Q2 2026 13F · SEC CIK 2020280

Fiduciary Family Office, LLC

Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $399.8M
Reported positions: 177
Top holdings a year, 3 yrs: +27.4%
Assets under management: $747.7M

Fiduciary Family Office, LLC is a wealth manager that reported 177 positions worth $399.8M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Apple Inc (AAPL, 32.6%), Nvidia Corporation (NVDA, 4.0%), Alphabet Inc (GOOGL, 2.9%). A portfolio copying its top holdings returned 27.4% a year over the last 3 years, against 18.4% for the S&P 500.

Fiduciary Family Office, LLC holdings largest 50 of 177 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Fiduciary Family Office, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	32.6%	32.3%	450,152	+0.8%	$130.3M
NVDANvidia Corporation	4.0%	3.8%	79,056	+3.0%	$15.8M
GOOGLAlphabet Inc	2.9%	2.8%	32,650	-3.4%	$11.7M
AMZNAmazon Com Inc	2.5%	2.0%	41,977	+25.7%	$10.0M
MSFTMicrosoft Corp	2.2%	2.3%	24,078	+11.0%	$9.0M
JEPIJ P Morgan Exchange Traded F	2.2%	2.8%	156,548	-9.9%	$8.8M
LRCXLam Research Corp	1.9%	1.0%	17,727	+8.1%	$7.7M
LLYEli Lilly & Co	1.8%	1.6%	6,119	+0.8%	$7.3M
AVGOBroadcom Inc	1.5%	1.3%	15,822	+7.1%	$6.0M
JPMJpmorgan Chase & Co	1.3%	1.2%	15,319	+4.6%	$5.0M
AXPAmerican Express Co	1.1%	1.1%	12,841	+5.3%	$4.3M
METAMeta Platforms Inc	1.1%	1.2%	7,519	+5.6%	$4.2M
VBRVanguard Index Fds	1.1%	1.1%	17,310	+0.9%	$4.2M
GLDSpdr Gold Tr	1.0%	1.4%	11,223	+0.0%	$4.1M
CSCOCisco Sys Inc	1.0%	0.7%	34,256	+11.7%	$4.0M
GOOGAlphabet Inc	1.0%	0.9%	11,154	+4.1%	$3.9M
JNJJohnson & Johnson	0.9%	1.1%	14,960	-2.9%	$3.8M
ABBVAbbvie Inc	0.9%	0.9%	13,857	-2.0%	$3.5M
PMPhilip Morris Intl Inc	0.8%	0.9%	18,400	-4.0%	$3.3M
VVisa Inc	0.8%	0.8%	9,179	-6.5%	$3.1M
WFCWells Fargo & Co	0.8%	0.9%	37,871	-0.1%	$3.1M
VRTVertiv Holdings Co	0.8%	0.7%	9,292	-9.0%	$3.1M
PHParker-Hannifin Corp	0.8%	0.7%	3,120	+15.1%	$3.1M
AMDAdvanced Micro Devices Inc	0.7%	—	5,066	—	$2.9M
ORCLOracle Corp	0.7%	0.7%	19,922	+13.9%	$2.9M
BACBank of Amer Corp	0.7%	0.6%	50,989	+10.2%	$2.9M
VTVVanguard Index Fds	0.7%	1.2%	13,260	-35.7%	$2.9M
VBVanguard Index Fds	0.7%	0.7%	9,287	+0.9%	$2.8M
APHAmphenol Corp	0.7%	—	15,904	—	$2.8M
IBKRInteractive Brokers Group in	0.7%	0.6%	31,375	-1.8%	$2.7M
VOVanguard Index Fds	0.7%	—	33,288	—	$2.7M
DISDisney Walt Co	0.6%	0.4%	25,657	+66.0%	$2.5M
CATCaterpillar Inc	0.6%	0.5%	2,265	+1.7%	$2.4M
FXFInvesco Currencyshares Swiss	0.6%	0.7%	21,960	+0.0%	$2.4M
IQVIqvia Hldgs Inc	0.6%	0.4%	12,231	+32.9%	$2.4M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.6%	4,713	+5.5%	$2.4M
ADIAnalog Devices Inc	0.6%	0.5%	5,698	+5.9%	$2.3M
SPYState Str Spdr S&p 500 ETF T	0.6%	0.6%	3,029	+0.0%	$2.3M
QSRRestaurant Brands Intl Inc	0.6%	0.6%	30,529	+10.0%	$2.2M
VOOVanguard Index Fds	0.5%	0.5%	3,168	-0.3%	$2.2M
IWDIshares Tr	0.5%	0.6%	8,920	-14.1%	$2.2M
BNYBank of Ny Mellon Corp	0.5%	0.5%	14,412	-10.5%	$2.1M
LINLinde PLC	0.5%	0.5%	3,758	+9.3%	$2.0M
MCKMckesson Corp	0.5%	0.6%	2,544	+2.0%	$1.9M
CNPCenterpoint Energy Inc	0.5%	0.5%	41,976	+13.6%	$1.8M
PGProcter & Gamble Co	0.4%	0.6%	11,566	-18.2%	$1.7M
COSTCostco Wholesale Corporation	0.4%	0.5%	1,779	-0.7%	$1.7M
WMTWalmart Inc	0.4%	0.5%	14,557	-2.2%	$1.6M
AMTAmerican Tower Corp	0.4%	—	10,062	—	$1.6M
BSXBoston Scientific Corp	0.4%	0.4%	34,870	+54.7%	$1.5M

What Fiduciary Family Office, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

DIS Disney Walt Co+66.0% shares
BSX Boston Scientific Corp+54.7% shares
IQV Iqvia Hldgs Inc+32.9% shares
AMZN Amazon Com Inc+25.7% shares
PH Parker-Hannifin Corp+15.1% shares
ORCL Oracle Corp+13.9% shares
CNP Centerpoint Energy Inc+13.6% shares
CSCO Cisco Sys Inc+11.7% shares

Reduced

VTV Vanguard Index Fds-35.7% shares
PG Procter & Gamble Co-18.2% shares
IWD Ishares Tr-14.1% shares
BNY Bank of Ny Mellon Corp-10.5% shares
JEPI J P Morgan Exchange Traded F-9.9% shares
VRT Vertiv Holdings Co-9.0% shares
V Visa Inc-6.5% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +24.6% /yr; S&P 500 +20.1%
3 years: +27.4% /yr; S&P 500 +18.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$399.8M	177
Q1 2026	$350.8M	179
Q4 2025	$347.9M	183
Q3 2025	$351.5M	185
Q2 2025	$305.4M	187
Q1 2025	$300.6M	187
Q4 2024	$335.2M	59
Q3 2024	$303.0M	201
Q2 2024	$253.5M	195
Q1 2024	$255.1M	208
Q4 2023	$228.7M	215

Questions about Fiduciary Family Office, LLC's portfolio

What stocks does Fiduciary Family Office, LLC own?

Fiduciary Family Office, LLC's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 177 positions worth $399.8M. The largest are Apple Inc (AAPL) at 32.6%, Nvidia Corporation (NVDA) at 4.0%, Alphabet Inc (GOOGL) at 2.9%, Amazon Com Inc (AMZN) at 2.5% and Microsoft Corp (MSFT) at 2.2%.

What did Fiduciary Family Office, LLC buy last quarter?

In Q2 2026, Fiduciary Family Office, LLC added Disney Walt Co (DIS) (+66.0% shares), Boston Scientific Corp (BSX) (+54.7% shares) and Iqvia Hldgs Inc (IQV) (+32.9% shares), compared with its Q1 2026 filing.

What did Fiduciary Family Office, LLC sell last quarter?

In Q2 2026, Fiduciary Family Office, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Palantir Technologies Inc (PLTR), cut from its top 50 T-Mobile US Inc (TMUS), cut from its top 50 S&p Global Inc (SPGI), Vanguard Index Fds (VTV) (-35.7% shares), Procter & Gamble Co (PG) (-18.2% shares) and Ishares Tr (IWD) (-14.1% shares), compared with its Q1 2026 filing.

How has Fiduciary Family Office, LLC's portfolio performed?

A portfolio copying Fiduciary Family Office, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +27.4% a year over the last 3 years, against +18.4% for the S&P 500. Over 1 year: +24.6% against +20.1%.

When is Fiduciary Family Office, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Fiduciary Family Office, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Fiduciary Family Office, LLC manage?

Fiduciary Family Office, LLC reported $747.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $399.8M.