Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Apple Inc.COM | COM | $130M | 32.6% |
| Nvidia CorporationCOM | COM | $15.8M | 4.0% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $11.7M | 2.9% |
| Amazon Com Inc.COM | COM | $10M | 2.5% |
| Microsoft Corp.COM | COM | $8.98M | 2.2% |
| J P Morgan Exchange Traded FEQUITY PREMIUM | EQUITY PREMIUM | $8.84M | 2.2% |
| Lam Research Corp.COM NEW | COM NEW | $7.68M | 1.9% |
| Eli Lilly & COCOM | COM | $7.34M | 1.8% |
| Broadcom Inc.COM | COM | $5.98M | 1.5% |
| JPMORGAN Chase & COCOM | COM | $5.01M | 1.3% |
| American Express COCOM | COM | $4.34M | 1.1% |
| Meta Platforms Inc.CL A | CL A | $4.24M | 1.1% |
| Vanguard Index FdsSM CP VAL ETF | SM CP VAL ETF | $4.21M | 1.1% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $4.13M | 1.0% |
| Cisco Sys Inc.COM | COM | $4.02M | 1.0% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $3.94M | 1.0% |
| Johnson & JohnsonCOM | COM | $3.8M | 1.0% |
| Abbvie Inc.COM | COM | $3.49M | 0.9% |
| Philip Morris Intl Inc.COM | COM | $3.33M | 0.8% |
| Visa Inc.COM CL A | COM CL A | $3.15M | 0.8% |
| Wells Fargo & COCOM | COM | $3.13M | 0.8% |
| Vertiv Holdings COCOM CL A | COM CL A | $3.11M | 0.8% |
| Parker-hannifin Corp.COM | COM | $3.05M | 0.8% |
| Advanced Micro Devices Inc.COM | COM | $2.94M | 0.7% |
| Oracle Corp.COM | COM | $2.92M | 0.7% |
| Bank OF Amer Corp.COM | COM | $2.91M | 0.7% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $2.89M | 0.7% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $2.82M | 0.7% |
| Amphenol Corp.CL A | CL A | $2.8M | 0.7% |
| Interactive Brokers Group INCOM CL A | COM CL A | $2.73M | 0.7% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $2.68M | 0.7% |
| Disney Walt COCOM | COM | $2.47M | 0.6% |
| Caterpillar Inc.COM | COM | $2.41M | 0.6% |
| Invesco Currencyshares SwissSWISS FRANC | SWISS FRANC | $2.39M | 0.6% |
| Iqvia Hldgs Inc.COM | COM | $2.36M | 0.6% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $2.36M | 0.6% |
| Analog Devices Inc.COM | COM | $2.26M | 0.6% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $2.26M | 0.6% |
| Restaurant Brands Intl Inc.COM | COM | $2.21M | 0.6% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $2.18M | 0.5% |
| iShares TRRUS 1000 VAL ETF | RUS 1000 VAL ETF | $2.16M | 0.5% |
| Bank OF NY Mellon Corp.COM | COM | $2.08M | 0.5% |
| Linde PLCSHS | SHS | $1.95M | 0.5% |
| Mckesson Corp.COM | COM | $1.92M | 0.5% |
| Centerpoint Energy Inc.COM | COM | $1.85M | 0.5% |
| Procter & Gamble COCOM | COM | $1.7M | 0.4% |
| Costco Wholesale CorporationCOM | COM | $1.66M | 0.4% |
| Walmart Inc.COM | COM | $1.65M | 0.4% |
| American Tower Corp.COM | COM | $1.65M | 0.4% |
| Boston Scientific Corp.COM | COM | $1.49M | 0.4% |
Apple Inc.COM$130M
- Class
- COM
- Share
- 32.6%
Nvidia CorporationCOM$15.8M
- Class
- COM
- Share
- 4.0%
Alphabet Inc.CAP STK CL A$11.7M
- Class
- CAP STK CL A
- Share
- 2.9%
Amazon Com Inc.COM$10M
- Class
- COM
- Share
- 2.5%
Microsoft Corp.COM$8.98M
- Class
- COM
- Share
- 2.2%
J P Morgan Exchange Traded FEQUITY PREMIUM$8.84M
- Class
- EQUITY PREMIUM
- Share
- 2.2%
Lam Research Corp.COM NEW$7.68M
- Class
- COM NEW
- Share
- 1.9%
Eli Lilly & COCOM$7.34M
- Class
- COM
- Share
- 1.8%
Broadcom Inc.COM$5.98M
- Class
- COM
- Share
- 1.5%
JPMORGAN Chase & COCOM$5.01M
- Class
- COM
- Share
- 1.3%
American Express COCOM$4.34M
- Class
- COM
- Share
- 1.1%
Meta Platforms Inc.CL A$4.24M
- Class
- CL A
- Share
- 1.1%
Vanguard Index FdsSM CP VAL ETF$4.21M
- Class
- SM CP VAL ETF
- Share
- 1.1%
SPDR Gold TRGOLD SHS$4.13M
- Class
- GOLD SHS
- Share
- 1.0%
Cisco Sys Inc.COM$4.02M
- Class
- COM
- Share
- 1.0%
Alphabet Inc.CAP STK CL C$3.94M
- Class
- CAP STK CL C
- Share
- 1.0%
Johnson & JohnsonCOM$3.8M
- Class
- COM
- Share
- 1.0%
Abbvie Inc.COM$3.49M
- Class
- COM
- Share
- 0.9%
Philip Morris Intl Inc.COM$3.33M
- Class
- COM
- Share
- 0.8%
Visa Inc.COM CL A$3.15M
- Class
- COM CL A
- Share
- 0.8%
Wells Fargo & COCOM$3.13M
- Class
- COM
- Share
- 0.8%
Vertiv Holdings COCOM CL A$3.11M
- Class
- COM CL A
- Share
- 0.8%
Parker-hannifin Corp.COM$3.05M
- Class
- COM
- Share
- 0.8%
Advanced Micro Devices Inc.COM$2.94M
- Class
- COM
- Share
- 0.7%
Oracle Corp.COM$2.92M
- Class
- COM
- Share
- 0.7%
Bank OF Amer Corp.COM$2.91M
- Class
- COM
- Share
- 0.7%
Vanguard Index FdsVALUE ETF$2.89M
- Class
- VALUE ETF
- Share
- 0.7%
Vanguard Index FdsSMALL CP ETF$2.82M
- Class
- SMALL CP ETF
- Share
- 0.7%
Amphenol Corp.CL A$2.8M
- Class
- CL A
- Share
- 0.7%
Interactive Brokers Group INCOM CL A$2.73M
- Class
- COM CL A
- Share
- 0.7%
Vanguard Index FdsMID CAP ETF$2.68M
- Class
- MID CAP ETF
- Share
- 0.7%
Disney Walt COCOM$2.47M
- Class
- COM
- Share
- 0.6%
Caterpillar Inc.COM$2.41M
- Class
- COM
- Share
- 0.6%
Invesco Currencyshares SwissSWISS FRANC$2.39M
- Class
- SWISS FRANC
- Share
- 0.6%
Iqvia Hldgs Inc.COM$2.36M
- Class
- COM
- Share
- 0.6%
Berkshire Hathaway Inc. DelCL B NEW$2.36M
- Class
- CL B NEW
- Share
- 0.6%
Analog Devices Inc.COM$2.26M
- Class
- COM
- Share
- 0.6%
State Str SPDR S&P 500 ETF TTR UNIT$2.26M
- Class
- TR UNIT
- Share
- 0.6%
Restaurant Brands Intl Inc.COM$2.21M
- Class
- COM
- Share
- 0.6%
Vanguard Index FdsS&P 500 ETF SHS$2.18M
- Class
- S&P 500 ETF SHS
- Share
- 0.5%
iShares TRRUS 1000 VAL ETF$2.16M
- Class
- RUS 1000 VAL ETF
- Share
- 0.5%
Bank OF NY Mellon Corp.COM$2.08M
- Class
- COM
- Share
- 0.5%
Linde PLCSHS$1.95M
- Class
- SHS
- Share
- 0.5%
Mckesson Corp.COM$1.92M
- Class
- COM
- Share
- 0.5%
Centerpoint Energy Inc.COM$1.85M
- Class
- COM
- Share
- 0.5%
Procter & Gamble COCOM$1.7M
- Class
- COM
- Share
- 0.4%
Costco Wholesale CorporationCOM$1.66M
- Class
- COM
- Share
- 0.4%
Walmart Inc.COM$1.65M
- Class
- COM
- Share
- 0.4%
American Tower Corp.COM$1.65M
- Class
- COM
- Share
- 0.4%
Boston Scientific Corp.COM$1.49M
- Class
- COM
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 177 positions by value, with holdings of the same security combined. The 177 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2020280
- File number
- 028-24106
- Options
- 0 call, 0 put
- In the 25 largest
- 66.4%
- Prior quarter
- $351M at 31 March 2026
- Positions opened
- 20
- Positions closed
- 22
Common questions
What are Fiduciary Family Office’s 13F holdings worth?
$400 million across 177 positions for the quarter ended 30 June 2026.
What is Fiduciary Family Office’s largest 13F holding?
APPLE INC (COM) was the largest position at $130 million, or 32.6% of reported 13F value, as of 30 June 2026.
How concentrated is Fiduciary Family Office’s 13F portfolio?
The ten largest positions accounted for 52.9% of reported value and the twenty-five largest for 66.4%, across 177 positions as of 30 June 2026.
Does Form 13F show everything Fiduciary Family Office manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Fiduciary Family Office file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.