FIDUCIARY FAMILY OFFICE, LLC
180 holdingsFiling period: 2026-03-31Current AUM: $404.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 446.4K | $113.3M | $137.9M | 34.14% | +5.1K | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 76.7K | $13.4M | $15.4M | 3.81% | +11.8K | 2026-03-31 |
| 3 | JEPI | J P MORGAN EXCHANGE TRADED F | 173.8K | $9.8M | $10.0M | 2.47% | -10,547 | 2026-03-31 |
| 4 | GOOGL | ALPHABET INC | 33.8K | $9.7M | $12.0M | 2.98% | +888 | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 21.7K | $8.0M | $10.1M | 2.49% | +3.0K | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 33.4K | $7.0M | $9.1M | 2.24% | +9.6K | 2026-03-31 |
| 7 | LLY | ELI LILLY & CO | 6.1K | $5.6M | $7.0M | 1.73% | +3.2K | 2026-03-31 |
| 8 | GLD | SPDR GOLD TR | 11.2K | $4.8M | $4.2M | 1.03% | +3.8K | 2026-03-31 |
| 9 | AVGO | BROADCOM INC | 14.8K | $4.6M | $5.7M | 1.42% | +1.8K | 2026-03-31 |
| 10 | JPM | JPMORGAN CHASE & CO | 14.6K | $4.3M | $5.2M | 1.28% | +396 | 2026-03-31 |
| 11 | META | META PLATFORMS INC | 7.1K | $4.1M | $4.0M | 0.98% | +1.0K | 2026-03-31 |
| 12 | VTV | VANGUARD INDEX FDS | 20.6K | $4.0M | $4.5M | 1.12% | +58 | 2026-03-31 |
| 13 | JNJ | JOHNSON & JOHNSON | 15.4K | $3.8M | $4.0M | 0.98% | +6.1K | 2026-03-31 |
| 14 | VBR | VANGUARD INDEX FDS | 17.2K | $3.7M | $4.2M | 1.04% | -- | 2026-03-31 |
| 15 | AXP | AMERICAN EXPRESS CO | 12.2K | $3.7M | $4.1M | 1.01% | +3.3K | 2026-03-31 |
| 16 | LRCX | LAM RESEARCH CORP | 16.4K | $3.5M | $4.8M | 1.19% | -157 | 2026-03-31 |
| 17 | PM | PHILIP MORRIS INTL INC | 19.2K | $3.2M | $3.7M | 0.91% | +3.1K | 2026-03-31 |
| 18 | ABBV | ABBVIE INC | 14.1K | $3.1M | $3.5M | 0.88% | +4.2K | 2026-03-31 |
| 19 | GOOG | ALPHABET INC | 10.7K | $3.1M | $3.8M | 0.95% | +3.0K | 2026-03-31 |
| 20 | WFC | WELLS FARGO & CO | 37.9K | $3.0M | $3.3M | 0.81% | +3.0K | 2026-03-31 |
| 21 | V | VISA INC | 9.8K | $3.0M | $3.6M | 0.89% | -864 | 2026-03-31 |
| 22 | ORCL | ORACLE CORP | 17.5K | $2.6M | $2.3M | 0.56% | +5.2K | 2026-03-31 |
| 23 | VRT | VERTIV HOLDINGS CO | 10.2K | $2.6M | $2.5M | 0.61% | -78 | 2026-03-31 |
| 24 | PH | PARKER-HANNIFIN CORP | 2.7K | $2.4M | $2.6M | 0.66% | +314 | 2026-03-31 |
| 25 | FXF | INVESCO CURRENCYSHARES SWISS | 22.0K | $2.4M | $2.4M | 0.59% | -- | 2026-03-31 |
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