FIDUCIARY FAMILY OFFICE, LLC

Q4 2025 13F-HR Holdings

Location
Boca Raton, FL
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
183
Total value ($000)
$347,888
Net value change ($000)
-3,604 (-1.0%)
New positions
8
Sold out positions
10
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/29/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 7,457 6.6%
GOOGL 1,853 21.9%
LIN 1,046 NEW
LLY 867 39.5%
ABT 733 131.8%
GOOGL 707 41.5%
MSI 676 NEW
IQV 644 55.1%
AMZN 595 12.2%
JIVE 576 6.5%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -2,111 -46.8%
FISV -1,240 -100.0%
GLPI -1,173 -100.0%
CRH -1,080 -100.0%
CLX -818 -100.0%
MRSH -809 -75.7%
MSFT -785 -8.0%
META -746 -15.6%
HD -728 -36.8%
CL -688 -69.1%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type