Fiduciary Family Office, LLC holds a focused book of 177 stocks worth $399.8M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Alphabet Inc-CL A. Their largest long position is Apple Inc at 33% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
+4 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Fiduciary Family Office, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.9M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Trans-Canada Capital Inc. | 9 / 80 | $1.6B |
| Ardent Capital Management, Inc. | 20 / 80 | $208.9M |
| Hoey Investments, Inc | 60 / 80 | $660.5M |
| Draper Asset Management, LLC | 9 / 80 | $168.1M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $393.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Fiduciary Family Office, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $130.3M | 450.2K | 32.6% | ▲+0.8% Added · +4K sh | |
| 2 | Nvidia Corporation COM | $15.8M | 79.1K | 4.0% | ▲+3.0% Added · +2K sh | |
| 3 | Alphabet Inc CAP STK CL A | $11.7M | 32.6K | 2.9% | ▼−3.4% Reduced · −1K sh | |
| 4 | Amazon Com Inc COM | $10.0M | 42.0K | 2.5% | ▲+26% Added · +9K sh | |
| 5 | Microsoft Corp COM | $9.0M | 24.1K | 2.2% | ▲+11% Added · +2K sh | |
| 6 | J P Morgan Exchange Traded F EQUITY PREMIUM | $8.8M | 156.5K | 2.2% | ▼−9.9% Reduced · −17K sh | |
| 7 | Lam Research Corp COM NEW | $7.7M | 17.7K | 1.9% | ▲+8.1% Added · +1K sh | |
| 8 | Eli Lilly & Co COM | $7.3M | 6.1K | 1.8% | ▲+0.8% Added · +49 sh | |
| 9 | Broadcom Inc COM | $6.0M | 15.8K | 1.5% | ▲+7.1% Added · +1K sh | |
| 10 | JPMorgan Chase & Co COM | $5.0M | 15.3K | 1.3% | ▲+4.6% Added · +675 sh | |
| 11 | American Express Co COM | $4.3M | 12.8K | 1.1% | ▲+5.3% Added · +650 sh | |
| 12 | Meta Platforms Inc CL A | $4.2M | 7.5K | 1.1% | ▲+5.5% Added · +396 sh | |
| 13 | Vanguard Index FDS SM CP VAL ETF | $4.2M | 17.3K | 1.1% | ▲+0.9% Added · +150 sh | |
| 14 | SPDR Gold TR GOLD SHS | $4.1M | 11.2K | 1.0% | —Held | |
| 15 | Cisco Sys Inc COM | $4.0M | 34.3K | 1.0% | ▲+12% Added · +4K sh | |
| 16 | Alphabet Inc CAP STK CL C | $3.9M | 11.2K | 1.0% | ▲+4.1% Added · +441 sh | |
| 17 | Johnson & Johnson COM | $3.8M | 15.0K | 1.0% | ▼−2.9% Reduced · −453 sh | |
| 18 | Abbvie Inc COM | $3.5M | 13.9K | 0.9% | ▼−2.0% Reduced · −283 sh | |
| 19 | Philip Morris Intl Inc COM | $3.3M | 18.4K | 0.8% | ▼−4.0% Reduced · −768 sh | |
| 20 | Visa Inc COM CL A | $3.1M | 9.2K | 0.8% | ▼−6.5% Reduced · −641 sh | |
| 21 | Wells Fargo & Co COM | $3.1M | 37.9K | 0.8% | ▼−0.1% Reduced · −53 sh | |
| 22 | Vertiv Holdings Co COM CL A | $3.1M | 9.3K | 0.8% | ▼−9.0% Reduced · −922 sh | |
| 23 | Parker-Hannifin Corp COM | $3.1M | 3.1K | 0.8% | ▲+15% Added · +409 sh | |
| 24 | Advanced Micro Devices Inc COM | $2.9M | 5.1K | 0.7% | ▲+15% Added · +652 sh | |
| 25 | Oracle Corp COM | $2.9M | 19.9K | 0.7% | ▲+14% Added · +2K sh | |
| 26 | Bank Of Amer Corp COM | $2.9M | 51.0K | 0.7% | ▲+10% Added · +5K sh | |
| 27 | Vanguard Index FDS VALUE ETF | $2.9M | 13.3K | 0.7% | ▼−36% Reduced · −7K sh | |
| 28 | Vanguard Index FDS SMALL CP ETF | $2.8M | 9.3K | 0.7% | ▲+0.9% Added · +86 sh | |
| 29 | Amphenol Corp CL A | $2.8M | 15.9K | 0.7% | ▲+160% Added · +10K sh | |
| 30 | Interactive Brokers Group In COM CL A | $2.7M | 31.4K | 0.7% | ▼−1.8% Reduced · −573 sh | |
| 31 | Vanguard Index FDS MID CAP ETF | $2.7M | 33.3K | 0.7% | ▲+635% Added · +29K sh | |
| 32 | Disney Walt Co COM | $2.5M | 25.7K | 0.6% | ▲+66% Added · +10K sh | |
| 33 | Caterpillar Inc COM | $2.4M | 2.3K | 0.6% | ▲+1.7% Added · +37 sh | |
| 34 | Invesco Currencyshares Swiss SWISS FRANC | $2.4M | 22.0K | 0.6% | —Held | |
| 35 | Iqvia Hldgs Inc COM | $2.4M | 12.2K | 0.6% | ▲+33% Added · +3K sh | |
| 36 | Berkshire Hathaway Inc Del CL B NEW | $2.4M | 4.7K | 0.6% | ▲+5.5% Added · +247 sh | |
| 37 | Analog Devices Inc COM | $2.3M | 5.7K | 0.6% | ▲+5.9% Added · +319 sh | |
| 38 | State STR SPDR S&P 500 ETF T TR UNIT | $2.3M | 3.0K | 0.6% | ▲~0% Added · +1 sh | |
| 39 | Restaurant Brands Intl Inc COM | $2.2M | 30.5K | 0.6% | ▲+10% Added · +3K sh | |
| 40 | Vanguard Index FDS S&P 500 ETF SHS | $2.2M | 3.2K | 0.5% | ▼−0.3% Reduced · −11 sh | |
| 41 | Ishares TR RUS 1000 VAL ETF | $2.2M | 8.9K | 0.5% | ▼−14% Reduced · −1K sh | |
| 42 | Bank Of NY Mellon Corp COM | $2.1M | 14.4K | 0.5% | ▼−11% Reduced · −2K sh | |
| 43 | Linde PLC SHS | $2.0M | 3.8K | 0.5% | ▲+9.3% Added · +320 sh | |
| 44 | McKesson Corp COM | $1.9M | 2.5K | 0.5% | ▲+2.0% Added · +49 sh | |
| 45 | Centerpoint Energy Inc COM | $1.8M | 42.0K | 0.5% | ▲+14% Added · +5K sh | |
| 46 | Procter & Gamble Co COM | $1.7M | 11.6K | 0.4% | ▼−18% Reduced · −3K sh | |
| 47 | Costco Wholesale Corporation COM | $1.7M | 1.8K | 0.4% | ▼−0.7% Reduced · −12 sh | |
| 48 | Walmart Inc COM | $1.6M | 14.6K | 0.4% | ▼−2.2% Reduced · −333 sh | |
| 49 | American Tower Corp COM | $1.6M | 10.1K | 0.4% | ▲+37% Added · +3K sh | |
| 50 | Boston Scientific Corp COM | $1.5M | 34.9K | 0.4% | ▲+55% Added · +12K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2020280/holdings"
Use Arkolith to show FIDUCIARY FAMILY OFFICE, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 5, 2026 | 36d | 177 | $399.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 44d | 179 | $350.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 41d | 183 | $347.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 29d | 185 | $351.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 30d | 187 | $305.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 42d | 187 | $300.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 17d | 75 | $339.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 30, 2024 | 30d | 201 | $303.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.