Fiduciary Family Office, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), Fiduciary Family Office, LLC reported 59 stock positions worth $335.2 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 13.5% of the portfolio, followed by Vaneck Gold Miners ETF (GDX, 7.7%) and St Sr Utl SL SE SPDR ETF-Usd (XLU, 7.2%). Compared with Q3 2024, it opened 46 new positions, sold out of 188, added to 3 and reduced 10. The biggest buy was a new position in Invesco S&P 500 Equal Weight (RSP) and the biggest sale Apple (AAPL, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- Boca Raton, FL
- CIK
- 0002020280
- Portfolio Value
- $335.2M (Q4 2024)
- SEC Filing
- 0001172661-25-000255 ↗ filed Jan 17, 2025
Holdings Value
Holdings 59 stocks · $335.2M
| RSP Invesco S&P 500 Equal Weight | 13.46% | 257,411 | $45.1M | New |
| GDX Vaneck Gold Miners ETF | 7.70% | 761,043 | $25.8M | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 7.21% | 319,538 | $24.2M | New |
| TLT iShares 20+ Year Treasury BD | 7.03% | 269,987 | $23.6M | New |
| HGER Harbor Commodity All Weather | 6.96% | 1,053,741 | $23.3M | New |
| EMXC iShares MSCI Emr MRK Ex Chna | 6.84% | 413,335 | $22.9M | New |
| XLF SS Financial Select Sector | 6.81% | 472,667 | $22.8M | Add +7190.9% |
| IJH iShares Core S&P Midcap ETF | 6.73% | 362,276 | $22.6M | Add +6398.2% |
| XLI SS Industrial Select Sector | 6.70% | 170,346 | $22.4M | New |
| XTL SS SPDR S&P Telecom ETF | 4.04% | 126,479 | $13.5M | New |
| INDA iShares MSCI India ETF | 3.57% | 227,594 | $12.0M | New |
| AMLP Alerian MLP ETF | 3.54% | 246,071 | $11.9M | New |
| OUNZ Vaneck Merk Gold ETF | 3.47% | 459,645 | $11.6M | New |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 3.24% | 415,129 | $10.9M | New |
| RWR SS SPDR Dow Jones REIT ETF | 3.15% | 106,832 | $10.6M | New |
| CEF Sprott Physical Gold and Sil | 2.57% | 362,552 | $8.6M | New |
| SGOV iShares 0-3 Month Treasury B | 0.96% | 31,998 | $3.2M | New |
| GDXJ Vaneck Junior Gold Miners | 0.81% | 63,342 | $2.7M | New |
| PHYS Sprott Physical Gold Trust | 0.62% | 102,506 | $2.1M | New |
| PSLV Sprott Physical Silver Trust | 0.45% | 157,657 | $1.5M | New |
| MSFT Microsoft Corp. | 0.41% | 3,227 | $1.4M | Reduce -77.7% |
| BITB Bitwise Bitcoin ETF | 0.31% | 20,642 | $1.0M | New |
| TSLA Tesla Inc. | 0.29% | 2,373 | $958K | New |
| GLD SPDR Gold Shares | 0.21% | 2,951 | $715K | New |
| NVDA Nvidia Corp. | 0.21% | 5,238 | $703K | Reduce -85.4% |
| SIL Global X Silver Miners ETF | 0.19% | 20,293 | $645K | New |
| SLV iShares Silver Trust | 0.19% | 23,762 | $626K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 978 | $573K | Reduce -70.8% |
| AAPL Apple Inc. | 0.15% | 2,052 | $514K | Reduce -99.5% |
| SGDM Sprott Gold Miners ETF | 0.15% | 17,612 | $489K | New |
| SCHZ Schwab US Aggregate Bond ETF | 0.14% | 20,900 | $474K | New |
| ISRG Intuitive Surgical Inc. | 0.11% | 700 | $365K | New |
| AGQ Proshares Ultra Silver | 0.10% | 9,633 | $324K | New |
| AMZN Amazon.com Inc. | 0.10% | 1,460 | $320K | Reduce -92.0% |
| SA Seabridge Gold Inc. | 0.09% | 27,740 | $317K | New |
| TEI Templeton Emrg MKTS Inc. | 0.09% | 60,000 | $308K | New |
| AEM Agnico Eagle Mines Ltd. | 0.09% | 3,705 | $290K | New |
| IWM iShares Russell 2000 ETF | 0.09% | 1,292 | $285K | New |
| BNDX Vanguard Total Intl Bond ETF | 0.08% | 5,600 | $275K | New |
| XOM Exxon Mobil Corp. | 0.08% | 2,461 | $265K | Reduce -61.5% |
| VWO Vanguard Ftse Emerging Marke | 0.08% | 5,944 | $262K | Add +31.6% |
| WPM Wheaton Precious Metals Corp. | 0.08% | 4,479 | $252K | New |
| TLTW iShares 20+ Bond Buywrite | 0.07% | 9,884 | $232K | New |
| LLY Eli Lilly & Co. | 0.07% | 300 | $232K | Reduce -85.9% |
| JPM JPMorgan Chase & Co. | 0.07% | 915 | $219K | Reduce -93.3% |
| FNV Franco-Nevada Corp. | 0.06% | 1,851 | $218K | New |
| IVV iShares Core S&P 500 ETF | 0.06% | 360 | $212K | Reduce -60.5% |
| KGC Kinross Gold Corp. | 0.06% | 21,708 | $201K | New |
| UEC Uranium Energy Corp. | 0.06% | 28,358 | $190K | New |
| MELI MercadoLibre Inc. | 0.05% | 100 | $170K | New |
| NXE Nexgen Energy Ltd. | 0.05% | 25,000 | $165K | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.04% | 300 | $121K | New |
| META Meta Platforms Inc. Class A | 0.03% | 200 | $117K | Reduce -97.3% |
| SAND Sandstorm Gold Ltd. | 0.03% | 16,680 | $93K | New |
| AG First Majestic Silver Corp. | 0.03% | 15,639 | $86K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.02% | 160 | $82K | New |
| HL Hecla Mining Co. | 0.02% | 14,788 | $73K | New |
| MGRM Monogram Technologies Inc. | 0.02% | 29,348 | $70K | New |
| DNN Denison Mines Corp. | 0.01% | 28,000 | $50K | New |
Options reported separately and not counted above: MSFT puts ($1.3M), NVDA puts ($631K), AAPL puts ($376K), ISRG puts ($365K), AMZN puts ($285K), JPM puts ($216K), NVDA calls ($188K), IVV puts ($177K), MELI puts ($170K), TSLA puts ($162K), LLY puts ($154K), QQQ puts ($153K), and 4 more.
Portfolio Sells Q3 2024 → Q4 2024
| AAPL Apple Inc. | Reduce -99.5% | 0.15% | −33.64 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −1.84 |
| MSFT Microsoft Corp. | Reduce -77.7% | 0.41% | −1.65 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −1.43 |
| META Meta Platforms Inc. Class A | Reduce -97.3% | 0.03% | −1.37 |
| NVDA Nvidia Corp. | Reduce -85.4% | 0.21% | −1.23 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −1.16 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −1.15 |
| PM Philip Morris International | Sold out | 0.00% | −1.13 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −1.06 |
| AMZN Amazon.com Inc. | Reduce -92.0% | 0.10% | −1.03 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.95 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.90 |
| JPM JPMorgan Chase & Co. | Reduce -93.3% | 0.07% | −0.88 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.84 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.83 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.80 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.79 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.79 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.77 |
| AXP American Express Co. | Sold out | 0.00% | −0.75 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.73 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.72 |
| IBKR Interactive Brokers Gro Class A | Sold out | 0.00% | −0.70 |
| KR Kroger Co. | Sold out | 0.00% | −0.69 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.66 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.64 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.64 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −0.63 |
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −0.59 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.58 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.57 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.56 |
| LLY Eli Lilly & Co. | Reduce -85.9% | 0.07% | −0.55 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.55 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.55 |
| INGR Ingredion Inc. | Sold out | 0.00% | −0.53 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.52 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.52 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.51 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.51 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.50 |
| GLPI Gaming and Leisure Propertie | Sold out | 0.00% | −0.49 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -70.8% | 0.17% | −0.46 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.45 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.44 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.44 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.42 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.42 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.42 |
Portfolio Buys Q3 2024 → Q4 2024
| RSP Invesco S&P 500 Equal Weight | New | 13.46% | +13.46 |
| GDX Vaneck Gold Miners ETF | New | 7.70% | +7.70 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 7.21% | +7.21 |
| TLT iShares 20+ Year Treasury BD | New | 7.03% | +7.03 |
| HGER Harbor Commodity All Weather | New | 6.96% | +6.96 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 6.84% | +6.84 |
| XLF SS Financial Select Sector | Add +7190.9% | 6.81% | +6.72 |
| XLI SS Industrial Select Sector | New | 6.70% | +6.70 |
| IJH iShares Core S&P Midcap ETF | Add +6398.2% | 6.73% | +6.62 |
| XTL SS SPDR S&P Telecom ETF | New | 4.04% | +4.04 |
| INDA iShares MSCI India ETF | New | 3.57% | +3.57 |
| AMLP Alerian MLP ETF | New | 3.54% | +3.54 |
| OUNZ Vaneck Merk Gold ETF | New | 3.47% | +3.47 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | New | 3.24% | +3.24 |
| RWR SS SPDR Dow Jones REIT ETF | New | 3.15% | +3.15 |
| CEF Sprott Physical Gold and Sil | New | 2.57% | +2.57 |
| SGOV iShares 0-3 Month Treasury B | New | 0.96% | +0.96 |
| GDXJ Vaneck Junior Gold Miners | New | 0.81% | +0.81 |
| PHYS Sprott Physical Gold Trust | New | 0.62% | +0.62 |
| PSLV Sprott Physical Silver Trust | New | 0.45% | +0.45 |
| BITB Bitwise Bitcoin ETF | New | 0.31% | +0.31 |
| TSLA Tesla Inc. | New | 0.29% | +0.29 |
| GLD SPDR Gold Shares | New | 0.21% | +0.21 |
| SIL Global X Silver Miners ETF | New | 0.19% | +0.19 |
| SLV iShares Silver Trust | New | 0.19% | +0.19 |
| SGDM Sprott Gold Miners ETF | New | 0.15% | +0.15 |
| SCHZ Schwab US Aggregate Bond ETF | New | 0.14% | +0.14 |
| ISRG Intuitive Surgical Inc. | New | 0.11% | +0.11 |
| AGQ Proshares Ultra Silver | New | 0.10% | +0.10 |
| SA Seabridge Gold Inc. | New | 0.09% | +0.09 |
| TEI Templeton Emrg MKTS Inc. | New | 0.09% | +0.09 |
| AEM Agnico Eagle Mines Ltd. | New | 0.09% | +0.09 |
| IWM iShares Russell 2000 ETF | New | 0.09% | +0.09 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.08% | +0.08 |
| WPM Wheaton Precious Metals Corp. | New | 0.08% | +0.08 |
| TLTW iShares 20+ Bond Buywrite | New | 0.07% | +0.07 |
| FNV Franco-Nevada Corp. | New | 0.06% | +0.06 |
| KGC Kinross Gold Corp. | New | 0.06% | +0.06 |
| UEC Uranium Energy Corp. | New | 0.06% | +0.06 |
| MELI MercadoLibre Inc. | New | 0.05% | +0.05 |
| NXE Nexgen Energy Ltd. | New | 0.05% | +0.05 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.04% | +0.04 |
| SAND Sandstorm Gold Ltd. | New | 0.03% | +0.03 |
| AG First Majestic Silver Corp. | New | 0.03% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.02% | +0.02 |
| HL Hecla Mining Co. | New | 0.02% | +0.02 |
| MGRM Monogram Technologies Inc. | New | 0.02% | +0.02 |
| DNN Denison Mines Corp. | New | 0.01% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +31.6% | 0.08% | +0.01 |
Options Activity Q3 2024 → Q4 2024
| MSFT Microsoft Corp. | put | New | 3,200 | $1.3M |
| NVDA Nvidia Corp. | put | New | 4,700 | $631K |
| AAPL Apple Inc. | put | New | 1,500 | $376K |
| ISRG Intuitive Surgical Inc. | put | New | 700 | $365K |
| AMZN Amazon.com Inc. | put | New | 1,300 | $285K |
| JPM JPMorgan Chase & Co. | put | New | 900 | $216K |
| NVDA Nvidia Corp. | call | New | 1,400 | $188K |
| IVV iShares Core S&P 500 ETF | put | New | 300 | $177K |
| MELI MercadoLibre Inc. | put | New | 100 | $170K |
| TSLA Tesla Inc. | put | New | 400 | $162K |
| LLY Eli Lilly & Co. | put | New | 200 | $154K |
| QQQ Invesco QQQ Trust Series 1 | put | New | 300 | $153K |
| VRTX Vertex Pharmaceuticals Inc. | put | New | 300 | $121K |
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 200 | $117K |
| META Meta Platforms Inc. Class A | put | New | 200 | $117K |
| NXE Nexgen Energy Ltd. | put | New | 10,000 | $66K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 177 | $399.8M | AAPL, NVDA, GOOGL, AMZN, MSFT |
| Q1 2026 | 179 | $350.8M | AAPL, NVDA, JEPI, GOOGL, MSFT |
| Q4 2025 | 183 | $347.9M | AAPL, NVDA, JEPI, GOOGL, JIVE |
| Q3 2025 | 185 | $351.5M | AAPL, NVDA, JEPI, MSFT, JIVE |
| Q2 2025 | 187 | $305.4M | AAPL, JEPI, NVDA, MSFT, GOOGL |
| Q1 2025 | 187 | $300.6M | AAPL, JEPI, MSFT, NVDA, GOOGL |
| Q4 2024 | 59 | $335.2M | RSP, GDX, XLU, TLT, HGER |
| Q3 2024 | 201 | $303.0M | AAPL, MSFT, GOOGL, NVDA, JEPI |
| Q2 2024 | 195 | $253.5M | AAPL, GOOGL, MSFT, META, NVDA |
| Q1 2024 | 208 | $255.1M | AAPL, MSFT, GOOGL, META, VOO |