Fiduciary Family Office
Latest statistics and disclosures from Fiduciary Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, GOOGL, AMZN, MSFT, and represent 44.21% of Fiduciary Family Office's stock portfolio.
- Added to shares of these 10 stocks: VO, AMZN, APH, MU, AAPL, DIS, JCI, CCL, MSFT, PANW.
- Started 20 new stock positions in CRS, XPO, ELV, MU, HLT, BKNG, ETR, JCI, DG, ESI. PANW, ECL, EBAY, MPWR, ASML, CCL, CDW, TWLO, HWM, SMH.
- Reduced shares in these 10 stocks: , VTV, DAL, , Carnival Corporation, JEPI, TMUS, , CMI, LMT.
- Sold out of its positions in APD, ADP, BR, CZR, Carnival Corporation, CHD, CLX, CL, Dupont De Nemours, XOM. GWW, ITW, LMT, MRSH, MDLZ, MSI, SCHG, TSCO, WM, YUM, ACN, MDT.
- Fiduciary Family Office was a net buyer of stock by $8.2M.
- Fiduciary Family Office has $400M in assets under management (AUM), dropping by 13.95%.
- Central Index Key (CIK): 0002020280
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Portfolio Holdings for Fiduciary Family Office
Fiduciary Family Office holds 177 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 32.6 | $130M | 450k | 289.36 |
|
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| NVIDIA Corporation (NVDA) | 4.0 | $16M | +3% | 79k | 200.09 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $12M | -3% | 33k | 357.37 |
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| Amazon (AMZN) | 2.5 | $10M | +25% | 42k | 238.34 |
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| Microsoft Corporation (MSFT) | 2.2 | $9.0M | +11% | 24k | 373.02 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 2.2 | $8.8M | -9% | 157k | 56.48 |
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| Lam Research Corp Com New (LRCX) | 1.9 | $7.7M | +8% | 18k | 433.33 |
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| Eli Lilly & Co. (LLY) | 1.8 | $7.3M | 6.1k | 1199.62 |
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| Broadcom (AVGO) | 1.5 | $6.0M | +7% | 16k | 377.76 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $5.0M | +4% | 15k | 327.35 |
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| American Express Company (AXP) | 1.1 | $4.3M | +5% | 13k | 338.25 |
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| Meta Platforms Cl A (META) | 1.1 | $4.2M | +5% | 7.5k | 563.30 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.1 | $4.2M | 17k | 242.99 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $4.1M | 11k | 368.38 |
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| Cisco Systems (CSCO) | 1.0 | $4.0M | +11% | 34k | 117.46 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $3.9M | +4% | 11k | 353.33 |
|
| Johnson & Johnson (JNJ) | 1.0 | $3.8M | -2% | 15k | 253.98 |
|
| Abbvie (ABBV) | 0.9 | $3.5M | -2% | 14k | 251.66 |
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| Philip Morris International (PM) | 0.8 | $3.3M | -4% | 18k | 180.92 |
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| Visa Com Cl A (V) | 0.8 | $3.1M | -6% | 9.2k | 343.11 |
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| Wells Fargo & Company (WFC) | 0.8 | $3.1M | 38k | 82.64 |
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| Vertiv Holdings Com Cl A (VRT) | 0.8 | $3.1M | -9% | 9.3k | 334.82 |
|
| Parker-Hannifin Corporation (PH) | 0.8 | $3.1M | +15% | 3.1k | 978.21 |
|
| Advanced Micro Devices (AMD) | 0.7 | $2.9M | +14% | 5.1k | 580.91 |
|
| Oracle Corporation (ORCL) | 0.7 | $2.9M | +13% | 20k | 146.55 |
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| Bank of America Corporation (BAC) | 0.7 | $2.9M | +10% | 51k | 56.98 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.7 | $2.9M | -35% | 13k | 217.94 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $2.8M | 9.3k | 303.12 |
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| Amphenol Corp Cl A (APH) | 0.7 | $2.8M | +159% | 16k | 176.33 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.7 | $2.7M | 31k | 87.04 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $2.7M | +635% | 33k | 80.57 |
|
| Walt Disney Company (DIS) | 0.6 | $2.5M | +66% | 26k | 96.25 |
|
| Caterpillar (CAT) | 0.6 | $2.4M | 2.3k | 1064.90 |
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| Invesco Currencyshares Swiss Swiss Franc (FXF) | 0.6 | $2.4M | 22k | 109.05 |
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| Iqvia Holdings (IQV) | 0.6 | $2.4M | +32% | 12k | 193.22 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $2.4M | +5% | 4.7k | 500.41 |
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| Analog Devices (ADI) | 0.6 | $2.3M | +5% | 5.7k | 397.17 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $2.3M | 3.0k | 746.98 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.6 | $2.2M | +10% | 31k | 72.51 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $2.2M | 3.2k | 686.81 |
|
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $2.2M | -14% | 8.9k | 242.45 |
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| Bank of New York Mellon Corporation (BNY) | 0.5 | $2.1M | -10% | 14k | 144.61 |
|
| Linde SHS (LIN) | 0.5 | $2.0M | +9% | 3.8k | 518.94 |
|
| McKesson Corporation (MCK) | 0.5 | $1.9M | 2.5k | 755.68 |
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| CenterPoint Energy (CNP) | 0.5 | $1.8M | +13% | 42k | 44.04 |
|
| Procter & Gamble Company (PG) | 0.4 | $1.7M | -18% | 12k | 146.65 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $1.7M | 1.8k | 935.86 |
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| Wal-Mart Stores (WMT) | 0.4 | $1.6M | -2% | 15k | 113.26 |
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| American Tower Reit (AMT) | 0.4 | $1.6M | +36% | 10k | 163.57 |
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| Boston Scientific Corporation (BSX) | 0.4 | $1.5M | +54% | 35k | 42.68 |
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| Dell Technologies CL C (DELL) | 0.4 | $1.5M | 3.4k | 431.46 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $1.5M | 13k | 116.67 |
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| Nextera Energy (NEE) | 0.4 | $1.4M | +12% | 16k | 87.77 |
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| Morgan Stanley Com New (MS) | 0.3 | $1.4M | +27% | 6.7k | 209.04 |
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| Coca-Cola Company (KO) | 0.3 | $1.4M | -5% | 17k | 81.27 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.4M | 5.8k | 236.62 |
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| S&p Global (SPGI) | 0.3 | $1.3M | -13% | 3.3k | 407.28 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $1.3M | +18% | 6.7k | 189.73 |
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| Smucker J M Com New (SJM) | 0.3 | $1.2M | +82% | 11k | 112.50 |
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| Pulte (PHM) | 0.3 | $1.2M | +3% | 9.0k | 137.21 |
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| Home Depot (HD) | 0.3 | $1.2M | -9% | 3.5k | 352.73 |
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| Merck & Co (MRK) | 0.3 | $1.2M | -12% | 9.6k | 128.50 |
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| SLB Com Stk (SLB) | 0.3 | $1.2M | +33% | 26k | 46.49 |
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| TJX Companies (TJX) | 0.3 | $1.2M | +6% | 7.7k | 151.52 |
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| L3harris Technologies (LHX) | 0.3 | $1.2M | +13% | 4.0k | 290.59 |
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| Uber Technologies (UBER) | 0.3 | $1.1M | +17% | 16k | 72.16 |
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| Hershey Company (HSY) | 0.3 | $1.1M | 6.4k | 175.45 |
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| Diamondback Energy (FANG) | 0.3 | $1.1M | +11% | 6.3k | 175.78 |
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| Trane Technologies SHS (TT) | 0.3 | $1.1M | +4% | 2.2k | 491.28 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.1M | -13% | 2.1k | 513.60 |
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| Micron Technology (MU) | 0.3 | $1.1M | NEW | 943.00 | 1154.58 |
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| Allstate Corporation (ALL) | 0.3 | $1.1M | +2% | 4.5k | 237.94 |
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| CSX Corporation (CSX) | 0.3 | $1.1M | +19% | 22k | 47.53 |
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| Corning Incorporated (GLW) | 0.3 | $1.0M | +49% | 4.0k | 255.43 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $976k | 33k | 29.43 |
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| Johnson Controls Internation SHS (JCI) | 0.2 | $976k | NEW | 6.7k | 146.11 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $971k | +32% | 1.9k | 501.38 |
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| SYSCO Corporation (SYY) | 0.2 | $964k | +5% | 12k | 83.58 |
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| Carnival Corp Common Shares (CCL) | 0.2 | $929k | NEW | 33k | 28.57 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $894k | -21% | 3.0k | 298.07 |
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| Capital One Financial (COF) | 0.2 | $870k | -6% | 4.3k | 200.64 |
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| AutoZone (AZO) | 0.2 | $869k | +47% | 272.00 | 3195.94 |
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| Abbott Laboratories (ABT) | 0.2 | $858k | 9.5k | 90.74 |
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| Cummins (CMI) | 0.2 | $843k | -37% | 1.2k | 713.21 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $803k | 24k | 33.29 |
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| Regeneron Pharmaceuticals (REGN) | 0.2 | $798k | +19% | 1.3k | 623.54 |
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| Lowe's Companies (LOW) | 0.2 | $794k | -5% | 3.6k | 220.49 |
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| PPL Corporation (PPL) | 0.2 | $755k | +8% | 21k | 36.35 |
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| Emerson Electric (EMR) | 0.2 | $729k | 5.1k | 143.15 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $725k | +50% | 2.8k | 255.67 |
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| EOG Resources (EOG) | 0.2 | $722k | +72% | 5.6k | 129.73 |
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| UnitedHealth (UNH) | 0.2 | $710k | +12% | 1.7k | 415.63 |
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| Pepsi (PEP) | 0.2 | $702k | -29% | 5.2k | 135.42 |
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| Etf Ser Solutions Defia Quant Etf (QTUM) | 0.2 | $678k | 4.1k | 165.38 |
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| Hubbell (HUBB) | 0.2 | $667k | 1.3k | 523.20 |
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| Pfizer (PFE) | 0.2 | $667k | -2% | 28k | 24.08 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $662k | +65% | 7.2k | 92.27 |
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| Chevron Corporation (CVX) | 0.2 | $652k | -7% | 3.9k | 165.76 |
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| salesforce (CRM) | 0.2 | $651k | +89% | 4.2k | 156.66 |
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| Palo Alto Networks (PANW) | 0.2 | $644k | NEW | 1.9k | 341.02 |
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| PPG Industries (PPG) | 0.2 | $623k | +119% | 5.1k | 121.29 |
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| McDonald's Corporation (MCD) | 0.2 | $612k | 2.3k | 270.42 |
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| Ge Aerospace Com New (GE) | 0.2 | $610k | 1.6k | 373.73 |
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| Servicenow (NOW) | 0.1 | $597k | 6.0k | 99.28 |
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| Packaging Corporation of America (PKG) | 0.1 | $595k | +66% | 2.5k | 238.28 |
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| Dover Corporation (DOV) | 0.1 | $590k | +48% | 2.6k | 224.28 |
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| Blackrock (BLK) | 0.1 | $589k | +50% | 612.00 | 961.56 |
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| Chubb (CB) | 0.1 | $577k | +43% | 1.7k | 340.74 |
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| Delta Air Lines Com New (DAL) | 0.1 | $541k | -72% | 5.8k | 93.66 |
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| Dollar General (DG) | 0.1 | $523k | NEW | 4.5k | 115.11 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $523k | +13% | 1.1k | 477.57 |
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| Iron Mountain (IRM) | 0.1 | $522k | -2% | 4.1k | 126.31 |
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| Ge Vernova (GEV) | 0.1 | $510k | 434.00 | 1175.98 |
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| Microchip Technology (MCHP) | 0.1 | $508k | +34% | 5.6k | 91.20 |
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| Metropcs Communications (TMUS) | 0.1 | $506k | -63% | 3.0k | 167.75 |
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| Moody's Corporation (MCO) | 0.1 | $502k | -30% | 1.1k | 452.92 |
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| Vici Pptys (VICI) | 0.1 | $496k | +112% | 19k | 26.55 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $476k | 15k | 31.71 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.1 | $466k | -2% | 3.1k | 152.18 |
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| Norfolk Southern (NSC) | 0.1 | $455k | -4% | 1.4k | 314.59 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $454k | 3.9k | 117.68 |
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| Us Bancorp Com New (USB) | 0.1 | $446k | +85% | 7.4k | 60.41 |
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| Eaton Corp SHS (ETN) | 0.1 | $445k | -6% | 1.0k | 426.27 |
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| 3M Company (MMM) | 0.1 | $438k | -3% | 2.7k | 161.91 |
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| Steris Shs Usd (STE) | 0.1 | $434k | -3% | 2.1k | 210.57 |
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| Truist Financial Corp equities (TFC) | 0.1 | $433k | -11% | 8.7k | 49.82 |
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| ConocoPhillips (COP) | 0.1 | $425k | +43% | 4.1k | 103.96 |
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| Kroger (KR) | 0.1 | $417k | -52% | 7.5k | 55.53 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $416k | 3.2k | 130.40 |
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| Cadence Design Systems (CDNS) | 0.1 | $414k | +23% | 1.1k | 375.32 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $411k | -3% | 538.00 | 763.14 |
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| Republic Services (RSG) | 0.1 | $407k | -41% | 1.9k | 213.15 |
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| General Dynamics Corporation (GD) | 0.1 | $404k | -5% | 1.1k | 354.24 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $396k | 5.2k | 75.51 |
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| Altria (MO) | 0.1 | $384k | +43% | 5.3k | 71.95 |
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| Equifax (EFX) | 0.1 | $381k | 2.4k | 158.72 |
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| DTE Energy Company (DTE) | 0.1 | $370k | +33% | 2.4k | 152.37 |
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| Axsome Therapeutics (AXSM) | 0.1 | $362k | -11% | 1.5k | 244.77 |
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| International Business Machines (IBM) | 0.1 | $359k | -49% | 1.3k | 281.31 |
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| Booking Holdings (BKNG) | 0.1 | $357k | NEW | 2.0k | 178.24 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $352k | 3.2k | 109.77 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $350k | 6.4k | 55.01 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $347k | +700% | 2.9k | 119.52 |
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| Reinsurance Group Amer Com New (RGA) | 0.1 | $329k | -15% | 1.5k | 212.65 |
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| Tesla Motors (TSLA) | 0.1 | $322k | -2% | 765.00 | 420.80 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $310k | 1.1k | 290.62 |
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| Carpenter Technology Corporation (CRS) | 0.1 | $309k | NEW | 500.00 | 617.65 |
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| Expeditors International of Washington (EXPD) | 0.1 | $303k | 1.9k | 162.98 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $303k | 3.7k | 80.82 |
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| Twilio Cl A (TWLO) | 0.1 | $298k | NEW | 1.4k | 206.33 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $294k | NEW | 148.00 | 1989.44 |
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| Starbucks Corporation (SBUX) | 0.1 | $273k | 2.7k | 102.22 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $272k | -44% | 1.1k | 237.33 |
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| Union Pacific Corporation (UNP) | 0.1 | $272k | -54% | 998.00 | 272.22 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $270k | 4.5k | 59.69 |
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| Howmet Aerospace (HWM) | 0.1 | $265k | NEW | 986.00 | 268.86 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $258k | +500% | 3.0k | 86.14 |
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| Stryker Corporation (SYK) | 0.1 | $253k | +6% | 803.00 | 314.84 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $253k | 3.3k | 77.11 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $248k | NEW | 750.00 | 330.51 |
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| Blackrock Etf Trust Dynamic Eqty Act (BDYN) | 0.1 | $247k | -42% | 8.9k | 27.74 |
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| Anthem (ELV) | 0.1 | $243k | NEW | 627.00 | 386.73 |
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| Keurig Dr Pepper (KDP) | 0.1 | $239k | -12% | 7.3k | 32.73 |
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| Amgen (AMGN) | 0.1 | $237k | -7% | 655.00 | 362.22 |
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| Ecolab (ECL) | 0.1 | $236k | NEW | 845.00 | 278.79 |
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| Blackrock Etf Trust Disc Vola Eq Etf (BDVL) | 0.1 | $234k | +4% | 9.0k | 25.98 |
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| eBay (EBAY) | 0.1 | $224k | NEW | 2.0k | 111.75 |
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| Entergy Corporation (ETR) | 0.1 | $223k | NEW | 1.9k | 114.86 |
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| Enterprise Products Partners (EPD) | 0.1 | $223k | 6.1k | 36.76 |
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| Element Solutions (ESI) | 0.1 | $220k | NEW | 4.6k | 47.75 |
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| Ameriprise Financial (AMP) | 0.1 | $219k | 478.00 | 458.76 |
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| Genuine Parts Company (GPC) | 0.1 | $215k | -47% | 1.8k | 117.98 |
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| Cdw (CDW) | 0.1 | $214k | NEW | 1.5k | 140.64 |
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| Monolithic Power Systems (MPWR) | 0.1 | $213k | NEW | 154.00 | 1382.36 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $209k | NEW | 319.00 | 655.89 |
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| Ares Capital Corporation (ARCC) | 0.1 | $207k | 11k | 18.53 |
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| Xpo Logistics Inc equity (XPO) | 0.1 | $205k | NEW | 1.0k | 205.29 |
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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 2026 Q2 filed Aug. 5, 2026
- 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