FIDUCIARY FAMILY OFFICE, LLC

Q1 2026 13F-HR Holdings

Location
Boca Raton, FL
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
179
Total value ($000)
$350,849
Net value change ($000)
+2,961 (0.9%)
New positions
18
Sold out positions
22
Turnover %
7.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
LLY 2,522 82.4%
FXF 2,425 NEW
GLD 1,899 64.8%
JNJ 1,842 95.6%
AMZN 1,470 26.8%
PG 1,295 173.1%
NVDA 1,263 10.4%
XOM 1,111 128.7%
HSY 1,039 357.0%
SPGI 995 159.5%
Top Reduces (Value $000, Stocks/ETFs)
JIVE -9,473 -100.0%
AAPL -6,690 -5.6%
MSFT -1,026 -11.3%
ADBE -897 -100.0%
V -779 -20.8%
BKNG -712 -100.0%
JEPI -701 -6.6%
STE -673 -58.6%
WDAY -595 -100.0%
KR -588 -34.0%
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