FIDUCIARY FAMILY OFFICE, LLC

Q3 2025 13F-HR Holdings

Location
Boca Raton, FL
Holdings as of
9/30/2025
Date filed
10/29/2025
Form type
13F-HR
Num holdings
185
Total value ($000)
$351,492
Net value change ($000)
+46,141 (15.1%)
New positions
15
Sold out positions
17
Turnover %
6.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2025 Next filing: 2/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 21,744 24.0%
JIVE 8,897 NEW
NVDA 2,820 30.5%
GOOGL 2,312 37.7%
CSCO 1,122 105.0%
CRH 1,080 NEW
MSFT 1,073 12.2%
LRCX 1,036 68.2%
IBM 991 NEW
ADI 960 NEW
Top Reduces (Value $000, Stocks/ETFs)
EMR -962 -100.0%
VTV -928 -17.0%
UNH -860 -72.5%
PM -809 -20.8%
RCL -667 -74.9%
FISV -664 -34.9%
ELV -641 -100.0%
VOO -636 -21.2%
LIN -620 -100.0%
STE -540 -44.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type