Fiduciary Family Office, LLC 13F Holdings · Q2 2026
Fiduciary Family Office, LLC reported 177 securities worth $399.79M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (32.58%), NVDA (3.96%), GOOGL (2.92%). Among its top 25 positions this quarter: 16 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $130.3M | 32.58% | 450,152 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $15.8M | 3.96% | 79,056 | Added |
| 3 | GOOGL | ALPHABET INC | $11.7M | 2.92% | 32,650 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $10.0M | 2.50% | 41,977 | Added |
| 5 | MSFT | MICROSOFT CORP | $9.0M | 2.25% | 24,078 | Added |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | $8.8M | 2.21% | 156,548 | Trimmed |
| 7 | LRCX | LAM RESEARCH CORP | $7.7M | 1.92% | 17,727 | Added |
| 8 | LLY | ELI LILLY & CO | $7.3M | 1.84% | 6,119 | Added |
| 9 | AVGO | BROADCOM INC | $6.0M | 1.50% | 15,822 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $5.0M | 1.25% | 15,319 | Added |
| 11 | AXP | AMERICAN EXPRESS CO | $4.3M | 1.09% | 12,841 | Added |
| 12 | META | META PLATFORMS INC | $4.2M | 1.06% | 7,519 | Added |
| 13 | VBR | VANGUARD INDEX FDS | $4.2M | 1.05% | 17,310 | Added |
| 14 | GLD | SPDR GOLD TR | $4.1M | 1.03% | 11,223 | Hold |
| 15 | CSCO | CISCO SYS INC | $4.0M | 1.01% | 34,256 | Added |
| 16 | GOOG | ALPHABET INC | $3.9M | 0.99% | 11,154 | Added |
| 17 | JNJ | JOHNSON & JOHNSON | $3.8M | 0.95% | 14,960 | Trimmed |
| 18 | ABBV | ABBVIE INC | $3.5M | 0.87% | 13,857 | Trimmed |
| 19 | PM | PHILIP MORRIS INTL INC | $3.3M | 0.83% | 18,400 | Trimmed |
| 20 | V | VISA INC | $3.1M | 0.79% | 9,179 | Trimmed |
| 21 | VRT | VERTIV HOLDINGS CO | $3.1M | 0.78% | 9,292 | Trimmed |
| 22 | WFC | WELLS FARGO & CO | $3.1M | 0.78% | 37,871 | Trimmed |
| 23 | PH | PARKER-HANNIFIN CORP | $3.1M | 0.76% | 3,120 | Added |
| 24 | AMD | ADVANCED MICRO DEVICES INC | $2.9M | 0.74% | 5,066 | Added |
| 25 | BAC | BANK OF AMER CORP | $2.9M | 0.73% | 50,989 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR