DOSSIER · 13F-HR · Q2 2026

FIDUCIARY FAMILY OFFICE, LLC

$400M in tracked AUM across 177 positions as of Q2 2026.

FF
CIK 0002020280 · last filed Jun 30, 2026
Total AUM
$400M
as of Q2 2026
Holdings
177
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

FIDUCIARY FAMILY OFFICE, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$130M450K32.6%
02
NVDA
NVIDIA CORPORATION
$16M79K4.0%
03
GOOGL
ALPHABET INC
$12M33K2.9%
04
AMZN
AMAZON COM INC
$10M42K2.5%
05
MSFT
MICROSOFT CORP
$9M24K2.2%
06
JEPI
J P MORGAN EXCHANGE TRADED F
$9M157K2.2%
07
LRCX
LAM RESEARCH CORP
$8M18K1.9%
08
LLY
ELI LILLY & CO
$7M6K1.8%
09
AVGO
BROADCOM INC
$6M16K1.5%
10
JPM
JPMORGAN CHASE & CO
$5M15K1.3%

Filing history

2026Q2Jun 30
$400M 13.9%
177 positionsView →
2026Q1Mar 31
$351M 0.9%
179 positionsView →
2025Q4Dec 31
$348M 1.0%
183 positionsView →
2025Q3Sep 30
$351M 15.1%
185 positionsView →
2025Q2Jun 30
$305M 221.3%
187 positionsLocked
2025Q1Mar 31
$95M 72.0%
77 positionsLocked
2024Q4Dec 31
$340M 12.2%
75 positionsLocked
2024Q3Sep 30
$303M 19.5%
201 positionsLocked
2024Q2Jun 30
$253M 0.6%
195 positionsLocked
2024Q1Mar 31
$255M 11.5%
208 positionsLocked
2023Q4Dec 31
$229M
215 positionsLocked