SEC Form 13F

FIDUCIARY FAMILY OFFICE, LLC 13F Holdings

Inspect FIDUCIARY FAMILY OFFICE, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-06T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-06
Reported value
$399,787,596
Positions
177

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Step 1 of 3

Disclosed positions

FIDUCIARY FAMILY OFFICE, LLC: source evidence dated 2026-08-06T03:59:59.999Z.

Issuer
APPLE INC
Ticker
AAPL
Class
COM
Reported value
$130,256,230
Reported amount
450,152
Unit
SH
Option
None
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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001172661-26-003069
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Step 3 of 3

Browse institutional filings

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Disclosed positions

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APPLE INCAAPLCOM$130,256,230450,152SHNone
NVIDIA CORPORATIONNVDACOM$15,818,31579,056SHNone
ALPHABET INCGOOGLCAP STK CL A$11,668,28232,650SHNone
AMAZON COM INCAMZNCOM$10,004,99041,977SHNone
MICROSOFT CORPMSFTCOM$8,981,66524,078SHNone
J P MORGAN EXCHANGE TRADED FJEPIEQUITY PREMIUM$8,841,831156,548SHNone
LAM RESEARCH CORPLRCXCOM NEW$7,681,64117,727SHNone
ELI LILLY & COLLYCOM$7,340,5036,119SHNone
BROADCOM INCAVGOCOM$5,976,96015,822SHNone
JPMORGAN CHASE & COJPMCOM$5,014,65115,319SHNone
AMERICAN EXPRESS COAXPCOM$4,343,49412,841SHNone
META PLATFORMS INCMETACL A$4,235,4177,519SHNone
VANGUARD INDEX FDSVBRSM CP VAL ETF$4,206,15717,310SHNone
SPDR GOLD TRGLDGOLD SHS$4,134,32911,223SHNone
CISCO SYS INCCSCOCOM$4,023,72034,256SHNone
ALPHABET INCGOOGCAP STK CL C$3,941,04311,154SHNone
JOHNSON & JOHNSONJNJCOM$3,799,53414,960SHNone
ABBVIE INCABBVCOM$3,487,19213,857SHNone
PHILIP MORRIS INTL INCPMCOM$3,328,90418,400SHNone
VISA INCVCOM CL A$3,149,3859,179SHNone
WELLS FARGO & COWFCCOM$3,129,65937,871SHNone
VERTIV HOLDINGS COVRTCOM CL A$3,111,1479,292SHNone
PARKER-HANNIFIN CORPPHCOM$3,052,0253,120SHNone
ADVANCED MICRO DEVICES INCAMDCOM$2,942,8905,066SHNone
ORACLE CORPORCLCOM$2,919,65519,922SHNone
BANK OF AMER CORPBACCOM$2,905,36250,989SHNone
VANGUARD INDEX FDSVTVVALUE ETF$2,889,91413,260SHNone
VANGUARD INDEX FDSVBSMALL CP ETF$2,815,0759,287SHNone
AMPHENOL CORPAPHCL A$2,804,36215,904SHNone
INTERACTIVE BROKERS GROUP INIBKRCOM CL A$2,730,88031,375SHNone
VANGUARD INDEX FDSVOMID CAP ETF$2,682,01433,288SHNone
DISNEY WALT CODISCOM$2,469,51025,657SHNone
CATERPILLAR INCCATCOM$2,411,9992,265SHNone
INVESCO CURRENCYSHARES SWISSFXFSWISS FRANC$2,394,79721,960SHNone
IQVIA HLDGS INCIQVCOM$2,363,27412,231SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$2,358,4514,713SHNone
ANALOG DEVICES INCADICOM$2,263,0755,698SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$2,262,6093,029SHNone
RESTAURANT BRANDS INTL INCQSRCOM$2,213,65830,529SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$2,175,8143,168SHNone
ISHARES TRIWDRUS 1000 VAL ETF$2,162,6458,920SHNone
BANK OF NY MELLON CORPBNYCOM$2,084,11914,412SHNone
LINDE PLCLINSHS$1,950,1773,758SHNone
MCKESSON CORPMCKCOM$1,922,4502,544SHNone
CENTERPOINT ENERGY INCCNPCOM$1,848,62341,976SHNone
PROCTER & GAMBLE COPGCOM$1,696,11011,566SHNone
COSTCO WHOLESALE CORPORATIONCOSTCOM$1,664,8921,779SHNone
WALMART INCWMTCOM$1,648,76114,557SHNone
AMERICAN TOWER CORPAMTCOM$1,645,86110,062SHNone
BOSTON SCIENTIFIC CORPBSXCOM$1,488,25234,870SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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