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, MSFT, and represent 43.97% of Fiduciary Family Office's stock portfolio.
- Added to shares of these 10 stocks: LLY, FXF, NVDA, AMZN, GLD, JNJ, PG, AAPL, SPGI, MSFT.
- Started 18 new stock positions in EMR, GE, AMP, FXF, EFX, VICI, YUM, SJM, USB, PPG. GLW, CLX, HUBB, TSM, EPD, GEV, MMM, DD.
- Reduced shares in these 10 stocks: JIVE (-$9.5M), , KR, WMT, BKNG, UNP, JEPI, , PYPL, STE.
- Sold out of its positions in ADBE, ABNB, NLY, ELV, ARES, BKNG, CDW, DG, ESI, FBIN. AJG, INGR, INTU, JIVE, J, KKR, NDAQ, PYPL, PLD, SLYG, XLF, WDAY.
- Fiduciary Family Office was a net buyer of stock by $17M.
- Fiduciary Family Office has $351M in assets under management (AUM), dropping by 0.85%.
- Central Index Key (CIK): 0002020280
Tip: Access up to 7 years of quarterly data
Positions held by Fiduciary Family Office consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Fiduciary Family Office
Fiduciary Family Office holds 179 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 32.3 | $113M | 446k | 253.79 |
|
|
| NVIDIA Corporation (NVDA) | 3.8 | $13M | +18% | 77k | 174.40 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 2.8 | $9.8M | -5% | 174k | 56.68 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $9.7M | +2% | 34k | 287.56 |
|
| Microsoft Corporation (MSFT) | 2.3 | $8.0M | +15% | 22k | 370.17 |
|
| Amazon (AMZN) | 2.0 | $7.0M | +40% | 33k | 208.27 |
|
| Eli Lilly & Co. (LLY) | 1.6 | $5.6M | +113% | 6.1k | 919.73 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.4 | $4.8M | +51% | 11k | 430.29 |
|
| Broadcom (AVGO) | 1.3 | $4.6M | +14% | 15k | 309.51 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $4.3M | +2% | 15k | 294.15 |
|
| Meta Platforms Cl A (META) | 1.2 | $4.1M | +16% | 7.1k | 572.11 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.2 | $4.0M | 21k | 196.20 |
|
|
| Johnson & Johnson (JNJ) | 1.1 | $3.8M | +65% | 15k | 244.45 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.1 | $3.7M | 17k | 217.25 |
|
|
| American Express Company (AXP) | 1.1 | $3.7M | +36% | 12k | 302.48 |
|
| Lam Research Corp Com New (LRCX) | 1.0 | $3.5M | 16k | 213.66 |
|
|
| Philip Morris International (PM) | 0.9 | $3.2M | +19% | 19k | 165.34 |
|
| Abbvie (ABBV) | 0.9 | $3.1M | +42% | 14k | 217.49 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $3.1M | +39% | 11k | 286.86 |
|
| Wells Fargo & Company (WFC) | 0.9 | $3.0M | +8% | 38k | 79.61 |
|
| Visa Com Cl A (V) | 0.8 | $3.0M | -8% | 9.8k | 302.25 |
|
| Oracle Corporation (ORCL) | 0.7 | $2.6M | +42% | 18k | 147.11 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.7 | $2.6M | 10k | 250.58 |
|
|
| Parker-Hannifin Corporation (PH) | 0.7 | $2.4M | +13% | 2.7k | 895.24 |
|
| Invesco Currencyshares Swiss Swiss Franc (FXF) | 0.7 | $2.4M | NEW | 22k | 110.41 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $2.4M | 9.2k | 261.92 |
|
|
| Cisco Systems (CSCO) | 0.7 | $2.4M | +3% | 31k | 77.59 |
|
| Bank of America Corporation (BAC) | 0.6 | $2.3M | +25% | 46k | 48.75 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.6 | $2.2M | -6% | 10k | 213.67 |
|
| McKesson Corporation (MCK) | 0.6 | $2.2M | +8% | 2.5k | 865.36 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.6 | $2.1M | -6% | 32k | 67.07 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $2.1M | +4% | 4.5k | 479.21 |
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.6 | $2.1M | +21% | 28k | 73.90 |
|
| Procter & Gamble Company (PG) | 0.6 | $2.0M | +170% | 14k | 144.44 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $2.0M | +62% | 12k | 169.66 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $2.0M | 3.0k | 650.40 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.5 | $1.9M | +2% | 16k | 118.63 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $1.9M | -18% | 3.2k | 597.55 |
|
| Wal-Mart Stores (WMT) | 0.5 | $1.9M | -30% | 15k | 124.28 |
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $1.8M | 13k | 146.28 |
|
|
| Costco Wholesale Corporation (COST) | 0.5 | $1.8M | 1.8k | 996.28 |
|
|
| Metropcs Communications (TMUS) | 0.5 | $1.7M | +9% | 8.2k | 210.03 |
|
| Analog Devices (ADI) | 0.5 | $1.7M | +8% | 5.4k | 318.14 |
|
| Linde SHS (LIN) | 0.5 | $1.7M | +40% | 3.4k | 495.76 |
|
| S&p Global (SPGI) | 0.5 | $1.6M | +218% | 3.8k | 425.35 |
|
| CenterPoint Energy (CNP) | 0.5 | $1.6M | +2% | 37k | 43.16 |
|
| Caterpillar (CAT) | 0.4 | $1.6M | 2.2k | 708.46 |
|
|
| Iqvia Holdings (IQV) | 0.4 | $1.6M | +14% | 9.2k | 170.54 |
|
| Walt Disney Company (DIS) | 0.4 | $1.5M | +80% | 16k | 96.38 |
|
| Boston Scientific Corporation (BSX) | 0.4 | $1.4M | +133% | 23k | 62.75 |
|
| Delta Air Lines Com New (DAL) | 0.4 | $1.4M | +37% | 21k | 66.48 |
|
| Coca-Cola Company (KO) | 0.4 | $1.4M | +16% | 18k | 76.05 |
|
| Nextera Energy (NEE) | 0.4 | $1.3M | +34% | 15k | 92.88 |
|
| Hershey Company (HSY) | 0.4 | $1.3M | +300% | 6.4k | 207.89 |
|
| Merck & Co (MRK) | 0.4 | $1.3M | -23% | 11k | 120.29 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $1.3M | 4.5k | 287.18 |
|
|
| American Tower Reit (AMT) | 0.4 | $1.3M | +41% | 7.4k | 172.58 |
|
| Home Depot (HD) | 0.4 | $1.3M | +5% | 3.8k | 328.88 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $1.2M | -7% | 5.8k | 215.06 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.2M | +57% | 6.2k | 198.29 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.2M | +35% | 2.4k | 499.66 |
|
| L3harris Technologies (LHX) | 0.3 | $1.2M | +10% | 3.5k | 345.15 |
|
| TJX Companies (TJX) | 0.3 | $1.2M | +34% | 7.2k | 159.70 |
|
| Pepsi (PEP) | 0.3 | $1.1M | -19% | 7.4k | 155.29 |
|
| Kroger (KR) | 0.3 | $1.1M | -43% | 16k | 72.36 |
|
| Diamondback Energy (FANG) | 0.3 | $1.1M | +20% | 5.6k | 197.79 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $1.1M | -8% | 5.7k | 192.90 |
|
| Carnival Corp Common Stock (CCL) | 0.3 | $1.0M | +259% | 40k | 25.88 |
|
| Pulte (PHM) | 0.3 | $1.0M | +15% | 8.7k | 117.61 |
|
| Cummins (CMI) | 0.3 | $1.0M | -26% | 1.9k | 538.02 |
|
| SLB Com Stk (SLB) | 0.3 | $1.0M | +49% | 20k | 51.39 |
|
| Abbott Laboratories (ABT) | 0.3 | $975k | -7% | 9.5k | 102.67 |
|
| Uber Technologies (UBER) | 0.3 | $972k | +18% | 14k | 71.93 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $927k | 24k | 38.42 |
|
|
| Allstate Corporation (ALL) | 0.3 | $913k | +68% | 4.4k | 207.34 |
|
| Lowe's Companies (LOW) | 0.3 | $899k | +24% | 3.8k | 236.28 |
|
| Advanced Micro Devices (AMD) | 0.3 | $898k | 4.4k | 203.43 |
|
|
| Trane Technologies SHS (TT) | 0.3 | $888k | +35% | 2.1k | 416.70 |
|
| Chevron Corporation (CVX) | 0.2 | $875k | -10% | 4.2k | 206.90 |
|
| Morgan Stanley Com New (MS) | 0.2 | $861k | +89% | 5.2k | 164.57 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $851k | 33k | 25.64 |
|
|
| Capital One Financial (COF) | 0.2 | $848k | +6% | 4.6k | 182.45 |
|
| Regeneron Pharmaceuticals (REGN) | 0.2 | $830k | +9% | 1.1k | 772.64 |
|
| Pfizer (PFE) | 0.2 | $797k | +155% | 28k | 28.08 |
|
| SYSCO Corporation (SYY) | 0.2 | $779k | +16% | 11k | 71.33 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $774k | -6% | 6.1k | 126.35 |
|
| CSX Corporation (CSX) | 0.2 | $764k | +52% | 19k | 41.05 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $739k | +27% | 3.8k | 194.14 |
|
| PPL Corporation (PPL) | 0.2 | $733k | +14% | 19k | 38.20 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $720k | +15% | 1.5k | 491.52 |
|
| Republic Services (RSG) | 0.2 | $712k | -30% | 3.3k | 219.03 |
|
| Moody's Corporation (MCO) | 0.2 | $698k | +13% | 1.6k | 436.25 |
|
| McDonald's Corporation (MCD) | 0.2 | $695k | +43% | 2.2k | 310.78 |
|
| Emerson Electric (EMR) | 0.2 | $667k | NEW | 5.1k | 131.02 |
|
| Servicenow (NOW) | 0.2 | $638k | +36% | 6.1k | 104.55 |
|
| Hubbell (HUBB) | 0.2 | $625k | NEW | 1.3k | 490.74 |
|
| AutoZone (AZO) | 0.2 | $622k | +6% | 184.00 | 3377.78 |
|
| International Business Machines (IBM) | 0.2 | $615k | -14% | 2.5k | 242.40 |
|
| Smucker J M Com New (SJM) | 0.2 | $581k | NEW | 6.0k | 96.44 |
|
| Dell Technologies CL C (DELL) | 0.2 | $548k | -9% | 3.3k | 164.13 |
|
| Waste Management (WM) | 0.2 | $540k | -7% | 2.4k | 229.79 |
|
| Union Pacific Corporation (UNP) | 0.2 | $535k | -53% | 2.2k | 242.60 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $490k | -45% | 810.00 | 604.37 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $483k | -40% | 2.1k | 233.26 |
|
| Steris Shs Usd (STE) | 0.1 | $475k | -52% | 2.1k | 221.09 |
|
| EOG Resources (EOG) | 0.1 | $467k | +39% | 3.2k | 144.57 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $463k | 5.2k | 88.16 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $461k | +16% | 1.9k | 244.18 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $460k | 15k | 30.68 |
|
|
| Spdr Series Trust State Street Spd (SDY) | 0.1 | $460k | 3.2k | 145.94 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $456k | NEW | 1.6k | 283.77 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $450k | -18% | 9.8k | 45.97 |
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.1 | $440k | 4.1k | 107.30 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $438k | 3.8k | 114.99 |
|
|
| Norfolk Southern (NSC) | 0.1 | $435k | -18% | 1.5k | 287.00 |
|
| Iron Mountain (IRM) | 0.1 | $433k | -2% | 4.2k | 102.14 |
|
| Equifax (EFX) | 0.1 | $432k | NEW | 2.4k | 180.07 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $417k | -45% | 960.00 | 433.97 |
|
| General Dynamics Corporation (GD) | 0.1 | $415k | -23% | 1.2k | 343.10 |
|
| UnitedHealth (UNH) | 0.1 | $412k | +95% | 1.5k | 270.58 |
|
| salesforce (CRM) | 0.1 | $409k | -11% | 2.2k | 186.65 |
|
| Caesars Entertainment (CZR) | 0.1 | $408k | +43% | 16k | 26.43 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $408k | +16% | 4.3k | 93.98 |
|
| 3M Company (MMM) | 0.1 | $407k | NEW | 2.8k | 145.23 |
|
| Tractor Supply Company (TSCO) | 0.1 | $404k | -44% | 8.9k | 45.30 |
|
| Eaton Corp SHS (ETN) | 0.1 | $398k | +56% | 1.1k | 357.66 |
|
| Blackrock (BLK) | 0.1 | $391k | -15% | 406.00 | 961.71 |
|
| Illinois Tool Works (ITW) | 0.1 | $388k | -32% | 1.5k | 260.29 |
|
| Chubb (CB) | 0.1 | $384k | +17% | 1.2k | 325.93 |
|
| Ge Vernova (GEV) | 0.1 | $381k | NEW | 436.00 | 873.02 |
|
| Blackrock Etf Trust Dynamic Eqty Act (BDYN) | 0.1 | $379k | 16k | 24.31 |
|
|
| Yum! Brands (YUM) | 0.1 | $376k | NEW | 2.4k | 155.48 |
|
| ConocoPhillips (COP) | 0.1 | $376k | 2.8k | 132.01 |
|
|
| Medtronic SHS (MDT) | 0.1 | $376k | -48% | 4.3k | 86.65 |
|
| Reinsurance Group Amer Com New (RGA) | 0.1 | $374k | -3% | 1.8k | 204.16 |
|
| Genuine Parts Company (GPC) | 0.1 | $369k | +40% | 3.5k | 105.75 |
|
| Dover Corporation (DOV) | 0.1 | $369k | -4% | 1.8k | 208.45 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $367k | +10% | 4.3k | 85.22 |
|
| Corning Incorporated (GLW) | 0.1 | $367k | NEW | 2.7k | 135.97 |
|
| Church & Dwight (CHD) | 0.1 | $367k | +28% | 3.9k | 93.32 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $365k | 3.2k | 114.32 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $354k | +45% | 2.0k | 173.45 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $352k | +5% | 6.1k | 57.64 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $327k | NEW | 967.00 | 337.95 |
|
| Air Products & Chemicals (APD) | 0.1 | $319k | +14% | 1.1k | 290.49 |
|
| Packaging Corporation of America (PKG) | 0.1 | $319k | +11% | 1.5k | 212.22 |
|
| Automatic Data Processing (ADP) | 0.1 | $316k | -39% | 1.6k | 203.18 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $310k | +47% | 3.2k | 96.47 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $309k | 6.4k | 48.46 |
|
|
| Dupont De Nemours (DD) | 0.1 | $298k | NEW | 6.5k | 45.80 |
|
| Tesla Motors (TSLA) | 0.1 | $292k | 786.00 | 371.92 |
|
|
| Axsome Therapeutics (AXSM) | 0.1 | $282k | -26% | 1.7k | 169.02 |
|
| W.W. Grainger (GWW) | 0.1 | $279k | -25% | 256.00 | 1090.81 |
|
| Microchip Technology (MCHP) | 0.1 | $267k | +16% | 4.1k | 64.61 |
|
| Broadridge Financial Solutions (BR) | 0.1 | $267k | -29% | 1.6k | 162.48 |
|
| DTE Energy Company (DTE) | 0.1 | $267k | 1.8k | 146.22 |
|
|
| Expeditors International of Washington (EXPD) | 0.1 | $266k | -5% | 1.9k | 143.23 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $265k | 1.1k | 248.84 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $253k | 363.00 | 697.72 |
|
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $253k | 3.7k | 67.59 |
|
|
| PPG Industries (PPG) | 0.1 | $250k | NEW | 2.3k | 106.88 |
|
| Amgen (AMGN) | 0.1 | $248k | +6% | 706.00 | 351.61 |
|
| Stryker Corporation (SYK) | 0.1 | $247k | -34% | 753.00 | 328.54 |
|
| Cadence Design Systems (CDNS) | 0.1 | $247k | +6% | 889.00 | 277.87 |
|
| Altria (MO) | 0.1 | $245k | 3.7k | 65.99 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $244k | 4.5k | 54.05 |
|
|
| Vici Pptys (VICI) | 0.1 | $240k | NEW | 8.8k | 27.32 |
|
| Starbucks Corporation (SBUX) | 0.1 | $239k | -20% | 2.7k | 89.59 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $233k | -19% | 8.0k | 29.13 |
|
| Enterprise Products Partners (EPD) | 0.1 | $229k | NEW | 6.1k | 37.84 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $221k | 3.3k | 67.53 |
|
|
| Keurig Dr Pepper (KDP) | 0.1 | $219k | -43% | 8.3k | 26.33 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $218k | -41% | 500.00 | 436.79 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $217k | -26% | 555.00 | 390.41 |
|
| Blackrock Etf Trust Disciplined Vola (BDVL) | 0.1 | $213k | 8.6k | 24.65 |
|
|
| Ameriprise Financial (AMP) | 0.1 | $212k | NEW | 478.00 | 444.40 |
|
| Clorox Company (CLX) | 0.1 | $207k | NEW | 2.0k | 103.63 |
|
| Us Bancorp Com New (USB) | 0.1 | $207k | NEW | 4.0k | 52.01 |
|
| Ares Capital Corporation (ARCC) | 0.1 | $202k | 11k | 18.02 |
|
Past Filings by Fiduciary Family Office
SEC 13F filings are viewable for Fiduciary Family Office going back to 2024
- Fiduciary Family Office 2026 Q1 filed May 14, 2026
- 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