StockDriftsStockDriftsTop 50 Fiduciary Family Office LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 32.58% | 450.2K | $130.3M | +0.84%(+3.75K) | $232.72(+31.78%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.96% | 79.1K | $15.8M | +3.01%(+2.31K) | $131.94(+67.09%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.92% | 32.6K | $11.7M | -3.40%(-1.15K) | $145.20(+142.05%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.5% | 42.0K | $10.0M | +25.70%(+8.58K) | $210.62(+30.54%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.25% | 24.1K | $9.0M | +11.04%(+2.39K) | $399.43(+25.87%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.21% | 156.5K | $8.8M | -9.91%(-17.23K) | $57.51(+0.50%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 1.92% | 17.7K | $7.7M | +8.10%(+1.33K) | $99.20(+216.94%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 1.84% | 6.1K | $7.3M | +0.81%(+49) | $894.17(+37.43%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.5% | 15.8K | $6.0M | +7.12%(+1.05K) | $155.75(+169.90%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.25% | 15.3K | $5.0M | +4.61%(+675) | $242.57(+49.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +86.82% |
| Top 20 Holdings Unweighted | — | — | — | — | +95.50% |
Fiduciary Family Office LLC reports $399.79M in US-listed equity holdings across 177 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (32.6%), NVDA (4.0%) and GOOGL (2.9%). The top 20 holdings account for 62.6% of reported assets. Its disclosed equity book has returned +86.82% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fiduciary Family Office LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2020280). View Fiduciary Family Office LLC’s 13F filings on SEC