Fiduciary Family Office, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Fiduciary Family Office, LLC reported 187 stock positions worth $300.6 million. Its top holding was Apple (AAPL) at 32.9% of the portfolio, followed by JPMorgan Equity Premium Inco (JEPI, 3.8%) and Microsoft (MSFT, 2.3%). Compared with Q4 2024, it opened 174 new positions, sold out of 46, added to 11 and reduced 2. The biggest buy was Apple (AAPL, shares +21605%) and the biggest sale an exit from Invesco S&P 500 Equal Weight (RSP).
- Most Recent 13F
- Q2 2026
- Location
- Boca Raton, FL
- CIK
- 0002020280
- Portfolio Value
- $300.6M (Q1 2025)
- SEC Filing
- 0001172661-25-001679 ↗ filed May 12, 2025
Holdings Value
Holdings 187 stocks · $300.6M
| AAPL Apple Inc. | 32.92% | 445,379 | $98.9M | Add +21604.6% |
| JEPI JPMorgan Equity Premium Inco | 3.75% | 197,390 | $11.3M | New |
| MSFT Microsoft Corp. | 2.26% | 18,113 | $6.8M | Add +461.3% |
| NVDA Nvidia Corp. | 2.19% | 60,765 | $6.6M | Add +1060.1% |
| GOOGL Alphabet Inc. Class A | 1.86% | 36,151 | $5.6M | New |
| AMZN Amazon.com Inc. | 1.38% | 21,795 | $4.1M | Add +1392.8% |
| META Meta Platforms Inc. Class A | 1.35% | 7,020 | $4.0M | Add +3410.0% |
| V Visa Inc. Class A | 1.30% | 11,133 | $3.9M | New |
| PM Philip Morris International | 1.20% | 22,688 | $3.6M | New |
| JPM JPMorgan Chase & Co. | 1.17% | 14,318 | $3.5M | Add +1464.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.06% | 17,160 | $3.2M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 1.01% | 13,709 | $3.0M | New |
| WFC Wells Fargo & Co. | 0.93% | 38,948 | $2.8M | New |
| VOO Vanguard S&P 500 ETF | 0.93% | 5,418 | $2.8M | New |
| ORCL Oracle Corp. | 0.88% | 18,997 | $2.7M | New |
| FISV Fiserv Inc. | 0.85% | 11,536 | $2.5M | New |
| UNH Unitedhealth Group Inc. | 0.84% | 4,811 | $2.5M | New |
| AVGO Broadcom Inc. | 0.82% | 14,715 | $2.5M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.80% | 4,541 | $2.4M | New |
| IBKR Interactive Brokers Gro Class A | 0.80% | 14,533 | $2.4M | New |
| KR Kroger Co. | 0.79% | 35,052 | $2.4M | New |
| AXP American Express Co. | 0.78% | 8,665 | $2.3M | New |
| WMT Walmart Inc. | 0.76% | 25,984 | $2.3M | New |
| GLD SPDR Gold Shares | 0.71% | 7,393 | $2.1M | Add +150.5% |
| LLY Eli Lilly & Co. | 0.68% | 2,457 | $2.0M | Add +719.0% |
| ABBV Abbvie Inc. | 0.67% | 9,550 | $2.0M | New |
| HD Home Depot Inc. | 0.65% | 5,357 | $2.0M | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.65% | 23,303 | $2.0M | New |
| COST Costco Wholesale Corp. | 0.60% | 1,918 | $1.8M | New |
| TMUS T-Mobile US Inc. | 0.57% | 6,443 | $1.7M | New |
| MRK Merck & Co. Inc. | 0.56% | 18,835 | $1.7M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.56% | 3,003 | $1.7M | Add +207.1% |
| MCK McKesson Corp. | 0.54% | 2,424 | $1.6M | New |
| PH Parker Hannifin Corp. | 0.52% | 2,566 | $1.6M | New |
| FANG Diamondback Energy Inc. | 0.51% | 9,543 | $1.5M | New |
| JNJ Johnson & Johnson | 0.50% | 9,092 | $1.5M | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.49% | 35,569 | $1.5M | New |
| ACN Accenture PLC Class A | 0.48% | 4,651 | $1.5M | New |
| GLPI Gaming and Leisure Propertie | 0.48% | 28,489 | $1.5M | New |
| BSX Boston Scientific Corp. | 0.48% | 14,236 | $1.4M | New |
| CRM Salesforce Inc. | 0.47% | 5,290 | $1.4M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.46% | 5,403 | $1.4M | New |
| PG The Procter & Gamble Co. | 0.46% | 8,138 | $1.4M | New |
| BMY Bristol-Myers Squibb Co. | 0.44% | 21,613 | $1.3M | New |
| TSCO Tractor Supply Company | 0.44% | 23,855 | $1.3M | New |
| RSG Republic Services Inc. | 0.43% | 5,311 | $1.3M | New |
| MA Mastercard Inc. Class A | 0.42% | 2,327 | $1.3M | New |
| VIG Vanguard Dividend Apprec ETF | 0.41% | 6,300 | $1.2M | New |
| KO The Coca-Cola Co. | 0.41% | 17,000 | $1.2M | New |
| PEP Pepsico Inc. | 0.39% | 7,755 | $1.2M | New |
| CNP Centerpoint Energy Inc. | 0.38% | 31,422 | $1.1M | New |
| NSC Norfolk Southern Corp. | 0.37% | 4,754 | $1.1M | New |
| RTX RTX Corp. | 0.37% | 8,434 | $1.1M | New |
| QSR Restaurant Brands Intern | 0.37% | 16,668 | $1.1M | New |
| INGR Ingredion Inc. | 0.36% | 8,036 | $1.1M | New |
| ADP Automatic Data Processing | 0.36% | 3,534 | $1.1M | New |
| MRSH Marsh & McLennan Cos | 0.35% | 4,341 | $1.1M | New |
| GOOG Alphabet Inc. Class C | 0.35% | 6,779 | $1.1M | New |
| PLTR Palantir Technologies Inc. Class A | 0.35% | 12,500 | $1.1M | New |
| UNP Union Pacific Corp. | 0.35% | 4,405 | $1.0M | New |
| PHM Pultegroup Inc. | 0.34% | 10,008 | $1.0M | New |
| DFS Discover Financial Services | 0.33% | 5,806 | $991K | New |
| CAT Caterpillar Inc. | 0.33% | 2,989 | $986K | New |
| CMI Cummins Inc. | 0.32% | 3,075 | $964K | New |
| IQV Iqvia Holdings Inc. | 0.32% | 5,456 | $962K | New |
| TFC Truist Financial Corp. | 0.31% | 22,790 | $938K | New |
| ADBE Adobe Inc. | 0.31% | 2,436 | $934K | New |
| LRCX Lam Research Corp. | 0.31% | 12,664 | $921K | New |
| VDE Vanguard Energy ETF | 0.30% | 6,944 | $901K | New |
| CSCO Cisco Systems Inc. | 0.30% | 14,561 | $899K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.29% | 8,962 | $885K | New |
| CHD Church & Dwight Co. Inc. | 0.29% | 7,938 | $874K | New |
| UBER Uber Technologies Inc. | 0.29% | 11,970 | $872K | New |
| RGA Reinsurance Group of America | 0.29% | 4,369 | $860K | New |
| APH Amphenol Corp. Class A | 0.29% | 13,108 | $860K | New |
| LHX L3HARRIS Technologies Inc. | 0.29% | 4,101 | $858K | New |
| CL Colgate-Palmolive Co. | 0.28% | 8,880 | $832K | New |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.28% | 19,832 | $829K | New |
| SPGI S&P Global Inc. | 0.28% | 1,628 | $827K | New |
| PYPL PayPal Holdings Inc. | 0.27% | 12,421 | $810K | New |
| DAL Delta Air Lines Inc. | 0.27% | 18,513 | $807K | New |
| EMR Emerson Electric Co. | 0.27% | 7,300 | $800K | New |
| RCL Royal Caribbean Cruises Ltd. | 0.26% | 3,873 | $796K | New |
| WDAY Workday Inc. Class A | 0.26% | 3,306 | $772K | New |
| APD Air Products & Chemicals Inc. | 0.26% | 2,614 | $771K | New |
| NEE Nextera Energy Inc. | 0.26% | 10,827 | $768K | New |
| WM Waste Management Inc. | 0.25% | 3,306 | $765K | New |
| DELL Dell Technologies -C | 0.25% | 8,292 | $756K | New |
| MDT Medtronic PLC | 0.25% | 8,284 | $744K | New |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.25% | 8,582 | $738K | New |
| SCHX Schwab US Large-Cap ETF | 0.24% | 33,177 | $733K | New |
| XOM Exxon Mobil Corp. | 0.24% | 6,085 | $724K | Add +147.3% |
| CLX Clorox Company | 0.24% | 4,852 | $714K | New |
| BR Broadridge Financial Solutio | 0.24% | 2,924 | $709K | New |
| ITW Illinois Tool Works | 0.23% | 2,765 | $686K | New |
| SYY Sysco Corp. | 0.23% | 9,117 | $684K | New |
| LIN Linde PLC | 0.22% | 1,425 | $664K | New |
| TXN Texas Instruments Inc. | 0.22% | 3,639 | $654K | New |
| LOW Lowe's Cos Inc. | 0.22% | 2,792 | $651K | New |
| STE Steris PLC | 0.21% | 2,844 | $645K | New |
Portfolio Sells Q4 2024 → Q1 2025
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −13.46 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −7.70 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −7.21 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −7.03 |
| HGER Harbor Commodity All Weather | Sold out | 0.00% | −6.96 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −6.84 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −6.81 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −6.70 |
| IJH iShares Core S&P Midcap ETF | Reduce -98.8% | 0.08% | −6.65 |
| XTL SS SPDR S&P Telecom ETF | Sold out | 0.00% | −4.04 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −3.57 |
| AMLP Alerian MLP ETF | Sold out | 0.00% | −3.54 |
| OUNZ Vaneck Merk Gold ETF | Sold out | 0.00% | −3.47 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Sold out | 0.00% | −3.24 |
| RWR SS SPDR Dow Jones REIT ETF | Sold out | 0.00% | −3.15 |
| CEF Sprott Physical Gold and Sil | Sold out | 0.00% | −2.57 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.96 |
| GDXJ Vaneck Junior Gold Miners | Sold out | 0.00% | −0.81 |
| PHYS Sprott Physical Gold Trust | Sold out | 0.00% | −0.62 |
| PSLV Sprott Physical Silver Trust | Sold out | 0.00% | −0.45 |
| BITB Bitwise Bitcoin ETF | Sold out | 0.00% | −0.31 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.29 |
| SIL Global X Silver Miners ETF | Sold out | 0.00% | −0.19 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.19 |
| SGDM Sprott Gold Miners ETF | Sold out | 0.00% | −0.15 |
| SCHZ Schwab US Aggregate Bond ETF | Sold out | 0.00% | −0.14 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.11 |
| AGQ Proshares Ultra Silver | Sold out | 0.00% | −0.10 |
| SA Seabridge Gold Inc. | Sold out | 0.00% | −0.09 |
| TEI Templeton Emrg MKTS Inc. | Sold out | 0.00% | −0.09 |
| AEM Agnico Eagle Mines Ltd. | Sold out | 0.00% | −0.09 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.09 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.08 |
| WPM Wheaton Precious Metals Corp. | Sold out | 0.00% | −0.08 |
| TLTW iShares 20+ Bond Buywrite | Sold out | 0.00% | −0.07 |
| FNV Franco-Nevada Corp. | Sold out | 0.00% | −0.06 |
| KGC Kinross Gold Corp. | Sold out | 0.00% | −0.06 |
| UEC Uranium Energy Corp. | Sold out | 0.00% | −0.06 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.05 |
| NXE Nexgen Energy Ltd. | Sold out | 0.00% | −0.05 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.04 |
| SAND Sandstorm Gold Ltd. | Sold out | 0.00% | −0.03 |
| AG First Majestic Silver Corp. | Sold out | 0.00% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.02 |
| HL Hecla Mining Co. | Sold out | 0.00% | −0.02 |
| MGRM Monogram Technologies Inc. | Sold out | 0.00% | −0.02 |
| DNN Denison Mines Corp. | Sold out | 0.00% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -24.0% | 0.07% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| AAPL Apple Inc. | Add +21604.6% | 32.92% | +32.76 |
| JEPI JPMorgan Equity Premium Inco | New | 3.75% | +3.75 |
| NVDA Nvidia Corp. | Add +1060.1% | 2.19% | +1.98 |
| GOOGL Alphabet Inc. Class A | New | 1.86% | +1.86 |
| MSFT Microsoft Corp. | Add +461.3% | 2.26% | +1.86 |
| META Meta Platforms Inc. Class A | Add +3410.0% | 1.35% | +1.31 |
| V Visa Inc. Class A | New | 1.30% | +1.30 |
| AMZN Amazon.com Inc. | Add +1392.8% | 1.38% | +1.28 |
| PM Philip Morris International | New | 1.20% | +1.20 |
| JPM JPMorgan Chase & Co. | Add +1464.8% | 1.17% | +1.10 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 1.06% | +1.06 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 1.01% | +1.01 |
| WFC Wells Fargo & Co. | New | 0.93% | +0.93 |
| VOO Vanguard S&P 500 ETF | New | 0.93% | +0.93 |
| ORCL Oracle Corp. | New | 0.88% | +0.88 |
| FISV Fiserv Inc. | New | 0.85% | +0.85 |
| UNH Unitedhealth Group Inc. | New | 0.84% | +0.84 |
| AVGO Broadcom Inc. | New | 0.82% | +0.82 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.80% | +0.80 |
| IBKR Interactive Brokers Gro Class A | New | 0.80% | +0.80 |
| KR Kroger Co. | New | 0.79% | +0.79 |
| AXP American Express Co. | New | 0.78% | +0.78 |
| WMT Walmart Inc. | New | 0.76% | +0.76 |
| ABBV Abbvie Inc. | New | 0.67% | +0.67 |
| HD Home Depot Inc. | New | 0.65% | +0.65 |
| BNY Bank of New York Mellon Corp. | New | 0.65% | +0.65 |
| LLY Eli Lilly & Co. | Add +719.0% | 0.68% | +0.61 |
| COST Costco Wholesale Corp. | New | 0.60% | +0.60 |
| TMUS T-Mobile US Inc. | New | 0.57% | +0.57 |
| MRK Merck & Co. Inc. | New | 0.56% | +0.56 |
| MCK McKesson Corp. | New | 0.54% | +0.54 |
| PH Parker Hannifin Corp. | New | 0.52% | +0.52 |
| FANG Diamondback Energy Inc. | New | 0.51% | +0.51 |
| JNJ Johnson & Johnson | New | 0.50% | +0.50 |
| GLD SPDR Gold Shares | Add +150.5% | 0.71% | +0.50 |
| BAC Bank of America Corp. | New | 0.49% | +0.49 |
| ACN Accenture PLC Class A | New | 0.48% | +0.48 |
| GLPI Gaming and Leisure Propertie | New | 0.48% | +0.48 |
| BSX Boston Scientific Corp. | New | 0.48% | +0.48 |
| CRM Salesforce Inc. | New | 0.47% | +0.47 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.46% | +0.46 |
| PG The Procter & Gamble Co. | New | 0.46% | +0.46 |
| BMY Bristol-Myers Squibb Co. | New | 0.44% | +0.44 |
| TSCO Tractor Supply Company | New | 0.44% | +0.44 |
| RSG Republic Services Inc. | New | 0.43% | +0.43 |
| MA Mastercard Inc. Class A | New | 0.42% | +0.42 |
| VIG Vanguard Dividend Apprec ETF | New | 0.41% | +0.41 |
| KO The Coca-Cola Co. | New | 0.41% | +0.41 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +207.1% | 0.56% | +0.39 |
| PEP Pepsico Inc. | New | 0.39% | +0.39 |
Options Activity Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | put | Sold out | 3,200 | $1.3Mbefore exit |
| NVDA Nvidia Corp. | put | Sold out | 4,700 | $631Kbefore exit |
| AAPL Apple Inc. | put | Sold out | 1,500 | $376Kbefore exit |
| ISRG Intuitive Surgical Inc. | put | Sold out | 700 | $365Kbefore exit |
| AMZN Amazon.com Inc. | put | Sold out | 1,300 | $285Kbefore exit |
| JPM JPMorgan Chase & Co. | put | Sold out | 900 | $216Kbefore exit |
| NVDA Nvidia Corp. | call | Sold out | 1,400 | $188Kbefore exit |
| IVV iShares Core S&P 500 ETF | put | Sold out | 300 | $177Kbefore exit |
| MELI MercadoLibre Inc. | put | Sold out | 100 | $170Kbefore exit |
| TSLA Tesla Inc. | put | Sold out | 400 | $162Kbefore exit |
| LLY Eli Lilly & Co. | put | Sold out | 200 | $154Kbefore exit |
| QQQ Invesco QQQ Trust Series 1 | put | Sold out | 300 | $153Kbefore exit |
| VRTX Vertex Pharmaceuticals Inc. | put | Sold out | 300 | $121Kbefore exit |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 200 | $117Kbefore exit |
| META Meta Platforms Inc. Class A | put | Sold out | 200 | $117Kbefore exit |
| NXE Nexgen Energy Ltd. | put | Sold out | 10,000 | $66Kbefore exit |
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 |