Fiduciary Family Office, Llc Portfolio Stock Holdings
Fiduciary Family Office, Llc disclosed 179 stock positions valued at approximately $350.8 million in its latest SEC 13F filing. The largest holdings include APPLE INC, NVIDIA CORPORATION, and J P MORGAN EXCHANGE TRADED F. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 179
- Portfolio Value
- $350.8M
Holdings by Sector
Fiduciary Family Office, Llc Portfolio Holdings in Q1 2026
177 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 32.29% | 446,402 | +5,063 | +1.15% | $113,292,327 |
| NVIDIA CORPORATION | NVDA | Technology | 3.81% | 76,744 | +11,750 | +18.08% | $13,384,154 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 2.81% | 173,778 | -10,547 | -5.72% | $9,849,737 |
| ALPHABET INC | GOOGL | Communication Services | 2.77% | 33,800 | +888 | +2.70% | $9,719,443 |
| MICROSOFT CORP | MSFT | Technology | 2.29% | 21,684 | +2,964 | +15.83% | $8,026,735 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.98% | 33,394 | +9,631 | +40.53% | $6,954,887 |
| ELI LILLY & CO | LLY | Healthcare | 1.59% | 6,070 | +3,222 | +113.13% | $5,582,756 |
| SPDR GOLD TR | GLD | Other | 1.38% | 11,223 | +3,830 | +51.81% | $4,829,145 |
| BROADCOM INC | AVGO | Technology | 1.30% | 14,770 | +1,820 | +14.05% | $4,571,490 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.23% | 14,644 | +396 | +2.78% | $4,307,591 |
| META PLATFORMS INC | META | Communication Services | 1.16% | 7,123 | +1,031 | +16.92% | $4,075,118 |
| VANGUARD INDEX FDS | VTV | Other | 1.15% | 20,623 | +58 | +0.28% | $4,046,233 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.07% | 15,413 | +6,106 | +65.61% | $3,767,643 |
| VANGUARD INDEX FDS | VBR | Other | 1.06% | 17,160 | - | - | $3,728,010 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 1.05% | 12,191 | +3,271 | +36.67% | $3,687,557 |
| LAM RESEARCH CORP | LRCX | Other | 1.00% | 16,399 | -157 | -0.95% | $3,503,810 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.90% | 19,168 | +3,114 | +19.40% | $3,169,179 |
| ABBVIE INC | ABBV | Healthcare | 0.88% | 14,140 | +4,249 | +42.96% | $3,075,278 |
| ALPHABET INC | GOOG | Communication Services | 0.88% | 10,713 | +3,025 | +39.35% | $3,073,131 |
| WELLS FARGO & CO | WFC | Financial Services | 0.86% | 37,924 | +2,965 | +8.48% | $3,019,133 |
| VISA INC | V | Financial Services | 0.85% | 9,820 | -864 | -8.09% | $2,968,104 |
| ORACLE CORP | ORCL | Technology | 0.73% | 17,494 | +5,202 | +42.32% | $2,573,554 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.73% | 10,214 | -78 | -0.76% | $2,559,424 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.69% | 2,711 | +314 | +13.10% | $2,426,996 |
| INVESCO CURRENCYSHARES SWISS | FXF | Other | 0.69% | 21,960 | +21,960 | +100.00% | $2,424,604 |
| VANGUARD INDEX FDS | VB | Other | 0.69% | 9,201 | - | - | $2,409,926 |
| CISCO SYS INC | CSCO | Technology | 0.68% | 30,674 | +1,142 | +3.87% | $2,380,020 |
| BANK AMERICA CORP | BAC | Financial Services | 0.64% | 46,281 | +9,352 | +25.32% | $2,256,206 |
| ISHARES TR | IWD | Other | 0.63% | 10,380 | -757 | -6.80% | $2,217,895 |
| MCKESSON CORP | MCK | Healthcare | 0.62% | 2,495 | +194 | +8.43% | $2,159,073 |
| INTERACTIVE BROKERS GROUP IN | IBKR | Financial Services | 0.61% | 31,948 | -2,341 | -6.83% | $2,142,752 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.61% | 4,466 | +208 | +4.88% | $2,140,135 |
| RESTAURANT BRANDS INTL INC | QSR | Consumer Cyclical | 0.58% | 27,752 | +4,904 | +21.46% | $2,050,873 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.58% | 14,143 | +8,921 | +170.83% | $2,042,849 |
| EXXON MOBIL CORP | XOM | Energy | 0.56% | 11,633 | +4,458 | +62.13% | $1,973,617 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.56% | 3,028 | +14 | +0.46% | $1,969,412 |
| BANK NEW YORK MELLON CORP | BK | Financial Services | 0.54% | 16,106 | +366 | +2.33% | $1,910,655 |
| VANGUARD INDEX FDS | VOO | Other | 0.54% | 3,179 | -715 | -18.36% | $1,899,611 |
| WALMART INC | WMT | Consumer Defensive | 0.53% | 14,890 | -6,610 | -30.74% | $1,850,512 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.52% | 12,517 | -201 | -1.58% | $1,830,987 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.51% | 1,791 | +2 | +0.11% | $1,784,346 |
| T-MOBILE US INC | TMUS | Communication Services | 0.49% | 8,229 | +740 | +9.88% | $1,728,336 |
| ANALOG DEVICES INC | ADI | Technology | 0.49% | 5,379 | +405 | +8.14% | $1,711,275 |
| LINDE PLC | LIN | Other | 0.49% | 3,438 | +985 | +40.15% | $1,704,423 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.46% | 3,806 | +2,611 | +218.49% | $1,618,875 |
| CENTERPOINT ENERGY INC | CNP | Utilities | 0.45% | 36,937 | +779 | +2.15% | $1,594,201 |
| CATERPILLAR INC | CAT | Industrials | 0.45% | 2,228 | +11 | +0.50% | $1,578,449 |
| IQVIA HLDGS INC | IQV | Healthcare | 0.45% | 9,204 | +1,161 | +14.43% | $1,569,650 |
| DISNEY WALT CO | DIS | Communication Services | 0.42% | 15,454 | +6,881 | +80.26% | $1,489,480 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 0.40% | 22,536 | +12,875 | +133.27% | $1,414,134 |
| DELTA AIR LINES INC | DAL | Industrials | 0.40% | 21,024 | +5,680 | +37.02% | $1,397,676 |
| COCA COLA CO | KO | Consumer Defensive | 0.39% | 18,067 | +2,540 | +16.36% | $1,374,025 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.38% | 14,459 | +3,674 | +34.07% | $1,342,935 |
| HERSHEY CO | HSY | Consumer Defensive | 0.38% | 6,400 | +4,800 | +300.00% | $1,330,496 |
| MERCK & CO INC | MRK | Healthcare | 0.37% | 10,865 | -3,270 | -23.13% | $1,306,915 |
| VANGUARD INDEX FDS | VO | Other | 0.37% | 4,528 | - | - | $1,300,351 |
| AMERICAN TOWER CORP | AMT | Real Estate | 0.36% | 7,364 | +2,154 | +41.34% | $1,270,879 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.36% | 3,847 | +208 | +5.72% | $1,265,190 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.35% | 5,766 | -448 | -7.21% | $1,240,036 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.35% | 6,243 | +2,282 | +57.61% | $1,237,924 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.35% | 2,447 | +635 | +35.04% | $1,222,672 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.34% | 3,489 | +339 | +10.76% | $1,204,228 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.33% | 7,234 | +1,849 | +34.34% | $1,155,268 |
| PEPSICO INC | PEP | Consumer Defensive | 0.33% | 7,376 | -1,765 | -19.31% | $1,145,408 |
| KROGER CO | KR | Consumer Defensive | 0.32% | 15,740 | -11,893 | -43.04% | $1,138,946 |
| DIAMONDBACK ENERGY INC | FANG | Energy | 0.31% | 5,587 | +955 | +20.62% | $1,105,053 |
| RTX CORPORATION | RTX | Industrials | 0.31% | 5,650 | -499 | -8.12% | $1,089,885 |
| CARNIVAL CORP | CCL | Consumer Cyclical | 0.29% | 39,944 | +28,821 | +259.11% | $1,033,751 |
| PULTE GROUP INC | PHM | Consumer Cyclical | 0.29% | 8,723 | +1,202 | +15.98% | $1,025,912 |
| CUMMINS INC | CMI | Industrials | 0.29% | 1,886 | -687 | -26.70% | $1,014,706 |
| SLB LIMITED | SLB | Energy | 0.29% | 19,560 | +6,467 | +49.39% | $1,005,172 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.28% | 9,499 | -786 | -7.64% | $975,254 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.28% | 13,513 | +2,154 | +18.96% | $971,990 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.26% | 24,120 | - | - | $926,690 |
| ALLSTATE CORP | ALL | Financial Services | 0.26% | 4,404 | +1,785 | +68.16% | $913,125 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.26% | 3,804 | +748 | +24.48% | $898,809 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.26% | 4,414 | -13 | -0.29% | $897,940 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.25% | 2,132 | +559 | +35.54% | $888,414 |
| CHEVRON CORPORATION | CVX | Energy | 0.25% | 4,230 | -470 | -10.00% | $875,187 |
| MORGAN STANLEY | MS | Financial Services | 0.25% | 5,232 | +2,470 | +89.43% | $861,030 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.24% | 33,177 | - | - | $850,658 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.24% | 4,649 | +274 | +6.26% | $848,199 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 0.24% | 1,074 | +94 | +9.59% | $829,815 |
| PFIZER INC | PFE | Healthcare | 0.23% | 28,367 | +17,270 | +155.63% | $796,545 |
| SYSCO CORP | SYY | Consumer Defensive | 0.22% | 10,916 | +1,550 | +16.55% | $778,638 |
| AMPHENOL CORP | APH | Technology | 0.22% | 6,127 | -433 | -6.60% | $774,146 |
| CSX CORP | CSX | Industrials | 0.22% | 18,605 | +6,374 | +52.11% | $763,735 |
| TEXAS INSTRS INC | TXN | Technology | 0.21% | 3,804 | +823 | +27.61% | $738,509 |
| PPL CORP | PPL | Utilities | 0.21% | 19,183 | +2,382 | +14.18% | $732,791 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.21% | 1,465 | +194 | +15.26% | $720,077 |
| REPUBLIC SVCS INC | RSG | Industrials | 0.20% | 3,252 | -1,426 | -30.48% | $712,284 |
| MOODYS CORP | MCO | Financial Services | 0.20% | 1,599 | +191 | +13.57% | $697,564 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.20% | 2,236 | +677 | +43.43% | $694,894 |
| EMERSON ELEC CO | EMR | Industrials | 0.19% | 5,090 | +5,090 | +100.00% | $666,892 |
| SERVICENOW INC | NOW | Technology | 0.18% | 6,100 | +1,625 | +36.31% | $637,755 |
| HUBBELL INC | HUBB | Industrials | 0.18% | 1,274 | +1,274 | +100.00% | $625,203 |
| AUTOZONE INC | AZO | Consumer Cyclical | 0.18% | 184 | +11 | +6.36% | $621,512 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.18% | 2,536 | -417 | -14.12% | $614,728 |
| SMUCKER J M CO | SJM | Consumer Defensive | 0.17% | 6,029 | +6,029 | +100.00% | $581,437 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.16% | 3,341 | -350 | -9.48% | $548,358 |