Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FIDUCIARY FAMILY OFFICE, LLC (CIK 2020280) reported $350.8M across 178 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($113.3M, 32.29%), NVDA ($13.4M, 3.81%), JEPI ($9.8M, 2.81%), GOOGL ($9.7M, 2.77%), MSFT ($8.0M, 2.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $113.3M | 32.29% | 446,402 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $13.4M | 3.81% | 76,744 | Added |
| 3 | JEPI | J P MORGAN EXCHANGE TRADED F | $9.8M | 2.81% | 173,778 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $9.7M | 2.77% | 33,800 | Added |
| 5 | MSFT | MICROSOFT CORP | $8.0M | 2.29% | 21,684 | Added |
| 6 | AMZN | AMAZON COM INC | $7.0M | 1.98% | 33,394 | Added |
| 7 | LLY | ELI LILLY & CO | $5.6M | 1.59% | 6,070 | Added |
| 8 | GLD | SPDR GOLD TR | $4.8M | 1.38% | 11,223 | Added |
| 9 | AVGO | BROADCOM INC | $4.6M | 1.30% | 14,770 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $4.3M | 1.23% | 14,644 | Added |
| 11 | META | META PLATFORMS INC | $4.1M | 1.16% | 7,123 | Added |
| 12 | VTV | VANGUARD INDEX FDS | $4.0M | 1.15% | 20,623 | Added |
| 13 | JNJ | JOHNSON & JOHNSON | $3.8M | 1.07% | 15,413 | Added |
| 14 | VBR | VANGUARD INDEX FDS | $3.7M | 1.06% | 17,160 | Hold |
| 15 | AXP | AMERICAN EXPRESS CO | $3.7M | 1.05% | 12,191 | Added |
| 16 | LRCX | LAM RESEARCH CORP | $3.5M | 1.00% | 16,399 | Trimmed |
| 17 | PM | PHILIP MORRIS INTL INC | $3.2M | 0.90% | 19,168 | Added |
| 18 | GOOG | ALPHABET INC | $3.1M | 0.88% | 10,713 | Added |
| 19 | ABBV | ABBVIE INC | $3.1M | 0.88% | 14,140 | Added |
| 20 | WFC | WELLS FARGO & CO | $3.0M | 0.86% | 37,924 | Added |
| 21 | V | VISA INC | $3.0M | 0.85% | 9,820 | Trimmed |
| 22 | VRT | VERTIV HOLDINGS CO | $2.6M | 0.73% | 10,214 | Trimmed |
| 23 | ORCL | ORACLE CORP | $2.6M | 0.73% | 17,494 | Added |
| 24 | VB | VANGUARD INDEX FDS | $2.4M | 0.69% | 9,201 | Hold |
| 25 | FXF | INVESCO CURRENCYSHARES SWISS | $2.4M | 0.69% | 21,960 | New |
Source: SEC Form 13F filings · as of 2026-03-31