Fiduciary Family Office, LLC Portfolio Holdings

Fiduciary Family Office, LLC

  • $351 Billion
  • Q3 2025

Fiduciary Family Office, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $351 Billion distributed in 185 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $113B, Nvidia Corp with a value of $12.1B, J P Morgan Exchange Traded Fd with a value of $10.8B, Microsoft Corp with a value of $9.84B, and J P Morgan Exchange Traded F with a value of $8.9B.

Examining the 13F form we can see an increase of $46.1B in the current position value, from $305B to 351B.

Fiduciary Family Office, LLC is based out at Boca Raton, FL

Below you can find more details about Fiduciary Family Office, LLC portfolio as well as his latest detailed transactions.

Portfolio value $351 Billion
Technology: $162 Billion
ETFs: $39.3 Billion
Financial Services: $33.4 Billion
Consumer Defensive: $19.3 Billion
Industrials: $19.1 Billion
Communication Services: $17.9 Billion
Consumer Cyclical: $16.8 Billion
Healthcare: $16.5 Billion
Other: $11.9 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$291B
$1.1 Billion 0.31% of portfolio
2,312
Q3 2025 Reduced 17.4%
$89.7B
$1.07 Billion 0.3% of portfolio
5,302
Q3 2025 Added 26.33%
$79.6B
$1.05 Billion 0.3% of portfolio
8,489
Q3 2025 Reduced 32.88%
$6.15B
$1.07 Billion 0.3% of portfolio
18,768
Q3 2025 Reduced 17.02%
$181B
$1.06 Billion 0.3% of portfolio
10,846
Q3 2025 Added 2.02%
$77.2B
$1.03 Billion 0.29% of portfolio
4,856
Q3 2025 Reduced 13.53%
$65.7B
$996 Million 0.28% of portfolio
12,457
Q3 2025 Added 37.27%
$266B
$991 Million 0.28% of portfolio
3,512
Q3 2025 New
$512B
$994 Million 0.28% of portfolio
1,747
Q3 2025 Reduced 23.04%
$27B
$967 Million 0.28% of portfolio
7,320
Q3 2025 Added 23.4%
$20.4B
$939 Million 0.27% of portfolio
10,721
Q3 2025 Added 27.52%
$118B
$960 Million 0.27% of portfolio
3,908
Q3 2025 New
$147B
$956 Million 0.27% of portfolio
9,787
Q3 2025 Reduced 27.43%
$128B
$941 Million 0.27% of portfolio
9,884
Q3 2025 Added 12.65%
$123B
$922 Million 0.26% of portfolio
1,846
Q3 2025 Added 23.98%
$177B
$927 Million 0.26% of portfolio
5,048
Q3 2025 Added 32.01%
$55.4B
$921 Million 0.26% of portfolio
3,017
Q3 2025 Added 32.15%
$74.9B
$882 Million 0.25% of portfolio
3,384
Q3 2025 Added 19.24%
$85.9B
$884 Million 0.25% of portfolio
4,001
Q3 2025 Added 22.65%
$71.6B
$863 Million 0.25% of portfolio
12,869
Q3 2025 Added 6.72%
$26.6B
$885 Million 0.25% of portfolio
8,686
Q3 2025 Added 9.4%
$57.5B
$855 Million 0.24% of portfolio
3,136
Q3 2025 Added 17.37%
$37.5B
$792 Million 0.23% of portfolio
13,958
Q3 2025 New
$169B
$794 Million 0.23% of portfolio
863
Q3 2025 Added 43.83%
$12.8B
$818 Million 0.23% of portfolio
6,635
Q3 2025 Added 31.15%
$87.8B
$816 Million 0.23% of portfolio
1,712
Q3 2025 Added 8.22%
$140B
$772 Million 0.22% of portfolio
3,070
Q3 2025 Added 14.72%
$37.9B
$791 Million 0.22% of portfolio
9,603
Q3 2025 Added 23.48%
$168B
$762 Million 0.22% of portfolio
10,098
Q3 2025 Reduced 13.7%
$170B
$748 Million 0.21% of portfolio
5,174
Q3 2025 Added 52.9%
$303B
$730 Million 0.21% of portfolio
4,700
Q3 2025 Reduced 0.84%
$34.9B
$746 Million 0.21% of portfolio
3,132
Q3 2025 Added 10.63%
$73.2B
$742 Million 0.21% of portfolio
173
Q3 2025 Reduced 9.42%
$46.4B
$727 Million 0.21% of portfolio
3,018
Q3 2025 Added 45.52%
$46.8B
$690 Million 0.2% of portfolio
724
Q3 2025 Added 18.11%
$388B
$701 Million 0.2% of portfolio
4,335
Q3 2025 Reduced 1.14%
$191B
$707 Million 0.2% of portfolio
131
Q3 2025 Added 3.15%
$490B
$680 Million 0.19% of portfolio
6,030
Q3 2025 Reduced 15.78%
$98.1B
$667 Million 0.19% of portfolio
3,902
Q3 2025 Added 1.22%
$26.5B
$664 Million 0.19% of portfolio
4,639
Q3 2025 Reduced 13.55%
$59.5B
$668 Million 0.19% of portfolio
14,602
Q3 2025 Added 4.66%
$27.1B
$659 Million 0.19% of portfolio
17,744
Q3 2025 Added 12.74%
$96.9B
$654 Million 0.19% of portfolio
1,550
Q3 2025 Added 0.98%
$25.8B
$681 Million 0.19% of portfolio
2,752
Q3 2025 Reduced 45.88%
$222B
$618 Million 0.18% of portfolio
1,274
Q3 2025 Added 25.52%
$57.9B
$585 Million 0.17% of portfolio
2,725
Q3 2025 Added 130.74%
$237B
$586 Million 0.17% of portfolio
2,471
Q3 2025 Reduced 24.43%
$159B
$612 Million 0.17% of portfolio
1,257
Q3 2025 Reduced 12.04%
$228B
$556 Million 0.16% of portfolio
4,151
Q3 2025 Reduced 7.47%

Summary

  • Portfolio
  • No. of Stocks 185
  • Current Value $351 Billion
  • Prior Value $305 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
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