1y return+23.5%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $163 against $157 in the S&P 500.2
Fiduciary Family Office, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $130.3M | 32.6% | |
| NVDANvidia Corporation | $15.8M | 4.0% | +3.0% |
| GOOGLAlphabet Inc | $11.7M | 2.9% | −3.4% |
| AMZNAmazon Com Inc | $10.0M | 2.5% | +25.7% |
| MSFTMicrosoft Corp | $9.0M | 2.2% | +11.0% |
| JEPIJ P Morgan Exchange Traded F | $8.8M | 2.2% | −9.9% |
| LRCXLam Research Corp | $7.7M | 1.9% | +8.1% |
| LLYEli Lilly & Co | $7.3M | 1.8% | |
| AVGOBroadcom Inc | $6.0M | 1.5% | +7.1% |
| JPMJpmorgan Chase & Co | $5.0M | 1.3% | +4.6% |
| AXPAmerican Express Co | $4.3M | 1.1% | +5.3% |
| METAMeta Platforms Inc | $4.2M | 1.1% | +5.6% |
| VBRVanguard Index Fds | $4.2M | 1.1% | |
| GLDSpdr Gold Tr | $4.1M | 1.0% | |
| CSCOCisco Sys Inc | $4.0M | 1.0% | +11.7% |
| GOOGAlphabet Inc | $3.9M | 1.0% | +4.1% |
| JNJJohnson & Johnson | $3.8M | 1.0% | −2.9% |
| ABBVAbbvie Inc | $3.5M | 0.9% | −2.0% |
| PMPhilip Morris Intl Inc | $3.3M | 0.8% | −4.0% |
| VVisa Inc | $3.1M | 0.8% | −6.5% |
| WFCWells Fargo & Co | $3.1M | 0.8% | |
| VRTVertiv Holdings Co | $3.1M | 0.8% | −9.0% |
| PHParker-hannifin Corp | $3.1M | 0.8% | +15.1% |
| AMDAdvanced Micro Devices Inc | $2.9M | 0.7% | +14.8% |
| ORCLOracle Corp | $2.9M | 0.7% | +13.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Research Corp | March 31, 2025 | +496.1% | $7.7M |
| AMDAdvanced Micro Devices Inc | March 31, 2025 | +465.4% | $2.9M |
| VRTVertiv Holdings Co | March 31, 2025 | +363.7% | $3.1M |
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $15.8M |
| CATCaterpillar Inc | March 31, 2025 | +222.9% | $2.4M |
| APHAmphenol Corp | March 31, 2025 | +168.8% | $2.8M |
| GOOGLAlphabet Inc | March 31, 2025 | +131.1% | $11.7M |
| GOOGAlphabet Inc | March 31, 2025 | +126.2% | $3.9M |
| AVGOBroadcom Inc | March 31, 2025 | +125.6% | $6.0M |
| IBKRInteractive Brokers Group In | March 31, 2025 | +110.3% | $2.7M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $2.0M
- Accenture PLC IrelandCUSIP G1151C101 was $1.2M
- Carnival CorpCUSIP 143658300 was $1.0M
- WMWaste Mgmt Inc Del was $540K
- LMTLockheed Martin Corp was $490K
- MSIMotorola Solutions Inc was $417K
- CZRCaesars Entertainment Inc Ne was $408K
- TSCOTractor Supply Co was $404K
- ITWIllinois Tool Wks Inc was $388K
- YUMYum Brands Inc was $376K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.8% | +14.8% |
| March 31, 2026 | −4.3% | −4.6% |
| December 31, 2025 | +3.4% | +2.4% |
| September 30, 2025 | +11.6% | +7.8% |
| June 30, 2025 | +3.3% | +10.5% |
| March 31, 2025 | +5.3% | −4.6% |
| December 31, 2024 | +2.7% | +2.1% |
| September 30, 2024 | +7.3% | +5.4% |
| June 30, 2024 | +4.9% | +4.0% |
| March 31, 2024 | +4.6% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Fiduciary Family Office, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2020280&type=13F-HR&dateb=&owner=include&count=40CIK 2020280
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2020280/000117266126003069/Filed August 5, 2026 · accession 0001172661-26-003069