FIDUCIARY FAMILY OFFICE, LLC
CIK 2020280
13F filing for Q2 2026・No. 4,481
- Holdings
- US$399.79M
- Quarter change
- +US$48.94M
- Entries
- 177
- Net bought (estimate)
- +US$5.49M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 20
- Sold out 22
- Cut 57
- Added 75
- Corporate actions 0
- Unchanged 25
Largest holdings
177 stocks worth US$399.79M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Added | 450,152 | US$130.26M | 32.58% |
| NVDANvidiaCOM | Added | 79,056 | US$15.82M | 3.96% |
| GOOGLAlphabetCAP STK CL A | Cut | 32,650 | US$11.67M | 2.92% |
| AMZNAmazonCOM | Added | 41,977 | US$10M | 2.50% |
| MSFTMicrosoftCOM | Added | 24,078 | US$8.98M | 2.25% |
| J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM | Cut | 156,548 | US$8.84M | 2.21% |
| LRCXLAM RESEARCH CORPCOM NEW | Added | 17,727 | US$7.68M | 1.92% |
| LLYELI LILLY & COCOM | Added | 6,119 | US$7.34M | 1.84% |
| AVGOBroadcomCOM | Added | 15,822 | US$5.98M | 1.50% |
| JPMJPMORGAN CHASE & COCOM | Added | 15,319 | US$5.01M | 1.25% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.