Institutional Fund
Fiduciary Family Office, LLC
Boca Raton, FLCIK 20202805 filings on record
Portfolio Value
$350.85M
Q1 2026
Holdings
179
Reported positions
New Buys
18
Opened this quarter
QoQ Change
+0.9%
from $347.89M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc32.3%
- Nvidia Corporation3.8%
- J P Morgan Exchange Traded F2.8%
- Alphabet Inc2.8%
- Microsoft Corp2.3%
- Amazon Com Inc2.0%
- Other54.0%
Portfolio Holdings
179 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 446.4K | $113.29M | 32.3% | +5.1K | Added |
| 2 | Nvidia Corporation | 76.7K | $13.38M | 3.8% | +11.8K | Added |
| 3 | J P Morgan Exchange Traded F | 173.8K | $9.85M | 2.8% | −10.5K | Reduced |
| 4 | Alphabet Inc | 33.8K | $9.72M | 2.8% | +888 | Added |
| 5 | Microsoft Corp | 21.7K | $8.03M | 2.3% | +3.0K | Added |
| 6 | Amazon Com Inc | 33.4K | $6.95M | 2.0% | +9.6K | Added |
| 7 | Eli Lilly & Co | 6.1K | $5.58M | 1.6% | +3.2K | Added |
| 8 | Spdr Gold Tr | 11.2K | $4.83M | 1.4% | +3.8K | Added |
| 9 | Broadcom Inc | 14.8K | $4.57M | 1.3% | +1.8K | Added |
| 10 | Jpmorgan Chase & Co. | 14.6K | $4.31M | 1.2% | +396 | Added |
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