Fiduciary Family Office, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Fiduciary Family Office, LLC reported 183 stock positions worth $347.9 million. Its top holding was Apple (AAPL) at 34.5% of the portfolio, followed by Nvidia (NVDA, 3.5%) and JPMorgan Equity Premium Inco (JEPI, 3.0%). Compared with Q3 2025, it opened 8 new positions, sold out of 10, added to 49 and reduced 98. The biggest buy was a new position in Linde (LIN) and the biggest sale Oracle (ORCL, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- Boca Raton, FL
- CIK
- 0002020280
- Portfolio Value
- $347.9M (Q4 2025)
- SEC Filing
- 0001172661-26-000576 ↗ filed Feb 10, 2026
Holdings Value
Holdings 183 stocks · $347.9M
| AAPL Apple Inc. | 34.49% | 441,339 | $120.0M | Reduce -0.1% |
| NVDA Nvidia Corp. | 3.48% | 64,994 | $12.1M | Add +0.6% |
| JEPI JPMorgan Equity Premium Inco | 3.03% | 184,325 | $10.6M | Reduce -2.8% |
| GOOGL Alphabet Inc. Class A | 2.96% | 32,912 | $10.3M | Reduce -5.3% |
| JIVE JPM Interntl Value ETF filed as J P MORGAN EXCHANGE TRADED F | 2.72% | 118,000 | $9.5M | No change |
| MSFT Microsoft Corp. | 2.60% | 18,720 | $9.1M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 1.58% | 23,763 | $5.5M | Add +6.7% |
| JPM JPMorgan Chase & Co. | 1.32% | 14,248 | $4.6M | Add +0.7% |
| AVGO Broadcom Inc. | 1.29% | 12,950 | $4.5M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 1.16% | 6,092 | $4.0M | Reduce -6.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.13% | 20,565 | $3.9M | Reduce -15.5% |
| V Visa Inc. Class A | 1.08% | 10,684 | $3.7M | Reduce -5.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.04% | 17,160 | $3.6M | No change |
| AXP American Express Co. | 0.95% | 8,920 | $3.3M | Reduce -0.4% |
| WFC Wells Fargo & Co. | 0.94% | 34,959 | $3.3M | Reduce -1.8% |
| LLY Eli Lilly & Co. | 0.88% | 2,848 | $3.1M | Reduce -1.0% |
| GLD SPDR Gold Shares | 0.84% | 7,393 | $2.9M | No change |
| LRCX Lam Research Corp. | 0.81% | 16,556 | $2.8M | Reduce -13.2% |
| PM Philip Morris International | 0.74% | 16,054 | $2.6M | Reduce -15.7% |
| VOO Vanguard S&P 500 ETF | 0.70% | 3,894 | $2.4M | Add +0.7% |
| GOOG Alphabet Inc. Class C | 0.69% | 7,688 | $2.4M | Add +9.8% |
| ORCL Oracle Corp. | 0.69% | 12,292 | $2.4M | Reduce -23.3% |
| WMT Walmart Inc. | 0.69% | 21,500 | $2.4M | Reduce -7.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.68% | 9,201 | $2.4M | Reduce -6.6% |
| IWD iShares Russell 1000 Value E | 0.67% | 11,137 | $2.3M | Reduce -22.2% |
| CSCO Cisco Systems Inc. | 0.65% | 29,532 | $2.3M | Reduce -7.8% |
| PLTR Palantir Technologies Inc. Class A | 0.65% | 12,718 | $2.3M | Add +0.3% |
| ABBV Abbvie Inc. | 0.65% | 9,891 | $2.3M | Add +1.1% |
| IBKR Interactive Brokers Gro Class A | 0.63% | 34,289 | $2.2M | Reduce -12.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.62% | 4,258 | $2.1M | Reduce -1.1% |
| PH Parker Hannifin Corp. | 0.61% | 2,397 | $2.1M | Add +0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.59% | 3,014 | $2.1M | Add +0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.58% | 36,929 | $2.0M | Add +1.1% |
| JNJ Johnson & Johnson | 0.55% | 9,307 | $1.9M | Reduce -6.3% |
| MCK McKesson Corp. | 0.54% | 2,301 | $1.9M | Add +0.3% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.53% | 15,740 | $1.8M | Reduce -7.0% |
| IQV Iqvia Holdings Inc. | 0.52% | 8,043 | $1.8M | Add +30.7% |
| KR Kroger Co. | 0.50% | 27,633 | $1.7M | Reduce -12.7% |
| VRT Vertiv Holdings Co. Class A | 0.48% | 10,292 | $1.7M | Reduce -17.9% |
| QSR Restaurant Brands Intern | 0.45% | 22,848 | $1.6M | Add +4.3% |
| COST Costco Wholesale Corp. | 0.44% | 1,789 | $1.5M | Add +0.6% |
| TMUS T-Mobile US Inc. | 0.44% | 7,489 | $1.5M | Reduce -1.6% |
| MRK Merck & Co. Inc. | 0.43% | 14,135 | $1.5M | Reduce -10.5% |
| CNP Centerpoint Energy Inc. | 0.40% | 36,158 | $1.4M | Add +1.1% |
| VIG Vanguard Dividend Apprec ETF | 0.39% | 6,214 | $1.4M | No change |
| ADI Analog Devices Inc. | 0.39% | 4,974 | $1.3M | Add +27.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.38% | 4,528 | $1.3M | No change |
| CMI Cummins Inc. | 0.38% | 2,573 | $1.3M | Reduce -10.2% |
| PEP Pepsico Inc. | 0.38% | 9,141 | $1.3M | Reduce -20.1% |
| ABT Abbott Laboratories | 0.37% | 10,285 | $1.3M | Add +147.8% |
| CAT Caterpillar Inc. | 0.37% | 2,217 | $1.3M | Reduce -4.1% |
| HD Home Depot Inc. | 0.36% | 3,639 | $1.3M | Reduce -25.5% |
| IBIT iShares Bitcoin Trust ETF | 0.34% | 24,120 | $1.2M | Add +104.4% |
| STE Steris PLC | 0.33% | 4,529 | $1.1M | Add +64.6% |
| RTX RTX Corp. | 0.32% | 6,149 | $1.1M | Reduce -4.2% |
| UNP Union Pacific Corp. | 0.31% | 4,713 | $1.1M | Reduce -8.5% |
| KO The Coca-Cola Co. | 0.31% | 15,527 | $1.1M | Reduce -9.8% |
| DAL Delta Air Lines Inc. | 0.31% | 15,344 | $1.1M | Add +9.9% |
| ACN Accenture PLC Class A | 0.31% | 3,961 | $1.1M | Reduce -39.3% |
| COF Capital One Financial Corp. | 0.30% | 4,375 | $1.1M | Reduce -9.9% |
| LIN Linde PLC | 0.30% | 2,453 | $1.0M | New |
| MA Mastercard Inc. Class A | 0.30% | 1,812 | $1.0M | Add +3.7% |
| RSG Republic Services Inc. | 0.28% | 4,678 | $991K | Reduce -14.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.28% | 8,573 | $975K | Reduce -14.1% |
| AMD Advanced Micro Devices | 0.27% | 4,427 | $948K | Add +2.1% |
| UBER Uber Technologies Inc. | 0.27% | 11,359 | $928K | Add +4.7% |
| LHX L3HARRIS Technologies Inc. | 0.27% | 3,150 | $925K | Add +4.4% |
| BSX Boston Scientific Corp. | 0.26% | 9,661 | $921K | Reduce -1.3% |
| AMT American Tower Corp. | 0.26% | 5,210 | $915K | Add +109.0% |
| ADBE Adobe Inc. | 0.26% | 2,564 | $897K | Reduce -16.6% |
| SCHX Schwab US Large-Cap ETF | 0.26% | 33,177 | $893K | No change |
| APH Amphenol Corp. Class A | 0.25% | 6,560 | $887K | Reduce -22.7% |
| PHM Pultegroup Inc. | 0.25% | 7,521 | $882K | Add +2.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 2,953 | $875K | Reduce -15.9% |
| NEE Nextera Energy Inc. | 0.25% | 10,785 | $866K | Add +6.8% |
| XOM Exxon Mobil Corp. | 0.25% | 7,175 | $863K | Add +19.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.24% | 5,385 | $827K | Add +4.1% |
| MDT Medtronic PLC | 0.23% | 8,402 | $807K | Reduce -15.0% |
| TSCO Tractor Supply Company | 0.23% | 16,083 | $804K | Reduce -14.3% |
| FERG Ferguson Enterprises Inc. | 0.22% | 3,463 | $771K | Reduce -8.7% |
| REGN Regeneron Pharmaceuticals | 0.22% | 980 | $756K | Add +14.6% |
| PG The Procter & Gamble Co. | 0.22% | 5,222 | $748K | Reduce -43.5% |
| LOW Lowe's Cos Inc. | 0.21% | 3,056 | $737K | Reduce -0.5% |
| TMO Thermo Fisher Scientific Inc. | 0.21% | 1,271 | $737K | Reduce -0.2% |
| LMT Lockheed Martin Corp. | 0.21% | 1,494 | $722K | Reduce -19.1% |
| MCO Moody's Corp. | 0.21% | 1,408 | $719K | Reduce -17.8% |
| CVX Chevron Corp. | 0.21% | 4,700 | $716K | No change |
| BKNG Booking Holdings Inc. | 0.20% | 133 | $712K | Add +1.5% |
| FANG Diamondback Energy Inc. | 0.20% | 4,632 | $696K | Reduce -0.1% |
| SYY Sysco Corp. | 0.20% | 9,366 | $690K | Reduce -2.5% |
| NOW ServiceNow Inc. | 0.20% | 4,475 | $686K | Add +3.7% |
| MSI Motorola Solutions Inc. | 0.19% | 1,764 | $676K | New |
| CRM Salesforce Inc. | 0.19% | 2,477 | $656K | Add +0.2% |
| ADP Automatic Data Processing | 0.19% | 2,551 | $656K | Reduce -30.2% |
| SPGI S&P Global Inc. | 0.18% | 1,195 | $624K | Reduce -4.9% |
| TT Trane Technologies PLC | 0.18% | 1,573 | $612K | Add +1.5% |
| WDAY Workday Inc. Class A | 0.17% | 2,768 | $595K | Reduce -8.3% |
| BX Blackstone Inc. | 0.17% | 3,850 | $593K | Reduce -1.3% |
| TFC Truist Financial Corp. | 0.17% | 11,964 | $589K | Reduce -18.1% |
| PPL PPL Corp. | 0.17% | 16,801 | $588K | Reduce -5.3% |
Portfolio Sells Q3 2025 → Q4 2025
| ORCL Oracle Corp. | Reduce -23.3% | 0.69% | −0.59 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.35 |
| GLPI Gaming and Leisure Propertie | Sold out | 0.00% | −0.33 |
| CRH CRH PLC | Sold out | 0.00% | −0.31 |
| CLX Clorox Company | Sold out | 0.00% | −0.23 |
| MRSH Marsh & McLennan Cos | Reduce -73.6% | 0.07% | −0.23 |
| HD Home Depot Inc. | Reduce -25.5% | 0.36% | −0.20 |
| META Meta Platforms Inc. Class A | Reduce -6.2% | 1.16% | −0.20 |
| MSFT Microsoft Corp. | Reduce -1.4% | 2.60% | −0.20 |
| CL Colgate-Palmolive Co. | Reduce -68.7% | 0.09% | −0.19 |
| CHD Church & Dwight Co. Inc. | Reduce -71.6% | 0.07% | −0.19 |
| PG The Procter & Gamble Co. | Reduce -43.5% | 0.22% | −0.19 |
| APD Air Products & Chemicals Inc. | Reduce -69.5% | 0.07% | −0.18 |
| CCL Carnival Corp. | Reduce -65.3% | 0.10% | −0.17 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -15.5% | 1.13% | −0.16 |
| NSC Norfolk Southern Corp. | Reduce -48.8% | 0.15% | −0.16 |
| IWD iShares Russell 1000 Value E | Reduce -22.2% | 0.67% | −0.16 |
| ACN Accenture PLC Class A | Reduce -39.3% | 0.31% | −0.15 |
| IRM Iron Mountain Inc. | Reduce -49.8% | 0.10% | −0.15 |
| PM Philip Morris International | Reduce -15.7% | 0.74% | −0.14 |
| IBKR Interactive Brokers Gro Class A | Reduce -12.1% | 0.63% | −0.13 |
| ADP Automatic Data Processing | Reduce -30.2% | 0.19% | −0.12 |
| TXN Texas Instruments Inc. | Reduce -41.0% | 0.15% | −0.12 |
| KR Kroger Co. | Reduce -12.7% | 0.50% | −0.11 |
| GWW WW Grainger Inc. | Reduce -52.4% | 0.10% | −0.10 |
| ITW Illinois Tool Works | Reduce -34.6% | 0.16% | −0.09 |
| INGR Ingredion Inc. | Reduce -52.1% | 0.07% | −0.09 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.09 |
| WM Waste Management Inc. | Reduce -36.3% | 0.16% | −0.09 |
| TMUS T-Mobile US Inc. | Reduce -1.6% | 0.44% | −0.08 |
| PEP Pepsico Inc. | Reduce -20.1% | 0.38% | −0.08 |
| VICI Vici Properties Inc. | Sold out | 0.00% | −0.08 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.08 |
| AJG Arthur J Gallagher & Co. | Reduce -46.5% | 0.06% | −0.08 |
| PYPL PayPal Holdings Inc. | Reduce -21.7% | 0.17% | −0.08 |
| TSCO Tractor Supply Company | Reduce -14.3% | 0.23% | −0.07 |
| RSG Republic Services Inc. | Reduce -14.2% | 0.28% | −0.07 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.06 |
| CZR Caesars Entertainment Inc. | Reduce -39.0% | 0.07% | −0.06 |
| BR Broadridge Financial Solutio | Reduce -25.8% | 0.15% | −0.06 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.06 |
| VRT Vertiv Holdings Co. Class A | Reduce -17.9% | 0.48% | −0.06 |
| KMB Kimberly-Clark Corp. | Reduce -36.7% | 0.06% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -19.1% | 0.21% | −0.05 |
| ADBE Adobe Inc. | Reduce -16.6% | 0.26% | −0.05 |
| DEI Douglas Emmett Inc. | Sold out | 0.00% | −0.05 |
| JEPI JPMorgan Equity Premium Inco | Reduce -2.8% | 3.03% | −0.05 |
| DIS The Walt Disney Co. | Reduce -14.1% | 0.28% | −0.04 |
| APH Amphenol Corp. Class A | Reduce -22.7% | 0.25% | −0.04 |
| WDAY Workday Inc. Class A | Reduce -8.3% | 0.17% | −0.04 |
Portfolio Buys Q3 2025 → Q4 2025
| LIN Linde PLC | New | 0.30% | +0.30 |
| ABT Abbott Laboratories | Add +147.8% | 0.37% | +0.21 |
| GOOG Alphabet Inc. Class C | Add +9.8% | 0.69% | +0.21 |
| MSI Motorola Solutions Inc. | New | 0.19% | +0.19 |
| IQV Iqvia Holdings Inc. | Add +30.7% | 0.52% | +0.19 |
| AMZN Amazon.com Inc. | Add +6.7% | 1.58% | +0.19 |
| STE Steris PLC | Add +64.6% | 0.33% | +0.14 |
| CSX CSX Corp. | New | 0.13% | +0.13 |
| AMT American Tower Corp. | Add +109.0% | 0.26% | +0.13 |
| IBIT iShares Bitcoin Trust ETF | Add +104.4% | 0.34% | +0.13 |
| ADI Analog Devices Inc. | Add +27.3% | 0.39% | +0.11 |
| PH Parker Hannifin Corp. | Add +0.6% | 0.61% | +0.09 |
| DAL Delta Air Lines Inc. | Add +9.9% | 0.31% | +0.08 |
| REGN Regeneron Pharmaceuticals | Add +14.6% | 0.22% | +0.08 |
| AMD Advanced Micro Devices | Add +2.1% | 0.27% | +0.07 |
| DG Dollar General Corp. | New | 0.07% | +0.07 |
| NLY Annaly Capital Management Inc. | New | 0.07% | +0.07 |
| ELV Elevance Health Inc. | New | 0.06% | +0.06 |
| AMGN Amgen Inc. | New | 0.06% | +0.06 |
| PLD Prologis Inc. | New | 0.06% | +0.06 |
| NVDA Nvidia Corp. | Add +0.6% | 3.48% | +0.06 |
| XOM Exxon Mobil Corp. | Add +19.0% | 0.25% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +0.7% | 1.32% | +0.05 |
| QSR Restaurant Brands Intern | Add +4.3% | 0.45% | +0.05 |
| BAC Bank of America Corp. | Add +1.1% | 0.58% | +0.05 |
| TSLA Tesla Inc. | Add +67.7% | 0.10% | +0.04 |
| MCK McKesson Corp. | Add +0.3% | 0.54% | +0.04 |
| NEE Nextera Energy Inc. | Add +6.8% | 0.25% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +0.7% | 0.70% | +0.03 |
| DOV Dover Corp. | Add +13.8% | 0.10% | +0.03 |
| TJX TJX Companies Inc. | Add +4.1% | 0.24% | +0.03 |
| CRM Salesforce Inc. | Add +0.2% | 0.19% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.59% | +0.02 |
| MA Mastercard Inc. Class A | Add +3.7% | 0.30% | +0.01 |
| CB Chubb Ltd. | Add +2.6% | 0.09% | +0.01 |
| NDAQ Nasdaq Inc. | Add +1.0% | 0.08% | +0.01 |
| ABBV Abbvie Inc. | Add +1.1% | 0.65% | +0.01 |
| MCD McDonald's Corp. | Add +1.8% | 0.14% | +0.00 |
| SCHG Schwab US Large-Cap Growth | Add +1.8% | 0.09% | +0.00 |
| CNP Centerpoint Energy Inc. | Add +1.1% | 0.40% | +0.00 |
| LHX L3HARRIS Technologies Inc. | Add +4.4% | 0.27% | +0.00 |
| BDYN iShares DYN Act ETF | Add +0.9% | 0.11% | +0.00 |
| BKNG Booking Holdings Inc. | Add +1.5% | 0.20% | +0.00 |
| MCHP Microchip Technology Inc. | Add +4.4% | 0.07% | +0.00 |
| INTU Intuit Inc. | Add +4.6% | 0.07% | +0.00 |
| PFE Pfizer Inc. | Add +0.9% | 0.08% | −0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.7% | 0.10% | −0.00 |
| MO Altria Group Inc. | Add +3.3% | 0.06% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +0.3% | 0.65% | −0.01 |
| ETN Eaton Corp. PLC | Add +2.5% | 0.07% | −0.01 |
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 |