Fiduciary Family Office, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$350.8M
Q ending 2026-03-31
Prior quarter
$347.9M
Q ending 2025-12-31
Change
+0.9% QoQ · +16.7% YoY
Positions
179
reported holdings
Largest positions
Top 100 of 179 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $113.3M | 446K |
| Nvidia Corporation | NVDA | Shares | $13.4M | 77K |
| J P Morgan Exchange Traded F | JEPI | Shares | $9.8M | 174K |
| Alphabet Inc | GOOGL | Shares | $9.7M | 34K |
| Microsoft Corp | MSFT | Shares | $8.0M | 22K |
| Amazon Com Inc | AMZN | Shares | $7.0M | 33K |
| Eli Lilly & Co | LLY | Shares | $5.6M | 6K |
| Spdr Gold Tr | GLD | Shares | $4.8M | 11K |
| Broadcom Inc | AVGO | Shares | $4.6M | 15K |
| Jpmorgan Chase & Co | JPM | Shares | $4.3M | 15K |
| Meta Platforms Inc | META | Shares | $4.1M | 7K |
| Vanguard Index Fds | VTV | Shares | $4.0M | 21K |
| Johnson & Johnson | JNJ | Shares | $3.8M | 15K |
| Vanguard Index Fds | VBR | Shares | $3.7M | 17K |
| American Express Co | AXP | Shares | $3.7M | 12K |
| Lam Research Corp | LRCX | Shares | $3.5M | 16K |
| Philip Morris Intl Inc | PM | Shares | $3.2M | 19K |
| Abbvie Inc | ABBV | Shares | $3.1M | 14K |
| Alphabet Inc | GOOG | Shares | $3.1M | 11K |
| Wells Fargo & Co | WFC | Shares | $3.0M | 38K |
| Visa Inc | V | Shares | $3.0M | 10K |
| Oracle Corp | ORCL | Shares | $2.6M | 17K |
| Vertiv Holdings Co | VRT | Shares | $2.6M | 10K |
| Parker-Hannifin Corp | PH | Shares | $2.4M | 3K |
| Invesco Currencyshares Swiss | FXF | Shares | $2.4M | 22K |
| Vanguard Index Fds | VB | Shares | $2.4M | 9K |
| Cisco Sys Inc | CSCO | Shares | $2.4M | 31K |
| Bank America Corp | BAC | Shares | $2.3M | 46K |
| Ishares Tr | IWD | Shares | $2.2M | 10K |
| Mckesson Corp | MCK | Shares | $2.2M | 2K |
| Interactive Brokers Group In | IBKR | Shares | $2.1M | 32K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.1M | 4K |
| Restaurant Brands Intl Inc | QSR | Shares | $2.1M | 28K |
| Procter & Gamble Co | PG | Shares | $2.0M | 14K |
| Exxon Mobil Corp | XOM | Shares | $2.0M | 12K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.0M | 3K |
| Bank New York Mellon Corp | BNY | Shares | $1.9M | 16K |
| Vanguard Index Fds | VOO | Shares | $1.9M | 3K |
| Walmart Inc | WMT | Shares | $1.9M | 15K |
| Palantir Technologies Inc | PLTR | Shares | $1.8M | 13K |
| Costco Wholesale Corporation | COST | Shares | $1.8M | 2K |
| T-Mobile Us Inc | TMUS | Shares | $1.7M | 8K |
| Analog Devices Inc | ADI | Shares | $1.7M | 5K |
| Linde Plc | Shares | $1.7M | 3K | |
| S&P Global Inc | SPGI | Shares | $1.6M | 4K |
| Centerpoint Energy Inc | CNP | Shares | $1.6M | 37K |
| Caterpillar Inc | CAT | Shares | $1.6M | 2K |
| Iqvia Hldgs Inc | IQV | Shares | $1.6M | 9K |
| Disney Walt Co | DIS | Shares | $1.5M | 15K |
| Boston Scientific Corp | BSX | Shares | $1.4M | 23K |
| Delta Air Lines Inc | DAL | Shares | $1.4M | 21K |
| Coca Cola Co | KO | Shares | $1.4M | 18K |
| Nextera Energy Inc | NEE | Shares | $1.3M | 14K |
| Hershey Co | HSY | Shares | $1.3M | 6K |
| Merck & Co Inc | MRK | Shares | $1.3M | 11K |
| Vanguard Index Fds | VO | Shares | $1.3M | 5K |
| American Tower Corp | AMT | Shares | $1.3M | 7K |
| Home Depot Inc | HD | Shares | $1.3M | 4K |
| Vanguard Specialized Funds | VIG | Shares | $1.2M | 6K |
| Accenture Plc Ireland | Shares | $1.2M | 6K | |
| Mastercard Incorporated | MA | Shares | $1.2M | 2K |
| L3Harris Technologies Inc | LHX | Shares | $1.2M | 3K |
| Tjx Cos Inc New | TJX | Shares | $1.2M | 7K |
| Pepsico Inc | PEP | Shares | $1.1M | 7K |
| Kroger Co | KR | Shares | $1.1M | 16K |
| Diamondback Energy Inc | FANG | Shares | $1.1M | 6K |
| Rtx Corporation | RTX | Shares | $1.1M | 6K |
| Carnival Corp | CCL1EUR | Shares | $1.0M | 40K |
| Pulte Group Inc | PHM | Shares | $1.0M | 9K |
| Cummins Inc | CMI | Shares | $1.0M | 2K |
| Slb Limited | SLB | Shares | $1.0M | 20K |
| Abbott Laboratories | ABT | Shares | $975K | 9K |
| Uber Technologies Inc | UBER | Shares | $972K | 14K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $927K | 24K |
| Allstate Corp | ALL | Shares | $913K | 4K |
| Lowes Cos Inc | LOW | Shares | $899K | 4K |
| Advanced Micro Devices Inc | AMD | Shares | $898K | 4K |
| Trane Technologies Plc | Shares | $888K | 2K | |
| Chevron Corporation | CVX | Shares | $875K | 4K |
| Morgan Stanley | MS | Shares | $861K | 5K |
| Schwab Strategic Tr | SCHX | Shares | $851K | 33K |
| Capital One Finl Corp | COF | Shares | $848K | 5K |
| Regeneron Pharmaceuticals | REGN | Shares | $830K | 1K |
| Pfizer Inc | PFE | Shares | $797K | 28K |
| Sysco Corp | SYY | Shares | $779K | 11K |
| Amphenol Corp | APH | Shares | $774K | 6K |
| Csx Corp | CSX | Shares | $764K | 19K |
| Texas Instrs Inc | TXN | Shares | $739K | 4K |
| Ppl Corp | PPL | Shares | $733K | 19K |
| Thermo Fisher Scientific Inc | TMO | Shares | $720K | 1K |
| Republic Svcs Inc | RSG | Shares | $712K | 3K |
| Moodys Corp | MCO | Shares | $698K | 2K |
| Mcdonalds Corp | MCD | Shares | $695K | 2K |
| Emerson Elec Co | EMR | Shares | $667K | 5K |
| Servicenow Inc | NOW | Shares | $638K | 6K |
| Hubbell Inc | HUBB | Shares | $625K | 1K |
| Autozone Inc | AZO | Shares | $622K | 184 |
| International Business Machs | IBM | Shares | $615K | 3K |
| Smucker J M Co | SJM | Shares | $581K | 6K |
| Dell Technologies Inc | DELL | Shares | $548K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.