
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| Norfolk Southern (NSC) | 0.2 | $537k | -48% | 1.9k | 288.72 |
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| General Dynamics Corporation (GD) | 0.2 | $532k | 1.6k | 336.74 |
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| Broadridge Financial Solutions (BR) | 0.1 | $519k | -25% | 2.3k | 223.17 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $517k | -40% | 3.0k | 173.49 |
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| Blackrock (BLK) | 0.1 | $512k | 478.00 | 1070.34 |
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| SLB Com Stk (SLB) | 0.1 | $503k | -8% | 13k | 38.38 |
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| Morgan Stanley Com New (MS) | 0.1 | $490k | 2.8k | 177.53 |
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| McDonald's Corporation (MCD) | 0.1 | $477k | 1.6k | 305.63 |
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| Dell Technologies CL C (DELL) | 0.1 | $465k | 3.7k | 125.87 |
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| Etf Ser Solutions Defiance Quantum (QTUM) | 0.1 | $450k | 4.1k | 109.66 |
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| CSX Corporation (CSX) | 0.1 | $443k | NEW | 12k | 36.25 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $439k | 3.2k | 139.16 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $426k | 5.2k | 81.17 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $417k | 855.00 | 487.86 |
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| Axsome Therapeutics (AXSM) | 0.1 | $417k | -14% | 2.3k | 182.64 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $412k | 15k | 27.43 |
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| Keurig Dr Pepper (KDP) | 0.1 | $410k | -2% | 15k | 28.01 |
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| Stryker Corporation (SYK) | 0.1 | $404k | -9% | 1.1k | 351.42 |
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| Blackrock Etf Trust Dynamic Eqty Act (BDYN) | 0.1 | $394k | 15k | 25.61 |
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| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $386k | 1.9k | 203.46 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $374k | -2% | 3.7k | 99.91 |
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| Iron Mountain (IRM) | 0.1 | $362k | -49% | 4.4k | 82.95 |
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| Dover Corporation (DOV) | 0.1 | $362k | +13% | 1.9k | 195.24 |
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| Tesla Motors (TSLA) | 0.1 | $359k | +67% | 798.00 | 449.63 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $357k | 3.2k | 111.80 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $353k | 753.00 | 468.76 |
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| Kkr & Co (KKR) | 0.1 | $350k | -12% | 2.7k | 127.48 |
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| W.W. Grainger (GWW) | 0.1 | $348k | -52% | 345.00 | 1009.05 |
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| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $340k | -65% | 11k | 30.54 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $324k | 9.9k | 32.62 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $316k | -21% | 2.0k | 161.63 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $312k | -3% | 5.8k | 53.83 |
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| Chubb (CB) | 0.1 | $312k | +2% | 1.0k | 312.12 |
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| Colgate-Palmolive Company (CL) | 0.1 | $308k | -68% | 3.9k | 79.02 |
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| Genuine Parts Company (GPC) | 0.1 | $305k | -10% | 2.5k | 122.96 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $297k | 6.4k | 46.59 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $295k | 1.1k | 276.94 |
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| Nasdaq Omx (NDAQ) | 0.1 | $294k | 3.0k | 97.15 |
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| Expeditors International of Washington (EXPD) | 0.1 | $292k | 2.0k | 149.01 |
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| Hershey Company (HSY) | 0.1 | $291k | 1.6k | 181.98 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $288k | 3.7k | 76.92 |
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| Starbucks Corporation (SBUX) | 0.1 | $282k | -6% | 3.3k | 84.21 |
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| Packaging Corporation of America (PKG) | 0.1 | $278k | -12% | 1.3k | 206.23 |
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| Pfizer (PFE) | 0.1 | $276k | 11k | 24.90 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $274k | 363.00 | 753.78 |
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| ConocoPhillips (COP) | 0.1 | $266k | -3% | 2.8k | 93.62 |
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| Cdw (CDW) | 0.1 | $264k | 1.9k | 136.20 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $263k | +2% | 1.6k | 162.63 |
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| Cadence Design Systems (CDNS) | 0.1 | $261k | -2% | 834.00 | 312.58 |
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| Marsh & McLennan Companies | 0.1 | $260k | -73% | 1.4k | 185.52 |
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| UnitedHealth (UNH) | 0.1 | $257k | -17% | 780.00 | 329.97 |
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| Church & Dwight (CHD) | 0.1 | $256k | -71% | 3.0k | 83.85 |
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| Caesars Entertainment (CZR) | 0.1 | $251k | -39% | 11k | 23.39 |
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| Ingredion Incorporated (INGR) | 0.1 | $248k | -52% | 2.3k | 110.26 |
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| Spdr Series Trust State Street Spd (SLYG) | 0.1 | $246k | 2.6k | 94.19 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $243k | 4.5k | 53.76 |
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| EOG Resources (EOG) | 0.1 | $243k | -3% | 2.3k | 105.01 |
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| Intuit (INTU) | 0.1 | $240k | +4% | 363.00 | 662.16 |
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| Dollar General (DG) | 0.1 | $238k | NEW | 1.8k | 132.77 |
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| Air Products & Chemicals (APD) | 0.1 | $236k | -69% | 957.00 | 247.02 |
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| DTE Energy Company (DTE) | 0.1 | $231k | 1.8k | 128.98 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $231k | 1.7k | 135.72 |
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| Annaly Capital Management In Com New (NLY) | 0.1 | $230k | NEW | 10k | 22.36 |
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| Microchip Technology (MCHP) | 0.1 | $227k | +4% | 3.6k | 63.72 |
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| Ares Capital Corporation (ARCC) | 0.1 | $226k | 11k | 20.23 |
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| Eaton Corp SHS (ETN) | 0.1 | $226k | +2% | 710.00 | 318.54 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $223k | -46% | 861.00 | 258.79 |
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| Anthem (ELV) | 0.1 | $221k | NEW | 630.00 | 350.55 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $219k | -36% | 2.2k | 100.89 |
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| Altria (MO) | 0.1 | $218k | +3% | 3.8k | 57.66 |
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| Fortune Brands (FBIN) | 0.1 | $218k | -21% | 4.4k | 50.02 |
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| Blackrock Etf Trust Disciplined Vola (BDVL) | 0.1 | $217k | 8.7k | 24.81 |
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| Amgen (AMGN) | 0.1 | $217k | NEW | 661.00 | 327.49 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $216k | 3.3k | 66.00 |
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| Element Solutions (ESI) | 0.1 | $214k | -18% | 8.6k | 24.99 |
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| Jacobs Engineering Group (J) | 0.1 | $212k | 1.6k | 132.46 |
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| Prologis (PLD) | 0.1 | $208k | NEW | 1.6k | 127.66 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $208k | -2% | 3.8k | 54.77 |
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Past Filings by Fiduciary Family Office
SEC 13F filings are viewable for Fiduciary Family Office going back to 2024
- Fiduciary Family Office 2025 Q4 filed Feb. 10, 2026
- Fiduciary Family Office 2025 Q3 filed Oct. 29, 2025
- Fiduciary Family Office 2025 Q2 filed July 30, 2025
- Fiduciary Family Office 2025 Q1 filed May 12, 2025
- Fiduciary Family Office 2024 Q4 filed Jan. 17, 2025
- Fiduciary Family Office 2024 Q3 filed Oct. 30, 2024
- Fiduciary Family Office 2024 Q2 filed Aug. 1, 2024
- Fiduciary Family Office 2023 Q4 filed May 7, 2024
- Fiduciary Family Office 2024 Q1 filed May 7, 2024