FIDUCIARY FAMILY OFFICE, LLC
All 13F Filings
- Location
- Boca Raton, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 350,849
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/13/2026 | 179 | 350,849 | 13F-HR | FIDUCIARY FAMILY OFFICE, LLC |
| Q4 2025 | 2/10/2026 | 183 | 347,888 | 13F-HR | FIDUCIARY FAMILY OFFICE, LLC |
| Q3 2025 | 10/29/2025 | 185 | 351,492 | 13F-HR | FIDUCIARY FAMILY OFFICE, LLC |
| Q2 2025 | 7/30/2025 | 187 | 305,351 | 13F-HR | FIDUCIARY FAMILY OFFICE, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 307.9 K | 87.8% | 0 | 18.05 K | -18.05 K |
| ETFs | 42.47 K | 12.1% | 21.69 K | 0 | 21.69 K |
| Other | 475 | 0.1% | 0 | 673 | -673 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
350,849
Holdings
179
QoQ value change ($000)
2,961
(0.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.