§ 13F · FUND PROFILE
FIDUCIARY FAMILY OFFICE, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $351M (13F)Positions · 185Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 446K | $113M | 32.3% | +1% |
| 2 | NVDA | NVIDIA CORPORATION | 77K | $13M | 3.8% | +18% |
| 3 | JEPI | J P MORGAN EXCHANGE TRADED F | 174K | $10M | 2.8% | −6% |
| 4 | GOOGL | ALPHABET INC | 34K | $10M | 2.8% | +3% |
| 5 | MSFT | MICROSOFT CORP | 22K | $8M | 2.3% | +16% |
| 6 | AMZN | AMAZON COM INC | 33K | $7M | 2.0% | +41% |
| 7 | LLY | ELI LILLY & CO | 6K | $6M | 1.6% | +113% |
| 8 | GLD | SPDR GOLD TR | 11K | $5M | 1.4% | +52% |
| 9 | AVGO | BROADCOM INC | 15K | $5M | 1.3% | +14% |
| 10 | JPM | JPMORGAN CHASE & CO | 15K | $4M | 1.2% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIDUCIARY SIGNAL
AC read
FIDUCIARY FAMILY OFFICE, LLC is a Other fund managing $351 million in assets. The fund runs a portfolio of 185 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed