Fiduciary Family Office, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Fiduciary Family Office, LLC reported 179 stock positions worth $350.8 million. Its top holding was Apple (AAPL) at 32.3% of the portfolio, followed by Nvidia (NVDA, 3.8%) and JPMorgan Equity Premium Inco (JEPI, 2.8%). Compared with Q4 2025, it opened 18 new positions, sold out of 22, added to 89 and reduced 54. The biggest buy was Eli Lilly (LLY, shares +113%) and the biggest sale an exit from JPM Interntl Value ETF (JIVE).
- Most Recent 13F
- Q2 2026
- Location
- Boca Raton, FL
- CIK
- 0002020280
- Portfolio Value
- $350.8M (Q1 2026)
- SEC Filing
- 0001172661-26-001820 ↗ filed May 14, 2026
Holdings Value
Holdings 179 stocks · $350.8M
| AAPL Apple Inc. | 32.29% | 446,402 | $113.3M | Add +1.1% |
| NVDA Nvidia Corp. | 3.81% | 76,744 | $13.4M | Add +18.1% |
| JEPI JPMorgan Equity Premium Inco | 2.81% | 173,778 | $9.8M | Reduce -5.7% |
| GOOGL Alphabet Inc. Class A | 2.77% | 33,800 | $9.7M | Add +2.7% |
| MSFT Microsoft Corp. | 2.29% | 21,684 | $8.0M | Add +15.8% |
| AMZN Amazon.com Inc. | 1.98% | 33,394 | $7.0M | Add +40.5% |
| LLY Eli Lilly & Co. | 1.59% | 6,070 | $5.6M | Add +113.1% |
| GLD SPDR Gold Shares | 1.38% | 11,223 | $4.8M | Add +51.8% |
| AVGO Broadcom Inc. | 1.30% | 14,770 | $4.6M | Add +14.1% |
| JPM JPMorgan Chase & Co. | 1.23% | 14,644 | $4.3M | Add +2.8% |
| META Meta Platforms Inc. Class A | 1.16% | 7,123 | $4.1M | Add +16.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.15% | 20,623 | $4.0M | Add +0.3% |
| JNJ Johnson & Johnson | 1.07% | 15,413 | $3.8M | Add +65.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.06% | 17,160 | $3.7M | No change |
| AXP American Express Co. | 1.05% | 12,191 | $3.7M | Add +36.7% |
| LRCX Lam Research Corp. | 1.00% | 16,399 | $3.5M | Reduce -0.9% |
| PM Philip Morris International | 0.90% | 19,168 | $3.2M | Add +19.4% |
| ABBV Abbvie Inc. | 0.88% | 14,140 | $3.1M | Add +43.0% |
| GOOG Alphabet Inc. Class C | 0.88% | 10,713 | $3.1M | Add +39.4% |
| WFC Wells Fargo & Co. | 0.86% | 37,924 | $3.0M | Add +8.5% |
| V Visa Inc. Class A | 0.85% | 9,820 | $3.0M | Reduce -8.1% |
| ORCL Oracle Corp. | 0.73% | 17,494 | $2.6M | Add +42.3% |
| VRT Vertiv Holdings Co. Class A | 0.73% | 10,214 | $2.6M | Reduce -0.8% |
| PH Parker Hannifin Corp. | 0.69% | 2,711 | $2.4M | Add +13.1% |
| FXF Invesco Currencyshares Swiss | 0.69% | 21,960 | $2.4M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.69% | 9,201 | $2.4M | No change |
| CSCO Cisco Systems Inc. | 0.68% | 30,674 | $2.4M | Add +3.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.64% | 46,281 | $2.3M | Add +25.3% |
| IWD iShares Russell 1000 Value E | 0.63% | 10,380 | $2.2M | Reduce -6.8% |
| MCK McKesson Corp. | 0.62% | 2,495 | $2.2M | Add +8.4% |
| IBKR Interactive Brokers Gro Class A | 0.61% | 31,948 | $2.1M | Reduce -6.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.61% | 4,466 | $2.1M | Add +4.9% |
| QSR Restaurant Brands Intern | 0.58% | 27,752 | $2.1M | Add +21.5% |
| PG The Procter & Gamble Co. | 0.58% | 14,143 | $2.0M | Add +170.8% |
| XOM Exxon Mobil Corp. | 0.56% | 11,633 | $2.0M | Add +62.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.56% | 3,028 | $2.0M | Add +0.5% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.54% | 16,106 | $1.9M | Add +2.3% |
| VOO Vanguard S&P 500 ETF | 0.54% | 3,179 | $1.9M | Reduce -18.4% |
| WMT Walmart Inc. | 0.53% | 14,890 | $1.9M | Reduce -30.7% |
| PLTR Palantir Technologies Inc. Class A | 0.52% | 12,517 | $1.8M | Reduce -1.6% |
| COST Costco Wholesale Corp. | 0.51% | 1,791 | $1.8M | Add +0.1% |
| TMUS T-Mobile US Inc. | 0.49% | 8,229 | $1.7M | Add +9.9% |
| ADI Analog Devices Inc. | 0.49% | 5,379 | $1.7M | Add +8.1% |
| LIN Linde PLC | 0.49% | 3,438 | $1.7M | Add +40.1% |
| SPGI S&P Global Inc. | 0.46% | 3,806 | $1.6M | Add +218.5% |
| CNP Centerpoint Energy Inc. | 0.45% | 36,937 | $1.6M | Add +2.1% |
| CAT Caterpillar Inc. | 0.45% | 2,228 | $1.6M | Add +0.5% |
| IQV Iqvia Holdings Inc. | 0.45% | 9,204 | $1.6M | Add +14.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.42% | 15,454 | $1.5M | Add +80.3% |
| BSX Boston Scientific Corp. | 0.40% | 22,536 | $1.4M | Add +133.3% |
| DAL Delta Air Lines Inc. | 0.40% | 21,024 | $1.4M | Add +37.0% |
| KO The Coca-Cola Co. | 0.39% | 18,067 | $1.4M | Add +16.4% |
| NEE Nextera Energy Inc. | 0.38% | 14,459 | $1.3M | Add +34.1% |
| HSY The Hershey Co. | 0.38% | 6,400 | $1.3M | Add +300.0% |
| MRK Merck & Co. Inc. | 0.37% | 10,865 | $1.3M | Reduce -23.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.37% | 4,528 | $1.3M | No change |
| AMT American Tower Corp. | 0.36% | 7,364 | $1.3M | Add +41.3% |
| HD Home Depot Inc. | 0.36% | 3,847 | $1.3M | Add +5.7% |
| VIG Vanguard Dividend Apprec ETF | 0.35% | 5,766 | $1.2M | Reduce -7.2% |
| ACN Accenture PLC Class A | 0.35% | 6,243 | $1.2M | Add +57.6% |
| MA Mastercard Inc. Class A | 0.35% | 2,447 | $1.2M | Add +35.0% |
| LHX L3HARRIS Technologies Inc. | 0.34% | 3,489 | $1.2M | Add +10.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.33% | 7,234 | $1.2M | Add +34.3% |
| PEP Pepsico Inc. | 0.33% | 7,376 | $1.1M | Reduce -19.3% |
| KR Kroger Co. | 0.32% | 15,740 | $1.1M | Reduce -43.0% |
| FANG Diamondback Energy Inc. | 0.32% | 5,587 | $1.1M | Add +20.6% |
| RTX RTX Corp. | 0.31% | 5,650 | $1.1M | Reduce -8.1% |
| CCL Carnival Corp. | 0.29% | 39,944 | $1.0M | Add +259.1% |
| PHM Pultegroup Inc. | 0.29% | 8,723 | $1.0M | Add +16.0% |
| CMI Cummins Inc. | 0.29% | 1,886 | $1.0M | Reduce -26.7% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.29% | 19,560 | $1.0M | Add +49.4% |
| ABT Abbott Laboratories | 0.28% | 9,499 | $975K | Reduce -7.6% |
| UBER Uber Technologies Inc. | 0.28% | 13,513 | $972K | Add +19.0% |
| IBIT iShares Bitcoin Trust ETF | 0.26% | 24,120 | $927K | No change |
| ALL Allstate Corp. | 0.26% | 4,404 | $913K | Add +68.2% |
| LOW Lowe's Cos Inc. | 0.26% | 3,804 | $899K | Add +24.5% |
| AMD Advanced Micro Devices | 0.26% | 4,414 | $898K | Reduce -0.3% |
| TT Trane Technologies PLC | 0.25% | 2,132 | $888K | Add +35.5% |
| CVX Chevron Corp. | 0.25% | 4,230 | $875K | Reduce -10.0% |
| MS Morgan Stanley | 0.25% | 5,232 | $861K | Add +89.4% |
| SCHX Schwab US Large-Cap ETF | 0.24% | 33,177 | $851K | No change |
| COF Capital One Financial Corp. | 0.24% | 4,649 | $848K | Add +6.3% |
| REGN Regeneron Pharmaceuticals | 0.24% | 1,074 | $830K | Add +9.6% |
| PFE Pfizer Inc. | 0.23% | 28,367 | $797K | Add +155.6% |
| SYY Sysco Corp. | 0.22% | 10,916 | $779K | Add +16.6% |
| APH Amphenol Corp. Class A | 0.22% | 6,127 | $774K | Reduce -6.6% |
| CSX CSX Corp. | 0.22% | 18,605 | $764K | Add +52.1% |
| TXN Texas Instruments Inc. | 0.21% | 3,804 | $739K | Add +27.6% |
| PPL PPL Corp. | 0.21% | 19,183 | $733K | Add +14.2% |
| TMO Thermo Fisher Scientific Inc. | 0.21% | 1,465 | $720K | Add +15.3% |
| RSG Republic Services Inc. | 0.20% | 3,252 | $712K | Reduce -30.5% |
| MCO Moody's Corp. | 0.20% | 1,599 | $698K | Add +13.6% |
| MCD McDonald's Corp. | 0.20% | 2,236 | $695K | Add +43.4% |
| EMR Emerson Electric Co. | 0.19% | 5,090 | $667K | New |
| NOW ServiceNow Inc. | 0.18% | 6,100 | $638K | Add +36.3% |
| HUBB Hubbell Inc. | 0.18% | 1,274 | $625K | New |
| AZO AutoZone Inc. | 0.18% | 184 | $622K | Add +6.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 2,536 | $615K | Reduce -14.1% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.17% | 6,029 | $581K | New |
| DELL Dell Technologies -C | 0.16% | 3,341 | $548K | Reduce -9.5% |
Portfolio Sells Q4 2025 → Q1 2026
| JIVE JPM Interntl Value ETF | Sold out | 0.00% | −2.72 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.26 |
| V Visa Inc. Class A | Reduce -8.1% | 0.85% | −0.23 |
| JEPI JPMorgan Equity Premium Inco | Reduce -5.7% | 2.81% | −0.23 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.20 |
| STE Steris PLC | Reduce -52.6% | 0.14% | −0.19 |
| KR Kroger Co. | Reduce -43.0% | 0.32% | −0.17 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.17 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.17 |
| WMT Walmart Inc. | Reduce -30.7% | 0.53% | −0.16 |
| UNP Union Pacific Corp. | Reduce -53.2% | 0.15% | −0.16 |
| VOO Vanguard S&P 500 ETF | Reduce -18.4% | 0.54% | −0.16 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.6% | 0.52% | −0.13 |
| MDT Medtronic PLC | Reduce -48.4% | 0.11% | −0.13 |
| TSCO Tractor Supply Company | Reduce -44.5% | 0.12% | −0.12 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.10 |
| ADP Automatic Data Processing | Reduce -39.1% | 0.09% | −0.10 |
| ABT Abbott Laboratories | Reduce -7.6% | 0.28% | −0.09 |
| ARES Ares Management Corp. Class A | Sold out | 0.00% | −0.09 |
| CMI Cummins Inc. | Reduce -26.7% | 0.29% | −0.09 |
| NDAQ Nasdaq Inc. | Sold out | 0.00% | −0.08 |
| FERG Ferguson Enterprises Inc. | Reduce -40.2% | 0.14% | −0.08 |
| RSG Republic Services Inc. | Reduce -30.5% | 0.20% | −0.08 |
| IBM Intl Business Machines Corp. | Reduce -14.1% | 0.18% | −0.08 |
| CDW CDW Corp. | Sold out | 0.00% | −0.08 |
| MSI Motorola Solutions Inc. | Reduce -45.6% | 0.12% | −0.08 |
| BR Broadridge Financial Solutio | Reduce -29.4% | 0.08% | −0.07 |
| CRM Salesforce Inc. | Reduce -11.6% | 0.12% | −0.07 |
| INGR Ingredion Inc. | Sold out | 0.00% | −0.07 |
| SLYG SS SPDR S&P 600 SC GR ETF | Sold out | 0.00% | −0.07 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.07 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.07 |
| LMT Lockheed Martin Corp. | Reduce -45.8% | 0.14% | −0.07 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.07 |
| NLY Annaly Capital Management Inc. | Sold out | 0.00% | −0.07 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.06 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.06 |
| FBIN Fortune Brands Innovations I | Sold out | 0.00% | −0.06 |
| ESI Element Solutions Inc. | Sold out | 0.00% | −0.06 |
| J Jacobs Solutions Inc. | Sold out | 0.00% | −0.06 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.06 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -41.5% | 0.06% | −0.06 |
| KDP Keurig Dr Pepper Inc. | Reduce -43.2% | 0.06% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -23.1% | 0.37% | −0.06 |
| PEP Pepsico Inc. | Reduce -19.3% | 0.33% | −0.05 |
| ITW Illinois Tool Works | Reduce -32.6% | 0.11% | −0.05 |
| BX Blackstone Inc. | Reduce -1.0% | 0.12% | −0.05 |
| SYK Stryker Corp. | Reduce -34.5% | 0.07% | −0.05 |
| IWD iShares Russell 1000 Value E | Reduce -6.8% | 0.63% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| LLY Eli Lilly & Co. | Add +113.1% | 1.59% | +0.71 |
| FXF Invesco Currencyshares Swiss | New | 0.69% | +0.69 |
| GLD SPDR Gold Shares | Add +51.8% | 1.38% | +0.53 |
| JNJ Johnson & Johnson | Add +65.6% | 1.07% | +0.52 |
| AMZN Amazon.com Inc. | Add +40.5% | 1.98% | +0.41 |
| PG The Procter & Gamble Co. | Add +170.8% | 0.58% | +0.37 |
| NVDA Nvidia Corp. | Add +18.1% | 3.81% | +0.33 |
| XOM Exxon Mobil Corp. | Add +62.1% | 0.56% | +0.31 |
| HSY The Hershey Co. | Add +300.0% | 0.38% | +0.30 |
| SPGI S&P Global Inc. | Add +218.5% | 0.46% | +0.28 |
| ABBV Abbvie Inc. | Add +43.0% | 0.88% | +0.23 |
| CCL Carnival Corp. | Add +259.1% | 0.29% | +0.20 |
| EMR Emerson Electric Co. | New | 0.19% | +0.19 |
| LIN Linde PLC | Add +40.1% | 0.49% | +0.19 |
| GOOG Alphabet Inc. Class C | Add +39.4% | 0.88% | +0.18 |
| HUBB Hubbell Inc. | New | 0.18% | +0.18 |
| SJM The JM Smucker Co. | New | 0.17% | +0.17 |
| PM Philip Morris International | Add +19.4% | 0.90% | +0.16 |
| PFE Pfizer Inc. | Add +155.6% | 0.23% | +0.15 |
| DIS The Walt Disney Co. | Add +80.3% | 0.42% | +0.14 |
| SLB SLB Ltd. | Add +49.4% | 0.29% | +0.14 |
| BSX Boston Scientific Corp. | Add +133.3% | 0.40% | +0.14 |
| QSR Restaurant Brands Intern | Add +21.5% | 0.58% | +0.14 |
| NEE Nextera Energy Inc. | Add +34.1% | 0.38% | +0.13 |
| GE General Electric | New | 0.13% | +0.13 |
| EFX Equifax Inc. | New | 0.12% | +0.12 |
| MMM 3M Co. | New | 0.12% | +0.12 |
| FANG Diamondback Energy Inc. | Add +20.6% | 0.32% | +0.11 |
| GEV GE Vernova Inc. | New | 0.11% | +0.11 |
| YUM Yum! Brands Inc. | New | 0.11% | +0.11 |
| GLW Corning Inc. | New | 0.10% | +0.10 |
| MS Morgan Stanley | Add +89.4% | 0.25% | +0.10 |
| ALL Allstate Corp. | Add +68.2% | 0.26% | +0.10 |
| AXP American Express Co. | Add +36.7% | 1.05% | +0.10 |
| ADI Analog Devices Inc. | Add +8.1% | 0.49% | +0.10 |
| AMT American Tower Corp. | Add +41.3% | 0.36% | +0.10 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.09% | +0.09 |
| DAL Delta Air Lines Inc. | Add +37.0% | 0.40% | +0.09 |
| TJX TJX Companies Inc. | Add +34.3% | 0.33% | +0.09 |
| CSX CSX Corp. | Add +52.1% | 0.22% | +0.09 |
| PH Parker Hannifin Corp. | Add +13.1% | 0.69% | +0.09 |
| DD Dupont DE Nemours Inc. | New | 0.09% | +0.09 |
| CAT Caterpillar Inc. | Add +0.5% | 0.45% | +0.08 |
| KO The Coca-Cola Co. | Add +16.4% | 0.39% | +0.08 |
| LHX L3HARRIS Technologies Inc. | Add +10.8% | 0.34% | +0.08 |
| TT Trane Technologies PLC | Add +35.5% | 0.25% | +0.08 |
| MCK McKesson Corp. | Add +8.4% | 0.62% | +0.07 |
| PPG PPG Industries Inc. | New | 0.07% | +0.07 |
| VICI Vici Properties Inc. | New | 0.07% | +0.07 |
| EPD Enterprise Products Partners | New | 0.07% | +0.07 |
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 |