Funds › Fiduciary Family Office, LLC
Fiduciary Family Office, LLC
13F for Q3 2026, filed Nov 4, 2026. 176 positions worth $447.2M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Fiduciary Family Office, LLC in the latest 13F quarter?
Using 13F.ai, how has Fiduciary Family Office, LLC's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Fiduciary Family Office, LLC's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 451,974 | $150.5M | 33.7% | +0.4% | 13F ↗ |
| 2 | NVDA NVIDIA Corporation | 86,552 | $19.8M | 4.4% | +9.5% | 13F ↗ |
| 3 | MSFT Microsoft Corporation | 25,903 | $13.3M | 3.0% | +7.6% | 13F ↗ |
| 4 | AMZN Amazon.com, Inc. | 45,176 | $11.3M | 2.5% | +7.6% | 13F ↗ |
| 5 | GOOGL Alphabet Inc. Class A | 32,671 | $11.2M | 2.5% | +0.1% | 13F ↗ |
| 6 | LLY Eli Lilly and Company | 9,066 | $10.5M | 2.3% | +48.2% | 13F ↗ |
| 7 | J P Morgan Exchange Traded F Equity Premium | 140,552 | $7.9M | 1.8% | -10.2% | 13F ↗ |
| 8 | AVGO Broadcom Inc. | 17,350 | $6.1M | 1.4% | +9.7% | 13F ↗ |
| 9 | JNJ Johnson & Johnson | 22,743 | $6.0M | 1.3% | +52.0% | 13F ↗ |
| 10 | LRCX Lam Research Corporation | 18,200 | $6.0M | 1.3% | +2.7% | 13F ↗ |
| 11 | META Meta Platforms, Inc. | 7,986 | $5.8M | 1.3% | +6.2% | 13F ↗ |
| 12 | JPM JPMorgan Chase & Co. | 16,861 | $5.6M | 1.2% | +10.1% | 13F ↗ |
| 13 | ABBV AbbVie Inc. | 17,596 | $4.6M | 1.0% | +27.0% | 13F ↗ |
| 14 | GOOG Alphabet Inc. Class C | 13,149 | $4.5M | 1.0% | +17.9% | 13F ↗ |
| 15 | GLD SPDR Gold Shares · Gold Shs | 11,223 | $4.3M | 1.0% | Unchanged | 13F ↗ |
| 16 | AXP American Express Company | 13,955 | $4.2M | 0.9% | +8.7% | 13F ↗ |
| 17 | Vanguard Index Fds Mrngstr Sml Cp V | 17,310 | $4.0M | 0.9% | Unchanged | 13F ↗ |
| 18 | CSCO Cisco Systems, Inc. | 34,550 | $3.7M | 0.8% | +0.9% | 13F ↗ |
| 19 | PM Philip Morris International Inc | 19,192 | $3.7M | 0.8% | +4.3% | 13F ↗ |
| 20 | V Visa Inc. | 9,348 | $3.4M | 0.8% | +1.8% | 13F ↗ |
| 21 | IQV IQVIA Holdings, Inc. | 12,336 | $3.3M | 0.7% | +0.9% | 13F ↗ |
| 22 | AMD Advanced Micro Devices, Inc. | 5,188 | $3.2M | 0.7% | +2.4% | 13F ↗ |
| 23 | PH Parker-Hannifin Corporation | 3,308 | $3.2M | 0.7% | +6.0% | 13F ↗ |
| 24 | WFC Wells Fargo & Company | 39,357 | $3.2M | 0.7% | +3.9% | 13F ↗ |
| 25 | BAC Bank of America Corporation | 54,332 | $3.0M | 0.7% | +6.6% | 13F ↗ |
| 26 | Vanguard Index Fds Mrngstr Val Etf | 12,807 | $2.8M | 0.6% | -3.4% | 13F ↗ |
| 27 | ORCL Oracle Corporation | 20,101 | $2.8M | 0.6% | +0.9% | 13F ↗ |
| 28 | IBKR Interactive Brokers Group, Inc. | 32,071 | $2.7M | 0.6% | +2.2% | 13F ↗ |
| 29 | APH Amphenol Corporation | 31,849 | $2.7M | 0.6% | +0.1% | 13F ↗ |
| 30 | Vanguard Index Fds Mrngstr Sml Cap | 9,287 | $2.6M | 0.6% | Unchanged | 13F ↗ |
| 31 | Vanguard Index Fds Mrngstr Mid Cap | 33,288 | $2.6M | 0.6% | Unchanged | 13F ↗ |
| 32 | DIS Walt Disney Company | 24,230 | $2.5M | 0.6% | -5.6% | 13F ↗ |
| 33 | BRK-B Berkshire Hathaway Inc. Class B | 5,033 | $2.5M | 0.6% | +6.8% | 13F ↗ |
| 34 | PLTR Palantir Technologies Inc. | 12,614 | $2.4M | 0.5% | +0.8% | 13F ↗ |
| 35 | VRT Vertiv Holdings Co | 9,594 | $2.3M | 0.5% | +3.3% | 13F ↗ |
| 36 | FXF Invesco CurrencyShares Swiss Franc Trust · Swiss Franc | 21,960 | $2.3M | 0.5% | Unchanged | 13F ↗ |
| 37 | ADI Analog Devices, Inc. | 5,783 | $2.3M | 0.5% | +1.5% | 13F ↗ |
| 38 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 3,003 | $2.3M | 0.5% | -0.9% | 13F ↗ |
| 39 | MCK McKesson Corporation | 2,648 | $2.3M | 0.5% | +4.1% | 13F ↗ |
| 40 | SPGI S&P Global Inc. | 5,692 | $2.2M | 0.5% | +72.6% | 13F ↗ |
| 41 | Vanguard Index Fds S&P 500 Etf Shs | 3,197 | $2.2M | 0.5% | +0.9% | 13F ↗ |
| 42 | iShares Tr Rus 1000 Val Etf | 8,824 | $2.2M | 0.5% | -1.1% | 13F ↗ |
| 43 | QSR Restaurant Brands International Inc. | 30,378 | $2.2M | 0.5% | -0.5% | 13F ↗ |
| 44 | BNY The Bank of New York Mellon Corporation | 14,754 | $2.1M | 0.5% | +2.4% | 13F ↗ |
| 45 | DELL Dell Technologies Inc. | 3,912 | $2.1M | 0.5% | +15.4% | 13F ↗ |
| 46 | XOM ExxonMobil Holdings Corporation | 12,544 | $2.0M | 0.5% | New | 13F ↗ |
| 47 | CAT Caterpillar, Inc. | 2,461 | $2.0M | 0.4% | +8.7% | 13F ↗ |
| 48 | KO Coca-Cola Company | 22,151 | $1.9M | 0.4% | +29.5% | 13F ↗ |
| 49 | LIN Linde plc | 3,990 | $1.9M | 0.4% | +6.2% | 13F ↗ |
| 50 | BSX Boston Scientific Corporation | 41,418 | $1.8M | 0.4% | +18.8% | 13F ↗ |
Changes since Q2 2026
6 new, 104 added to, 36 trimmed, 7 exited, 30 unchanged. By estimated dollars.
New positions (6)
Added to (104)
| LLY Eli Lilly and Company | 9,066 | +48.2% | $3.4M |
| JNJ Johnson & Johnson | 22,743 | +52.0% | $2.1M |
| NVDA NVIDIA Corporation | 86,552 | +9.5% | $1.7M |
| UNP Union Pacific Corporation | 5,007 | +402% | $1.1M |
| ABBV AbbVie Inc. | 17,596 | +27.0% | $978.1K |
| SPGI S&P Global Inc. | 5,692 | +72.6% | $944.7K |
| MSFT Microsoft Corporation | 25,903 | +7.6% | $936.0K |
| AMZN Amazon.com, Inc. | 45,176 | +7.6% | $797.0K |
| GOOG Alphabet Inc. Class C | 13,149 | +17.9% | $679.8K |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 2,524 | +131% | $652.4K |
Trimmed (36)
| J P Morgan Exchange Traded F Equity Premium | 140,552 | -10.2% | -$899.3K |
| CRM Salesforce, Inc. | 3,270 | -21.3% | -$202.7K |
| MPC Marathon Petroleum Corporation | 2,383 | -16.0% | -$179.1K |
| DIS Walt Disney Company | 24,230 | -5.6% | -$149.7K |
| Vanguard Index Fds Mrngstr Val Etf | 12,807 | -3.4% | -$97.9K |
| REGN Regeneron Pharmaceuticals, Inc. | 1,201 | -6.2% | -$59.9K |
| TXN Texas Instruments Incorporated | 2,821 | -6.0% | -$50.1K |
| DAL Delta Air Lines, Inc. | 5,184 | -10.2% | -$49.2K |
| FERG Ferguson Enterprises Inc. | 945 | -17.6% | -$45.0K |
| KR Kroger Company | 6,851 | -8.8% | -$38.5K |
Exited (7)
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 4, 2026 | 13F-HR | 178 | $447.2M | Current | SEC ↗ |
| Q2 2026 | Aug 5, 2026 | 13F-HR | 177 | $399.8M | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 179 | $350.8M | Current | SEC ↗ |
| Q4 2025 | Feb 10, 2026 | 13F-HR | 183 | $347.9M | Current | SEC ↗ |
| Q3 2025 | Oct 29, 2025 | 13F-HR | 185 | $351.5M | Current | SEC ↗ |
| Q2 2025 | Jul 30, 2025 | 13F-HR | 187 | $305.4M | Current | SEC ↗ |
| Q1 2025 | May 12, 2025 | 13F-HR | 187 | $300.6M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer