FIDUCIARY FAMILY OFFICE, LLC
•CIK: 2020280•Filing: Q4 2025
**FIDUCIARY FAMILY OFFICE, LLC** manages $348M across a diversified portfolio of 183 positions. The fund exhibits significant concentration in technology mega-caps, notably holding AAPL at $120.0M, representing a substantial weighting. Further top holdings include NVDA ($12.1M), JEPI ($10.6M), and GOOGL ($10.3M), indicating a strategic allocation across growth and income-generating assets. This structure suggests a mandate focused on established, large-cap technology leaders.
Total AUM
$347.9M
QoQ Performance
-1.0%
Positions
170
Top 10 Concentration
54.6%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL34.5%
NVDA3.5%
JEPI3.0%
GOOGL3.0%
JIVE2.7%
MSFT2.6%
AMZN1.6%
JPM1.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology50.3%
Other29.0%
Financial6.4%
Consumer4.6%
Healthcare3.5%
Consumer Staples1.3%
ETF1.3%
Industrial1.2%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW8 new positions
↑49 increased
↓98 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024