Fiduciary Family Office, LLC

13F filer · CIK 0002020280

Reported Aug 5, 2026

Net buyer this quarter

13F portfolio value$400MU.S. long equity reported on 13F

Positions15619 new · 20 closed

Net flow last quarter+$9.52MBuys minus sells

Top 10 positions weight51.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 2026156 positions
AAPLApple Inc.	$130M	32.58%	0.00%	+0.8%	Q4 2023
NVDANvidia Corp	$15.8M	3.96%	0.00%	+3.0%	Q4 2023
GOOGLAlphabet Inc.	$11.7M	2.92%	0.00%	-3.4%	Q4 2023
AMZNAmazon Com Inc	$10M	2.50%	0.00%	+25.7%	Q4 2023
MSFTMicrosoft Corp	$8.98M	2.25%	0.00%	+11.0%	Q4 2023
LRCXLam Research Corp	$7.68M	1.92%	0.00%	+8.1%	Q4 2023
LLYELI LILLY & Co	$7.34M	1.84%	0.00%	+0.8%	Q4 2023
AVGOBroadcom Inc.	$5.98M	1.50%	0.00%	+7.1%	Q4 2023
JPMJPMorgan Chase & Co	$5.01M	1.25%	0.00%	+4.6%	Q4 2023
AXPAmerican Express Co	$4.34M	1.09%	0.00%	+5.3%	Q4 2023
METAMeta Platforms, Inc.	$4.24M	1.06%	Not reported	+5.6%	Q4 2023
GLDSPDR Gold Trust	$4.13M	1.03%	0.00%	Not reported	Q4 2024
CSCOCisco Systems, Inc.	$4.02M	1.01%	0.00%	+11.7%	Q4 2023
GOOGAlphabet Inc.	$3.94M	0.99%	Not reported	+4.1%	Q4 2023
JNJJohnson & Johnson	$3.8M	0.95%	0.00%	-2.9%	Q4 2023
ABBVAbbVie Inc.	$3.49M	0.87%	0.00%	-2.0%	Q4 2023
PMPhilip Morris International Inc.	$3.33M	0.83%	0.00%	-4.0%	Q4 2023
VVisa Inc.	$3.15M	0.79%	0.00%	-6.5%	Q4 2023
WFCWells Fargo & Company	$3.13M	0.78%	0.00%	-0.1%	Q4 2023
VRTVertiv Holdings Co	$3.11M	0.78%	0.00%	-9.0%	Q1 2024
PHParker-Hannifin Corp	$3.05M	0.76%	0.00%	+15.1%	Q4 2023
AMDAdvanced Micro Devices Inc	$2.94M	0.74%	0.00%	+14.8%	Q4 2023
ORCLOracle Corp	$2.92M	0.73%	0.00%	+13.9%	Q4 2023
BACBank of America Corp	$2.91M	0.73%	0.00%	+10.2%	Q4 2023
APHAmphenol Corp	$2.8M	0.70%	0.00%	+159.6%	Q1 2024
IBKRInteractive Brokers Group, Inc.	$2.73M	0.68%	0.01%	-1.8%	Q4 2023
DISWalt Disney Co	$2.47M	0.62%	0.00%	+66.0%	Q4 2023
CATCaterpillar Inc	$2.41M	0.60%	0.00%	+1.7%	Q4 2023
FXFInvesco CurrencyShares Swiss Franc Trust	$2.39M	0.60%	0.56%	Not reported	Q1 2026
IQVIqvia Holdings Inc.	$2.36M	0.59%	0.01%	+32.9%	Q4 2023
BRK.BBerkshire Hathaway Inc	$2.36M	0.59%	Not reported	+5.5%	Q4 2023
ADIAnalog Devices Inc	$2.26M	0.57%	0.00%	+5.9%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$2.26M	0.57%	Not reported	0.0%	Q4 2023
QSRRestaurant Brands International Inc.	$2.21M	0.55%	0.01%	+10.0%	Q4 2023
BNYBank of New York Mellon Corp	$2.08M	0.52%	0.00%	-10.5%	Q4 2023
LINLinde PLC	$1.95M	0.49%	0.00%	+9.3%	Q4 2023
MCKMckesson Corp	$1.92M	0.48%	0.00%	+2.0%	Q4 2023
CNPCenterpoint Energy Inc	$1.85M	0.46%	0.01%	+13.6%	Q4 2023
PGPROCTER & GAMBLE Co	$1.7M	0.42%	0.00%	-18.2%	Q4 2023
COSTCostco Wholesale Corp	$1.66M	0.42%	0.00%	-0.7%	Q4 2023
WMTWalmart Inc.	$1.65M	0.41%	0.00%	-2.2%	Q4 2023
AMTAmerican Tower Corp	$1.65M	0.41%	0.00%	+36.6%	Q4 2023
BSXBoston Scientific Corp	$1.49M	0.37%	0.00%	+54.7%	Q4 2023
DELLDell Technologies Inc.	$1.46M	0.37%	0.00%	+1.4%	Q4 2023
PLTRPalantir Technologies Inc.	$1.46M	0.37%	0.00%	Not reported	Q1 2025
NEENextera Energy Inc	$1.43M	0.36%	0.00%	+12.4%	Q4 2023
MSMorgan Stanley	$1.39M	0.35%	0.00%	+27.4%	Q4 2023
KOCoca Cola Co	$1.39M	0.35%	0.00%	-5.3%	Q4 2023
SPGIS&P Global Inc.	$1.34M	0.34%	0.00%	-13.4%	Q4 2023
RTXRTX Corp	$1.27M	0.32%	0.00%	+18.7%	Q4 2023

Q1 2026Reported May 14, 2026157 positions
AAPLApple Inc.	$113M	32.29%	0.00%	+1.2%	Q4 2023
NVDANvidia Corp	$13.4M	3.81%	0.00%	+18.1%	Q4 2023
GOOGLAlphabet Inc.	$9.72M	2.77%	0.00%	+2.7%	Q4 2023
MSFTMicrosoft Corp	$8.03M	2.29%	0.00%	+15.8%	Q4 2023
AMZNAmazon Com Inc	$6.95M	1.98%	0.00%	+40.5%	Q4 2023
LLYELI LILLY & Co	$5.58M	1.59%	0.00%	+113.1%	Q4 2023
GLDSPDR Gold Trust	$4.83M	1.38%	0.00%	+51.8%	Q4 2024
AVGOBroadcom Inc.	$4.57M	1.30%	0.00%	+14.1%	Q4 2023
JPMJPMorgan Chase & Co	$4.31M	1.23%	0.00%	+2.8%	Q4 2023
METAMeta Platforms, Inc.	$4.08M	1.16%	Not reported	+16.9%	Q4 2023
JNJJohnson & Johnson	$3.77M	1.07%	0.00%	+65.6%	Q4 2023
AXPAmerican Express Co	$3.69M	1.05%	0.00%	+36.7%	Q4 2023
LRCXLam Research Corp	$3.5M	1.00%	0.00%	-1.0%	Q4 2023
PMPhilip Morris International Inc.	$3.17M	0.90%	0.00%	+19.4%	Q4 2023
ABBVAbbVie Inc.	$3.08M	0.88%	0.00%	+43.0%	Q4 2023
GOOGAlphabet Inc.	$3.07M	0.88%	Not reported	+39.4%	Q4 2023
WFCWells Fargo & Company	$3.02M	0.86%	0.00%	+8.5%	Q4 2023
VVisa Inc.	$2.97M	0.85%	0.00%	-8.1%	Q4 2023
ORCLOracle Corp	$2.57M	0.73%	0.00%	+42.3%	Q4 2023
VRTVertiv Holdings Co	$2.56M	0.73%	0.00%	-0.8%	Q1 2024
PHParker-Hannifin Corp	$2.43M	0.69%	0.00%	+13.1%	Q4 2023
FXFInvesco CurrencyShares Swiss Franc Trust	$2.42M	0.69%	0.48%	New	Q1 2026
CSCOCisco Systems, Inc.	$2.38M	0.68%	0.00%	+3.9%	Q4 2023
BACBank of America Corp	$2.26M	0.64%	0.00%	+25.3%	Q4 2023
MCKMckesson Corp	$2.16M	0.62%	0.00%	+8.4%	Q4 2023
IBKRInteractive Brokers Group, Inc.	$2.14M	0.61%	0.01%	-6.8%	Q4 2023
BRK.BBerkshire Hathaway Inc	$2.14M	0.61%	Not reported	+4.9%	Q4 2023
QSRRestaurant Brands International Inc.	$2.05M	0.58%	0.01%	+21.5%	Q4 2023
PGPROCTER & GAMBLE Co	$2.04M	0.58%	0.00%	+170.8%	Q4 2023
XOMExxonMobil Holdings Corp	$1.97M	0.56%	0.00%	+62.1%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.97M	0.56%	Not reported	+0.5%	Q4 2023
BNYBank of New York Mellon Corp	$1.91M	0.54%	0.00%	+2.3%	Q4 2023
WMTWalmart Inc.	$1.85M	0.53%	0.00%	-30.7%	Q4 2023
PLTRPalantir Technologies Inc.	$1.83M	0.52%	0.00%	-1.6%	Q1 2025
COSTCostco Wholesale Corp	$1.78M	0.51%	0.00%	+0.1%	Q4 2023
TMUST-Mobile US, Inc.	$1.73M	0.49%	0.00%	+9.9%	Q4 2023
ADIAnalog Devices Inc	$1.71M	0.49%	0.00%	+8.1%	Q4 2023
LINLinde PLC	$1.7M	0.49%	0.00%	+40.2%	Q4 2023
SPGIS&P Global Inc.	$1.62M	0.46%	0.00%	+218.5%	Q4 2023
CNPCenterpoint Energy Inc	$1.59M	0.45%	0.01%	+2.2%	Q4 2023
CATCaterpillar Inc	$1.58M	0.45%	0.00%	+0.5%	Q4 2023
IQVIqvia Holdings Inc.	$1.57M	0.45%	0.01%	+14.4%	Q4 2023
DISWalt Disney Co	$1.49M	0.42%	0.00%	+80.3%	Q4 2023
BSXBoston Scientific Corp	$1.41M	0.40%	0.00%	+133.3%	Q4 2023
DALDelta Air Lines, Inc.	$1.4M	0.40%	0.00%	+37.0%	Q2 2024
KOCoca Cola Co	$1.37M	0.39%	0.00%	+16.4%	Q4 2023
NEENextera Energy Inc	$1.34M	0.38%	0.00%	+34.1%	Q4 2023
HSYHershey Co	$1.33M	0.38%	0.00%	+300.0%	Q4 2023
MRKMerck & Co., Inc.	$1.31M	0.37%	0.00%	-23.1%	Q4 2023
AMTAmerican Tower Corp	$1.27M	0.36%	0.00%	+41.3%	Q4 2023

Q4 2025Reported Feb 10, 2026159 positions
AAPLApple Inc.	$120M	34.49%	0.00%	-0.1%	Q4 2023
NVDANvidia Corp	$12.1M	3.48%	0.00%	+0.6%	Q4 2023
GOOGLAlphabet Inc.	$10.3M	2.96%	0.00%	-5.3%	Q4 2023
JIVEJive Software, Inc.	$9.47M	2.72%	0.15%	Not reported	Q3 2025
MSFTMicrosoft Corp	$9.05M	2.60%	0.00%	-1.5%	Q4 2023
AMZNAmazon Com Inc	$5.49M	1.58%	0.00%	+6.7%	Q4 2023
JPMJPMorgan Chase & Co	$4.59M	1.32%	0.00%	+0.7%	Q4 2023
AVGOBroadcom Inc.	$4.48M	1.29%	0.00%	-0.2%	Q4 2023
METAMeta Platforms, Inc.	$4.02M	1.16%	Not reported	-6.2%	Q4 2023
VVisa Inc.	$3.75M	1.08%	0.00%	-5.6%	Q4 2023
AXPAmerican Express Co	$3.3M	0.95%	0.00%	-0.4%	Q4 2023
WFCWells Fargo & Company	$3.26M	0.94%	0.00%	-1.8%	Q4 2023
LLYELI LILLY & Co	$3.06M	0.88%	0.00%	-1.0%	Q4 2023
GLDSPDR Gold Trust	$2.93M	0.84%	0.00%	Not reported	Q4 2024
LRCXLam Research Corp	$2.83M	0.81%	0.00%	-13.2%	Q4 2023
PMPhilip Morris International Inc.	$2.58M	0.74%	0.00%	-15.7%	Q4 2023
GOOGAlphabet Inc.	$2.41M	0.69%	Not reported	+9.8%	Q4 2023
ORCLOracle Corp	$2.4M	0.69%	0.00%	-23.3%	Q4 2023
WMTWalmart Inc.	$2.4M	0.69%	0.00%	-7.0%	Q4 2023
CSCOCisco Systems, Inc.	$2.27M	0.65%	0.00%	-7.8%	Q4 2023
PLTRPalantir Technologies Inc.	$2.26M	0.65%	0.00%	+0.3%	Q1 2025
ABBVAbbVie Inc.	$2.26M	0.65%	0.00%	+1.1%	Q4 2023
IBKRInteractive Brokers Group, Inc.	$2.21M	0.63%	0.01%	-12.1%	Q4 2023
BRK.BBerkshire Hathaway Inc	$2.14M	0.62%	Not reported	-1.1%	Q4 2023
PHParker-Hannifin Corp	$2.11M	0.61%	0.00%	+0.6%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$2.06M	0.59%	Not reported	+0.2%	Q4 2023
BACBank of America Corp	$2.03M	0.58%	0.00%	+1.1%	Q4 2023
JNJJohnson & Johnson	$1.93M	0.55%	0.00%	-6.3%	Q4 2023
MCKMckesson Corp	$1.89M	0.54%	0.00%	+0.3%	Q4 2023
BNYBank of New York Mellon Corp	$1.83M	0.53%	0.00%	-7.0%	Q4 2023
IQVIqvia Holdings Inc.	$1.81M	0.52%	0.00%	+30.7%	Q4 2023
KRKroger Co	$1.73M	0.50%	0.00%	-12.7%	Q4 2023
VRTVertiv Holdings Co	$1.67M	0.48%	0.00%	-17.9%	Q1 2024
QSRRestaurant Brands International Inc.	$1.56M	0.45%	0.01%	+4.3%	Q4 2023
COSTCostco Wholesale Corp	$1.54M	0.44%	0.00%	+0.6%	Q4 2023
TMUST-Mobile US, Inc.	$1.52M	0.44%	0.00%	-1.6%	Q4 2023
MRKMerck & Co., Inc.	$1.49M	0.43%	0.00%	-10.5%	Q4 2023
CNPCenterpoint Energy Inc	$1.39M	0.40%	0.01%	+1.1%	Q4 2023
ADIAnalog Devices Inc	$1.35M	0.39%	0.00%	+27.3%	Q4 2023
CMICummins Inc	$1.31M	0.38%	0.00%	-10.2%	Q4 2023
PEPPepsico Inc	$1.31M	0.38%	0.00%	-20.1%	Q4 2023
ABTAbbott Laboratories	$1.29M	0.37%	0.00%	+147.8%	Q4 2023
CATCaterpillar Inc	$1.27M	0.37%	0.00%	-4.1%	Q4 2023
HDHome Depot, Inc.	$1.25M	0.36%	0.00%	-25.5%	Q4 2023
IBITiShares Bitcoin Trust ETF	$1.2M	0.34%	0.00%	+104.4%	Q3 2025
STESTERIS plc	$1.15M	0.33%	0.00%	+64.6%	Q4 2023
RTXRTX Corp	$1.13M	0.32%	0.00%	-4.2%	Q4 2023
UNPUnion Pacific Corp	$1.09M	0.31%	0.00%	-8.5%	Q4 2023
KOCoca Cola Co	$1.09M	0.31%	0.00%	-9.8%	Q4 2023
DALDelta Air Lines, Inc.	$1.06M	0.31%	0.00%	+9.9%	Q2 2024

Q3 2025Reported Oct 29, 2025161 positions
AAPLApple Inc.	$113M	32.01%	0.00%	-0.1%	Q4 2023
NVDANvidia Corp	$12.1M	3.43%	0.00%	+10.5%	Q4 2023
MSFTMicrosoft Corp	$9.84M	2.80%	0.00%	+7.8%	Q4 2023
JIVEJive Software, Inc.	$8.9M	2.53%	0.15%	New	Q3 2025
GOOGLAlphabet Inc.	$8.45M	2.40%	0.00%	-0.2%	Q4 2023
AMZNAmazon Com Inc	$4.89M	1.39%	0.00%	+9.6%	Q4 2023
METAMeta Platforms, Inc.	$4.77M	1.36%	Not reported	-3.8%	Q4 2023
ORCLOracle Corp	$4.51M	1.28%	0.00%	-3.7%	Q4 2023
JPMJPMorgan Chase & Co	$4.46M	1.27%	0.00%	-0.6%	Q4 2023
AVGOBroadcom Inc.	$4.28M	1.22%	0.00%	-10.9%	Q4 2023
VVisa Inc.	$3.86M	1.10%	0.00%	+5.4%	Q4 2023
PMPhilip Morris International Inc.	$3.09M	0.88%	0.00%	-11.0%	Q4 2023
WFCWells Fargo & Company	$2.98M	0.85%	0.00%	-5.4%	Q4 2023
AXPAmerican Express Co	$2.97M	0.85%	0.00%	+5.0%	Q4 2023
IBKRInteractive Brokers Group, Inc.	$2.68M	0.76%	0.02%	-11.5%	Q4 2023
GLDSPDR Gold Trust	$2.63M	0.75%	0.00%	Not reported	Q4 2024
LRCXLam Research Corp	$2.55M	0.73%	0.00%	+22.3%	Q4 2023
WMTWalmart Inc.	$2.38M	0.68%	0.00%	-9.4%	Q4 2023
PLTRPalantir Technologies Inc.	$2.31M	0.66%	0.00%	+1.5%	Q1 2025
ABBVAbbVie Inc.	$2.26M	0.64%	0.00%	+10.2%	Q4 2023
LLYELI LILLY & Co	$2.19M	0.62%	0.00%	+28.3%	Q4 2023
CSCOCisco Systems, Inc.	$2.19M	0.62%	0.00%	+107.8%	Q4 2023
BRK.BBerkshire Hathaway Inc	$2.16M	0.62%	Not reported	-10.4%	Q4 2023
KRKroger Co	$2.13M	0.61%	0.00%	-3.6%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$2M	0.57%	Not reported	+0.2%	Q4 2023
HDHome Depot, Inc.	$1.98M	0.56%	0.00%	-4.8%	Q4 2023
VRTVertiv Holdings Co	$1.89M	0.54%	0.00%	+23.2%	Q1 2024
BACBank of America Corp	$1.88M	0.54%	0.00%	-5.5%	Q4 2023
BNYBank of New York Mellon Corp	$1.84M	0.52%	0.00%	-12.0%	Q4 2023
JNJJohnson & Johnson	$1.84M	0.52%	0.00%	-2.6%	Q4 2023
TMUST-Mobile US, Inc.	$1.82M	0.52%	0.00%	+21.1%	Q4 2023
PHParker-Hannifin Corp	$1.81M	0.51%	0.00%	-3.7%	Q4 2023
MCKMckesson Corp	$1.77M	0.50%	0.00%	+0.8%	Q4 2023
GOOGAlphabet Inc.	$1.7M	0.49%	Not reported	-0.7%	Q4 2023
COSTCostco Wholesale Corp	$1.65M	0.47%	0.00%	-1.9%	Q4 2023
ACNAccenture plc	$1.61M	0.46%	0.00%	+24.9%	Q4 2023
PEPPepsico Inc	$1.61M	0.46%	0.00%	+20.4%	Q4 2023
PGPROCTER & GAMBLE Co	$1.42M	0.40%	0.00%	+11.0%	Q4 2023
QSRRestaurant Brands International Inc.	$1.4M	0.40%	0.01%	+125.2%	Q4 2023
CNPCenterpoint Energy Inc	$1.39M	0.39%	0.01%	+0.4%	Q4 2023
MRKMerck & Co., Inc.	$1.32M	0.38%	0.00%	+21.2%	Q4 2023
RSGRepublic Services, Inc.	$1.25M	0.36%	0.00%	+4.8%	Q4 2023
FISVFiserv Inc	$1.24M	0.35%	0.00%	-12.9%	Q4 2023
UNPUnion Pacific Corp	$1.22M	0.35%	0.00%	+15.8%	Q4 2023
CMICummins Inc	$1.21M	0.34%	0.00%	-6.6%	Q4 2023
GLPIGaming & Leisure Properties, Inc.	$1.17M	0.33%	0.01%	-4.4%	Q4 2023
IQVIqvia Holdings Inc.	$1.17M	0.33%	0.00%	+78.3%	Q4 2023
DISWalt Disney Co	$1.14M	0.33%	0.00%	+57.4%	Q4 2023
KOCoca Cola Co	$1.14M	0.32%	0.00%	-7.6%	Q4 2023
CATCaterpillar Inc	$1.1M	0.31%	0.00%	-17.4%	Q4 2023

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