Fiduciary Family Office, LLC
177 holdingsFiling period: 2026-06-30Current AUM: $428.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 450.2K | $130.3M | $152.8M | 35.66% | +3.8K | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 79.1K | $15.8M | $17.1M | 3.99% | +2.3K | 2026-06-30 |
| 3 | GOOGL | Alphabet Inc | 32.6K | $11.7M | $11.1M | 2.59% | -1,150 | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc | 42.0K | $10.0M | $11.0M | 2.57% | +8.6K | 2026-06-30 |
| 5 | MSFT | Microsoft Corp | 24.1K | $9.0M | $12.8M | 2.99% | +2.4K | 2026-06-30 |
| 6 | JEPI | J P Morgan Exchange Traded F | 156.5K | $8.8M | $9.0M | 2.09% | -17,230 | 2026-06-30 |
| 7 | LRCX | Lam Research Corp | 17.7K | $7.7M | $4.7M | 1.09% | +1.3K | 2026-06-30 |
| 8 | LLY | Eli Lilly & Co | 6.1K | $7.3M | $7.9M | 1.83% | +49 | 2026-06-30 |
| 9 | AVGO | Broadcom Inc | 15.8K | $6.0M | $5.3M | 1.23% | +1.1K | 2026-06-30 |
| 10 | JPM | JPMorgan Chase & Co | 15.3K | $5.0M | $5.1M | 1.20% | +675 | 2026-06-30 |
| 11 | AXP | American Express Co | 12.8K | $4.3M | $4.1M | 0.95% | +650 | 2026-06-30 |
| 12 | META | Meta Platforms Inc | 7.5K | $4.2M | $5.2M | 1.22% | +396 | 2026-06-30 |
| 13 | VBR | Vanguard Index Fds | 17.3K | $4.2M | $4.1M | 0.96% | +150 | 2026-06-30 |
| 14 | GLD | Spdr Gold TR | 11.2K | $4.1M | $4.2M | 0.99% | -- | 2026-06-30 |
| 15 | CSCO | Cisco Sys Inc | 34.3K | $4.0M | $3.7M | 0.85% | +3.6K | 2026-06-30 |
| 16 | GOOG | Alphabet Inc | 11.2K | $3.9M | $3.8M | 0.88% | +441 | 2026-06-30 |
| 17 | JNJ | Johnson & Johnson | 15.0K | $3.8M | $3.9M | 0.91% | -453 | 2026-06-30 |
| 18 | ABBV | Abbvie Inc | 13.9K | $3.5M | $4.0M | 0.93% | -283 | 2026-06-30 |
| 19 | PM | Philip Morris Intl Inc | 18.4K | $3.3M | $3.7M | 0.86% | -768 | 2026-06-30 |
| 20 | V | Visa Inc | 9.2K | $3.1M | $3.7M | 0.87% | -641 | 2026-06-30 |
| 21 | WFC | Wells Fargo & Co | 37.9K | $3.1M | $3.1M | 0.73% | -53 | 2026-06-30 |
| 22 | VRT | Vertiv Holdings Co | 9.3K | $3.1M | $1.9M | 0.44% | -922 | 2026-06-30 |
| 23 | PH | Parker-Hannifin Corp | 3.1K | $3.1M | $2.9M | 0.69% | +409 | 2026-06-30 |
| 24 | AMD | Advanced Micro Devices Inc | 5.1K | $2.9M | $2.7M | 0.63% | +652 | 2026-06-30 |
| 25 | ORCL | Oracle Corp | 19.9K | $2.9M | $2.6M | 0.61% | +2.4K | 2026-06-30 |
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