FIDUCIARY FAMILY OFFICE, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
FIDUCIARY FAMILY OFFICE, LLC 13F Holdings
CIK 0002020280 · Boca Raton, FL
As of Sep 30, 2025, FIDUCIARY FAMILY OFFICE, LLC reported
185 positions worth $351.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| APPLE INC | AAPL | Technology | 441,915 |
|
12.5M32.01% |
| NVIDIA CORP | NVDA | Technology | 64,589 |
2.1M | 3.43% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 189,644 |
0.8M | 3.08% |
| MICROSOFT CORP | MSFT | Technology | 18,995 | $9.8M | 2.80% |
| JPMORGAN INTERNATIONAL VALUE ETF | JIVE | — | 118,000 | $8.9M | 2.53% |
| ALPHABET INC | GOOGL | Equity | 34,754 | $8.4M | 2.40% |
| AMAZON.COM INC | AMZN | Equity | 22,269 | $4.9M | 1.39% |
| META PLATFORMS INC | META | Communication Services | 6,492 | $4.8M | 1.36% |
| VANGUARD VALUE INDEX FUND | VTV | — | 24,340 | $4.5M | 1.29% |
| ORACLE CORP | ORCL | Technology | 16,026 | $4.5M | 1.28% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 14,149 | $4.5M | 1.27% |
| BROADCOM INC | AVGO | Technology | 12,980 | $4.3M | 1.22% |
| VISA INC-CLASS A SHARES | V | Financial Services | 11,318 | $3.9M | 1.10% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 17,160 | $3.6M | 1.02% |
| PHILIP MORRIS INTERNATIONAL INC | PM | Consumer Defensive | 19,032 | $3.1M | 0.88% |
| WELLS FARGO & COMPANY | WFC | Financial Services | 35,593 | $3.0M | 0.85% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 8,956 | $3.0M | 0.85% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 14,311 | $2.9M | 0.83% |
| INTERACTIVE BROKERS GROUP INC | IBKR | Financial Services | 39,012 | $2.7M | 0.76% |
| SPDR GOLD TRUST | GQ9 | — | 7,393 | $2.6M | 0.75% |
| LAM RESEARCH CORP | LRCX | Technology | 19,080 | $2.6M | 0.73% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 9,851 | $2.5M | 0.71% |
| WALMART INC | WMT | Consumer Defensive | 23,118 | $2.4M | 0.68% |
| VANGUARD 500 INDEX FUND | VOO | — | 3,869 | $2.4M | 0.67% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 12,683 | $2.3M | 0.66% |