FIDUCIARY FAMILY OFFICE, LLC

Q2 2026 13F-HR Holdings

Location
Boca Raton, FL
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
177
Total value ($000)
$399,788
Net value change ($000)
+48,939 (13.9%)
New positions
20
Sold out positions
22
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 16,964 15.0%
LRCX 4,178 119.2%
AMZN 3,050 43.9%
NVDA 2,434 18.2%
AMD 2,045 227.7%
APH 2,030 262.3%
GOOGL 1,949 20.1%
LLY 1,758 31.5%
CSCO 1,644 69.1%
AVGO 1,406 30.8%
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,974 -100.0%
ACN -1,238 -100.0%
TMUS -1,222 -70.7%
VTV -1,156 -28.6%
CCL -1,034 -100.0%
JEPI -1,008 -10.2%
DAL -857 -61.3%
KR -722 -63.4%
GLD -695 -14.4%
WM -540 -100.0%
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